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What is a senior housing M&A advisor?

Last reviewed · Brokers & Advisors

Direct answer

A senior housing M&A advisor helps owners and buyers plan and complete transactions: valuing the community, setting strategy, structuring the deal, finding and screening counterparties, negotiating terms and managing the process through closing. In many firms, a licensed brokerage executes the transaction itself.

What to know

M&A advisory covers both the real estate and the operating business, which most senior housing sales include.

Structures range from full sales to partial sales, sale-leasebacks and operations-only deals.

Look for an advisor who also understands licensing and change of ownership.

How Haven helps

Haven Senior Investments provides M&A advisory, and Haven Realty, a licensed brokerage, executes transactions. See Haven's senior housing brokerage.

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