Performed buy-side diligence for a consortium of investors and lenders contemplating the acquisition of a skilled nursing and senior care provider. Finalized the diligence workstream within four weeks of receiving data, which supported our client’s ability to make an investment decision within the court-mandated timeline.

Completed sell-side diligence on a multi-site physical therapy business concentrated in five states. Created dynamic financial model to support pro forma adjustments related to reimbursement changes, facility ramp-up adjustments, and CPT mix shifts.

Led a team to complete sell-side diligence of an affiliated group of entities providing various post-acute and behavioral health services across the country. Compiled data from 12 financial statement systems, 15 billing & collection systems, and numerous payroll providers to facilitate a streamlined transaction process for potential buyers.

Oversaw the sell-side diligence of an oncology business operating fourteen clinics and eight retail and specialty pharmacy sites. Given management maintained the financial records on a cash basis, the work expanded beyond the standard Quality of Earnings table to provide buyers with accurate look into drug profitability at a granular level, which management had not previously invested in the tools to prepare.

Serves as an integrated partner with numerous highly acquisitive, sponsor-backed portfolio companies to provide Quality of Revenue and Earnings insights on acquisition targets. Representative sectors include senior care services, physical therapy, behavioral health (I/DD, SUD, and ABA), vascular, plastic surgery, dental, and med spa.

Became a trusted diligence partner of a highly acquisitive general dentistry platform, supporting its growth over five years as it acquired over 30 brands. As the partnership continued, ultimately performed sell-side diligence and assisted with net working capital settlement post-close.