LOS
ANGELES, Aug. 1, 2024 /PRNewswire/ -- M&A
Healthcare Advisors (MAHA) is proud to announce their new status as
registered agents of Finalis, a FINRA regulated Broker-Dealer based
in New York & San Francisco. Already a leader in healthcare
M&A, this milestone elevates the firm's status to an Investment
Bank and enables them to more effectively navigate the complexities
of healthcare transactions. Additionally, it significantly broadens
their services and ability to meet the needs of their clients in an
increasingly demanding regulatory landscape.
M&A Healthcare Advisors Becomes
Registered Agents of a Broker-Dealer Elevating Their Status to an
Investment Bank
"We have worked very hard to evolve and strengthen our brand
since inception, and this milestone is a culmination of those
efforts. It also places even more distinction between us and the
many unregulated 'M&A Advisors' and 'Finders' that currently
exist in the lower-middle market of healthcare. Most importantly,
being registered with FINRA will serve as a great benefit to our
clients and enable us to expand our current services offerings",
says Mike Moran, Founder and
Managing Director at MAHA.
Strategic Expansion: Empowering Healthcare Business
Clients
"The majority of self-guided or poorly represented transactions
falter and fail," states Andre
Ulloa, Founder and Managing Director. "The reason is simple:
most fail because they do not have access to the experts and
advisors needed to guide them and advocate on their behalf through
the challenging M&A process. We are enhancing our
well-established Seller Representation and M&A Consulting
services through affiliation with a broker-dealer. This can ensure
proper compliance throughout the process and provide us with
investment banking resources to more effectively serve our client's
needs. At every step, we can offer clients the highest level of
support required to meet their unique M&A and financial
goals."
Sell-side representation will remain their core focus, but as
agents of a broker-dealer, MAHA's status as an investment bank
enables them to offer the following support and services:
- Conduct Securities or Equities
Transactions: Without FINRA compliance, an intermediary is
unable to facilitate securities transactions, creating significant
risk for sellers with un-registered representation. Aside from sell
side representation, MAHA can also conduct other private placement
transactions. Their registration with a Broker-Dealer helps
mitigate seller risk by ensuring proper compliance is maintained
throughout any type of transaction.
- Raise Capital for Clients through Private
Placements: MAHA has more avenues for capital raising,
beyond seller buyouts. Clients can choose to pursue minority
interest investments or raising money through private placements.
There are also debt financing options which they can structure
closely with underwriters. Other offerings, such as restructurings
or assisting clients with how to reinvest their proceeds are a few
of the additional benefits they are now able to provide. Many
structures, which entail raising capital, require that the
placement agent (the engaged firm) be registered with a Broker
Dealer.
- Market Expertise and Investor Relations: Leverage
extensive market knowledge and established relationships with
institutional investors. MAHA can help clients navigate market
dynamics, assess investor sentiments, and optimize transaction
structures to best suit their needs. Furthermore, in order for an
M&A firm to provide a valuation and promote this 'pricing' in
the public, a firm needs to be properly registered.
- Regulatory and SEC Compliance: Adhere to strict
regulatory requirements set by organizations like the SEC.
Registration with a Broker Dealer ensures transactions comply with
legal standards, minimizing regulatory and future legal risks. If a
transaction is structured as an equity purchase, for instance, then
the regulators require that the M&A Advisor be a Registered
Agent.
- Extensive Network and Capital
Resources: Affiliation with a Broker Dealer provides a
broad range of deal resources. If clients have capital needs or are
looking to properly conduct a sale of their company, MAHA can
approach a multitude of "deal support" affiliates within our
network. This support is also in compliance and allowed to conduct
a broad range of capital raises.
- Restructuring: If your company is in a distressed
situation, MAHA can work with you or your creditors to formulate a
restructuring plan. This may entail working with a legal team to
define the debt payment schedule and how to recover the business
from liquidation. MAHA can also be the agents for a Section
363 process.
"Our investment banking status is not simply a credential,
requiring a lengthy time commitment and cost, it's a commitment to
our clients that we will continue to enhance our representation as
we navigate the turbulent waters of healthcare M&A. We remain
with our clients, every step of the way, providing expert guidance
and mitigating their transactional risk." said Mark Thomas, Founder and Director of
Operations.
Learn more about the M&A process by going online for a free
video series on the most common questions healthcare business
owners have about selling their business.
About M&A Healthcare Advisors
M&A Healthcare Advisors (MAHA), is a boutique merger and
acquisition (M&A) advisory group, focused on the lower-middle
market healthcare industry and companies generating $2 million - $20
million of EBITDA. The founders of M&A Healthcare
Advisors have sold companies in a variety of healthcare segments:
Behavioral Health, Autism Services, I/DD, Hospice, Home Health,
Home Care, Private Duty, Physical Therapy, Physician Practices,
Staffing/Medical Recruiting, Facility-Based Care, Healthcare
Technology, Not-for-Profits, and all types of Pharmacy.
Their core purpose is to provide comprehensive, efficient, and
committed transactional support for emerging or established,
lower-middle market healthcare businesses. The firm was founded by
a team of seasoned M&A experts who specialize in providing
comprehensive, client-focused services to cover every aspect of
selling, buying, and merging healthcare businesses. Learn more at:
www.MAHealthcareAdvisors.com.
Securities offered through Finalis Securities LLC Member
SIPC/FINRA. M&A Healthcare Advisors and Finalis Securities LLC
are separate, unaffiliated entities.
Media Contact:
Jennifer Orechwa, Founder and CEO
of Salt Marketing
(855) 586-0968
jennifer@saltmarketing.co
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SOURCE M & A Healthcare Advisors