Healthcare M&A intelligence.
Built by a practitioner.
Name a vertical, a geography, and your buy-box - the revenue floor, the ownership filter, and the deal-breakers unique to your thesis. AI-assisted research finds every independent operator that fits, and a practitioner stitches scattered public records into the signals that decide a deal.
A ranked workbook and deck, built and reviewed by a practitioner who keeps the judgment seat. Done-for-you engagements are open now; the self-serve portal is in private beta.
M&A & Strategic Finance
Transaction Value
Acquired & Integrated
What the BD seat costs, before the first deal closes.
Institutional-grade work your investment committee can stand behind, without the standing overhead.
Representative work product.
Client names and deal identifiers withheld, outputs paraphrased to preserve confidentiality. Deal-seat figures come from the founder's operating record, with prior employers anonymized.
Engaged to map and enrich interventional pain targets across one state for a PE-backed platform. A close read flagged a practice the client had set aside on its pass list, miscoded as chiropractic; verification against eight independent public sources confirmed a physician-led interventional pain practice with a strong succession profile. Every practice in the 20-target universe was checked against at least two independent public sources, with an 18-of-18 spot-check pass and zero re-runs.
Developed 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 prospects ranked by strategic fit.
A healthcare advisory firm expanding into a new sub-sector needed intelligence on which independent practices to pitch for sell-side representation. Screening ran against the firm's own prospect criteria, across the non-contiguous geographies it specified. Delivered a tiered pitch list with decision-maker identification, directional revenue and EBITDA ranges paired with payer mix estimates, geographic coverage maps with a market and competitive landscape for each metro, a mapped buyer universe, and approach notes calibrated to opening the conversation at the physician level.
A PE fund finalizing a thesis entry in a new specialty vertical needed market structure intelligence before committing to active sourcing or a full-time BD hire. Delivered a tiered target universe with ownership verification, competitive landscape mapping, and valuation benchmarking against comparable transactions; the map anchored the fund's investment committee materials for the new vertical.
At a NASDAQ-listed oncology platform, negotiated a specialty pharmacy acquisition down to the license itself: $100K paid, fixed assets acquired at effectively no cost, and change-of-control approval managed through the California State Board of Pharmacy. The license accelerated a specialty medication line for underserved Medi-Cal patients that generated $30M in incremental annual revenue.
At a PE-backed urgent care platform, led financial diligence on a $120M acquisition of 100+ centers from a national payer while running a concurrent $50M joint venture with a major academic health system. The acquired assets outperformed the deal model by 32% in first-year EBITDA, and together the two deals grew the platform's center count by 30%.
Led medical and radiation oncology acquisitions nationwide for a NASDAQ-listed platform, growing the portfolio from 70 to 90+ centers. Architected a South Florida regional entry from a $4M single-site beachhead through 15+ acquisitions and de novo sites, reaching the network adequacy that supported value-based payer contracts across 2M+ risk-based lives.
Built for deal teams on both sides of the transaction.
We work with institutional investors, operators, and advisors who need structured, verifiable output calibrated to healthcare M&A. Whether buy-side, sell-side, or advising the deal.
Sourcing pipelines, add-on targeting, thesis development, and portfolio expansion support.
Buyer-universe and prospect mapping, plus pitch-ready sector intelligence to win sell-side mandates.
Market entry analysis, partnership sourcing, and strategic diligence for provider-side transactions.
Fractional analyst capacity for lean teams. Institutional-grade output without carrying fixed headcount.
How we work.
Scoping Call
We learn your goals, criteria, and timeline to scope the right engagement.
Engagement
We define deliverables and confirm pricing as a fixed project fee or retainer.
Output
Most deliverables produced in two to five business days. Built for partner and investment committee review - no internal cleanup required.
Built for healthcare M&A. Two ways to engage.
Four commissioned research engagements, plus fractional leadership when you need the seat covered. Every engagement is calibrated to the sub-sector, the deal context, and the side of the table. Public information only. Scoped and delivered by a practitioner who has sat in the deal seat.
Enriched, prioritized target universes and buyer syndicates calibrated to your deal thesis - built to replace six to ten weeks of manual desk research.
- Deliverable
- Ranked target universe with ownership verification, revenue and EBITDA ranges, competitive overlap, and full contact routing - a working call sheet, buy-side or sell-side.
- Format
- Excel workbook plus executive deck
Institutional-grade sector intelligence for teams entering unfamiliar territory. Built for the investment committee memo, the banker's pitch, and the board pre-read.
