Juniper Advisory

Blount Memorial Hospital and Blount County, Tennessee have completed their partnership with Prisma Health. Juniper was pleased to advise on the ~$365 million lease transaction. Our team enjoyed working alongside: Blount Memorial Hospital - - Jonathan Smith, Chris Flynn Prisma Health - - Mark O'Halla, Alexander Gladney, Malcolm Isley, Clarence Sevillian Bass, Berry & Sims - - Jim Jenkins, Brad Hart McDermott Will & Emery - - Kerrin Slattery, Brad Dennis Lovell Communications - - Rosemary Plorin, Laura Elkins Plante Moran - - Jerry Luebbers, CPA, Oliver Jurkovic Juniper Advisory - - Brent McDonald, Ansley Geary, CPA, Adam Davis, Rex Burgdorfer Learn More>>>https://lnkd.in/giRXCSrH #EastTennessee #TennesseeHealthcare #HealthcarePartnerships #HospitalGrowth #HealthcareInvestments #CommunityHealth #HealthcareTransformation #HealthcareStrategy #HospitalGovernance #PatientCare

Now Available: Non-Profit Boards and the Merger Market: Preparation, Organization, & Approach Part I by James Burgdorfer. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 17 explores the macroeconomic conditions driving change in the non-profit hospital M&A market. As the healthcare sector faces consolidation and ownership shifts, boards are adopting proactive, creative strategies to navigate these challenges. This episode offers insights into using the merger market as a tool to address systemic financial issues and secure long-term success. Stay tuned for Part II - available December 22nd. 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.   #NonProfitLeadership #HospitalManagement #HealthcareStrategy #MergerMarket #BoardGovernance #NonProfitBoards #HealthcareTransformation #StrategicPlanning #FinancialLeadership #HealthcareInnovation

Happy Thanksgiving! We have enjoyed working with and alongside so many wonderful organizations this year! Thank you for all that you do in the communities you serve!   Adventist Health Adventist Health Columbia Gorge American College of Healthcare Executives American Health Law Association American Hospital Association Aspire Rural Health System Baker Donelson Bass, Berry & Sims Becker's Healthcare Blount County, TN Blount Memorial Hospital Blue Owl Capital Brownstein Hyatt Farber Schreck Butzel Capital One Clifford Chance Crain's Detroit Business Deckerville Community Hospital Dobies Health Marketing Federation of American Hospitals Frantz Ward LLP Goulston & Storrs Greater Watertown Community Health Foundation Healthcare Financial Management Association (HFMA) Hills & Dales Healthcare Holland & Knight LLP Holy Family Hospital Intermountain Health Jarrard Inc. Kroll Lawrence General Hospital Liberty Hospital Lompoc Valley Medical Center Lovell Communications Marlette Regional Hospital Marshfield Clinic Health System Maury Regional Health McDermott Will & Emery Mergers and Acquisitions - themiddlemarket.com Michigan Health & Hospital Association Minnesota Hospital Association Modern Healthcare Nashville Health Care Council Polsinelli Prisma Health RMC Health System Ropes & Gray LLP Sanford Health Sheppard Mullin Richter & Hampton LLP Steward Health Care Stinson LLP Texas Healthcare Trustees Texas Hospital Association The Governance Institute The University of Kansas Health System United Healthcare Partners Watertown Regional Medical Center   #happythanksgiving #thankyou #healthcare #healthsystems #hospitals #healthcareworkers #healthcareleaders #healthcaremanagement #lawfirms #ruralhealth #communityhealth #missiondriven

Now Available: The Strategic Alignment Committee: A Ready Response to Change by Michael W. Peregrine and David Gordon. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 16 describes the role and use of a Strategic Alignment Committee to help hospital boards proactively evaluate opportunities like mergers, affiliations, and accountable care organization (ACO) initiatives. A specialized committee streamlines decision-making, enabling boards to respond swiftly to competitive pressures and emerging trends. While the approach demands added resources and careful role definition, its ability to position boards for informed, timely decisions makes it a valuable governance tool in a rapidly evolving market. Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in-depth research conducted by Juniper Advisory, McDermott Will & Emery, and other health system M&A experts. #HealthcareGovernance #StrategicAlignment #HealthcareLeadership #HealthReform #HospitalBoards #MergersAndAffiliations #AccountableCareOrganizations #HealthcareStrategy #BoardLeadership #HealthSystemInnovation

