Deal Sourcing Intelligence for
Healthcare M&A Teams
We deliver the research and analysis that takes deal teams weeks, in days.
Who We Support
We work with PE-backed platforms, investment funds, health systems, investment banks, and advisory firms executing healthcare transactions. Whether you are on the buy side, sell side, or advising the deal, you get structured, actionable output built for healthcare M&A.
How It Works
Discovery Call
We learn about your goals, criteria, and timeline to scope the right engagement.
Scoping & Kickoff
We define deliverables and confirm pricing as a fixed project fee or retainer.
Delivery
Structured output delivered in 2-5 business days.
What We Deliver
Market Map & Deal Sourcing
- Enriched, prioritized target universes built from public data
- Provider-level intelligence and financial estimation on every prospect
- Transaction readiness signals and competitive landscape analysis
- Full contact info for every identified target
- Buy-side pipelines, sell-side buyer universes, and add-on lists - delivered in days
Market & Sector Research
- Market sizing, reimbursement trends, and transaction activity
- Competitive dynamics and demand drivers by sub-sector and geography
- Built for IC memos, board presentations, and thesis development
We also support clients across the deal lifecycle:
Deal Materials & CIM Support
- CIM analysis, red flag identification, and sell-side content support
- Diligence question development calibrated to healthcare sub-sector risk
- Transaction-specific research for management presentations and buyer meetings
Confirmatory Diligence Support
- Regulatory verification, compliance history, and reimbursement analysis
- Management team background deep-dives
- Sell-side preparation to surface and address gaps before buyer requests
Select Engagements
Representative work products. Clients and deal names withheld.
Built a filtered acquisition pipeline across home health agencies in the Southeast for a PE-backed platform. Verified ownership, mapped competitive overlap, and tiered targets by proximity to existing footprint.
Deal SourcingDeveloped a weighted scoring model across integration complexity, payer mix quality, and margin profile for a multi-site specialty provider. Narrowed a national universe to 12 actionable targets ranked by strategic fit.
Market ResearchCIM analysis for a behavioral health add-on. Identified unsupported revenue normalization, understated facility lease obligations, and inconsistent provider productivity metrics across 4 locations.
CIM AnalysisConfirmatory diligence across a post-acute portfolio uncovered unresolved state survey deficiencies at 3 facilities, a lapsed Medicare certification at one site, and material payer mix variance vs. management projections.
Confirmatory DiligenceStart a Project
Tell us about your project. After you submit, you can book a 25-minute discovery call on the next page.
Insights
Practitioner-level thinking on healthcare M&A sourcing and deal execution.
Founded by Shawn Rothlis
Healthcare M&AI was built by a practitioner, not a consulting firm. I spent 8+ years in corporate development, M&A, and strategic finance - including time at PE-backed healthcare platforms running origination, building target universes, and closing deals across $1B+ in cumulative transaction value and 130+ centers acquired. Before the deal seat, I spent three years doing FMV business valuations for healthcare transactions - hospitals, ASCs, diagnostic centers, and multi-specialty groups.
I started Healthcare M&AI because I kept seeing the same problem from the deal seat: teams spending weeks on research that should take days, paying six figures a year for data platforms that still leave an analyst manually building the target list, and losing deals because the sourcing process couldn't keep up with the pipeline.
This is where deal teams get their time back.