Avalere Health
An Inovalon Company

Due Diligence

Know the Market

In a healthcare marketplace strongly influenced by complex and evolving regulation and reimbursement systems, investors must rely on experts to identify and measure risks that will impact business decisions. Avalere provides private equity firms and institutional investors with analyses that serve as critical components to the investment decision process. Working across many healthcare sectors—life sciences, providers, managed care, and distribution—we understand the market dynamics that are reshaping the healthcare industry. Our due diligence work brings to light the critical nuances of a deal, often using both public and proprietary data products to quantify risks and opportunities.

What's Your Challenge?

  • ​Coverage Assessments and Outlook
  • ​Medicare and Commercial Data Analysis
  • ​Plan and Provider Interviews
  • ​Reimbursement Outlooks by Payer

Complementary Products


Meet a few of our experts ready to partner with you.

All Staff

Rob Carter

Senior Vice President


Robert Carter, Senior Vice President, leads Avalere’s Financial Services advisory practice group which supports public and private equity healthcare investors by identifying and evaluating business opportunities and risk. The practice’s due diligence services leverage Avalere’s deep insights into reimbursement, the regulatory environment, and healthcare policy. 

Prior to joining Avalere, Robert sourced and diligenced investments for the private equity firm Welsh Carson Anderson and Stowe and served as Senior Vice President at Private Health Management, marketing specialized health services to hedge funds and private equity firms.  Robert has also led the development of several technology-enabled service businesses.

Robert has an MBA from Yale University and a BA in Economics from Bucknell University.

John Shepard



John Shepard, Director, advises public and private equity market clients on the impact of federal and state legislative, regulatory and political developments and processes on the healthcare industry. His analysis and insight supports clients’ current and future investments across various healthcare sectors.  He applies his background in policy development and research to explain complex healthcare payment, coverage, and policy issues. 

Prior to joining Avalere, John was Health Policy Manager at Applied Policy, providing tailored Medicare policy analysis and guidance to primarily healthcare services companies. Prior to that, as Healthcare Policy Analyst for the Washington Research Group for nearly a decade, he informed institutional investors from the nation's largest mutual, hedge, and retirement funds about how Washington legislation and regulations would impact publicly traded healthcare companies. Before joining the Charles Schwab Washington Research Group, he spent four years as a healthcare policy aide to former Senate Finance Committee Chairman Max Baucus (D-Mont.)

John has a BA from Macalester College. 

Kate Barker

Senior Associate


Kate Barker, Senior Associate for Institutional Investors, provides support to public and private equity markets by highlighting and evaluating the impact of developments within the healthcare industry. In addition, she partners internally with cross-functional teams to manage projects and deliver insights. Kate previously worked on Avalere’s specialty pharmaceuticals research product and applies her background in life sciences, research, and development to analyze industry trends. 

Prior to joining Avalere, Kate was an intern with the San Diego County Community Health Improvement Partners and supported national health education initiatives at UC Irvine by coordinating research, communication, and outreach efforts.

Kate holds a BA in Public Health Policy from the University of California, Irvine.   

Gillian Woollett

Senior Vice President


Gillian Woollett, Senior Vice President, leads our FDA Practice. She provides the "prequel" of scientific and regulatory strategic policy expertise that supports medicinal products gaining approval at the FDA in a manner that allows them to be successful in the public and private reimbursement world. She is building a bridge for Avalere clients from the FDA space into the traditionally separate Centers for Medicare & Medicaid Services and healthcare policy/business world.

Prior to joining Avalere, Gillian was Chief Scientist at Engel & Novitt, LLP, and was Vice President, Science and Regulatory Affairs at the Biotechnology Industry Organization (BIO). She joined BIO after being Associate Vice President at the Pharmaceutical Research and Manufacturers of America. She has been an appointee on federal advisory committees to the CDC and the Department of Commerce. Trained as a molecular biologist/immunologist, Gillian publishes in peer-reviewed literature on biotechnology topics, and is a frequent speaker on emerging biosciences and their ability to support better and more focused therapies.

Gillian has a BA, MA in the Natural Sciences Tripos (Biochemistry) from the University of Cambridge, and a DPhil in Immunology from the University of Oxford.

« Back to Mobile Site