News•Feb 26, 2026
Case Study: A Broken LOI, the Right Advisor, and a Successful Exit
Owners of a concierge medical practice attempted a sale, but the first Letter of Intent (LOI) collapsed, leaving them to restart the process. They turned to Axial's Advisor Finder, which quickly presented four vetted M&A advisors with healthcare expertise. After narrowing to a boutique firm, they launched a competitive bidding process, secured a second LOI, and completed a successful exit to a private‑equity buyer in 283 days. The case highlights how targeted advisor selection can revive stalled deals.