M&A Healthcare Advisors

What M&A Healthcare Advisors does

M&A Healthcare Advisors (MAHA) is a Calabasas, California-based boutique investment bank founded in September 2021 that provides sell-side M&A advisory, valuation, and investment banking services exclusively to lower-middle market healthcare companies generating between $2 million and $20 million of EBITDA. The firm operates through a three-step methodology covering valuation and positioning, marketing to qualified buyers, and managing the close, with service offerings spanning Seller Representation, M&A Consulting (billed at $400/hour or $5,000/month packages), Expert Valuations ($10,000 Core Assessment or $15,000 Strategic Valuation Prospectus), and Investment Banking services enabled since 2024 through a registered-agent relationship with FINRA-regulated broker-dealer Finalis Securities LLC. Its core products are delivered by a five-person team — two Managing Directors (Mike Moran, Andre Ulloa), one Director of Operations (Mark Thomas), one Senior Associate, and one Transaction Coordinator — collectively bringing nearly a decade of healthcare M&A experience and more than 50 prior healthcare transactions.

The firm serves a verticalized set of healthcare segments including Home Health & Hospice, Behavioral Health/I/DD/Autism, all Pharmacy types, Physician Practices, Staffing & Recruiting, PT Clinics/LTC Facilities/Labs, DME & Home Modification, and Healthcare Technology, with active engagements spanning 18+ U.S. states. The underlying business model is professional services revenue driven primarily by contingent success fees on closed sell-side mandates, supplemented by transparent fixed-fee valuation reports and subscription/hourly consulting. There is no proprietary technology platform; the firm's "data advantage" consists of comparative transaction databases maintained by senior bankers rather than automated systems, and its defensibility rests on domain specialization, FINRA-licensed status via Finalis, founder relationships, and process expertise rather than technology or scale.

Distribution is direct, founder-led enterprise sales targeting mid-market healthcare business owners through intro calls, with marketing supported by a content engine (blog, M&A Healthcare Insights Podcast, free "3 Big M&A Questions" video series), a referral program, and a buyer-registration system that builds a proprietary list of qualified acquirers across the U.S.

Name

M&A Healthcare Advisors

Legal name

M&A Healthcare Advisors

Website

https://mahealthcareadvisors.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

M&A Healthcare Advisors is a Calabasas, California-based boutique investment bank providing sell-side M&A advisory, valuation, and investment banking services exclusively to lower-middle market healthcare companies generating $2M-$20M EBITDA across 8+ U.S. healthcare verticals.

Ownership category

akta.pro rank

Product category

Healthcare M&A Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

akta.pro secondary industries

Sell-Side M&A Advisory (FSAEAGAA), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

Keywords

• Healthcare M&A advisory
• Sell-side representation
• Business valuation services
• Investment banking services
• M&A consulting

Headquarters

HQ city

Calabasas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales

Revenue model

1. Seller Representation: Full-service sell-side advisory for healthcare business owners including valuation, positioning, CIM creation, buyer marketing, negotiation, and transaction support through closing.
2. M&A Consulting: Advisory services for businesses receiving inbound interest, preparing for sale, or looking to grow through acquisitions. Billed hourly at $400/hour or via monthly packages at $5,000/month.
3. Expert Valuations: Formal valuation reports providing market value opinions. Two tiers: Core Valuation Assessment at $10,000 and Strategic Valuation Prospectus at $15,000.
4. Investment Banking Services: Securities transactions, private placements, minority interest investments, debt financing facilitated through partnership with FINRA-regulated broker-dealer Finalis Securities LLC.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

M&A Healthcare Advisors is a boutique investment bank that provides sell-side representation, M&A consulting, expert valuations, and investment banking services exclusively to lower-middle market healthcare companies generating $2M–$20M of EBITDA. The firm guides healthcare business owners through the entire M&A lifecycle, including business valuation, CIM development, buyer targeting and qualification, LOI negotiation, due diligence management, and deal closing, with investment banking capabilities (private placements, minority investments, debt financing) delivered through its registration with FINRA-regulated broker-dealer Finalis Securities LLC.

