Root Partners

About Root Partners

Root Partners: Your trusted transaction advisory services provider. Leveling the playing field in healthcare M&A. With a sale transaction representing one of the most (if not the most) significant financial events in their lifetimes, physicians and other healthcare providers are often under-equipped to successfully navigate the complexities of a sale transaction involving their business. And with powerful and sophisticated buyers – including major health systems and private equity investors – it is easy for a clinician to feel outmatched throughout the sale process. At Root Partners, our mission is to help level the playing field by providing physicians and other healthcare providers with a team of transaction advisory experts who are equal – if not better – than those engaged on the other side of the transaction. And while we are fortunate to count among our client list some of the leading health systems and other healthcare services investors, our true passion is to arm healthcare providers with representation that ensures they understand key value drivers, are fully prepared for a transaction, and can identify a partner who will not only provide the right economic terms, but also, will assist them in realizing their long-term business goals and aspirations as clinicians. The principals of Root Partners are licensed investment banking agents, offering securities through M&A Securities Group, Inc., an unaffiliated broker-dealer, Member FINRA/SIPC. Any third-party posts linked to this profile should not be considered to represent our views or the views of Root Partners or M&A Securities Group, Inc.

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