Oakmark assists Private Equity and Strategic Buyers with:
Business Identification & Pre-Qualification
We work with our clients to establish a sound acquisition strategy, giving buyers realistic expectations about acquisition goals, benchmarks, and timelines. We assist with finding companies that match your specific search criteria to support your investment thesis. We contact companies and conduct a pre-qualifying interview so you don't waste your time exploring companies that may not fit your acquisition plans. We handle the screening and initial communication with prospects. This saves time, but more importantly it allows you to remain anonymous until we locate a company that is an ideal fit to your acquisition plan. We routinely target specific geographic targets and acquisition candidates that meet specific clinical service program offerings or that meet specific financial performance benchmarks that may be required for investment consideration.
Business Acquisition Objectivity
We give buyers a degree of objectivity that doesn't exist when they engage directly with a seller. Our advisory services create a buffer between you and the seller that is grounded in transactional experience and operational knowledge of the home healthcare or healthcare staffing sector of your target.
Business Acquisition Financing
For smaller strategic buyers, we can leverage pre-existing relationships with lenders to help facilitate the financing you need and can assist with relaying the anticipated financial analysis/quality of earnings validation that will be required.
Coordination of Due Diligence
We specialize in coordinating the efforts of legal, financial and clinical operations professionals to conduct due diligence. We can work with your legal team to produce critical documentation during the acquisition cycle, including the Letter of Intent and Purchase Agreement. Our experience in preparing for and executing due-diligence helps validate the value propositions anticipated by a buyer. We provide clients with a secure, collaborative web based deal transactional site for each target that can be customized as needed to facilitate the analysis of deal documents and schedules.
Closing the Business Purchase
The entire buying process comes together at the closing. We work to coordinate the closing to make sure all of the due diligence items have been addressed and the groundwork has been established for a smooth ownership transition. As former corporate integrators of homecare and staffing companies we work with our buy-side clients to identify post-Closing integration opportunities for service enhancement, growth and organizational efficiencies.
Hallmarks of Higher Performing PDN Providers
- Defined Performance Indicators for such factors as case level DL/OT/Missed Shifts/Unplanned hospitalizations
- Efficient use of Internal FTEs with activity documentation and emphasis on Per‐Diems in the field
- Medicaid MCO contracting above Medicaid FFS rates
- Cohesive relationships and support between Clinical and Operational team members
- Aligned goals for employees
- Low turnover of branch level staff
- Willingness to change