Covenant Advisory Partners provides specialized sell-side M&A advisory to founder-owned healthcare services and business services companies — delivering outcomes built on trust, expertise, and deep sector knowledge.
Covenant Advisory Partners was founded to serve the unique needs of entrepreneurs navigating one of the most consequential decisions of their lives — the sale of their business. We bring institutional-quality advisory to the founder-owned middle market, with a sharp focus on healthcare services and business services.
Our principals have advised on transactions across the full spectrum of deal complexity, from recapitalizations and strategic sales to private equity-backed roll-ups. We take on a limited number of engagements at any time so that every client receives our full attention and commitment.
Learn MoreWe run competitive, confidential sale processes designed to surface the right buyer at the right price — and guide founders through every step of the journey.
Advising management teams on structuring, financing, and executing buyouts from founders or corporate parents.
Helping founders achieve partial liquidity while retaining a meaningful stake to participate in future value creation alongside a financial partner.
Pre-transaction positioning, valuation guidance, and strategic planning to help founders maximize value before they go to market.
Behavioral health, home health, physical therapy, physician practices, dental platforms, diagnostics, and tech-enabled care delivery.
Technology-enabled services, staffing, outsourced business process, environmental services, facilities management, and professional services firms.
Our principals have advised on transactions across healthcare services and business services. Transaction detail will be updated as new engagements close.
Most M&A advisory firms were built to serve large corporations and private equity funds. Covenant was built for founders. We understand that selling your business is not just a financial transaction — it is a deeply personal milestone that carries significant implications for your employees, customers, and legacy.
We represent your interests exclusively and unconditionally throughout the process.
Our practice is deliberately narrow. By concentrating exclusively on healthcare services and business services, we've developed relationships with every meaningful strategic buyer and private equity firm active in these sectors. That network creates competitive tension — and competitive tension drives value.
At Covenant, you will work directly with senior professionals from the first meeting to closing. We do not hand engagements off to junior teams. The principals who win your business are the principals who execute your transaction.
Our name reflects our commitment. A covenant is a solemn promise — and we take seriously the trust founders place in us when they choose Covenant Advisory Partners to guide the most significant transaction of their business lives.
Whether you're actively exploring a transaction or simply want to understand your options, we welcome the conversation. All inquiries are held in strict confidence.