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 also 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 B.A. in Public Health Policy from the University of California, Irvine.   

Brenda Huneycutt

Vice President


Brenda Huneycutt, PhD, JD, MPH, Vice President in Avalere’s FDA Strategy and Regulatory Policy practice, advises clients on regulatory strategy and policy spanning drugs, biologics and diagnostics, and conducts due diligence assessments for clients looking to acquire or in-license products. Using her molecular biology research background, combined with her legal and public health policy training, Brenda helps clients translate technical information into clear descriptions for various audiences, and offers special expertise in regulatory strategy for FDA approval strategies involving accelerated and new pathways, including breakthrough therapy and orphan designations, and biosimilars and interchangeable biologics. 

Prior to joining Avalere, Brenda conducted research at the Genetics and Public Policy Center at Johns Hopkins University and was an Patent Attorney for Finnegan, LLP.

Brenda has a BA in Biology from the University of Delaware; a PhD in Molecular, Cellular, and Developmental Biology from the University of Colorado at Boulder; a JD from the George Washington University School of Law; and a MPH from Johns Hopkins Bloomberg School of Public Health.

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