Healthcare Services
Exit Preparation/Positioning Of Physical Therapy Services Provider: Establishing Geographic Expansion Opportunities And Identifying Acquisition Targets
Conducted a geographic expansion assessment to demonstrate to potential buyers the company’s opportunity to further expand into 4 new metropolitan areas. To this end, Gotham: segmented each market into geographic clusters based on local demographic and geographic data, built a comprehensive view of the local competitive landscape, and highlighted potential acquisition targets based on size and geographic attractiveness. This geographic expansion roadmap enabled our PE client to position the company to potential buyers as having a significant opportunity to replicate its growth in new metropolitan areas and eventually to exit at an attractive valuation.
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Customer & Market and Operational Due Diligence of Leading Private Pay Residential Mental Health Services Provider: Establishing Program-Level Competitive Positioning and Operating Performance
Gotham conducted a customer & market and operational due diligence of a leading multi-program player in the private pay residential mental health services market, serving adolescents and young adults with a broad array of behavioral disorders. In line with the bid timelines, Gotham structured a 2-phased effort, with Phase I effort focused on understanding the overall market and referral dynamics, the target’s overall competitive positioning, and the growth opportunity and Phase II on program-level operational performance, reputation/competitive positioning, and recessionary risk. Gotham: conducted 43 interviews with referral sources, competitors and industry experts; built a bottom-up market sizing model; developed a comprehensive competitor database; and built robust operational performance fact packs for each of the target’s programs. Gotham’s fact-based assessment gave our client the conviction to win the auction with an aggressive bid.
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Customer & Market And Operational Due Diligence Of Regional Home Care Services Provider: Establishing Acquisition Opportunities And Scale Advantage
Gotham conducted a customer & market and operational due diligence of a regional home care services company primarily providing private pay senior care PCA services. Gotham’s multi-pronged market and competitive dynamics effort included ~30 interviews with hospital medical discharge supervisors, creation of a location-specific PCA services provider database, and research to establish market size, key trends, and growth outlook. Gotham also conducted an in-depth assessment of the target’s caregiver recruitment and retention, scheduling and logistics, and customer acquisition and retention processes, tools, and metrics, as well a robust analysis of transaction-level billing and payroll data. Our client was excited by the value creation opportunities available through add-on acquisitions and operational scale advantage in a highly fragmented market and decided to pursue the target aggressively.
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Customer & Market Due Diligence Of Hospitality Services Provider: Establishing Post-covid Market Outlook And Outsourcing Dynamics
Conducted a 3-week customer & market due diligence of a hospitality services provider offering valet parking services to establish the target's competitive positioning and differentiation; the addressable hospitality services market size, key trends, and growth; the target’s revenue stability and recession risk; and its growth opportunities. To this end, Gotham: conducted anonymous interviews with and online surveys of customers, non-customers, competitors, and parking consultants; built bottom-up hospitality and healthcare hospitality services market models; built a detailed database of parking services players and created a market-by-market view of the competitive landscape for 33 major geographic markets; conducted a profitability analysis examining revenue and margin profiles; and built a recession impact model. Gotham’s fact-based approach provided our client the customer and competitive insights needed to gain comfort with the target’s future outlook and clarified its margin and recession risk, allowing our client to successfully close the deal.
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Customer & Market Due Diligence Of Behavioral Health Treatment Services Provider: Establishing Supply/Demand Imbalance And Growth Outlook
Conducted a 3-week customer & market due diligence to: (1) establish the adolescent/young adult mental health treatment addressable market size; and (2) validate the target’s outpatient and short-term residential program growth opportunities. To this end, Gotham: conducted interviews with and surveys of psychiatrists, educational consultants, residential programs, payors, and insurance advocates; built a supply/demand model to quantify the gap between current and unconstrained demand for these services; established insurance dynamics pertaining to behavioral health coverage; and built a database of residential treatment programs. Armed with the clarity on supply/demand imbalances in outpatient and short-term residential care treatment provided by Gotham, our client gained confidence in the target’s aggressive growth plan and moved forward to successfully close the deal.
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Customer & Market Due Diligence of Commercial Ambulance Service Provider: Establishing Local Market Competitive and Labor Dynamics
Conducted 4-week customer & market due diligence to establish local market and competitive dynamics in each of the target’s 23 local markets, including: a detailed picture of the competitive landscape; age demographics, insurance coverage, and EMT employment and wage trends; a fact-based assessment of hospitals’ and 911 systems’ use of commercial ambulance service providers. Gotham conducted interviews with hospital and 911 systems, an online survey of hospital decision makers, and an online survey of EMTs/paramedics, as well as established growth opportunities from both market share gains and acquisitions. Armed with a solid fact base, our client moved forward with confidence to close the transaction.
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