Specializing in AI-driven deal sourcing, valuation models, 340B strategy, and full-cycle advisory for health systems, PE firms, and pharmacy operators navigating today's evolving landscape.
End-to-end M&A advisory designed for the complexity of health system pharmacy transactions — powered by AI-driven analysis and decades of real-world deal experience.
Predictive modeling of script retention, synergies, 340B impacts, and AI/tech efficiencies to deliver accurate, defensible valuations — drawing from real-world deal data.
Full financial review, patient segment isolation, cross-functional coordination, and risk assessment — drawing from Walgreens-scale deal experience to surface hidden value and risk.
Leading term sheets, counteroffers, and closings to achieve above-hurdle IRR outcomes in competitive environments — with proven strategies for complex multi-party deals.
Structuring JVs, management agreements, and partnership models between health systems and pharmacy operators — including coexistence strategies with existing operators like Shields.
Ensuring smooth transitions, value capture, and operational optimization after close — with 100-day integration roadmaps tailored to pharmacy operations and payer contracts.
Navigating 340B program evolution, IRA impacts, and regulatory changes as part of deal structuring and ongoing operational strategy for covered entities and contract pharmacies.
Background in Walgreens SOAR transactions — competing with Shields, isolating patient segments, full P&L adjustments, closing deals above IRR hurdles for health system clients.
Proprietary AI tools for rapid valuation modeling, market comp analysis, synergy prediction, and script retention forecasting — delivering insights in days, not weeks.
Deep expertise in 340B program economics, IRA impacts, and evolving specialty pharmacy regulations — critical for accurate deal structuring in 2026 and beyond.
Our primary fee structure is a 3% success fee — we only win when you win. Engagements may also include a monthly advisory retainer, scoped to the complexity and duration of your project. Fee structures are discussed transparently during your initial consultation.
We work with buyers, sellers, and strategic partners across the healthcare pharmacy ecosystem — from regional health systems to national PE platforms.
Outpatient, infusion, and specialty pharmacy divisions seeking to sell, acquire, or partner.
Independent and regional specialty pharmacies exploring growth, exit, or hospital partnerships.
PE sponsors seeking sector expertise, add-on acquisitions, or portfolio optimization in pharmacy.
I-banks seeking specialty pharmacy sector expertise and deal support on the buy or sell side.
Payer and PBM organizations evaluating pharmacy asset acquisitions or strategic partnerships.
PSAOs, GPOs, and pharmacy service organizations exploring M&A for growth or consolidation.
A structured, confidential advisory process — from your first inquiry through a closed deal. Every step is designed to protect your information and maximize your outcome.
Your valuation accuracy depends entirely on the quality of data we analyze together. Here's exactly what to expect — and how we protect your information at every stage.
Your intake form captures only non-sensitive, high-level details — pharmacy type, approximate revenue range, and transaction interest. No proprietary data is requested or shared at this stage.
We schedule a 30–45 minute call to discuss your situation, goals, and timeline. We'll share our methodology and a sample valuation framework. This is a no-obligation, no-data conversation — focused on fit and strategy.
Before any proprietary data is exchanged, we execute a mutual Non-Disclosure Agreement via secure e-signature. This protects both parties and establishes the confidential foundation required for accurate analysis. Only then do we proceed to data sharing.
Post-NDA, we provide a tailored data request checklist covering script volume and mix, payer contracts, 340B program details, P&L statements, and lease/operational agreements. Our AI-augmented analysis begins here — and we work collaboratively with your team to clarify assumptions and fill data gaps.
We deliver a written preliminary valuation range with key assumptions, 340B impact analysis, script retention modeling, and noted sensitivities. This gives you a defensible, data-driven benchmark — and a clear picture of what drives value in your transaction.
If you choose to move forward, we formalize the engagement — defining scope, deal strategy, buyer/seller outreach, and full due diligence support through negotiation and close. No pressure, no obligation from the valuation audit itself.
Form submission, discovery call, and mutual NDA execution — before any sensitive data is shared.
AI-augmented valuation model, 340B analysis, and tailored deal strategy with your leadership team.
Confidential buyer/seller identification, AI-powered deal sourcing, and structured outreach management.
Full P&L normalization, patient segment review, payer contract analysis, and risk quantification.
LOI structuring, counteroffers, closing coordination, and post-close integration planning.
Thought leadership, market intelligence, and practical tools for healthcare finance executives navigating pharmacy M&A in 2026.
PwC and sector data on why specialty pharmacy is one of the hottest M&A subsectors — and what it means for valuations and deal timelines.
Download Report →How IRA changes and 340B evolution are reshaping deal terms, valuation models, and due diligence requirements for covered entities.
Get the Guide →Get a preliminary, AI-powered valuation range for your pharmacy asset — no commitment, no cost. Includes script retention modeling and 340B impact assessment.
Request Audit →On-demand session covering AI-enhanced deal sourcing, predictive modeling, and what PE firms are looking for in pharmacy assets in 2026.
Watch Now →Whether you're exploring a sale, seeking an acquisition, or need strategic advisory support, we're ready to help. Submit a form to the right or reach out directly.
Members: HFMA · ASHP · Michigan Ross Alumni Network
This form collects only high-level, non-sensitive information to schedule your complimentary discovery call. A mutual NDA will be executed before any proprietary pharmacy data or financials are requested or shared.
Thank you. We'll review your information and reach out within 24 business hours to schedule your complimentary discovery call. No proprietary data will be requested until after a mutual NDA is in place.
Thank you for reaching out. We'll respond within 24 business hours.
We'll review your project details and reach out within 24 hours to discuss scope and next steps.
Our free AI-Augmented Valuation Audit gives you a defensible preliminary range — based on script data, 340B economics, market comps, and AI-enhanced modeling — before you make any decisions.
Get Your Free Valuation Audit