Representative Client Work

Growth & Deals Strategy

Assisted a regional health plan in identifying growth portfolios across lines of business in connection with an announced transaction with a multi-state Government-focused plan to maximize opportunity, conducting deep-dives into the existing business and growth opportunities at the county and regional level across all lines of business, and supporting deal approval with regulatory entities.

Provided ongoing strategic guidance and diligence support to a globally-recognized health system in the evaluation of a health insurance offering joint venture.

Coordinated a comprehensive set of efforts for a large integrated health services organization across market strategy/opportunity, deal and bid strategy, and financial modeling/synergy identification and analysis to support a bid for a leading regional health plan.

Investment Analysis

Conducted a market assessment and analysis for a Private Equity firm evaluating an acquisition of a multi-state Medicare Advantage plan across local market, competitor, financial, and exit opportunity dimensions.

Led an engagement for a private equity-backed portfolio company focused on growth in Managed Long-Term Care (MLTC) services. Work included assessing the current and future MLTC market space, determining market needs and competitive threats, conducting interviews with a broad range of market participants, and identifying high-priority targets and market sizing potential for near-term growth.