Covenant Advisory Partners provides specialized sell-side M&A advisory to founder-owned healthcare services and business services companies.
We guide founders through a transaction to the right partner — one that respects the culture they built, brings real resources to support its growth, and pays what the business is worth.
Covenant Advisory Partners was founded to serve the unique needs of entrepreneurs navigating one of the most consequential decisions of their lives — the sale of their business. We bring institutional-quality advisory to the founder-owned middle market, with an exclusive focus on healthcare services and business services.
Our principals have advised on transactions across the full spectrum of deal complexity, from recapitalizations and strategic sales to private equity-backed roll-ups. We take on a limited number of engagements at any time so that every client receives our full attention and commitment.
Senior professionals stay involved at every stage of the process, bringing sector knowledge, execution experience, and long-standing buyer relationships to each engagement.
Our ApproachPrice is only one of the terms you live with afterward. We help founders weigh every dimension of a potential partnership, then run the process that gets there.
Position the business you spent years building so that a competitive process draws out the strongest price the market will bear.
Look past the offer to what a partner actually brings — capital, infrastructure, referral relationships, and room for the business to keep growing.
Confirm that how a buyer operates day to day is something you, your partners, and your staff can live with long after closing.
Diligence the buyer as thoroughly as they diligence you — their history with founders, their follow-through, and their standing in the sector.
Independent physician groups including cardiology, medical oncology, radiation oncology, ophthalmology, plastic surgery, and retina, as well as home health and hospice, physical therapy, behavioral health, and medical real estate.
Engineering consulting firms and residential services.
Our principals have advised on transactions across healthcare services and business services. Transaction detail will be updated as new engagements close.
Whether you're actively exploring a transaction or simply want to understand your options, we welcome the conversation. All inquiries are held in strict confidence.