- Deliverable
- Market sizing with CAGR decomposition, reimbursement and regulatory dynamics, active consolidator mapping, and valuation benchmarking on platform versus add-on multiples, anchored to sub-sector precedent transactions.
- Format
- Executive summary memo plus structured data appendix
A build engagement: an AI first pass that reads your incoming broker flow, screens every teaser against your buy-box, and returns a pass or pursue call with the reasoning written out.
- Deliverable
- A client-owned screening system: daily deal digest, buy-box screening engine, written pass or pursue reasoning, and a searchable deal log. Built, calibrated, and handed over with documentation.
- Format
- Fixed-fee build plus optional calibration retainer
A two to three day workup on one deal at a time - CIM claims checked against independent data, market context built, and a written deal memo, proceed to IOI or pass, delivered before the IOI deadline and the QoE spend.
- Deliverable
- Provider rosters validated against NPPES and state licensing, CIM claims verified against public data, seller and succession context, competitive overlap, valuation sanity against sub-sector comps, and the LOI question list.
- Format
- Structured memo with exhibits, 2-3 business days
Ongoing sourcing intelligence on a retainer - ranked target universes with practitioner judgment on every name, refreshed as signals move.
- Deliverable
- A standing pipeline: prioritized targets, ownership verification, succession signals, and approach notes, revisited on a set cadence.
- Format
- Monthly retainer with a standing delivery cadence
Senior corporate development leadership, part-time or for a defined window - acquisition strategy, pipeline, partnerships, and health-system JVs, run from inside your team.
- Deliverable
- The development seat covered: strategy, sourcing, deal execution support, and the operating system the permanent hire inherits.
- Format
- Monthly retainer, time-bound interim, or fixed-fee project
Practitioner-level thinking.
Commentary on healthcare M&A sourcing, execution, and the reality of running a deal seat.
Built by a practitioner.
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, six-figure platform subscriptions that still leave an analyst manually building the target list.
Common questions.
What is fractional corporate and business development for healthcare M&A?
Fractional corporate and business development is institutional-grade deal research and analysis for healthcare M&A teams - market maps, sector research, deal screening automation, and pre-LOI deal intelligence - delivered across buy-side and sell-side engagements by a practitioner without the cost of a full-time hire. It gives lean deal teams senior deal bandwidth without adding headcount to SG&A or compressing enterprise value at exit.
When should a deal team outsource healthcare M&A research?
Outsource when the pipeline is underbuilt but the deal team is already stretched on live processes, when entering a new sub-sector or geography, or when pitch or diligence timelines compress faster than internal capacity can match. For a PE-backed platform, a fully loaded healthcare BD hire runs $250K-$410K in Year 1 and translates to roughly $3-4M in enterprise value at typical exit multiples (BLS, FOCUS, Sofer data). The structural question is the same across banks, funds, and health systems: whether the work justifies permanent headcount, or whether fractional research builds the capacity without the commitment.
How long does a healthcare M&A market map take?
Most market maps are delivered in two to five business days. Scope, sub-sector complexity, and geography drive the timeline. Output includes a ranked target universe, enriched practice profiles with revenue and EBITDA ranges, ownership verification, competitive overlap, succession signals, and approach notes designed to navigate past practice gatekeepers to the actual decision makers - built to replace six to ten weeks of manual desk research.
What’s the difference between deal sourcing and origination?
Deal sourcing is the research layer: identifying, qualifying, and prioritizing potential targets using public data, market intelligence, and scoring frameworks. Origination is the relationship layer: cold outreach, founder cultivation, and teeing up proprietary deals directly with owners. Healthcare M&AI research engagements operate in the sourcing layer - research that enables origination - without providing outreach or serving as a broker. The exception is a fractional or interim Chief Development Officer engagement, where the practitioner runs the client's development function from inside the client's team under a written advisory scope, with no success or transaction-based fees.
What makes Healthcare M&AI different from a consulting firm?
Healthcare M&AI is practitioner-led. Every deliverable is scoped, built, and reviewed by someone who has sat in the corp dev seat, closed deals, and worked alongside integration teams on post-close execution. Output is calibrated for investment committee review on Day 1, with no internal cleanup required.
How is a fractional engagement priced?
Engagements are priced as a fixed project fee or retainer, scoped by the deliverable and the sub-sector. Standard structure: 50% deposit to kick off work, 50% net 30 on delivery.
Start an engagement.
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