Chesky Partners
Chesky Partners describes itself as a boutique investment bank focused on strategic and transaction advisory services for healthcare, technology, and business services companies. Its stated services include M&A advisory, valuations, fairness opinions, and strategic preparation.
What stands out about Chesky Partners
Chesky Partners publicly presents a senior-led advisory model for middle-market companies in healthcare, technology, and business services. It states that it has advised on transactions ranging from less than $1 million to over $1 billion, while narrower current size criteria, fee terms, and formal geographic coverage are not stated on the official services page.[1][2][3][4]
What does Chesky Partners do?
Chesky Partners describes itself as a boutique investment bank focused on strategic and transaction advisory services for healthcare, technology, and business services companies. The firm states that it specializes in helping middle-market companies.
The official contact page identifies an office at 535 Fifth Avenue, 4th Floor, New York, NY 10017.[1][2][3]
Chesky Partners publicly offers strategic advisory, transaction/M&A advisory, valuations, and fairness opinions. Its strategic advisory work includes pre-M&A readiness evaluation and preparation, competitive landscape assessment, strategic partnerships, joint ventures, build-versus-buy analysis, identification of business value drivers, and due-diligence preparation and support.
Its stated transaction advisory services include sales to strategic partners, leveraged buyouts by financial partners, management buyouts, subsidiary or line-of-business divestitures, add-on or transformational acquisitions, and mergers of equals.[1][3]
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 Chesky Partners?
For an owner evaluating a sale or strategic transaction, the stated sector focus, middle-market orientation, transaction-size experience, and range of transaction assignments provide the principal public indicators of Chesky Partners’ advisory scope. The firm identifies sellside-advisor examples and states that it can manage M&A processes from planning to closing.
Before engagement, an owner should confirm the exact role of the current team on listed transactions, the firm’s current transaction-size and geographic criteria, the contracting and regulatory entity, fee and termination terms, and how conflicts are managed. The official services page does not publish retainer amounts, success-fee percentages, minimum fees, termination provisions, or tail-period terms, the official contact page does not identify the stated legal-entity or registration details, and the official services page does not state the stated narrower criteria.[2][3][4]
Which legal entity will contract with the client, and through what entity or affiliation are regulated investment-banking services performed
Which listed transactions were completed by the current team, and what were the closing dates, transaction values, buyer types, and exact Chesky Partners role
What are the retainer, success-fee, minimum-fee, expense, termination, and tail provisions
What size transactions and clients does Chesky Partners focus on?
The firm states that it specializes in healthcare, technology, and business services. Representative transaction examples span areas including specialty pharmacy, healthcare services, medical devices, software, and other business services.[3][4]
The official transactions page identifies Milliman’s Retirement Administration business as a representative sellside-advisor transaction involving Empower. It also identifies Total Health Oncology as a representative sellside-advisor transaction involving The Lockwood Group and Ares Management Corporation.
Additional listed representative sellside-advisor transactions include Momentum involving Virtuous, Arius involving Milliman and Akur8, and EPSRx involving CarePartners Pharmacy.
The official transactions page does not publish closing dates or transaction values for the representative examples displayed on that page.[4]
Chesky Partners states that it advises on sales to strategic partners, leveraged buyouts, management buyouts, divestitures, add-on or transformational acquisitions, and mergers of equals. It also offers valuations and fairness opinions.
The firm states that it manages all aspects of the M&A process from planning to closing and emphasizes competitive and disciplined M&A processes.[1][3]
What does Chesky Partners publicly disclose about fees, process and engagement terms?
The official services page does not publish retainer amounts, success-fee percentages, minimum fees, termination provisions, or tail-period terms.
The official services page does not state a formal geographic coverage mandate or a narrower current revenue, EBITDA, enterprise-value, or minimum-size criterion beyond the middle-market description and historical transaction-size range.
The official transactions page does not publish closing dates or transaction values for the representative examples displayed on that page.
The official contact page does not identify a legal-entity suffix, broker-dealer affiliation, investment-adviser registration number, or other firm-level regulatory registration detail.[2][3][4]
The official homepage characterizes Chesky Partners as a boutique investment bank.
The official contact page does not identify a legal-entity suffix, broker-dealer affiliation, investment-adviser registration number, or other firm-level regulatory registration detail. The contracting entity and regulatory structure should therefore be confirmed directly.[1][2]
Chesky Partners states that it manages all aspects of the M&A process from planning to closing and emphasizes competitive and disciplined M&A processes. The firm also describes its principals and senior advisors as having significant operating experience and says it provides senior-level attention rather than relegating important strategic initiatives to less experienced junior staff.
The firm states that it may advise clients not to pursue a transaction when it does not believe pursuing one is in the client’s best interest.[3]
Questions to ask before hiring Chesky Partners
Which legal entity will contract with the client, and through what entity or affiliation are regulated investment-banking services performed?
Which listed transactions were completed by the current team, and what were the closing dates, transaction values, buyer types, and exact Chesky Partners role?
What are the retainer, success-fee, minimum-fee, expense, termination, and tail provisions?
What current transaction-size, revenue, EBITDA, ownership, and geographic criteria determine whether an engagement is accepted?
How are conflicts managed when the firm or its principals have investor, board, operating, or advisory relationships with potential buyers?
What percentage of engagements are sellside, buyside, fairness-opinion, or strategic-advisory assignments?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- 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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