Mergers & Acquisitions

Mergers & Acquisitions

Delivering thought-provoking ideas and flawless execution

KeyBanc Capital Markets® provides a wealth of knowledge, bringing innovative financial solutions to the table so you can take advantage of every opportunity. We follow through with flawless execution so you can get back to business.

Timing the Exit Process

Timing the exit process in the sale of a business

M&A experts Jeff Johnston and Arindam Basu provide 5 strategies for preparing for a successful sale.

Orchestrating a successful transaction requires knowledge of industry and market subtleties. The KeyBanc Capital Markets® mergers and acquisitions (M&A) teams are fiercely dedicated to analyzing complex market factors together with an understanding of our clients’ objectives to realize successful outcomes. Consistently ranked as a top advisor for middle market M&A deals, we leverage our deep investment banking and industry expertise, expansive networks of private equity firms and corporate relationships, and international partnerships,* to deliver a full range of M&A options.

Our investment banking team is backed by the full resources of our debt and equity capital markets platforms, including our fixed-income, institutional equities, and private capital groups. In the past decade, we have advised more than 500 clients on strategic mergers and acquisitions, most in the middle market and within our industries of specialization, including best-in-class healthcare, technology, and industrial sectors.

In addition to our buy-side and sell-side advisor services, we work on exclusive sales, divestitures, tender offers, joint ventures, strategic alliances, takeover defense, recapitalizations, and restructurings. Our clients include privately held owners, financial sponsors, and public companies.

Industry Expertise

Our M&A expertise is complemented by deep industry expertise, including Consumer & Retail, Healthcare, Industrial, Oil & Gas, Real Estate, Technology and Utilities, Power & Renewables. To learn more, speak to your investment banker.

Industry Newsletters

KeyBanc Capital Markets publishes 20 newsletters that provide timely insights and perspectives on current industry trends. For product and industry newsletter issues and subscriptions, visit our email preference center.

Recent Deals

June 2025

wwmg

formed and capitalized a joint venture with

iks health

Financial Advisor

western-washington-medical-group
June 2025

thermogenics

a portfolio company of

audax

acquired by

morgan stanley

Sell-Side Advisor

thermogenics
May 2025

christiancare

has agreed to acquire

crozer

ASCs and Outpatient Centers

assets owned by

prospect

Buy-Side Advisor

christianacare-crozer-healths
May 2025

sun tribe development

has been acquired by

terraformpower

a portfolio company of

Exclusive Financial Advisor

sun-tribe-development
April 2025

WCAS

has recapitalized

csa

Buy-Side Advisor

wcas-completed-a-sgicsa
April 2025

regional medical center

a subsidiary of

hca

acquired by

santa clara

Financial Advisor

santa-clara-acquired-rmc
March 2025

diversified energy

acquired

maverick

a portfolio company of

eig

$1.28 Billion

Buy-Side Advisor

diversified-energy-co
March 2025

terra vet

has received an entity-level preferred equity investment from

sculptor

Sole Placement Agent

terravet-reit-inc
February 2025

a subsidiary of

emblem

has been acquired by

molina

Financial Advisor

connecticare-acquired-by-molina-healthcare
February 2025

ravelin

acquired by

worplay

a portfolio company of

gtcr

Exclusive Financial Advisor

ravelin-technology-ltd
January 2025

a portfolio company of

has been acquired

Sell-Side Advisor

medsurant-health
January 2025

astro shapes

a portfolio company of

monomoy

acquired by

wynnchurch

Sell-Side Advisor

astro-shapes-llc
January 2025

jeld wen

divested its

Towanda, Pennsylvania Facility and Related Assets

to

woodgrain

Exclusive Sell-Side Advisor

jeld-wen-holding
January 2025

torchenergy

received a strategic equity investment from

morgan stanley

Exclusive Financial Advisor

torch-clean-energy
January 2025

gluware

acquired by

cuadrilla capital

Exclusive Financial Advisor

gluware-inc
January 2025

air temp

a portfolio company of

anvil capital

acquired by

premistar

a portfolio company of

partners group

Exclusive Sell-Side Advisor

air-temp-holding
December 2024

cmh

entered into an agreement with

prime hc foundation

Sell-Side Advisor

cmh-and-phf
December 2024

ampyr

has raised a development capital facility from

crayhill

Exclusive Financial Advisor

ampyr-energy-usa
December 2024

partnered with

Sell-Side Advisor

theoria-medical
December 2024

indiana university

 sold its health plan business to

elevance health

Sell-Side Advisor

iu-health
November 2024

impax

bnrg

dirigo

has sold a Maine community solar portfolio to

altuspower

Exclusive Financial Advisor

project-bobcat
November 2024

adventhealth

 acquired

shorepoint health system

from

community health systems

Buy-Side Advisor

adventhealth-acquired-sphs-from-chs
November 2024

wellspark

a subsidiary of

emblem

acquired by

vitatly

Sell-Side Advisor

wellspark---acquired-by-vitality
October 2024

quorum health

acquired

odessa

from

steward

Financial Advisor

quorum-health
October 2024

lifespan

acquired

st ann

from

steward health

Financial Advisor

lifespan

M&A/Financial Advisory includes buy-side and sell-side M&A, valuations, fairness opinions and restructuring.

KeyBanc Capital Markets is a trade name under which the corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., member FINRA/SIPC (“KBCMI”), and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank N.A.  

Securities products and services: Not FDIC Insured • No Bank Guarantee • May Lose Value

Please read our complete KeyBanc Capital Markets disclosure statement.

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