Auxo Firm Directory · Independent Research Profile

HMS Valuation Partners

HMS Valuation Partners states that it is exclusively focused on healthcare and provides valuation and transaction advisory services, including support for mergers and acquisitions, physician compensation arrangements, and other healthcare transactions.

Key takeaway

HMS Valuation Partners is a healthcare-focused valuation and transaction advisory firm.

Its public materials describe valuation work, transaction support, and healthcare regulatory analysis rather than a buyer or investment-platform model.[1][2][3][5][6][8]

What does HMS Valuation Partners do?

HMS Valuation Partners is the operating name presented on hmsvalue.com. The firm states that it is exclusively focused on healthcare and provides healthcare valuation and transaction advisory services, including support for mergers and acquisitions and other healthcare transactions.[1][2] Publicly stated services include healthcare business valuation, transaction advisory support, physician compensation arrangements, timeshare leases, professional services agreements, and other healthcare transactions. HMS also describes valuation work supporting physician practice arrangements and ambulatory surgery center acquisitions.[2][5]

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.

Published size criteriaPublicly stated range
Lower published point$1MILLION
Upper published point$250MILLION

Published criteria: HMS states that it values businesses with annual revenues ranging from less than $1 million to over $250 million.[2][3]

What should a business owner evaluate before hiring HMS Valuation Partners?

An owner evaluating HMS should clarify the scope of transaction support beyond valuation analysis, including whether the engagement covers sell-side process management, buyer outreach, or negotiation support. The owner should also confirm the applicable fee structure and engagement terms, the relevant healthcare transaction experience, and the deliverables for fair-market-value, commercial-reasonableness, Stark Law, and Anti-Kickback requirements.[2][8]
01

Does HMS provide sell-side M&A advisory services, or is its role limited to valuation and transaction-support work

HMS publicly describes valuation and transaction advisory support for mergers and acquisitions and other healthcare transactions, but the cited service description does not define the full scope of sell-side services.[2]
02

Which transaction services are included beyond the valuation opinion

The firm describes valuation work and transaction advisory support, making the boundaries of the engagement scope an important point to clarify.[2][5]
03

How are fees structured, including fixed fees, hourly fees, success fees, minimums, termination provisions, and tail periods

The official healthcare valuation services page does not publish a standard fee schedule, minimum fee, success-fee percentage, termination provision, or tail period.[2]

What size transactions and clients does HMS Valuation Partners focus on?

HMS states that it is exclusively focused on the healthcare industry. Its identified client types include single hospitals, regional and multinational health systems, large and small physician groups, healthcare law firms, management consulting firms, and private equity firms.[1][2] The official Valuation Views index displays content categories including case studies and news, but the displayed index does not identify completed transactions by client, buyer, seller, date, or transaction value.[6] HMS publicly describes support for mergers and acquisitions, physician practice arrangements, ambulatory surgery center acquisitions, and other healthcare transactions. Its business valuation work analyzes financial, production, and operational information in support of physician practice arrangements and ASC acquisitions.[2][5]

What does HMS Valuation Partners publicly disclose about fees, process and engagement terms?

The official Valuation Views index does not identify completed transactions by client, buyer, seller, date, or transaction value. The official healthcare valuation services page does not publish a standard fee schedule, minimum fee, success-fee percentage, termination provision, or tail period.[2][6] A USPTO Office Action identifies Health Management Solutions, L.L.C. as the applicant for the HMS VALUATION PARTNERS trademark application. HMS also publicly describes fair-market-value and commercial-reasonableness work addressing healthcare regulatory considerations, including Stark Law and Anti-Kickback requirements. The official physician compensation valuation page does not state that HMS is a broker-dealer, investment adviser, or other securities registrant, and it does not provide a firm-level securities-registration identifier.[7][8] HMS publicly describes a systematic and process-driven approach to valuation engagements, including analysis of financial, production, and operational information.[5]

Questions to ask before hiring HMS Valuation Partners

Does HMS provide sell-side M&A advisory services, or is its role limited to valuation and transaction-support work?
HMS publicly describes valuation and transaction advisory support for mergers and acquisitions and other healthcare transactions, but the cited service description does not define the full scope of sell-side services.[2]
Which transaction services are included beyond the valuation opinion?
The firm describes valuation work and transaction advisory support, making the boundaries of the engagement scope an important point to clarify.[2][5]
How are fees structured, including fixed fees, hourly fees, success fees, minimums, termination provisions, and tail periods?
The official healthcare valuation services page does not publish a standard fee schedule, minimum fee, success-fee percentage, termination provision, or tail period.[2]
What healthcare subsectors and transaction sizes are most common in current engagements?
HMS states that it is exclusively focused on healthcare, serves multiple healthcare client types, and values businesses with annual revenues ranging from less than $1 million to over $250 million.[1][2][3]
Can HMS provide anonymized examples of recent physician-practice, ASC, hospital, or other healthcare transactions?
The official Valuation Views index displays case-study and news categories but does not identify completed transactions by client, buyer, seller, date, or transaction value.[6]
Which team members would lead the engagement, and what conflicts checks and independence procedures apply?
HMS describes valuation and transaction advisory work, so the owner may wish to clarify engagement leadership and procedures applicable to the assignment.[2][5]
What deliverables are provided for Stark Law, Anti-Kickback, commercial-reasonableness, or other compliance needs?
HMS publicly describes fair-market-value and commercial-reasonableness work addressing Stark Law and Anti-Kickback requirements.[8]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Services / capabilities
  3. Geography / market coverage
  4. Geography / market coverage
  5. Investment approach
  6. Public disclosure information
  7. Structure / regulatory context
  8. Structure / regulatory context
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

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 profile & regulatory context

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.

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