Identify future acquisition opportunities

The challenge

The client, operating medical homes in France, recently acquired one of its competitors. Right after the closing, top management and shareholders wanted to get more comfort on the forecast that had been prepared for the transaction period. They wanted to prepare a road show in order to meet individually all regional directors of the newly acquired company in order to :

• Assess and compare the actual operational performance of the sites under each manager’s perimeter;
• Compare actual revenues to the budget and prepare a reforecast at site level

In addition to this performance tour, the client asked us to deliver a tool to identify possible future acquisitions based on national census of the health actors.

The outcome

In order to fully satisfy the client, we have decided to deliver two distinct tools.

A tailored one, co-designed with local managers and the Group CFO. We designed a dashboard with uniformed “ID Card” for each site, though raw information available came from various sources and formats. The client had the ability to visualize and analyze the key trends in the business.

The second one came from the merger of distinct external raw information. We scrapped national website gathering data and enriched them with demographic info to give in-depth analysis. The client was able to target distinctly a medical home to expand its portfolio.

In the end, the client, with the support of our deliveries was able to:

• track the performance of the historical and post acquisition homes
• anticipate and precisely define new acquisition opportunities