Agenda Health
Agenda Health publicly identifies itself as a healthcare mergers-and-acquisitions advisory firm delivering sell-side guidance to healthcare business owners. Its stated sector coverage includes home health, behavioral health, clinical research sites, hospice, oral health, and other healthcare services.
Agenda Health presents a healthcare-focused, primarily sell-side advisory model.
Its public process covers consultation, valuation and analysis, a qualified-buyer market process, due-diligence management, LOI negotiations, purchase agreements, and closing assistance. The firm also works with buyers seeking healthcare acquisitions.[1][2][3][4]
What does Agenda Health do?
Agenda Health publicly identifies itself as a healthcare mergers-and-acquisitions advisory firm delivering sell-side guidance to healthcare business owners. The firm’s official transaction materials identify it as Austin, Texas-based.
Agenda Health reports 50+ years of combined healthcare M&A expertise, 100+ healthcare business transactions since 2020, and $850M+ in successful M&A transaction value. It states that it has guided healthcare providers from small family practices to multi-location networks.[1][2][3]
Agenda Health describes a five-step sell-side process consisting of complimentary consultation, valuation and analysis, a market process, due-diligence management, and purchase agreements and closing.
The firm also states that it works with qualified buyers to identify, evaluate, and secure healthcare acquisitions aligned with their strategic goals.[3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Agenda Health?
Owners evaluating Agenda Health should confirm which legal entity signs an engagement agreement and whether any affiliated entity conducts regulated broker-dealer or investment-advisory activity. They should also request the engagement fee, success-fee, minimum-fee, tail, exclusivity, and termination provisions because the cited buyer-intake page does not publish those engagement economics.
Owners should clarify the transaction sizes and financial profiles currently accepted, the states and healthcare subsectors receiving active buyer coverage, and whether Agenda Health represents buyers in the same transactions. Additional diligence may include references and deal-level detail on valuation ranges, consideration structure, rollover equity, and post-close obligations.[1][3][4]
What legal entity signs engagement agreements, and does any affiliated entity conduct regulated broker-dealer or investment-advisory activity
What are the engagement fee, success-fee, minimum-fee, tail, exclusivity, and termination provisions
What transaction sizes and financial profiles are currently accepted
What size transactions and clients does Agenda Health focus on?
Agenda Health lists Animal Health, Behavioral Health, Clinical Research Sites, Home Health, Hormone Replacement Therapy, Hospice, Infusion Services, Medical Aesthetics, Oral Health, and Revenue Cycle Management as sectors it serves.
For home health, the firm describes experience spanning Medicare home-health agencies, private-pay and Medicaid-based non-medical home care businesses, and operators ranging from single-location agencies to multi-state platforms. For behavioral health, it describes work across in-person, virtual, and hybrid care models and references payer mix, provider utilization, licensure, compliance, and scalable technology-enabled platforms.[3][5][6]
- Agility Home Care was identified as acquired by Honor Health Network in 2026, with Agenda Health acting as exclusive sell-side advisor.
- Chant Healthcare was identified as acquired by Superior Health Holdings/Renovus Capital Partners in 2026.
- Erie Retina Research was identified as acquired by Lexitas Pharma Services/QHP Capital in 2026.
- Autumn View Hospice was identified as acquired by Uplift Hospice in 2026, with Agenda Health advising the seller.
- Freudenthal Healthcare was identified as acquired by Creach Family Holdings in 2025, with Agenda Health acting as exclusive sell-side advisor.
- PremiereCare Consulting was identified as acquired by Active Day in 2025, with Agenda Health acting as sell-side advisor.
Agenda Health publicly presents a primarily sell-side advisory model. Its stated process covers consultation, valuation, a market process using qualified healthcare buyers, LOI negotiations, diligence management, purchase agreements, and closing. Separately, the firm works with buyers seeking healthcare acquisitions.[1][3][4]
What does Agenda Health publicly disclose about fees, process and engagement terms?
The cited buyer-intake page does not publish a universal minimum revenue, EBITDA, transaction-value, or geographic threshold for seller engagements. That page also does not publish advisor fee percentages, minimum fees, tail periods, termination schedules, or other engagement economics.
The cited transaction archive identifies transaction names, buyers, sectors, and selected years, but does not consistently disclose transaction values, consideration structure, financing terms, or complete closing dates for each listed transaction.[2][4]
The cited About page does not state Agenda Health’s legal entity form, broker-dealer status, investment-adviser registration status, or other firm-level regulatory registration details. The firm’s public description identifies it as a healthcare M&A advisory firm and sell-side advisor.[1]
Agenda Health states that, after a listing agreement, it uses a network of qualified healthcare buyers, facilitates discussions, manages data requests, and assists with letter-of-intent negotiations. Its broader stated sell-side process includes consultation, valuation and analysis, due-diligence management, purchase agreements, and closing.[3]
Questions to ask before hiring Agenda Health
What legal entity signs engagement agreements, and does any affiliated entity conduct regulated broker-dealer or investment-advisory activity?
What are the engagement fee, success-fee, minimum-fee, tail, exclusivity, and termination provisions?
What transaction sizes and financial profiles are currently accepted?
Which states and healthcare subsectors receive active buyer coverage?
Does Agenda Health represent buyers in the same transactions, and how are conflicts handled?
Can the firm provide references and additional deal-level detail, including transaction values, consideration structure, financing terms, and complete closing dates?
Sources & research notes
- Official website / firm overview
- Geography / market coverage
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Industry / market focus
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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