When buying or selling an Assisted Living Facilities practice, having a specialized financial planner with deep experience in senior housing M&A can make the difference between an average outcome and an exceptional one. These professionals understand the unique valuation metrics, regulatory considerations, and operational complexities that distinguish ALF transactions from other healthcare sectors, ensuring you maximize value while protecting your interests throughout the process.
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Top Financial Planner Firms Specializing in Assisted Living Facilities
1. Morgan Stanley Real Estate
Headquarters: 1585 Broadway, New York, NY 10036
Service Area: National
Website: www.morganstanley.com
2. Harrison Street
Headquarters: 71 S. Wacker Drive, Suite 3575, Chicago, IL 60606
Service Area: National
Website: www.harrisonst.com
3. Kayne Anderson Capital Advisors
Headquarters: 1800 Avenue of the Stars, 3rd Floor, Los Angeles, CA 90067
Service Area: National
Website: www.kaynecapital.com
4. Ziegler Investment Banking
Headquarters: 200 S. Wacker Drive, Suite 2000, Chicago, IL 60606
Service Area: National
Website: www.ziegler.com
How to Select the Right Financial Planner for Your Assisted Living Facilities Practice Transaction
Choosing the right financial planner for your ALF transaction requires careful evaluation of their specific experience with multi-location senior housing portfolios, understanding of regulatory requirements unique to assisted living, and proven track record with transactions similar in size and complexity to yours. You should request detailed case studies of recent ALF deals they’ve completed, verify their relationships with active buyers in the senior housing sector, and ensure their fee structure aligns with your transaction goals—whether that’s a percentage-based model (typically 0.75% to 3% of deal value) or a success-based arrangement common with investment banking firms.
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Frequently Asked Questions
Why is it important to have a specialized financial planner for Assisted Living Facilities practice mergers and acquisitions?
Having a specialized financial planner with experience in senior housing M&A ensures an understanding of unique valuation metrics, regulatory considerations, and operational complexities that are specific to Assisted Living Facilities transactions. This specialization helps maximize value and protects your interests.
Which financial planner firms are noted as top specialists for Assisted Living Facilities practice mergers and acquisitions?
Top financial planner firms include Morgan Stanley Real Estate, Harrison Street, Kayne Anderson Capital Advisors, and Ziegler Investment Banking. These firms operate nationally and have expertise in senior housing sector transactions.
What key factors should be considered when selecting a financial planner for an ALF transaction?
When selecting a financial planner, consider their experience with multi-location senior housing portfolios, understanding of ALF regulatory requirements, track record with similar transactions, case studies of recent deals, relationships with buyers, and their fee structure alignment with your transaction goals.
What fee structures are common for financial planners involved in Assisted Living Facilities practice transactions?
Common fee structures include a percentage-based model ranging from 0.75% to 3% of the deal value or success-based arrangements, which are typical with investment banking firms.
Where can one schedule a consultation for valuation related to Assisted Living Facilities practice mergers and acquisitions?
A valuation consultation can be scheduled by visiting the contact page indicated with the link: Schedule a Valuation Consultation →.
