Elphinstone

III · Healthcare Investment Banking

Healthcare transactions, advised by operators.

We advise healthcare companies and their owners on selling, acquiring and raising capital — bringing the financial rigor of a CFO to every stage of a deal.

Discuss a transaction Our process

Securities are offered through Finalis Securities LLC, Member FINRA / SIPC. Elphinstone Financial, LLC is not a registered broker-dealer, and Finalis Securities LLC and Elphinstone Financial are separate, unaffiliated entities.

Services

Advice for the moments that define a company.

Sell-side M&A

Positioning, buyer outreach and negotiation for owners ready to sell, merge or bring in a partner.

Acquisitions

Target identification, valuation and diligence support for operators growing through acquisition.

Capital raising

Debt and equity financing for expansion, new locations, equipment or working capital.

Recapitalizations & strategic advice

Partner buy-ins and buy-outs, partial liquidity, and a candid view of what the business is worth today.

Who we advise

  • Physician & specialty practices
  • Clinics & ambulatory care
  • Behavioral health
  • Home health & post-acute care
  • Healthcare services & technology

Why Elphinstone

Most deals are won or lost in the numbers.

Buyers and lenders scrutinize quality of earnings, payer concentration, reimbursement risk and regulatory exposure. Because our CFO practice works inside healthcare companies every month, we prepare clients for those questions before anyone across the table asks them.

The result is a cleaner process, fewer surprises in diligence, and a clearer case for value.

Our process

Four stages, one team from start to close.

  1. Prepare

    Financial clean-up, quality-of-earnings readiness and the materials buyers and lenders expect.

  2. Market

    Targeted outreach to strategic and financial counterparties, with confidentiality managed throughout.

  3. Negotiate

    Terms, structure and diligence, managed so the deal you agree to is the deal you close.

  4. Close

    Coordination with counsel, accountants and lenders through signing and funding.

Thinking about a transaction?

Early conversations carry no obligation — and the sooner we talk, the more options you’ll have.

Discuss a transaction or call +1 (212) 882-1067