Juniper Advisory

Marshfield Clinic Health System and Security Health Plan have completed their partnership with Sanford Health, the largest rural health system in the United States. Juniper was pleased to advise Marshfield Clinic Health System on this transaction. Our team enjoyed working alongside: Marshfield Clinic Health System - - Brian Hoerneman, Chuck Nelson, Jeanette Wojtalewicz, Janette Townsend, Krista Hoglund, Ryan Natzke, John Emanuel, Samantha L. Klebe, DO, MBA, FACP, SFHM Sanford Health - - Bill Gassen, Andy Wentzy, Joshua Crabtree, Jeremy Cauwels, Matt Hocks, Nick Olson, Tommy Ibrahim, MD, MBA, MHA Jarrard Inc. - - Michael Hildebrand The Juniper Advisory transaction team included Jordan Shields, Casey Webb, Adam Davis and Joseph Cerisano. The newly formed $10B+ integrated health system marks a significant step toward enhancing access to healthcare across the region while preserving the local identity of both systems. By leveraging their combined expertise and resources, the partnership will harness health information technology, world-class research programs, innovative provider-based health plans, and complex, physician-led clinical care in rural markets. The combined system will serve patients and communities across the upper Midwest, including South Dakota, North Dakota, Minnesota, Wyoming, Iowa, Wisconsin and the Upper Peninsula of Michigan. Press Release>>> https://lnkd.in/ge7uH_Ur #Healthcarenews #HealthcareInvestments #HealthcareTransformation #RuralHealthcare #HealthcarePartnerships #PatientCare #CommunityHealth #MissionDriven #StrongerTogether

We are excited to attend the AHA Rural Health Care Leadership Conference in San Antonio next week! David Gordon, Principal and Farley Reardon, Managing Director will be there. If you will be attending, feel free to reach out – we would love to connect! Juniper Advisory is proud to be an Associate of the American Hospital Association and support its mission. #AHARural #PowerofRural #HealthcareConference #Hospitals #HealthSystems #ExecutiveLeadership #HealthcareIndustry #HealthcarePartnerships #CommunityHealth #RuralHealth #MissionDriven

Now Available: Public Hospitals and Partnerships by Jordan Shields and Ken Marlow. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ   Episode 22 explores the unique challenges and considerations public hospitals face when pursuing partnerships. Unlike private health systems, local government hospitals navigate complex governance structures, political influences, regulatory issues, and disclosure requirements such as Sunshine laws. The episode highlights key factors including municipal finance, employee benefit programs (e.g., pensions), tax implications, and sovereign immunity that impact how public hospitals engage with potential partners and structure transactions to balance financial, operational, and community objectives.   Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in-depth research conducted by Juniper Advisory, and other health system M&A experts.   #PublicHospitals #HealthcarePartnerships #HospitalGovernance #HealthcarePolicy #HealthSystems #RegulatoryChallenges #SunshineLaws #HospitalMergers #HealthcareFinance #CommunityHealth

Special Report: Healthcare M&A Predictions for 2025 Read Here>>> https://lnkd.in/ggSf_GG7 What’s Next for Healthcare in 2025? Read what trends our team believes will shape the healthcare industry and M&A market this year. #2025predictions #2025trends #healthcareresearch #healthcaregovernance #healthcarestrategy #healthcareinsights #healthcarepartnerships #healthcaresolutions #ruralhealth #communityhealth

Now Available: Parallel Paths to Realignment by Jordan Shields, James Burgdorfer, and Steve Morrissette. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 21 explores the parallels between the commercial banking and hospital industries, emphasizing how lessons from banking consolidation can inform hospital realignment. It highlights the shift from distressed mergers to strategic partnerships, the advantages of scale in efficiency and investment, and the inevitability of consolidation despite room for select independents. It underscores the importance of timing, standardization, and community relations in navigating industry transformation. Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in-depth research conducted by Juniper Advisory, and other health system M&A experts. #HealthcareConsolidation #HospitalMergers #HealthcareStrategy #IndustryRealignment #HealthEconomics #MergersAndAcquisitions #HospitalLeadership #HealthcareInnovation #BusinessStrategy

