Oakmark Advisors is an independent, middle-market advisory firm offering clients the guidance to achieve transactional success in the sale or purchase of a healthcare or human capital business. Oakmark Advisors uses our unique insight and expertise to help our clients maximize the value obtained from a merger or acquisition.
Our team of experienced professionals understands buying and selling from a personal perspective. We allow you to stay focused on running your business while we work to handle all of the details important in creating premium opportunities for our clients.
Our team of experienced professionals understands buying and selling from a personal perspective. We allow you to stay focused on running your business while we work to handle all of the details important in creating premium opportunities for our clients.
Services
The true test of a merger and acquisition firm's value as an advisor lies in the dependability and consistency of the approach they employ on every client project. Oakmark Advisors' client team is a group of seasoned homecare and staffing professionals possessing unmatched experience in the industry.
One of the most important steps in the preparation process for the sale of a company is the selection of an advisory team that will assist you with the many facets surrounding pre-sale and post-sale matters. That team routinely consists of a Merger and Acquisition Advisor, a Certified Public Accountant, and Legal Counsel.
Bob LeBeau has over 24 years of home healthcare and healthcare staffing financial and operational experience.
His background includes senior level management in a broad range of post-acute sectors including adult and pediatric private duty nursing, Medicaid waiver services, Medicare home health, home infusion, specialty pharmacy, respiratory home medical equipment, companion care and ancillary healthcare staffing including per-diem, contract and travel nursing.
His background includes senior level management in a broad range of post-acute sectors including adult and pediatric private duty nursing, Medicaid waiver services, Medicare home health, home infusion, specialty pharmacy, respiratory home medical equipment, companion care and ancillary healthcare staffing including per-diem, contract and travel nursing.
You will receive the highest level of personal and professional assistance in the valuation, offering and consummation of a transaction. You will receive guidance that is grounded in transactional experience coupled with the operational understanding of what makes your business unique.
Company history, business overview, competitive landscape, sales and marketing, clinical operations, growth strategy, human resources, leadership team depth, historic and projected financial statements, business risks and opportunities, regulatory compliance.Review and evaluation of binding and non-binding terms and preliminary deal points including price and timeframes.
Company history, business overview, competitive landscape, sales and marketing, clinical operations, growth strategy, human resources, leadership team depth, historic and projected financial statements, business risks and opportunities, regulatory compliance.Review and evaluation of binding and non-binding terms and preliminary deal points including price and timeframes.
We work with our clients to establish a sound acquisition strategy, giving buyers realistic expectations about acquisition goals, benchmarks, and timelines. We assist with finding companies that match your specific search criteria to support your investment thesis. We contact companies and conduct a pre-qualifying interview so you don't waste your time exploring companies that may not fit your acquisition plans.
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