Juniper Advisory’s Post

Marshfield Clinic Health System and Sanford Health Announce Intent to Combine Juniper Advisory is pleased to advise Marshfield Clinic Health System on this transaction. The union of these two healthcare leaders will create a $10B+ integrated health system and enable significant advancements in care delivery. By leveraging their combined expertise and resources, the partnership will harness health information technology, world-class research programs, innovative provider-based health plans, and complex, physician-led clinical care in rural markets. “Partnering with Sanford Health presents an incredible opportunity for our organizations to unite and establish the premier rural health system in the nation,” said Brian Hoerneman, M.D., interim CEO of Marshfield Clinic Health System. Learn more about their shared commitment to transforming rural health care: https://lnkd.in/gqwBqfzD #HealthcareInnovation #RuralHealthcare #HealthcarePartnerships #CommunityHealth #MissionDriven

Now Available: Community Considerations for Hospital Transactions by Bart Walker, Krist Werling, Rex Burgdorfer, and Jordan Shields. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ When evaluating strategic options, hospital boards need to be cognizant not only of their fiduciary duties to the corporation, but also of how their decisions will impact the broader community. Episode 5 outlines strategies for boards to effectively engage with various stakeholders—from employees and physicians to community members and regulators. By aligning community expectations with transactional goals, boards can garner support to ensure the sustainability for the future of local healthcare. Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in-depth research conducted by Juniper Advisory and other health system M&A experts. #HealthcareManagement #CommunityEngagement #HospitalTransactions #CorporateGovernance

Our team was pleased to advise Liberty Hospital on their transaction with The University of Kansas Health System. As part of the combination, UKHS has committed to invest $324 million in capital projects to grow clinical services, fund facility improvements, infrastructure projects, and migrate to the Epic information technology platform. Juniper enjoyed working alongside Dr. Raghu Adiga, John Staton, FACHE, Mike Leone, Dr. Chakshu Gupta, MD, MBA, Regenia Stull, Gretchen Britt, and Mindy Lukens Warner from Liberty Hospital; Greg Canuteson, outside counsel; Bob Page, Jack Beal, Brenda Dykstra, Doug Gaston, and Gayle Sweitzer from The University of Kansas Health System; Frank Ross, Gerry Brenneman, Craig “CJ” Boyd, and Reed Williams from Polsinelli; Chuck Hatfield, Jill Radloff, and Laura Nelson from Stinson LLP, and Julie Amor, MHA from Dobies Health Marketing. Learn More>>>https://lnkd.in/gGim6d-R

Now Available: Are Hospitals Ready for a Recession? by Alexandra Harkness Normington, Associate Chief Communications & Marketing Officer, Cook County Health. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 5 examines the potential impact of an economic downturn on hospitals and healthcare systems in the US. It highlights that hospitals, particularly those with thin profit margins, could face significant financial strain similar to the Great Recession, as consumer healthcare utilization patterns shift during economic uncertainty. The episode highlights how reduced elective procedures, declines in charitable contributions and investment income, and increased self-pay patients could all contribute to revenue losses for hospitals. It stresses the importance of hospitals preparing now by exploring cost reductions, expanding outpatient services, enhancing service lines, and forming strategic partnerships to bolster financial resilience and maintain community healthcare access during periods of economic stress. Subscribe Here>>> https://lnkd.in/dRPh_Aws   The audio series features in-depth research conducted by Juniper Advisory and other health system M&A experts. Is your Health System Team Ready for What’s Next? A Recession or More Malaise? by Adam Davis, Vice President, and Brent McDonald, Managing Director, Juniper Advisory, Bart Walker, Partner, and Kayla McCann Marty, Partner, McGuireWoods LLP. Read Article>>> https://lnkd.in/gTQX9cBW   #HealthcareEconomics #HospitalManagement #HealthcareFinance #EconomicRecession #HealthcareStrategies #HospitalLeadership #HealthcareChallenges #FinancialResilience #CommunityHealthcare #StrategicPartnerships

Now Available: Current Trends in Hospital M&A by Rex Burgdorfer, Jordan Shields, Bart Walker, Thomas C. Brown, Jr., and Krist Werling. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 4 examines healthcare reform's transformative impact on the structure of the hospital industry, highlighting growth in consolidation and integration among hospital systems, physicians, and payors. It outlines historical trends, current drivers of mergers, and the challenges and considerations involved in business combination transactions. Through detailed analysis, the episode underscores the pivotal role of stakeholders in shaping the future of the healthcare industry amidst significant sector change. Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in-depth research conducted by Juniper Advisory, and other health system M&A experts.   #HealthcareReform #HospitalIndustry #Consolidation #Integration #HealthcareTrends #HealthcareLeadership

