M&A Healthcare Advisors
M&A Healthcare Advisors publicly describes itself as a boutique healthcare advisory firm focused on lower-middle-market companies generating between $2 million – $20 million of EBITDA. Its stated services include sell-side representation, M&A consulting, valuation services, investment banking, private placements, and restructuring assistance.
What stands out about M&A Healthcare Advisors
MAHA's public materials establish a healthcare-focused advisory practice with a stated $2 million – $20 million EBITDA range, sector experience spanning healthcare services and related businesses, and a seller-representation process that includes positioning, buyer assessment, and transaction management. Securities are offered through Finalis Securities LLC, while MAHA states that it is not a registered broker-dealer.[1][2][5]
What does M&A Healthcare Advisors do?
M&A Healthcare Advisors (MAHA) is a boutique advisory firm focused on the healthcare industry and headquartered in Calabasas, California. Its publicly stated services include sell-side representation, M&A consulting, valuation services, investment banking, private placements, and restructuring assistance.
MAHA states that its core purpose is to provide transactional support to lower-middle-market healthcare companies generating between $2 million – $20 million of EBITDA.[1]
MAHA publicly states that it provides sell-side representation, M&A consulting, expert valuation services, investment banking, private placements, and restructuring assistance.[1]
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 criteria: MAHA states that its core purpose is to provide transactional support to lower-middle-market healthcare companies generating between $2 million – $20 million of EBITDA.[1]
What should a business owner evaluate before hiring M&A Healthcare Advisors?
An owner evaluating MAHA can clarify how the firm’s stated healthcare focus and $2 million – $20 million EBITDA range apply to the specific business. The listed service scope and seller-representation process make it appropriate to confirm which activities MAHA will perform directly and which securities-related services, if any, will involve Finalis Securities LLC.
The cited fee article does not provide a standardized fee table, and the transaction archive does not consistently disclose detailed terms for each listed transaction. A prospective seller should therefore request the engagement’s exact fee economics, expense treatment, termination provisions, buyer coverage, conflicts procedures, confidentiality protections, and allocation of responsibilities between MAHA and Finalis.[1][2][5][6]
Which legal entity will be the contracting party, and when will Finalis Securities LLC be involved
What exact fee formula, minimum fee, expense reimbursement, tail period, termination rights, and closing-payment mechanics will apply
What size transactions and clients does M&A Healthcare Advisors focus on?
MAHA publicly lists experience in behavioral health, autism services, intellectual and developmental disabilities, hospice, home health, home care, private duty, physical therapy, physician practices, staffing and medical recruiting, facility-based care, healthcare technology, not-for-profits, and pharmacy.[1]
The official transaction archive lists a 2021 $52 million specialty pharmacy transaction involving a regional strategic pharmacy buyer and a specialty pharmacy based in Missouri licensed in all 50 states.
The archive also lists a 2021 $29.5 million adult and pediatric home health and hospice agency transaction involving a national financial buyer and a business located in San Antonio, Texas, serving 73 counties.
Additional archive examples include a 2020 $2.4 million ABA therapy agency transaction involving a regional platform buyer and a company serving youth and adolescents with autism in Northeast Texas. A January 13, 2025 company press release states that MAHA represented a Greater Boston long-term-care pharmacy in its sale to Tarrytown Expocare Pharmacy.[2][3]
The firm’s publicly stated transaction-related services include sell-side representation, M&A consulting, valuation services, investment banking, private placements, and restructuring assistance. Its seller-representation process includes positioning a company for sale, identifying and assessing buyer interest, and managing the transaction process.[1][6]
What does M&A Healthcare Advisors publicly disclose about fees, process and engagement terms?
The cited About page does not state a formal geographic coverage mandate or exclusive territory for MAHA client engagements.
The cited fee article describes individualized fee structures and references a Reverse Lehman Formula in some transactions, but does not publish a universal success-fee percentage, minimum fee, tail period, termination schedule, or standardized engagement-fee table.
The cited transaction archive presents transaction values and buyer or business descriptors for many examples but does not consistently disclose buyer names, exact closing dates, consideration terms, financing terms, or engagement-fee details for each listed transaction.[1][2][5]
MAHA’s official website states that securities are offered through Finalis Securities LLC, Member FINRA/SIPC, and that M&A Healthcare Advisors is not a registered broker-dealer. It also states that Finalis Securities LLC and MAHA are separate, unaffiliated entities.
An SEC filing identifies Finalis Securities LLC as a broker-dealer. The disclosed structure therefore places the broker-dealer relationship with Finalis rather than establishing MAHA as a registered broker-dealer.[1][4]
MAHA states that its seller-representation process includes positioning a company for sale, identifying and assessing buyer interest, and managing the transaction process so owners can focus on operating the business.
MAHA also states that its valuation work may use market research, transaction comparables, financial analysis, and EBITDA multiples as reference points for forming an opinion of value.[1][6]
Questions to ask before hiring M&A Healthcare Advisors
Which legal entity will be the contracting party, and when will Finalis Securities LLC be involved?
What exact fee formula, minimum fee, expense reimbursement, tail period, termination rights, and closing-payment mechanics will apply?
Which recent healthcare transactions are comparable by EBITDA, reimbursement model, licensure, and geography?
What buyer universe and process timeline are expected for the specific business?
How will regulatory, payer, change-of-control, clinical, and licensing issues be handled?
Which services are advisory-only versus securities-related services performed through Finalis?
Sources & research notes
- Official website / firm overview
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- SEC filing / regulatory record
- Public disclosure information
- Public Process
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.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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