13 healthcare M&A advisors active in Charlotte in 2026. Covers physician groups, behavioral health, ambulatory surgery, and hospital deals with firm profiles and recent transactions.
Charlotte sits in the middle of one of the most active healthcare markets in the Southeast. Atrium Health, Novant Health, and a dense base of PE-backed physician platforms create real deal flow here.
Physician group consolidation, behavioral health roll-ups, and ambulatory surgery center acquisitions are all active in the Carolinas. Charlotte advisors who know these sub-sectors see steady mandates.
Healthcare PE deal value hit an estimated $191 billion globally in 2025 - a record year. The Carolinas drew buyer attention in behavioral health, physician services, and specialty ASC deals.
You'll want your virtual data room ready before you meet advisors. Healthcare buyers check payer contracts and compliance records from the first data request.
| Firm | Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|---|
| Bundy Group | Bundy Group | Both | $10M - $300M | Healthcare, Life Sciences, Business Services | bundygroup.com |
| Physician Growth Partners | Physician Growth Partners | Sell-side | $10M - $200M | Physician Groups, Dental, Behavioral Health, ASC | physiciangrowthpartners.com |
| Chandler Healthcare Advisors | Chandler Healthcare Advisors | Both | $5M - $100M | Health Systems, Physician Groups, Ambulatory, Biotech | chandlerhealthcareadvisors.com |
| Tinsley Medical Practice Brokers | Tinsley Medical Practice Brokers | Sell-side | $1M - $50M | Medical Practices, Physician Groups, Med Spas | tinsleymedicalpracticebrokers.com |
| Polaris Healthcare Partners | Polaris Healthcare Partners | Sell-side | $5M - $75M | Dental, Dermatology, Urgent Care, Optometry | polarishealthcarepartners.com |
| VMG Health | VMG Health | Both | $10M - $500M | Hospitals, Physician Groups, ASC, Joint Ventures | vmghealth.com |
| Kaufman Hall | Kaufman Hall | Both | $50M - $5B+ | Hospitals, Health Systems, Academic Medical Centers | kaufmanhall.com |
| FOCUS Investment Banking | FOCUS Investment Banking | Sell-side | $5M - $150M | Physician Groups, Behavioral Health, ASC, Home Health | focusbankers.com |
| Ziegler | Ziegler | Both | $10M - $1B | Physician Groups, Senior Living, Behavioral Health | ziegler.com |
| Harris Williams | Harris Williams | Sell-side | $50M - $2B | Healthcare Services, Biopharma, Health IT | harriswilliams.com |
| Houlihan Lokey | Houlihan Lokey | Both | $50M - $5B+ | Healthcare Services, Life Sciences, PE-backed Platforms | hl.com |
| Lincoln International | Lincoln International | Both | $50M - $2B | Healthcare Services, Technology, PE-backed Platforms | lincolninternational.com |
| Fairmount Partners | Fairmount Partners | Both | $10M - $500M | Healthcare IT, Business Services, Technology | fairmountpartners.com |
How to verify an advisor's track record
Ask for a deal list filtered to your exact healthcare sub-sector. A physician group advisor and a hospital advisor work with completely different buyer pools.
Charlotte healthcare advisors who know this market can name recent deals, buyer names, and close dates. Vague deal counts without specifics are a red flag.
Check whether they've worked with both PE-backed consolidators and strategic buyers. The Carolinas market has active buyers on both sides of that divide.
Use Ellty to share payer contracts and compliance files with shortlisted advisors under NDA. You'll see who opens your files before the first call. Compare options with the full advisors list before you sign anything.
Running a healthcare deal in Charlotte?
Set up your data room before your first advisor meeting.
