Investor support for healthcare, wellness and health tourism related businesses.
As former hospital, clinic, hospitality and wellness operators, we help investors evaluate assets, businesses and processes from an operator's point of view.
What a financial-only review will miss.
We help investors evaluate healthcare businesses and assets, support the due-diligence process, and provide strategic guidance post-acquisition. Drawing on decades of experience as hospital and clinic operators, we identify operating risks, missed opportunities and undocumented liabilities missed by financial-only reviews.
We bring that firsthand perspective to due diligence, looking beyond the documents to understand how the business actually works.
Six points across the deal cycle.
From asset identification through post-acquisition value creation, sized to the deal.
Asset identification
Sourcing opportunities by geography and segment against your investment brief and operating capability.
Pre-DD business reviews
Strategic reviews to evaluate asset quality, business health, growth potential and operating risk before entering a process.
Due diligence support
Reviews of business strategy, marketing, medical teams, management, EBITDA margins, growth plans, risk and governance.
Senior recruitment
Identifying and recruiting senior healthcare, wellness and hospitality executives for portfolio companies.
Post-acquisition transformation
Hundred-day plans, operating cadence and value-creation initiatives with the operating partner team and portfolio CEO.
Business reviews for investors
Fixed-scope diagnostics designed to read an asset cold. Learn more about hospital business reviews for investors.
Senior-led, scoped to the need.
We tailor investor reviews to the diligence timeline and the complexity of the business. Most engagements run for two to four weeks, with additional support available where a closer review is needed.
We provide a written assessment and a presentation suitable for the board, supported by practical insight into how the business operates. This helps the investment team assess risks and opportunities and prepare for the transition. After acquisition, we can continue to advise the team as it puts its plans into practice.
Evaluating a healthcare asset?
Talk to us before you submit your bid.
Tell us what you are trying to build, fix or evaluate. Call one of our principals directly or send us an email.
