Healthcare M&AI is a fractional CFO and transaction advisory practice serving physician-owned medical practices and surgery centers, as well as healthcare platforms, investment funds, and banks. Led by Shawn Rothlis, a former in-house healthcare M&A and strategic finance professional, the practice brings experience spanning more than nine years in valuation, M&A, and strategic finance, over $1 billion in cumulative transaction value, and more than 130 healthcare centers acquired from the buy side.

For physician owners, Healthcare M&AI provides ongoing financial leadership, including performance and cash planning, profitability analysis, annual indicative valuations, and turnaround planning. It also supports major decisions with services such as ASC conversion economics, new-location and service-line analysis, and buyer-perspective assessments ahead of a potential sale. Transaction representation, where offered, is handled under a separate engagement.

For deal teams, services include interim or fractional development support, market mapping, deal sourcing, inbound screening, pre-LOI intelligence, and sector research. Engagements are scoped and priced in writing, with work delivered by a practitioner.