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Investment Services

Investment help from experts who’ve invested a lifetime in publicly funded healthcare.

Performing due diligence on healthcare investments means navigating a complex web of payers and providers, constantly changing regulations and an unpredictable legislative and reimbursement environment. The ºìÁì½í¹Ï±¨ team is here to guide you through it all, and help you invest with confidence.

Our team members have held C-level policy, program and finance positions at state Medicaid agencies, Centers for Medicare & Medicaid Services (CMS), hospitals, health plans and other key public and private organizations. With our detailed knowledge of the policies, players, and politics in the healthcare industry, we can help you make smart, informed investment decisions.

Our expertise includes:

  • Policy and budgetary development monitoring
  • Analysis of reimbursement trends
  • Navigation of regulatory environments
  • In-depth knowledge of delivery system changes and their impact
  • Enrollment and volume trends
  • Identification of workforce issues
  • Comprehensive due diligence studies, and billing and compliance reviews
  • In-depth research projects
  • Evaluation of opportunities for new market expansion

Client Results

Identification of states for possible market expansion via de novo start-up or acquisition

Evaluation of investment in multi-state personal care services provider for LTSS qualifiers

Our experts have invested years learning about publicly funded healthcare.

Our consultants have in-depth expertise across a spectrum of publicly funded healthcare subjects, including:

  • Medicare and Medicaid Managed Care
  • Behavioral Health and Substance Use Disorder Services
  • Home and Community Based Services (HCBS)
  • Post-acute Care/Hospice
  • I/DD and Autism
  • Physician Services
  • Health IT
  • Pharmaceutical Services
  • Dental
  • Home Infusion
  • Dialysis
  • Correctional Health Services
  • PACE

Meet some of our investment experts.

They’ve already played key roles with other organizations. Now they’re bringing that knowledge and experience to your investments.

Suzanne Gallagher

Principal ºìÁì½í¹Ï±¨
Phoenix, AZ

Nic Kohler

Managing Director, Corporate Development ºìÁì½í¹Ï±¨
Raleigh, NC

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For us, working with ºìÁì½í¹Ï±¨ and having such a great resource has elevated our work overall.

– Healthcare Client

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