Due diligence research for a $24B private equity firm

Tell Us About Your Project

The Challenge

A middle-market private equity firm was seeking due diligence research for a client pursuing the acquisition of specific specialty healthcare assets.

The Approach

We synthesized primary research and proprietary quantitative data to assess evolving industry trends, operational challenges, and competitive dynamics, providing a comprehensive view of the market.

Primary Research

Conducted 60+ in-depth interviews with industry stakeholders, including executives from leading healthcare providers, consolidators, national distributors, and diagnostic providers

Proprietary Data

Leveraged proprietary survey data by integrating key questions into ongoing quarterly benchmarking studies of 1,000+ healthcare providers and annual surveys of 1,000+ consumers

Leadership Intelligence

Engaged with public company management teams to triangulate insights and validate key findings

private equity work

The Results

  • Delivered a forward-looking assessment of how labor constraints, rising costs, and workforce burnout may impact the industry’s ability to meet growing demand
  • Identified which pandemic-driven growth tailwinds are sustainable versus short-lived, informing long-term investment assumptions
  • Clarified how providers are adapting operating models to balance volume, complexity, and profitability
  • Highlighted areas of margin expansion and compression across service lines
  • Provided insight into shifting consumer demographics and demand patterns, along with long-term implications for demand
  • Assessed the impact of emerging trends such as insurance adoption and telehealth on pricing, care delivery, and customer behavior

Have a strategic initiative or upcoming transaction?

Connect with the CRC Private Equity team to discuss how we can support your objectives.