Buyer/Seller Representation

With a national reach and a local touch, S&R treats all of its listings as off-market transactions that only a select handful of qualified companies and investors are invited to see. The firm represents each facility in a way that ensures confidentiality and preserves the private transaction from the scrutiny of employees and residents. S&R’s agents work tirelessly to ensure that a buyer’s or seller’s friends, colleagues, and competitors never discover that a property is being considered for sale or purchase. Their bespoke marketing process is tailor-made for each client.

On behalf of sellers

Sherman & Roylance performs the following services for sellers:

• Conducts a pre-marketing evaluation of historical and current financial and operating performance, potential upside, and sale price range
• Prepares a confidential offering memorandum (OM) covering the facility’s services, history, location, financial and operational results, asking price, reasons for selling, key investment highlights, growth potential, and service-area demographic and competitive data
• Identifies target prospects and solicits prospective buyers
• Coordinates confidentiality agreements with prospective buyers
• Disseminates the offering memorandum to qualified buyers
• Advises the seller on selecting qualified prospects
• Conducts initial negotiations and advises the seller on selecting the right buyer

On behalf of buyers

For acquirers, S&R provides access to opportunities that never reach the open market, along with the analysis needed to pursue them with confidence:

• Identifies acquisition targets that match client-defined criteria: facility type, market, size, price, and operating profile
• Provides financial and investment analysis to support the buying decision
• Advises on offer strategy and structure
• Coordinates due diligence and supports the transaction through to a smooth closing

Expertise rooted in relationships

Sherman & Roylance’s reputation for valuable, confidential service is rooted in profound industry knowledge, extensive connections, and deep experience in the senior housing market. The collaborative team offers a suite of bespoke real estate investment services to help clients buy, sell, or lease assisted living, senior housing, and long-term care facilities, always with discretion, and always with the client’s long-term goals in view.

Frequently Asked Questions

What is an offering memorandum?

It is a confidential document S&R prepares for sellers that describes the facility, its services, financials, location, and investment highlights, and is shared only with qualified, vetted buyers.

How do you keep a sale confidential?

Listings are off-market. Information is released only to qualified buyers under confidentiality agreements, protecting staff, residents, and your negotiating position.

Do you represent buyers as well as sellers?

Yes. S&R represents acquirers, providing access to off-market opportunities plus the financial and investment analysis needed to act on them.

What property types do you cover?

Senior housing, residential care facilities, skilled nursing facilities, assisted living communities, and long-term care.