PrivAdvisors LLC is a boutique consulting and investment banking firm. We bring the expertise and services that the big boys receive from Wall Street to small and midsize busnesses and organizations.
While we have specialized knowledge in some industries, it's precisely our generalist approach that best serves our clients. We are often able to identify issues and opportunities that those with a narrower lens may fail to see.
We'd love to start a conversation about how we can help you navigate change, achieve growth or engineer a turnaround. All to enhance the value of your enterprise!
WHAT WE DO
STRATEGY
PrivAdvisors’ strategic planning expertise can assist in sorting out alternatives: organic growth, partnership, merger, acquisition, turnaround, divestiture or sale. We write strategic analyses and business plans and assist clients in achieving organizational alignment with their strategy.
This strategic component is the first step in our process. All our services build upon a clear-eyed assessment of a client's situation and a buy-in by all relevant stakeholders for proposed action items.
INVESTMENT
BANKING
Once a strategic direction is established, we serve our clients as intermediaries. We represent sellers by searching out, approaching and vetting appropriate, qualified buyers. We assist buyers seeking compatible acquisitions, partnerships or mergers to enhance enterprise value. We prepare business plans, marketing campaigns and transaction “books”. We help negotiate transactions and work hand-in-hand with attorneys and accountants. We seek out the capital, both debt and equity, necessary to consummate transactions.
Privacy is not only part of our name, but client confidentiality is a foundational principle of our firm!
CONSULTING
Often our strategic and transactional work identifies internal issues that affect the perception and valuation of a client organization. We work with senior management to address these matters, bringing to bear our deep experience in strategy, management and finance . If necessary, we assist in negotiations with bankers, creditors and stakeholders to achieve effective turnarounds. These efforts improve the client’s story to best facilitate transactions and maximize enterprise value.
SERVICES
Representing sellers in effectively marketing themselves and discreetly approaching qualified buyers
Assisting buyers in locating and approaching complementary and value-additive acquisitions
Negotiating transactions in conjunction with attorneys, CPAs and other professional advisors
Analyzing and comparing strategic options
Presenting strategic plans and proposed transactions to boards and management teams to achieve organizational “buy-in”
Locating sources of equity, debt and grants and preparing the necessary presentation documents
Facilitating partnerships, including ACOs, CINs and IPAs, when appropriate
Appraisals and valuations
Preparing strategic and business plans, with supportive financial projections
Guiding organizational turnarounds
Fairness opinions
Unending change has roiled every corner of healthcare...and it will only continue and accelerate. Uncertain government policies, technology, and the inevitability of a population health-based system are drivers of profound disruption. Traditionally independent sectors - providers, hospitals, pharmacies, insurance companies - are forming large, vertically integrated entities on a national level. Every organization, even smaller localized ones, must evaluate its strategic options and determine how to survive, and hopefully prosper, in this volatile environment.
ABOUT US
AFFILIATIONS
Association of Private Investment Bankers
PrivAdvisors is a Charter Member of the Association of Private Investment Bankers. APIB is a highly selective group of professionals whose collaboration produces superior results for each member’s clients. Through the organization, individual investment banker members can expand their geographic scope and enhance their expertise in clients’ industries.Members agree to a strict code of ethics that covers client confidentiality, conflict of interest, and financial integrity. APIB members have substantial business and educational backgrounds and complete an intensive training course.
PrivaPlan Associates Inc.
PrivaPlan Associates is a healthcare consulting company with a primary focus on HIPAA and data security and additional capabilities in strategic planning, network formation and organizational alignment.
Founder David Ginsberg has more than 25 years of experience in the healthcare industry. His prior experience includes serving as co-founder and Executive Director of the Colorado Physician Network, a statewide network of 2,500 physicians that provided a physician managed collaboration with a regional HMO. Mr. Ginsberg was also Vice President of Intellectron/Medcobill, a large regional physician practice management and billing company providing services to over 1,000 physicians in California, during which time he implemented the second Medicare electronic claims transmission program of its kind and pioneered an EDI solution for Medicaid.
Mr. Ginsberg has expertise in managed care operations, IPA development, and physician-hospital strategic planning. Mr. Ginsberg has provided practice management consulting and outsourced services to hundreds of physician and allied health professional practices in his career. Additionally he has maintained an active practice in compliance audits and consulting as well as electronic medical and health records selection, readiness assessments and implementation. Mr. Ginsberg is a designated HIPAA and electronic health records consultant to the Colorado Rural Health Center and widely considered an expert in the area of electronic health records and rural health delivery.
www.privaplan.com
Trip Rothschild is an experienced entrepreneur, executive, consultant, and nonprofit board member with an unusually broad skill set, a diverse background across multiple business segments, and a committed generalist’s ability to see problems and opportunities in new ways.
He established a business consulting and private investment banking practice after moving to Santa Fe in 2011. Clients have included small to midsize healthcare, industrial, and technology companies, as well as retailers, hotels and restaurants.
He brings to clients his expertise in strategic planning, mergers, acquisitions, divestitures, and financings. His practice draws upon his in-depth operational and management experience.
Trip has developed significant expertise and a particular focus on healthcare. In addition to relevant consulting engagements, Trip served as board chair of La Familia Medical Center in Santa Fe, a federally qualified health center that its the area’s largest provider of primary care. Trip also served as a board member for 15 years and chaired numerous committees for New Milford Hospital, a 92-bed community hospital in Connecticut. This experience gives him a broad grounding in health policy, healthcare finance, and value-based care models.
Earlier in his career, Trip and his wife started a retail business, Homeward Bound, and grew it to four locations in Connecticut and western Massachusetts. The stores featured furniture, home accessories, and women’s fashion.
Prior to that, Trip worked in magazine publishing in New York City. That ultimately led to his acquiring with partners, turning around, and selling a newspaper publishing company in Connecticut. This company published ten weeklies, several magazines, and operated a printing business.
Trip also served as chairman of the Town of New Milford (CT) Economic Development Commission, a role that gave him responsibility for managing the $10 million successful environmental remediation of a major toxic waste site - a former brass mill.
In New Mexico, Trip has been selected as a member of the Trusted Advisor Network, an invitation-only group of The state’s most respected business professionals and advisors, and is also a member of the Turnaround Management Association. He has been a Rotarian for more than 25 years.
Trip attended Harvard, holds an undergraduate degree from NYU, and earned an MBA from the Wharton School of the University of Pennsylvania.
PRINCIPAL
Hyde Park Group, LLC
Hyde Park Group, LLC and its Principal, John Emery, has been the responsible party in the sale of over 200 privately held middle market companies since 1981.
Emery has been a Private Investment Banker for over 35 years. He has dedicated his career to growing and enhancing the value of businesses by adapting the tried and true management techniques of “big business” to the needs of small to medium-sized companies. Emery has closed over $1.5 billion of transactions, in addition to launching start-up enterprises and building large private investment banking organizations. He earned an MBA from the Harvard Business School and a BA from Taylor University.
Emery has taught numerous MBA courses in business strategy and policy, sales and marketing, ethics and organizational environment, entrepreneurship and new venture strategies. He served on the elected Board of Albuquerque Public Schools and was named an Eli Broad Fellow in recognition of his accomplishments there.
John Emery provides an independent, objective perspective to PrivAdvisors’ clients. Having a wide range of experience in different industries, he brings years of hands-on business experience and insight to each unique situation.
PrivAdvisors LLC has a specialization in serving the needs of small to midsize healthcare entities. Its Principal, Trip Rothschild, has substantial experience in healthcare.
The firm enjoys an affiliation with PrivaPlan Associates Inc., a respected healthcare consulting company.