Start free 14-day trialWhat a Charlotte healthcare deal looks like
Healthcare M&A deals in Charlotte run six to twelve months. Hospital and health system deals with regulatory review can take longer.
| Stage | What happens | What you need ready | |
|---|---|---|---|
| Stage 1: Preparation | Stage 1: Preparation | Run QoE, draft CIM, shortlist advisors | Three years P&L, payer contracts, credentialing records |
| Stage 2: Advisor engagement | Stage 2: Advisor engagement | Sign engagement letter, agree on buyer list | Cap table, provider agreements, compliance certificates |
| Stage 3: Marketing | Stage 3: Marketing | CIM distributed, NDAs signed, management calls set | Ellty data room live with CIM, financials, and payer contracts |
| Stage 4: LOI | Stage 4: LOI | Buyers submit bids, LOIs negotiated, exclusivity signed | Clean P&L, no disputed IP, current provider agreements |
| Stage 5: Due diligence | Stage 5: Due diligence | Buyer reviews financial, legal, and clinical records | Full Ellty data room: compliance, HR docs, payer files |
| Stage 6: Close | Stage 6: Close | Purchase agreement signed, escrow, funds transfer | Reps and warranties signed, transition plans complete |
13 healthcare M&A advisors in Charlotte
These 13 firms advise on healthcare M&A in Charlotte and the Carolinas. Coverage spans physician groups, behavioral health, ambulatory surgery, hospitals, and health IT.
1. Bundy Group
A Charlotte boutique with 250+ closed deals and 33 years of healthcare M&A experience.
Recent Deals: Active in healthcare and life sciences M&A advisory through 2025-2026. Closed 250+ transactions over 33 years including healthcare and life sciences deals. Covers sell-side, buy-side, and capital raises for healthcare businesses.
LinkedIn: Bundy Group on LinkedIn
Sector Focus: Healthcare, life sciences, business services
Deal Type: Both
Deal Size: $10M - $300M
Location: Charlotte, NC
Website: bundygroup.com
2. Physician Growth Partners
The most active sell-side bank for founder-led physician groups nationally.
Recent Deals: Advised Charlotte Dermatology on affiliation with DOCS Dermatology Group (2025). Advised 80+ completed physician group transactions. Active in physician services, dental, behavioral health, and ASC M&A through 2025-2026.
LinkedIn: Physician Growth Partners on LinkedIn
Sector Focus: Physician groups, dental, behavioral health, ambulatory surgery centers
Deal Type: Sell-side
Deal Size: $10M - $200M
Location: Charlotte, NC (regional) and Chicago, IL
Website: physiciangrowthpartners.com
3. Chandler Healthcare Advisors
A Charlotte boutique covering health systems, physician groups, and ambulatory care.
Recent Deals: Active across North Carolina, South Carolina, and Georgia through 2025-2026. Supported Atrium Health-affiliated ambulatory transactions. Covers integration advisory and M&A for health system and physician group deals.
LinkedIn: Chandler Healthcare Advisors on LinkedIn
Sector Focus: Health systems, physician groups, ambulatory care, biotech
Deal Type: Both
Deal Size: $5M - $100M
Location: Charlotte, NC
Website: chandlerhealthcareadvisors.com
4. Tinsley Medical Practice Brokers
A national healthcare practice brokerage with 40+ years of physician transition experience.
Recent Deals: Facilitated sale of Carolina Neurology of Spartanburg to Local Infusion (December 2025). Facilitated Forum Health acquisition of Integrated Health Center of the Rockies (June 2025). Active in medical practice transactions across North Carolina through 2025-2026.
LinkedIn: Tinsley Medical Practice Brokers on LinkedIn
Sector Focus: Medical practices, physician groups, med spas, specialty clinics
Deal Type: Sell-side
Deal Size: $1M - $50M
Location: Serves North Carolina market
Website: tinsleymedicalpracticebrokers.com
5. Polaris Healthcare Partners
A Charlotte boutique focused on dental and specialty physician group sell-side exits.
Recent Deals: Active in dental, dermatology, urgent care, and optical M&A advisory through 2025-2026. Covers sell-side advisory, growth consulting, and debt strategy for group practices. Serves multi-location practice owners considering PE partnerships or exits.
LinkedIn: Polaris Healthcare Partners on LinkedIn
Sector Focus: Dental, dermatology, urgent care, optometry, plastic surgery
Deal Type: Sell-side
Deal Size: $5M - $75M
Location: Charlotte, NC
Website: polarishealthcarepartners.com
Selling a Charlotte healthcare business?
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Start free 14-day trial6. VMG Health
A national healthcare valuation and transaction advisory firm with deep M&A execution.
