Health Investing

Unlocking value in health through expert diligence

Every healthcare transaction is unique, presenting its own set of challenges and opportunities. Whether you’re engaged in an acquisition, divestiture, forging a strategic alliance, or shaping your corporate strategy, it’s vital that due diligence is sufficiently informed with enough expert input to optimise returns and drive deal value.

As award-winning experts in healthcare, we use our unparalleled industry knowledge around health systems, life sciences, data innovation and health investing to support you on your investment journey, whether that’s diversifying into new markets or expanding a current service offer. Our highly experienced due diligence advisory team is committed to guiding you through every stage of a transaction – whether that’s buy side or sell side – ensuring that you are well-informed and well-prepared as we navigate the intricacies of your deal. Partner with us and gain the 360° insights needed to make informed decisions that build lasting enterprise value.

Our approach

CF’s approach is to act as a catalyst for change, providing real solutions to complex, entrenched problems. Our health investing, data and health systems consulting team offer a dynamic blend of knowledge, encompassing commercial, operational and financial expertise, generating real value at every stage of the deal lifecycle.

Experts in healthcare:

  • Delivered 1,500+ engagements for clients over a decade – which has resulted in our deliverables being widely used in 70% of integrated care systems and 50% of the top pharma companies
  • Financial expertise with 100% of CF’s finance practice holding accounting qualifications.

Award winning data services:

  • Access to more healthcare data than any other company in the UK
  • Our experience of health systems and financial sustainability, combined with data insights capabilities, uniquely qualifies us as an advisor to the private sector.

Our offers

We provide the strategic insight you need to grow, whether that’s by expanding existing services and companies, branching into new markets, or via acquisitions. This includes rigorously assessing available options and making recommendations that generate value, enabling you to create a competitive and sustainable growth strategy.

We can also help stakeholders understand the implications of growth on your wider organisation and partner with business units to redesign organisational infrastructure to deliver your value proposition.

We regularly work with boards in both the public and private healthcare markets to refresh corporate and business unit strategies, and to develop roadmaps that accomplish objectives. Our recommendations help clients to:

  • Assess challenges and threats in the public and private healthcare markets
  • Appraise technology and new models of care to ensure strategies are future-proofed
  • Pivot or change strategic approach to achieve goals more rapidly.

Our due diligence advice includes holistically assessing the strategic implications and commercial attractiveness of a deal, partnering with clients to:

  • Anticipate potential challenges and future market changes that could impact valuations
  • Explore the implications of a deal, including alignment with company goals and the reality of the planned time frame
  • Analyse the commercial attractiveness of a target company or strategic move, through looking at go to market strategy, market dynamics or a company’s positioning
  • Make a realistic assessment of the value potential over time, and the actions required for this to be realised. This includes looking at the level of integration risk and whether the deal value can be realised by the existing management team.

We offer bespoke due diligence engagements that fit the needs of your business and the nature of the target, including:

  • Target screening
  • Market sizing and new entry assessments
  • Competitor landscape mapping, including market dynamics
  • Commercial attractiveness assessments
  • Business plan reviews
  • Risk assessments and commercial integration considerations.

Operational due diligence requires true subject matter expertise to be effective. Our team has extensive first-hand experience of working in healthcare, enabling us to provide expert analysis. We delve deep into the inner workings of your target company, revealing business risks and underlying performance, as well as opportunities for optimisation and growth.

Our data innovation team then translates this analysis into measurable outcomes that inform your investment thesis.

Examples of our strategic and commercial due diligence services include:

  • Review of CQC report and appraisal of implications
  • Data-driven reports on operational effectiveness
  • Assessments of operating models
  • Considerations when integrating operations.

Our award-winning health investing, data and health systems consulting teams are at the very forefront of advancements and change, and can bring value in the following ways:

  • Data-driven insights for value creation: our data scientists and analysts transform complex data into meaningful and actionable business intelligence. Through advanced analytical techniques we build a granular view of underlying performance, and benchmark this against industry peers. This helps remove the guesswork from operational productivity
  • Operational insights for value creation: combining our data analysis with our unrivalled knowledge of healthcare, we critically assess areas that underpin financial performance and identify risks and opportunities for optimisation in a target business
  • Strategic planning and implementation: working closely with you, we develop and execute rigorous value creation plans, informed by technology and new models of care. These inform internal investment decisions for maximum ROI. As part of this approach, our health systems consulting team supports the redesign of services for improved patient outcomes, productivity and enterprise value
  • Comprehensive due diligence and financial modelling: our due diligence services assess market size and dynamics, providing deep business and clinical insights. We also carry out robust financial modelling to support financial sustainability initiatives and business planning
  • Enhanced equity story and deal negotiation support: our value creation offer can be used to create a more impactful equity story for company sale, or to contribute towards an integration plan. This includes creating a value creation roadmap that serves as a future blueprint for increasing profitability and reducing costs. Private equity clients can leverage this roadmap to assess price suitability and ROI during deal negotiations.

Our credentials

Developing stroke care models for system transformation

Improving value for money and care pathways for a large GCC health provider

If you are interested in learning more or have an opportunity you would like to collaborate over, contact us today.