The operational picture
your financial diligence misses.
Healthcare-specific operational due diligence that quantifies the transformation opportunity, identifies embedded inefficiency, and delivers a value creation thesis with EBITDA attribution — the metrics investment committees expect.
Financial diligence tells you what. We tell you why.
Standard financial diligence surfaces the numbers. It doesn't tell you why the revenue cycle is leaking 12% to denials, why staffing costs are growing faster than patient volume, or whether the EHR system can support the add-on acquisition strategy.
We provide the healthcare-specific operational layer: payer contract analysis, reimbursement risk assessment, staffing model evaluation, revenue cycle integrity, compliance posture, and digital maturity scoring — the diligence that prevents post-close surprise.
From quick screen
through value creation.
Quick Screen
Rapid operational assessment for deals in early diligence. Friction Coefficient estimate, payer mix overview, and top-line risk identification. Designed for go/no-go decisions.
Comprehensive ODD
Full operational due diligence: process mapping, Friction Coefficient baseline, digital maturity scoring, staffing model analysis, revenue cycle audit, and transformation opportunity sizing with EBITDA attribution.
Value Creation
Post-close execution of the value creation thesis. Five-phase roadmap, sprint-based implementation, quarterly performance reporting aligned with PE reporting cycles. EBITDA expansion tracking through hold period.
What your deal team receives.
Every deliverable is designed for the audience that reads it — deal partners, operating partners, investment committees, and portfolio company management.
Operational Due Diligence Assessment
Full assessment output with Friction Coefficient, digital maturity score, risk identification, and transformation opportunity sizing with EBITDA attribution.
Value Creation Thesis & Roadmap
Executive-level strategic plan with prioritized initiatives, business cases, implementation timeline, and projected EBITDA impact. Board and IC-ready.
Digital Maturity Scorecard
One-page executive summary positioning the target across five metric domains, benchmarked against healthcare industry peers.
Quarterly Performance Dashboard
Ongoing monitoring tracking all active metrics against targets, with trend analysis, ROI validation, and next-quarter recommendations. Aligned with PE reporting cycles.
Who this is for.
Middle-market PE firms ($100M–$2B fund size) with active healthcare deal flow. Multi-clinic, dental, behavioral health, and primary care platforms. $10M–$50M enterprise value targets.
We're built for firms that recognize operational leverage as an EBITDA driver, not just a cost line.
Active Deal in LOI or Diligence
Quick Screen (5–7 days) provides go/no-go operational assessment for deals in motion.
Platform Strategy (Buy-and-Build)
ODD framework designed for multi-site complexity. Integration readiness assessment for add-on acquisitions.
Post-Close Operational Surprise
If a prior deal uncovered operational issues post-close, the pain creates urgency for ODD on the next transaction.
Operating Partner or VP Ops in Structure
Firms with dedicated operational resources are the strongest fit — they have the infrastructure to execute the value creation thesis.
ODD findings create the next engagement.
Insurance Alignment
Payer mix analysis routinely reveals $400K+ in uncollected revenue from panel gaps and contract misalignment.
Learn more →Management Consulting
Value creation execution: process redesign, automation implementation, and organizational optimization from the ODD roadmap.
Learn more →Remote Patient Monitoring
RPM enrollment captures new revenue immediately post-close. Turn-key program through our subsidiary, Digi-Health Tech Solutions.
Learn more →Before you
engage us.
How is this different from a QofE provider?
Quality of Earnings tells you what the numbers are. We tell you why they are that way — and what the numbers could be post-transformation. Our Friction Coefficient, digital maturity scoring, and 46-metric framework quantify the operational leverage opportunity that QofE providers don't assess.
What does the Quick Screen cost?
We scope pricing in the initial conversation based on target complexity and data availability. The Quick Screen is a fixed-fee engagement designed to fit the pace and economics of active deal processes. No surprises.
Can you work within our diligence timeline?
Yes. The Quick Screen (5–7 days) is built for active deal timelines. The Comprehensive ODD (3–4 weeks) runs in parallel with financial diligence. We've never missed a close date.
Do you work on non-healthcare deals?
Healthcare is where our data advantage and methodology are deepest. Our Digital Transformation framework applies across industries — oil and gas, banking, professional services, manufacturing — but healthcare ODD is the engagement type where we deliver the most differentiated value.
Active deal? Let's talk
before the LOI signs.
The earlier in the process we engage, the more value we surface. Quick Screen results in 5–7 days.
Schedule Your Consultation →