For businesses with $2-100M in revenue

The Investment Bank for Medical

A modern approach to selling your medical business

100x More Buyers

Using cutting edge AI, we track over 4,500 private equity firms and their platforms

50% Higher Offers

When selling through a competitive banker led process vs. business broker

30 Days To Offer

Is what we average vs. 4 months to receive initial offers from other groups

$0 Upfront Fees

We only win if you win – no retainers or hidden fees, our incentives are aligned

As featured in

Time is critical. 
So are we.

Time is critical. So are we.

Meet an M&A Advisor

Expert Guidance

End-to-end support from dedicated and licensed

Licensed by FINRA

Our investment bankers are legally licensed are by FINRA

Engaged Buyers

High-intent private equity owned platform buyers only, we do not sell to SBA buyers

Cash Offers

Because we only sell businesses to private equity groups, offers are mostly full cash

The Advisory Advantage

Our technology enabled process ensures you have white glove service every step of the way. Investment Banking, Rebuilt for the Real World.

Understand your market value

Our M&A advisors will walk you through what your business is worth, backed by real data.

We will identify and engage hundreds of buyers with relevant operating or investing experience.

Skip endless e-mail chains and upload documents in minutes using our secure portal.

Stay up-to-date on buyer activity in real-time through our centralized deal workspace.

What The Advisory
Community Has To Say

Oliver Bogner is an a Healthcare Rainmaker! He knows everyone in the sector.

Allergy Clinic Owner

Easy To Work With. Easy To Read CIMs. Best Written Materials In The Business.

MedSpa

The Advisory changed our lives by creating a bidding war for our business. They literally got us 12 offers within 4 weeks of signing an engagement letter.

Dermatology Practice Owner

The Advisory’s professionalism blew me away — Oliver and his team handheld me the entire process. They took my numbers, prepared updated financials, and wrote very impressive materials.

Orthopedic Clinic

The Advisory found a private equity buyer, willing to pay all cash, for my Derm Practice in just 7 days—it was amazing.

Dermatology Practice Owner

I got calls from every major private equity firm. I hired The Advisory to ensure I sold to the right group for the best price. The offers I had were around 6x, The Advisory got me 10x.

Dermatology Practice Owner

Who We Serve

Sell with confidence, our sector expertise and buyer network deliver stronger offers, every time.

Allergy

Dermatology

ENT

Ophthalmology

Behavioral Health

Eating Disorder

Weight Loss

Endocrinology

MedSpa

Orthopedic

Plastic

Therapy

Autism Therapy 

Substance Abuse

Urgent Care

Neurology

Veterinarian

Pain

Dental

Home Health

Ambulatory Surgical Center

Concierge Medicine

Rheumatology

Pulmonology & Sleep

OBGYN/Fertility

Podiatry

Cosmetic Dental

Rehab

Psychiatry & Counseling

Physical Therapy

Pediatrics

Urology

FAQ’s

Answers to frequently asked questions.

What is The Advisory?

The Advisory Investment Bank is a FINRA-licensed M&A firm specializing in physician groups, dental practices, physical therapy clinics, behavioral health providers, and other health and wellness operators who keep communities healthy. We run a full-service, white-glove sell-side process designed to deliver top-tier terms and maximum valuation for founders. Backed by proprietary AI tools and a curated network of strategic and private equity buyers, we uncover every serious acquirer—so you never leave money on the table. We work for you, the business owner.

We maintain detailed profiles on over 4,500 private equity firms and strategic acquirers actively investing in health and wellness businesses across the U.S. Our proprietary AI platform analyzes each firm’s strategy, portfolio, acquisition history, behavior, and geographic focus to surface the most relevant, best-fit buyers for your business. On average, our process identifies 1,000+ qualified buyers per deal—far exceeding the reach of traditional M&A firms.

We partner with profitable, founder-led businesses across the health and wellness economy—physician groups, dental practices, physical therapy clinics, behavioral health providers, and other health and wellness operators. Our clients typically generate $2–100 million in annual revenue and have at least 5 years of operating history. If you’re an operator who’s built something in the real world, we’re built to help you sell it right.

We operate on a 100% success-based model—no retainers, no upfront fees, no surprises. You only pay us when your deal closes. It’s that simple. Our incentives are fully aligned with yours from day one.

Once materials are ready, our clients typically receive qualified offers within 30–45 days, thanks to our streamlined process and AI-driven buyer targeting. From accepted offer to closing, expect an additional 60–90 days for buyer diligence and quality of earnings review. In most cases, deals are completed in 90–120 days total.

Ready to unlock the full value of your business?

Speak with our M&A experts and take the first step toward a faster, more profitable exit.