Simplifying the M&A process to delivery value-driven results
M&A ADVISORY
A trusted partner in delivering high-value M&A transactions and exit planning for healthcare organizations & private practices
Mergers & Acquisitions
With SovDoc, healthcare practices, MSOs, and healthcare service organizations gain a trusted partner to navigate the complexities of mergers and acquisitions.
Our private equity-grade expertise ensures that every step of the process — whether you’re preparing for a sale, targeting a buyer, or closing a deal — is managed with precision and focus on value creation.
From crafting your practice’s value narrative to negotiating favorable terms, we’re with you every step of the way
M&A Advisory
SovDoc delivers full-service M&A advisory tailored to maximize value and streamline the process.
Detailed Financial Projections
Bespoke Acquisition Strategies
Buyer Targeting and Outreach
Confidential Information Memorandums
Teaser Documents
Data Room Management
Indications of Interest (IOIs)
Letters of Intent (LOIs)
Facilitation of Management Presentations
Deal Negotiation and Closing Support
Our M&A Playbook
Preparation
- Build a compelling narrative with financial models & investor presentations
- Identify and prioritize strategic and financial buyers tailored to your goals
01
Marketing
- Present teasers and distribute CIMs to targeted buyers under NDAs
- Gather and evaluate Indications of Interest (IOIs) to identify qualified prospects
02
Initial Engagement
- Facilitate initial buyer reviews and address questions about the opportunity
- Shortlist top buyers and begin preliminary deal negotiations
03
Due Diligence & LOI
- Conduct management presentations and finalize Letters of Intent (LOIs)
- Manage virtual data rooms (VDR) and coordinate due diligence efforts
04
Closing
- Negotiate final terms and oversee confirmatory due diligence
- Execute the purchase agreement and ensure a smooth transaction close