Juniper is pleased to continue our summer internship program in 2024. This year, we welcome David Jin, who joins us following his Junior year at Colby College. He has worked at Mayflower Hill Capital, CBRE Capital Markets and is fluent in Chinese. We look forward to his contributions this summer!   It is fun to follow alumni who have gone on to achieve success in their chosen careers. Among them are Alex Cheng an MD candidate at Weill Cornell Medicine, Andrew Blank now with Goldman Sachs, Jeff Simnick now with Headspace, Joseph Ames now with Piper Sandler, and Theo Mahlum now with Blackstone.    Meet the Juniper Team >>> https://lnkd.in/gYbRRxH6   #welcometotheteam #employeespotlight #ourteam #newhire #investmentbanking #internship

Now Available: Is Healthcare a Charity, Social Service or Business? by Rex Burgdorfer. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 3 explores the evolving role of healthcare in the United States. It examines the historical context of healthcare as a charitable endeavor, the increasing view of it as a social service essential for public welfare, and the contemporary trend of treating healthcare as a business. The analysis highlights the challenges and implications of each perspective for healthcare organizations, policymakers, and patients. The episode underscores the need for a balanced approach to meet the diverse needs and expectations of society. Subscribe Here>>> https://lnkd.in/dRPh_Aws Read Article>>> https://lnkd.in/gsKEHiKT The audio series features in depth research compiled by Jordan Shields, Rex Burgdorfer, their colleagues at Juniper Advisory, and other dedicated healthcare M&A experts.   #Healthcare #PublicHealth #HealthPolicy #MedicalCare #HealthcareManagement #HealthEquity #SocialServices #BusinessOfHealthcare #HealthInnovation #PatientCare

Government-owned hospitals face unique organizational challenges. In the latest public focus article, Chris Benson, FACHE, CMPE, Executive Director, and Rex Burgdorfer, Partner, Juniper Advisory, draw observations from NASA and SpaceX for public hospitals navigating complex conditions.   📢 Key Takeaways for Boards and Leaders of Governmental Hospitals: - Collaborate for Scale: Seek partnerships to leverage the benefits of scale, enhancing efficiency and resources. - Minimize Political Influence: Focus on long-term sustainability over short-term political gains. - Streamline Decision-Making: Enhance operational and governance flexibility by simplifying decision-making processes. - Stay Informed: Ensure governmental owners are aware of the macroeconomic forces impacting the healthcare industry. - Proactive Change: Anticipate and address financial and operational challenges early to maintain flexibility and resilience.   NASA and SpaceX: Observations for Public Hospitals Featured Articles Member Download>>> https://lnkd.in/gsTfYhs8   Juniper Advisory has partnered with The Governance Institute on this article.   Here is the latest from The Governance Institute>>> https://lnkd.in/gsTfYhs8   If you’d like to learn more or would like to discuss how these observations may apply to your organization, please reach out to Chris Benson at cbenson@juniperadvisory.com or 480.695.2311.   #PublicHospitals #HealthcareManagement #NASA #SpaceX #HealthcareInnovation #Governance #HospitalLeadership #StrategicManagement #OperationalEfficiency #SustainableHealthcare

Now Available: Margin Pressure, Part II: The Provider’s Response & Forward-Looking Crisis Management by David Johnson and Jeff Jones. 🎧 Listen Here: Apple Podcasts>>> https://lnkd.in/dyyjPs4d Spotify>>> https://lnkd.in/dbkCvSaQ Episode 2 discusses the challenges and opportunities facing healthcare systems in the post-pandemic environment, building on existing financial pressures in the industry. Issues such as consumerism, new competitors, and a changing payor mix have caused significant financial losses due to increased costs and decreased revenue. Healthcare leaders must balance the current downturn with long-term strategic goals, focusing on value-based delivery, innovative solutions, and financial flexibility to maintain liquidity while adapting to shifting industry headwinds. Subscribe Here>>> https://lnkd.in/dRPh_Aws The audio series features in depth research compiled by Jordan Shields, Rex Burgdorfer, their colleagues at Juniper Advisory, and other dedicated healthcare M&A experts. #HealthcareInnovation #HealthcareLeadership #ValueBasedCare #DigitalHealth #HealthcareTransformation #IndustryInsights