M&A deal support and workflow automation for US advisory firms
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Outsourced M&A analyst · Healthcare services

For advisers selling physician groups, dental, behavioural health, home health and other provider businesses. We do the buyer research, CIM and databook work around the questions healthcare buyers ask first.

Buyer list research 5 business daysCIM and teaser preparation 7–10 business daysQoE databook 5–10 business days
Led by Harsh Jindal, ex-Bain & Company PE due diligence
Diligence focus

What healthcare buyers dig into

Payer mix
Revenue split by commercial, Medicare, Medicaid and self-pay, and how reimbursement rates have moved.
Provider pay
Owner-provider compensation normalised to market, so adjusted EBITDA holds up after the sale.
Collections, not charges
Net collections, days in AR and denial rates by month, tied to bank deposits.
Provider and site concentration
Revenue by provider and location, and which providers stay after close.
Licences and compliance
Licences, accreditations and billing-compliance items gathered early for the data room.
Services

How we help

Buyer list research

750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts

5 business days

CIM and teaser preparation

Full CIM draft and one-page teaser from client files

7–10 business days

QoE databook

Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included

5–10 business days

Target list research

200–300 acquisition targets for buy-side mandates, screened against your criteria

5 business days
FAQ

Questions advisers ask

Do you need patient-level data?

No. Payer, provider and location totals are enough for the CIM and databook. We ask clients to remove patient identifiers before sharing files, and we sign an NDA before any data is shared.

Which healthcare buyers go on the list?

PE platforms and their add-on programmes in the specialty, funds looking for a new platform, health systems and strategic consolidators, each tiered by fit and with a named decision-maker.

Tell us about the mandate, and we’ll send a fixed quote within 24 hours.

Book a 30-minute call

Or email harsh.jindal@valcoreanalytics.com