Recent Deals: Published 2025 Healthcare M&A Report on hospital deal surge and physician group trends. Active in hospital, ASC, and joint venture M&A advisory through 2025-2026. Advises Southeast health system leaders on deal strategy and transaction execution.
LinkedIn: VMG Health on LinkedIn
Sector Focus: Hospitals, physician groups, ambulatory surgery centers, joint ventures
Deal Type: Both
Deal Size: $10M - $500M
Location: National (serves Charlotte market)
Website: vmghealth.com
7. Kaufman Hall
The leading hospital and health system M&A advisor in the US, active in the Southeast.
Recent Deals: Tracked 72 hospital M&A deals in 2024 - the most since 2020. Advised on Risant Health's acquisition of Cone Health in North Carolina (2025). Active in Southeast hospital M&A advisory through 2025-2026.
LinkedIn: Kaufman Hall on LinkedIn
Sector Focus: Hospitals, health systems, academic medical centers
Deal Type: Both
Deal Size: $50M - $5B+
Location: National (serves Charlotte market)
Website: kaufmanhall.com
8. FOCUS Investment Banking
A dedicated healthcare sell-side bank with 130+ closed transactions over the last decade.
Recent Deals: Active in behavioral health, physician groups, ASC, and home health M&A through 2025-2026. Closed healthcare provider service deals with PE-backed consolidators and strategic buyers. Covers sell-side advisory for founder-owned and PE-backed healthcare businesses.
LinkedIn: FOCUS Investment Banking on LinkedIn
Sector Focus: Physician groups, behavioral health, ambulatory surgery centers, home health
Deal Type: Sell-side
Deal Size: $5M - $150M
Location: National (serves Charlotte market)
Website: focusbankers.com
9. Ziegler
A specialist healthcare investment bank with dedicated physician group M&A coverage.
Recent Deals: Active in physician group, senior living, and behavioral health M&A advisory through 2025-2026. Covers sell-side and buy-side advisory with sector-specific expertise in provider services. Advises on PE-backed platform builds and strategic add-on acquisitions.
LinkedIn: Ziegler on LinkedIn
Sector Focus: Physician groups, senior living, behavioral health, specialty services
Deal Type: Both
Deal Size: $10M - $1B
Location: National (serves Charlotte market)
Website: ziegler.com
10. Harris Williams
A top-tier sell-side bank with a dedicated healthcare services and biopharma practice.
Recent Deals: Active in healthcare services, health IT, and biopharma M&A through 2025-2026. Closed transactions across provider services, specialty pharma, and health technology. Advises PE-backed platforms and strategic healthcare acquirers on sell-side mandates.
LinkedIn: Harris Williams on LinkedIn
Sector Focus: Healthcare services, biopharma, health IT, life sciences
Deal Type: Sell-side
Deal Size: $50M - $2B
Location: National (serves Charlotte market)
Website: harriswilliams.com
11. Houlihan Lokey
The No. 1 global M&A advisor by deal count in 2025, with a dedicated healthcare practice.
Recent Deals: Named No. 1 global M&A advisor with 458 closed deals in 2025. Active in healthcare services and life sciences M&A through 2025-2026. Advises PE sponsors and corporate healthcare sellers in the Southeast and nationally.
LinkedIn: Houlihan Lokey on LinkedIn
Sector Focus: Healthcare services, life sciences, PE-backed platforms
Deal Type: Both
Deal Size: $50M - $5B+
Location: National (serves Charlotte market)
Website: hl.com
12. Lincoln International
A global mid-market bank with 430+ transactions in 2025 and strong healthcare coverage.
Recent Deals: Closed 430+ total transactions in 2025, up 31% in net income year-over-year. Active in healthcare services and technology M&A through 2025-2026. Acquired MarshBerry in Q4 2025 to expand healthcare advisory coverage.
LinkedIn: Lincoln International on LinkedIn
Sector Focus: Healthcare services, technology, financial services, PE-backed platforms
Deal Type: Both
Deal Size: $50M - $2B
Location: National (serves Charlotte market)
Website: lincolninternational.com
13. Fairmount Partners
A large independent Mid-Atlantic bank with 315+ closed deals and healthcare IT coverage.