We’re pleased to welcome our newest team member, Nina Leutz. Nina joins Juniper from Kaufman Hall where she was a member of the healthcare strategy and business transformation group. At Juniper she will focus on data and financial analysis and transaction execution for the Firm’s hospital and health system M&A clients. Nina is a graduate of the University of Notre Dame. Meet the Juniper Team >>> https://lnkd.in/gYbRRxH6   #Welcome #NewTeamMembers #JuniperAdvisory #Healthcare #MergersandAcquisitions #HealthcareConsulting #Strategy #TransactionAdvisory

Thank you to Intermountain Health for hosting Juniper’s Fall retreat at their Salt Lake City headquarters. Our team was fortunate to learn from Dan Liljenquist, Allison P. Corry, and Jim Ogilvie.   The presentations and tours of Intermountain’s Supply Chain Center illustrate how operational scale can drive clinical excellence and financial outcomes. We enjoyed the opportunity to learn the ways in which Intermountain advances its position at the forefront of healthcare innovation. Our team (from left to right) Ansley Geary, CPA, Alexander N., Adam Davis, Farley Reardon, Setina Hinojosa Hanna, Jordan Shields, Angela Adams, Brent McDonald, Chris Benson, FACHE, CMPE, Nina Leutz, Joseph Cerisano, Eleanor Smith, Rex Burgdorfer, and David Gordon.   #SaltLakeCity #TeamRetreat #TeamExcellence #LeadershipRetreat #RetreatHighlights #BuildingConnections #LeadershipDevelopment #FirstPrinciple #SupplyChain #Logistics #HealthcarePartnerships #HealthcareManagement #HealthcareInnovation #SupplyChainExcellence #ClinicalLeadership #HealthcareCollaboration

Blount Memorial Hospital and Blount County, TN announce the signing of a definitive agreement to become part of Prisma Health in a $364m lease transaction.    Juniper was pleased to advise on the transaction alongside Bass, Berry & Sims, Lovell Communications, and McDermott Will & Emery.  Press Release>>>https://lnkd.in/gChFEsUr Read More>>>https://lnkd.in/gCPzDxjc #TennesseeHealthcare #HealthcarePartnerships #HospitalGrowth #HealthcareInvestments #CommunityHealth #HealthcareTransformation #PatientCare

Now Available: The Board’s Role in the M&A Process: Meeting Fiduciary Obligations by Michael W. Peregrine and David Gordon. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 15 highlights the responsibilities of nonprofit hospital boards in evaluating merger and acquisition transactions amidst a shifting healthcare market. With increasing pressure for hospitals to align with other providers for competitive advantage, boards must provide informed, independent oversight. Key responsibilities include understanding the purpose, alternatives, and potential conflicts of interest associated with health system partnerships. Adhering to these standards not only supports regulatory compliance but also strengthens board credibility and decision-making integrity. 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. #NonprofitBoard #HealthcareMergers #BoardOversight #FiduciaryDuty #HealthcareStrategy #HealthcareReform #BoardGovernance #HospitalLeadership #StrategicAlignment #RegulatoryCompliance

We are pleased to announce that Marshfield Clinic Health System and Sanford Health have officially signed a definitive agreement to combine forces and create a $10B+ integrated health system. This transformative partnership is expected to close by the end of the year, pending customary regulatory approvals. This merger 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. Read More>>>https://lnkd.in/gHRTgePQ Juniper Advisory is pleased to advise Marshfield Clinic Health System on this transaction. The Juniper Advisory transaction team includes Jordan Shields, Casey Webb, Adam Davis and Joseph Cerisano. Our team is pleased to work alongside Michael Hildebrand and his team at Jarrard Inc., which was particularly helpful in assisting Marshfield’s medical staff with their consideration of the partnership. #HealthcareInnovation #RuralHealthcare #HealthcarePartnerships #PatientCare #CommunityHealth #MissionDriven #StrongerTogether

We are pleased to announce that Marshfield Clinic Health System and Sanford Health have officially signed a definitive agreement to combine forces and create a $10B+ integrated health system. This transformative partnership is expected to close by the end of the year, pending customary regulatory approvals. This merger 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. Read More>>>https://lnkd.in/gHRTgePQ Juniper Advisory is pleased to advise Marshfield Clinic Health System on this transaction. The Juniper Advisory transaction team includes Jordan Shields, Casey Webb, Adam Davis and Joseph Cerisano. Our team is pleased to work alongside Michael Hildebrand and his team at Jarrard Inc., which was particularly helpful in assisting Marshfield’s medical staff with their consideration of the partnership. #HealthcareInnovation #RuralHealthcare #HealthcarePartnerships #PatientCare #CommunityHealth #MissionDriven #StrongerTogether