A tech-enabled investment bank purpose-built for the medical economy.
As featured in
In 2024, The Advisory set out to build something new: a tech-enabled investment bank purpose-built for the health, wellness, and medical services economy.
Investment Banking, Rebuilt for the Real World.
Not software for bankers. Not a deal marketplace. Not just another sourcing tool. We’re a true, full-service M&A advisory firm—built to support the backbone of America’s care economy: physician groups, dental practices, physical therapy clinics, behavioral health providers, and other health and wellness operators who keep communities healthy.
Wall Street’s playbook works—if you’re selling a billion-dollar company to another billion-dollar company. But below the middle market, it falls apart. Traditional investment banks run bloated teams on outdated software, making smaller deals inefficient and overpriced. And DIY listing sites? They leave practice owners flying solo, dealing with unqualified buyers, through one of the most important—and complex—exits of their lives.
What Makes The Advisory Different? We combine industry expertise with purpose-built technology to deliver better outcomes—faster. Our proprietary tools map every relevant strategic and financial buyer, and keep the process fully transparent. That means our bankers spend less time on data entry and bureaucracy—and more time doing what actually matters: positioning your practice, negotiating terms, and protecting your legacy.
Our Managing Partner, Oliver Bogner, has literally walked in your shoes. A two-time Forbes 30 Under 30 honoree and Inc. 5000 CEO, he’s built and sold five businesses across multiple industries, including service-based, healthcare-adjacent, and consumer. In working with top-tier investment banks to exit his own companies, Oliver saw firsthand how bloated and misaligned those firms were—especially when it came to serving lower middle market operators.
He realized something simple but powerful: Health, wellness, and medical practice owners deserve the same white-glove treatment as Wall Street clients. That’s what we do at The Advisory.
Founder / Strategy & Buyer Relations
2x Forbes 30 Under 30
2x Inc. 5000 CEO
From the first call to the final wire transfer, our team is by your side to ensure a smooth, confident, and successful exit.
Business Development
Business Development
Technology & Growth
Strategy & Sponsor Relations
Client Services & Diligence
End-to-end support from dedicated and licensed
Our investment bankers are legally licensed are by FINRA
High-intent private equity owned platform buyers only, we do not sell to SBA buyers
Because we only sell businesses to private equity groups, offers are mostly full cash
$7 Trillion in Dry Powder Is Chasing Businesses Like Yours
Lower middle market private equity funds are sitting on unprecedented capital—and they need to deploy it. Medical businesses like yours are in high demand. At The Advisory, we’re not cold-emailing buyers — we’re on a first-name, text-message basis with the most active acquirers in your market. That’s how we move faster, create competition around deals, and secure better outcomes & terms for you.
Want to understand the full sale process? Start by reading Essential Playbook—our weekly newsletter breaking down every stage of selling an essential services business, from prep to close.
Are you an Add-On or a Platform? This key distinction shapes your valuation……
Selling your essential services business? Our 180-day plan gets you from idea to exit—fast……
Your business is valued on a multiple of Adjusted EBITDA—true earnings minus one-time, owner, or non-core costs…..
Speak with our M&A experts and take the first step toward a faster, more profitable exit.
