Proven Expertise with Actionable Insights

The behavioral health industry is experiencing unprecedented growth. This presents both opportunities and challenges when it comes to positioning your organization correctly in the market. Whether you’re a strategic buyer, private equity firm, not-for-profit organization, or an individual investor, SimiTree’s expert M&A team is focused specifically on the behavioral health industry, allowing us to provide unmatched guidance for these complex transactions. 

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Why SimiTree for Behavioral Health M&A?

  • Receive Industry-Specific Expertise: Our team understands behavioral health regulations, reimbursement models, and operational challenges across all specializations including ABA, IDD, Mental Health, SUD, and many others

  • Be Confident with Comprehensive Due Diligence: We conduct thorough clinical due diligence, financial due diligence, and compliance assessments tailored to behavioral health agencies, allowing you to feel confident in the direction you choose to take your organization. 

  • Gain Value-Driven Insights: Our analysis uncovers growth opportunities and potential operational improvements, giving your organization the unique opportunity to increase efficiency and spend more time focused on improved outcomes.

Our comprehensive M&A Services for Behavioral Health will enable you to cover the five phases of Consideration, Evaluation, Structuring, Implementation, and Integration.  We will execute:

  1. Quality of Earnings/Financial Due Diligence
    • Validate and analyze financial performance.
    • Analyze revenue cycle management, perform lift analysis and utilization review, and summarize the rkey financial metrics
    • Provide detailed reports on financial performance, company trends, and benchmarking comparisons.
  2. Clinical Compliance Due Diligence:
    • Assess risk factors unique to behavioral health such as care plan compliance and outcomes.
    • Review clinical documentation, compliance incentives, and response to adverse events. 
  3. Business Valuations
    • Provide accurate valuations considering factors like PDGM impact and star ratings. 
    • Look beyond capital structure to assess company management, operational details, and market activity. 
  1. Market Referral Analysis
    • Evaluate referral patterns and growth potential in target markets. 
    • Identify untapped opportunities and assess brand loyalty in seemingly saturated markets. 
  2. Post-Close Integration:
    • Ensure smooth transitions, focusing on care continuity and staff retention. 
    • Provide interim management, technology consulting, and operational support. 
  3. Regulatory Compliance:
    • We address complex federal and state regulations for behavioral health agencies. 

SimiTree’s Behavioral Health M&A Differentiators

  • Data Analytics: SimiTree is able to leverage our claims and billing data to perform analysis and provide benchmarks to key operational indicators.
  • Telehealth Integration: We evaluate telehealth capabilities and their effect on efficiency and outcomes. 
  • Regulatory Compliance: We address complex federal and state regulations for behavioral health agencies. 

Your Behavioral Health Organization Challenges Solved

SimiTree’s Unique Approach to Behavioral Health M&A:

  • Forward-Looking Reimbursement Analysis: Our team provides insights into upcoming changes in reimbursement structures, helping you make informed decisions about long-term value. 
  • Operational Efficiency Evaluation: We assess key operational drivers that impact reimbursement, such as visit utilization, care coordination, and patient outcomes. 

Partner with SimiTree for Your Behavioral Health M&A

SimiTree serves strategic buyers, private equity firms, not-for-profit organizations, and individual investors.
Contact us to leverage our industry-leading insights and maximize your transaction value. 

Frequently Asked Questions