Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreA large for-profit southeast operator of approximately 130 Acute Care Hospitals, with annual net revenues, has developed, as part of their long-term strategy, the desire to purchase free-standing home health agencies.
The company executed a Letter of Intent (“LOI”) to acquire a large home health agency that was located adjacent to one of their owned hospitals. The LOI and Asset Purchase Agreement (“APA”) were negotiated with a firm closing date of June 30. The client lacked the skilled internal resources to perform the necessary due diligence within the timeframe outlined for closing the transaction. In addition, post close, the client required an interim Chief Financial Officer.
Our experts were retained to provide transaction advisory services and guidance to the client in terms of deal points. The transaction was consummated on June 30, and a seasoned interim Chief Financial Officer was provided for nine months until the client was successful in recruiting a full-time CFO.
Joe Nappi, CTP
Senior Managing Director
Strategic Advisory Practice
+1 617 600 3602
[email protected]
> Transaction Diligence and Support
We partner with investors as trusted advisors to expertly navigate the challenging deal and investment climate. Our operational expertise is blended with an array of industry experiences, financial acumen, and technical knowledge to deliver unparalleled enterprise analysis to our clients. We leverage decades of transactional experience to understand each client’s unique situation, allowing for keen insights into diligence issues and the simplification of complex business operations.
> Integration Planning and Execution
In collaboration with a portfolio company’s management and private equity sponsor, we assist clients to seamlessly integrate and align business functions, operations, systems, and company cultures. Our hands-on approach puts our experts at the tip of the spear, leading the transformation of an organization with purpose and positioning them for long-term, sustainable growth