Recent Deals: Advised CoreX on acquisition of InSource's ServiceNow unit (January 2026). Active in healthcare IT and business services M&A through 2025-2026. Covers sell-side, buy-side, and growth capital advisory for tech-enabled healthcare businesses.
LinkedIn: Fairmount Partners on LinkedIn
Sector Focus: Healthcare IT, business services, technology
Deal Type: Both
Deal Size: $10M - $500M
Location: Mid-Atlantic (serves Charlotte market)
Website: fairmountpartners.com
Physician group M&A in Charlotte
Physician practice consolidation is running at a high level in Charlotte. Atrium Health and Novant have both made practice acquisitions in the Charlotte metro through 2025-2026.
PE-backed platforms are rolling up specialty groups in cardiology, orthopedics, dermatology, and gastroenterology. Advisors who specialize in physician services know how to price these assets.
Your advisor needs current relationships with PE consolidators and health systems buying in your sub-specialty. A generalist often misprices physician group assets.
Use Ellty to share payer contracts, credentialing records, and financial statements with shortlisted buyers. Set granular permissions so each buyer sees only what their NDA covers. Track who opens your files before your first management presentation. Check the Charlotte M&A advisors list for broader market coverage.
Behavioral health M&A in the Carolinas
Behavioral health is one of the most active M&A sub-sectors in the Carolinas. Transactions were up 42% in 2025 compared to the prior year.
PE buyers are targeting outpatient mental health, substance use disorder, and community-based behavioral health providers across North and South Carolina. Multiple platform builds are actively adding in the region.
Your advisor needs direct relationships with PE platforms running behavioral health roll-ups. Missing the right buyer pool in behavioral health M&A can cost several turns of EBITDA.
Use Ellty to organize licensing records, state certifications, and payer contracts. Require email verification before buyers access sensitive program documentation. Track document engagement before your first letter of intent. Read the mergers and acquisitions guide for how behavioral health deals are typically structured.
Ambulatory surgery center M&A in Charlotte
ASC acquisitions are accelerating in the Charlotte market. Ascension Health's $3.9B acquisition of AMSURG in 2025 added 250+ ASCs nationally and signaled strong buyer demand.
PE-backed platforms and strategic health systems are competing for quality ASC assets in the Southeast. Charlotte ASCs with orthopedic, GI, or ophthalmology case mix are drawing active buyer attention.
Your advisor needs current relationships with both PE-backed ASC consolidators and health system acquirers. These two buyer types value assets differently and bid on different terms.
Use Ellty to share case volume data, payer mix reports, and equipment records in a trackable virtual data room. Set up dynamic watermarking on sensitive clinical agreements. Review how other markets structure deals with the Miami healthcare M&A advisors list.
How Ellty helps you close an M&A deal in Charlotte
You've shortlisted your healthcare advisor. Here's how to prep your deal docs for buyers.
- 1.Upload payer contracts, credentialing, and financialsOrganize files by category. Healthcare buyers check compliance on day one.
- 2.Set access permissions by buyer and NDA statusRequire email before buyers see your margins. Add passwords for sensitive files.
- 3.Track which buyers review your payer contracts and financialsSee who opens your files and how long they spend. Serious buyers check numbers early.
Common questions about Charlotte healthcare M&A advisors
- Atrium Health and Novant anchor an active healthcare deal market. PE-backed roll-ups in physician services and behavioral health are drawing buyers to the Carolinas year-round.
- Physician Growth Partners and Bundy Group have the deepest physician group track records. Both can name recent deals with buyer names and transaction values.
- Physician groups trade at 6x to 12x EBITDA depending on sub-specialty. Behavioral health platforms with scale command 8x to 14x in the current market.
- Most physician group deals run six to nine months. Hospital and health system deals with regulatory review can stretch to twelve to eighteen months.
- Before your first advisor meeting. Organized payer contracts and compliance files signal buyer readiness. Healthcare buyers move fast on well-prepared sellers.
- Bundy Group and Polaris Healthcare Partners know the local Carolinas buyer network. National firms like FOCUS and Harris Williams reach more PE consolidators for larger deals.
