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Private Equity

Hospitals and healthcare companies are scrambling to realign services and drive greater collaboration to coordinate care and reduce costs. As a result, the industry is experiencing a flurry of consolidations, mergers and acquisitions, and joint venture activity.

Why Work with Us

Supporting Investors in Making Critical Decisions

Meeting our clients at the intersection of policy, payers, and market diligence, Avalere helps clients understand payment processes for healthcare products and services and how payment and policies are likely to change in the near, medium, and long term. Our work is foundational for thesis development, transactional risk assessments, and strategic growth opportunities.

Mitigate Risk and Quantify Opportunities

Beyond the typical due diligence and structuring tasks, today’s healthcare deals also require compliance with complex government regulations at the state and federal levels. Venture capitalists, investment bankers and in-house counsel must be tuned into a long list of legal issues such as antitrust and tax concerns, licensing and permitting, and compliance with fraud and abuse laws.

Avalere’s Financial Services team, drawn from healthcare, corporate, and financial backgrounds, conducts thorough reviews of target company operational environments, uncovering potential risk factors and identifying value that is critical to any transaction.

We deliver customized, in-depth, data-driven analysis to quantify relevant risks, opportunities, and trends to inform financial models and potential goal achievement.

Clients can rely on services performed by former Wall Street and private equity executives and complemented by expert healthcare policy, reimbursement, and commercialization advisors. Immersed in current and emerging medical science, our team goes beyond the surface using public and proprietary data products to support private equity and sell-side investment decisions.

Our Approach

With access to proprietary government, commercial, and demographic data, quantitative analysis is at the core of all we do at Avalere. Our approach to thesis development and transactional diligence is no different. Physician services, post-acute care, and life sciences require informed, data-driven evaluations from every angle.

We work with clients to continually analyze acquisition targets and develop diligence plans in every healthcare sector. We deliver customized, data-driven analysis to quantify relevant risks, opportunities, and trends, driven by our expansive selection of payer, provider, and beneficiary data.

Avalere is renowned for our depth, our independence, and our use of data in telling healthcare stories.

Areas of Focus

Behavioral Health

Diagnostics

Life Sciences

Government & Commercial Health Plans

Health Technology & Digital Health

Payer Services

Pharmaceutical Distribution

Physician Services & Practice Management

Post-Acute Care

Private Equity Capabilities

Our Experts

Rob Carter

Rob Carter

Practice Director, Financial Services

Rob Carter leads Avalere’s Financial Services Practice, which supports public and private equity healthcare investors by identifying and evaluating business opportunities and risk.

Tim Epple

Tim Epple

Managing Director, Private Equity

Tim Epple focuses specifically on private equity and strategic sponsor due diligence and advisory services to firms investing in the healthcare sector.

Roy Beveridge

Roy Beveridge

Managing Director

Roy maintains a practical perspective on the dynamic between payers and providers as they engage on therapies and services.

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