Our Integrated Approach Can Help Deliver Across the Entire Post-Acute Care Continuum
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Who Do We Serve in Senior Living and Post-Acute Care?
- Health systems (with or without senior living and post-acute care assets and operations)
- Not-for-profit senior living organizations and for-profit owners and operators, from national to single site, covering independent living, assisted living, memory care, skilled nursing facility and long-term care facilities
Specific Post-Acute and Senior Living Services Offered
Health Systems
- Optimizing utilization of resources, care management and discharge planning
- Industry point of view and strategic and financial position analyses
- Identification of post-acute care partnerships and alignment strategies for health systems
- Portfolio review and rationalization
- Divestiture and/or acquisition of post-acute care and/or senior living assets
- Transitions of care consulting
- Real estate rationalization services
Senior Living / Skilled Nursing Systems, Owners and Operators
- Strategic growth advisory and buy-side transaction services
- Portfolio rationalization and sell-side transaction services
- Not-for-profit partnership and affiliation facilitation and advisory
- Distressed debt, debt restructuring and covenant waiver negotiations
- Capital markets advisory
- Strategic planning (strategic / industry / market position analysis)
- Financial planning (detailed forecasting, debt and capital capacity analysis)
- Real estate rationalization services
Why Kaufman Hall?
Kaufman Hall brings deep industry experience and knowledge across the post-acute care and senior living continuum with a comprehensive suite of services to assist our clients
- Prior and current involvement in numerous post-acute care and senior living engagements and transactions over last few years, related to both transaction / capital markets advisory and post-acute care consulting giving our team a unique, up-to-date perspective on market activity
- Breadth of clientele in post-acute care and senior living, with engagements focusing on both health systems and senior living / skilled nursing systems, owners and operators, allowing for a comprehensive understanding of the post-acute care and senior living continuum and their various interconnectivities
- A committed and diverse senior advisory team with specialized expertise covering transaction and capital markets advisory, operations mergers & acquisitions and strategic and financial planning across senior living and post-acute care
We’re Not Just Advisors—We’re Your Partners
For 40 years, Kaufman Hall has provided independent, objective insights to help healthcare organizations fulfill their missions, achieve their goals, and tackle their toughest problems. With our unmatched experience and expertise, we help healthcare leaders craft strategies that support the long-term financial health and viability of their organizations.
Matt Robbins provides partnership and financial advisory services for a broad range of healthcare clients engaged in various types of transactions, such as borrowings, debt restructurings, derivatives, mergers, acquisitions, and joint ventures.
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Dawn Samaris advises healthcare leaders nationwide on a broad range of initiatives, including strategic and financial planning, physician alignment strategies, post-acute strategies, and business and structural planning for merger, acquisition, and partnership transactions.
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Peter Delaney is a Senior Vice President for Kaufman Hall’s Treasury and Capital Markets, and Partnerships, Mergers and Acquisitions practices. He advises healthcare and senior living clients nationwide on credit positioning, debt offerings, interest rate swaps, and M&A and affiliation transactions.
Brent Farrell is a Senior Vice President with Kaufman Hall’s Real Estate practice. With more than 20 years of real estate experience and over 15 years specializing in healthcare, and been involved in over $7 billion in healthcare real estate advisory assignments ranging from medical office buildings to acute-care hospitals and post-acute facilities
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Andre Maksimow is a Senior Vice President of Kaufman Hall and a member of the firm’s Partnerships, Mergers, and Acquisitions practice. He has over 25 years of experience, including mergers and acquisitions, private equity, finance, and operations.
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Chris Peltola is a Senior Vice President with the Mergers and Acquisitions practice of Kaufman Hall. Mr. Peltola’s areas of expertise include M&A and corporate strategy, with a sector focus on laboratories, senior living and post-acute care, in addition to hospitals and health systems. Mr. Peltola works with a broad array of organizations, primarily focused on hospitals, health systems, physician groups and life plan communities (LPCs/CCRCs).
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Post-Acute Care & Senior Living Featured Insights
Research Report
Not-For-Profit Senior Living M&A in Review: Trends Emerge as Consolidation Continues in 2024
Senior living mergers and acquisitions involving not-for-profit entities continued to rise in 2024, with 62 announced transactions—up from 59 in 2023—according to a new analysis by Kaufman Hall, a Vizient company.
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Gist Weekly: August 16, 2024
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