OnePoint Partners
OnePoint Partners is a boutique, virtual advisory firm providing integrated strategic, capital, development, and community performance services exclusively to non-profit senior living providers (primarily Life Plan Communities) across approximately 20 U.S. states, with 243+ engagements and a near-50% repeat-client rate.
- Company typePrivate
- Founded2017
- HeadquartersTopsfield, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What OnePoint Partners does
OnePoint Partners, LLC is a privately held, virtual boutique advisory firm founded in 2014 (the current LLC entity was formed in 2017 via the merger of SK Advisors and Modus, LLC) and headquartered in Topsfield, Massachusetts. The firm provides integrated strategic, capital, and development advisory services to non-profit senior living providers — primarily Life Plan Communities (CCRCs), single-site operators, and multi-facility non-profit systems across approximately 20 U.S. states. Its service portfolio comprises four core offerings: Comprehensive Strategic Advisory (strategic planning, market positioning, sales/marketing, operational and financial performance advisory), Finance & Capital Advisory (capital formation, financial feasibility, and municipal advisory delivered through the SEC/MSRB-registered affiliate OP Capital Advisors, LLC), Development Advisory (feasibility, financial modeling, project pathway development), and Community Performance Services (operational oversight and financial reporting management for underperforming or transitioning communities).
The firm's core technology is its integrated multidisciplinary advisory platform — not a software product, but a coordinated practice combining strategic, capital-markets, and real-estate development expertise. Proprietary features are embedded in process: a custom positioning framework backed by in-house research and analysis, an SEC-registered municipal advisory capability (OP Capital Advisors, LLC) with fiduciary duty to non-profit issuers, and a capital-formation network extending to underwriters and lenders for projects outside traditional lender strike zones. There is no SaaS or platform product; deliverables are bespoke engagements.
The revenue model is professional services fees billed under custom, scope-based engagements (no multi-year lock-in disclosed) ranging from short-term assists to multi-year retainers. Pricing is quote-based and not publicly disclosed; revenue streams are split across strategic advisory, capital advisory (municipal fees typically tied to bond issuance size), and development advisory. The go-to-market is direct, relationship-led engagement with executive leadership, boards of trustees, and sponsors of non-profit senior living organizations — leveraging case-study proof points, referral-driven trust, and the firm's B Corp certification (achieved April 2023) rather than traditional advertising. Customer logos include Hillside Village, Goddard & Hall, Edgewood Senior Solutions Group, Bethel/The Knolls, McLean, Shaker Pointe Parkland, and Piper Shores, with a near-50% repeat-client rate across 243+ engagements serving 100+ communities and 30,000+ residents.
OnePoint Partners firmographics
Firmographics- Name
- OnePoint Partners
- Legal name
- OnePoint Partners, LLC
- Website
- https://onepoint-partners.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- OnePoint Partners is a boutique, virtual advisory firm providing integrated strategic, capital, development, and community performance services exclusively to non-profit senior living providers (primarily Life Plan Communities) across approximately 20 U.S. states, with 243+ engagements and a near-50% repeat-client rate.
- Ownership category
- akta.pro rank
OnePoint Partners industry classification
Industry- Product category
- Senior Living Advisory Services
- NAICS
- Investment Banking and Securities Intermediation (523150), Other Financial Investment Activities (5239)
- SIC
- Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
- akta.pro secondary industries
- Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Insolvency & Turnaround Advisory (SME/Mid-Market Debtor-Side) (FSAEAFAK), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)
Keywords
Where OnePoint Partners is headquartered
LocationHeadquarters
- HQ city
- Topsfield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OnePoint Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Strategic Advisory Services: Comprehensive advisory services including strategic planning, market positioning, operational improvement, and revenue generation support. Engagements range from long-term partnerships to short-term assists for community performance enhancement.
- Capital Advisory Services: Municipal advisory services provided through OP Capital Advisors, LLC (SEC and MSRB registered) for capital formation strategy, financing, and debt restructuring.
- Development Advisory: Project pathway development, financial modeling, feasibility analysis, and development oversight services from concept through execution.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom advisory engagements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
OnePoint Partners product offering
Product offeringCore offering
OnePoint Partners is a boutique advisory firm providing integrated strategic, capital, and development advisory services to non-profit senior living providers. Core services include Comprehensive Strategic Advisory (planning, positioning, operations), Finance & Capital Advisory (capital formation, financial feasibility, municipal advisory through SEC/MSRB-registered OP Capital Advisors, LLC), Development Advisory (project pathway, modeling, oversight), and Community Performance Services (operational oversight, financial reporting, performance enhancement).
Product overview
OnePoint Partners is a senior living advisory firm offering integrated strategic, capital, and development advisory services primarily to non-profit providers. The company's core offerings include Comprehensive Strategic Advisory, Finance & Capital Advisory, Development Advisory, and Community Performance Services—all delivered through a multidisciplinary, collaborative approach to help clients navigate the senior living industry's complex challenges from initial concept through execution.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Strategic Advisory Strategic planning, market positioning, sales coordination, marketing, operations, and financial performance advisory services for senior living communities to help clients achieve organizational goals.
- Finance & Capital Advisory Capital formation strategies, financial feasibility analysis, and municipal advisory services delivered through OP Capital Advisors, LLC (SEC and MSRB registered municipal advisor) to position senior living organizations for growth and navigate capital markets.
- Development Advisory Development strategy consulting including realistic project cost and schedule assumptions, financial modeling, and pathway development from concept through execution for senior living projects.
- Community Performance Services Operational oversight, financial reporting management, and community performance enhancement services to help senior living communities improve their operations and financial outcomes.