Product overview

M&A Healthcare Advisors (MAHA) is a boutique FINRA-licensed investment bank serving the lower-middle market healthcare industry. The firm offers a unified suite of sell-side advisory services anchored by Seller Representation, M&A Consulting, Expert Valuations, and Investment Banking (through its registration with broker-dealer Finalis). The company's core offering is its three-step sell-side process covering valuation and positioning, marketing to buyers, and closing the deal, supplemented by expert valuation reports and investment banking capabilities including private placements and debt financing.

Differentiator

Problem solved

Functional benefit

Products and services

• Seller Representation Full-service sell-side advisory guiding healthcare business owners through the entire M&A sale process, including valuation, positioning, CIM creation, buyer marketing, LOI negotiation, due diligence management, and closing. Targeted at lower-middle market healthcare company owners (~$2M–$20M EBITDA) seeking to exit or merge their businesses.
• M&A Consulting Advisory services for healthcare businesses responding to inbound buyer interest, preparing for a future sale, or pursuing growth-through-acquisition strategies. Billed at $400 per hour or via monthly retainer packages at $5,000 per month with defined scope, timeline, and measurable objectives.
• Expert Valuations Formal healthcare-company valuation reports delivering an Opinion of Market Value, supported by MAHA's transactional comparative data. Two tiers: Core Valuation Assessment at $10,000 (financial cleanup, EBITDA normalization, market multiples analysis) and Strategic Valuation Prospectus at $15,000 (adds competitive market analysis, investment highlights, and professionally crafted narrative suitable for engaging buyers or investors).
• Investment Banking Services Full-service investment banking capabilities delivered through MAHA's registration with Finalis Securities LLC (Member FINRA/SIPC), including securities transactions, private placements, minority interest investments, debt financing, and comprehensive restructuring services for healthcare companies.

Quantifiable outcome

• 50+ successful healthcare transactions completed by founders in recent years
• +3 more outcomes

Named customers7 records

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Cascadia Capital: Middle-market investment bank with a dedicated Healthcare & Life Sciences practice covering services, technology, and consumer health. Comparable to MAHA as a healthcare-focused advisory, though typically on larger transactions.
• Provident Healthcare Partners: Boutique investment bank focused exclusively on healthcare M&A advisory across services, technology, and life sciences. Directly comparable to MAHA in vertical focus, deal-size band, and sell-side orientation toward middle-market healthcare companies.
• Brown Gibbons Lang & Company: Middle-market investment bank with a dedicated Healthcare & Life Sciences team advising on M&A, capital raising, and recapitalizations. Comparable as a healthcare-specialized advisor serving lower- to middle-market companies.
• Brentwood Capital Advisors: Healthcare-focused middle-market investment bank providing sell-side M&A and capital raising services. Comparable to MAHA in vertical focus and deal-size profile of healthcare services companies.
• Edgemont Partners: Healthcare-dedicated middle-market M&A advisory firm serving founder- and sponsor-owned companies. Directly comparable in sector specialization and middle-market transaction size band.
• CF Health Advisors: Boutique healthcare-focused M&A and strategic advisory firm serving lower-middle-market healthcare companies. Directly comparable in size, target client profile, and healthcare-only focus.
• Stoneridge Partners: Healthcare-focused M&A advisory firm specializing in home health, hospice, behavioral health, pharmacy, and related services. Highly comparable to MAHA in sub-vertical mix and target client profile of lower-middle-market healthcare owners.
• Juniper Advisory: Middle-market healthcare M&A advisory firm focused on transactions for healthcare services and technology companies. Directly comparable to MAHA in deal-size band and vertical concentration.

Broad incumbents

• Kroll (formerly Duff & Phelps) Healthcare M&A: Global financial advisory firm with a healthcare M&A practice providing valuation, transaction, and restructuring services. Comparable to MAHA in M&A and valuation capabilities, but at significantly larger scale and broader service mix.
• Ziegler Healthcare Investment Banking: Diversified investment bank with a long-standing Healthcare practice covering services, senior living, and specialty providers. Broader incumbent that overlaps MAHA's healthcare services M&A and valuation work, but at generally larger transaction sizes.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/m-a-healthcare-advisors
• Xx.com/mahealthcareadv

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about M&A Healthcare Advisors