Now Available: Three Compensation Structures for a More Successful Transaction by Jordan Shields, David Gordon, and Jeffrey Peterson. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ   Episode 20 highlights the importance of implementing compensation structures—such as continuity, change-of-control, and integration bonuses—to retain and align senior management throughout the transaction process. By addressing these issues, boards can foster trust, objectivity, and successful outcomes while ensuring long-term community healthcare needs are met.   Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in-depth research conducted by Juniper Advisory, and other health system M&A experts.   #HospitalManagement #HealthcareLeadership #StrategicPartnerships #ExecutiveCompensation #HospitalBoards #HealthcareStrategy #TransactionIncentives #LeadershipAlignment 

What Will a Trump Presidency Mean for U.S. Healthcare? With President-elect Donald Trump returning to office alongside a Republican majority in Congress, significant changes to U.S. healthcare policy are on the horizon. From spending cuts and deregulation to innovation and private-sector disruption, healthcare leaders must prepare for sweeping shifts. These changes present both opportunities and challenges. Read the full article here: https://lnkd.in/gY7vA-A8 What are your thoughts on the upcoming changes to U.S. healthcare? #HealthcarePolicy #TrumpAdministration #HealthReform #HealthcareEconomics #HealthPolicyTrends 

Our team is pleased to kick off the new year at the 43rd Annual J.P. Morgan Healthcare Conference in San Francisco this week. This premier event gathers global leaders, innovators, and investors to explore the latest developments and opportunities shaping the healthcare industry.   Great to engage with #healthcare colleagues, partners, and like-minded professionals. Always the perfect ecosystem to make valuable connections. Here’s to a year filled with innovation and growth! Read what trends our team believes will shape the healthcare industry and M&A market this year>>> https://lnkd.in/ggSf_GG7   #JPM2025 #JPM25 #biotech #healthcare #healthcareinvestment #networking #healthcareinnovation #healthcarepartnerships #communityhealth

Our speaking and research publications from 2024 highlight some of the most pressing challenges facing the hospital M&A market and provide actionable insights to help organizations grow and thrive. Juniper Advisory Publications >>> https://lnkd.in/gmeurSv4 -J.P. Morgan Healthcare Conference -AHA Rural Health Care Leadership Conference (Chris Benson, FACHE, CMPE with Dennis Knox from Adventist Health Columbia Gorge and Todd Linden) -American Health Law Association Health Care Transactions Program (Brent McDonald and Torrey McClary with Ropes & Gray LLP) -American Hospital Association Annual Membership Meeting -Texas Healthcare Trustees Governance Conference (Chris Benson, FACHE, CMPE and Todd Linden) -Healthcare+Life Sciences Investment and M&A Summit (Adam Davis) -Nashville Health Care Council Healthcare Sessions Conference -Sheppard Mullin Richter & Hampton LLP Women in Healthcare Leadership Conference (Jordan Shields) We look forward to continuing to tailor our thought leadership to health system leaders in 2025. #healthcareresearch #healthcaregovernance #healthcarestrategy #healthcareinsights #missiondriven

Now Available: Retaining and Incenting Management by David Gordon and Jordan Shields. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ   Episode 19 examines the importance of maintaining leadership continuity during hospital transaction processes. It explores how board and management turnover can negatively impact transaction outcomes, including the loss of value, partnership opportunities, and organizational vision. By addressing the need for safeguards and incentives for executives and boards, it highlights strategies to foster stability and unbiased decision-making throughout assessment, execution, and implementation phases.   Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in-depth research conducted by Juniper Advisory, and other health system M&A experts.   #HealthcareLeadership #HospitalGovernance #LeadershipContinuity #HealthcareStrategy #BoardGovernance #ExecutiveRetention #HospitalLeadership