Quantifiable outcome
- Bethel/The Knolls: Stabilized occupancy of 92% by August 2020, 90 new resident contracts since acquisition in 2017
- +4 more outcomes
Companies that use OnePoint Partners
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles1 record
OnePoint Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
OnePoint Partners partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Sisters of St. Joseph's of CarondoletcoreSponsor of Shaker Pointe, with OnePoint working alongside the sponsor and Board of Directors on the Parkland expansion project from concept through execution.
- OP Capital Advisors, LLCcoreSEC and MSRB registered municipal advisor providing capital advisory services. OnePoint Partners, LLC and OP Capital Advisors, LLC are entities that share common ownership. All municipal advisory services are provided through this entity.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
OnePoint Partners competitors and assessment
Company assessmentEmerging players
- DASCO (Diversified Asset Services Company): DASCO is a senior living advisory, investment, and operating firm focused on acquisitions, turnarounds, and repositioning of distressed CCRC and Life Plan Community assets. It overlaps with OnePoint's distressed turnaround and acquisition advisory services, including work on communities like Bethel/The Knolls.
- Aries Advisors: Aries Advisors is a boutique advisory firm focused on senior living and post-acute care strategy, financing, and development. As an emerging player, it competes with OnePoint on capital formation and strategic advisory for senior living providers, often on smaller, specialized engagements.
Direct peers
- HJ Sims: HJ Sims is an investment bank specializing in tax-exempt bond underwriting and capital advisory for senior living, healthcare, and education non-profits. It directly competes with OP Capital Advisors in the municipal bond advisory space and serves a similar client base of CCRCs and non-profit senior living operators.
- Cain Brothers (a division of KeyBanc Capital Markets): Cain Brothers is a healthcare-focused investment bank providing M&A, capital markets, and strategic advisory to senior living, hospitals, and other healthcare providers. It competes with OnePoint on strategic advisory and capital formation engagements for non-profit and for-profit senior living clients.
- Ziegler: Ziegler is one of the largest and most established investment banks focused on senior living and healthcare, providing capital advisory, underwriting, and strategic advisory services to non-profit senior living providers. It directly overlaps with OnePoint's municipal advisory and capital formation work, including serving as underwriter on McLean's $64.7M bond issue.
- Hammond Hanlon Camp (H2C): H2C is a healthcare and senior living-focused strategic advisory and capital markets firm serving non-profit and for-profit providers. It directly overlaps with OnePoint's strategic advisory, capital formation, and real estate advisory work across the senior living spectrum.
- Lancaster Pollard (an OHA company): Lancaster Pollard is a leading investment bank and capital advisor specializing in senior living, healthcare, and multifamily housing, with deep experience serving non-profit providers. It competes head-to-head with OnePoint in capital formation, bond financing, and strategic advisory for CCRCs and Life Plan Communities.
Regional players
- Holleran: Holleran is a senior living and aging services consulting firm providing strategy, market research, and performance benchmarking to non-profit and for-profit providers. It overlaps with OnePoint's strategic advisory and market positioning work, particularly with Life Plan Communities and CCRCs.
Broad incumbents
- Plante Moran: Plante Moran is a large professional services firm with a dedicated senior living and healthcare practice offering strategy, finance, and operational consulting to non-profit providers. As a broad incumbent, it competes with OnePoint on larger strategic and operational engagements while offering a much wider service portfolio.
- Baker Tilly: Baker Tilly is a top advisory firm with a significant senior living and healthcare practice providing strategic, financial, and operational consulting. As a broader incumbent, it overlaps with OnePoint's advisory work for non-profit senior living communities while serving a much wider client base across industries.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
OnePoint Partners social profiles
Digital presenceOnePoint Partners compliance and trust
Trust signalCompliance3 records
OnePoint Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
OnePoint Partners leadership team
Management profileNumber of profiles
Profiles20 records
OnePoint Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OnePoint Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OnePoint Partners
What does OnePoint Partners do?
OnePoint Partners is a boutique advisory firm providing integrated strategic, capital, and development advisory services to non-profit senior living providers. Core services include Comprehensive Strategic Advisory (planning, positioning, operations), Finance & Capital Advisory (capital formation, financial feasibility, municipal advisory through SEC/MSRB-registered OP Capital Advisors, LLC), Development Advisory (project pathway, modeling, oversight), and Community Performance Services (operational oversight, financial reporting, performance enhancement).
Is OnePoint Partners a public or private company?
OnePoint Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was OnePoint Partners founded?
OnePoint Partners was founded in 2017. It employs 11 to 50 people.
Where is OnePoint Partners based?
OnePoint Partners is headquartered in Topsfield, United States, in the North America region.
How does OnePoint Partners make money?
Three revenue lines are on record. Strategic Advisory Services are the primary driver. The others are capital Advisory Services and development Advisory.
Who are OnePoint Partners's main competitors?
Emerging players on record are DASCO (Diversified Asset Services Company) and Aries Advisors. Direct peers are HJ Sims, Cain Brothers (a division of KeyBanc Capital Markets), Ziegler, Hammond Hanlon Camp (H2C) and Lancaster Pollard (an OHA company). Holleran is listed as a regional player. Broad incumbents are Plante Moran and Baker Tilly.
Does OnePoint Partners have an API?
No public API is recorded for OnePoint Partners.
What industry is OnePoint Partners in?
OnePoint Partners's product category is Senior Living Advisory Services. Its primary akta.pro industry code is FSAEAGAE, Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps), with a secondary code of FSAEAGAC, Capital Raising Advisory (Equity & Equity-Linked). Its NAICS code is 523150 and its SIC code is 8742.