Investors

How We Help Investors

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Investor Services Overview

Despite some political and macroeconomic uncertainty, health care and life sciences sectors will continue to demonstrate high investment interest and activity, primarily due to reliable demand for patient care by an aging population with a significant and growing disease burden. Successful health care organizations will see the strategic imperative to find opportunity in the value economy. Leavitt Partners’ suite of solutions, along with subject matter expertise, equip clients with the information they need to successfully navigate an uncertain regulatory and commercial environment and make smart growth-oriented investment decisions.

Why We're Different

Investor Due Diligence Overview

For the health care investor who needs fact-based market-specific intelligence, we differentiate ourselves with our industry-leading understanding of delivery and payment reform initiatives occurring across the country at both the national and state levels. Leavitt Partners delivers data-driven strategic guidance that enables clients to understand the evolving health care ecosystem, make sound investments, and ultimately increase fund and firm performance.

Due Diligence Services

Leavitt Partners regularly conducts due diligence analysis for investor clients of all types as they evaluate investment decisions in the health care space. Our team provides unique value to health care investors by providing market research, legislative and regulatory intelligence, and value-based care impact analysis. Our investor services can range from a specific topic or question of interest to a comprehensive investment review. In all engagements, our goal is to identify potential unforeseen risks and considerations associated with an investment opportunity.

Comprehensive Due Diligence
Leavitt Partners provides a comprehensive review of investment questions, including: market fundamentals, investment target core competencies, investment target profiling and competitive analysis, investment target success drivers, market trends and gaps, high potential markets, regulatory and policy implications, etc.

Targeted Due Diligence
Leavitt Partners informs investor diligence by leveraging proprietary data resources and its unique intelligence network to answer a key question of interest and to help identify potential unforeseen risks and considerations associated with the investment opportunity.

High-Level Memos
Leavitt Partners provides market research on an industry trend, market sector, or policy of interest. For example, how a state policy that seeks to enact downward price pressure might shift the purchasing dynamics amongst stakeholders.

Portfolio Company Services

Leavitt Partners regularly conducts due diligence analysis for investor clients of all types as they evaluate investment decisions in the health care space. Our team provides unique value to health care investors by providing market research, legislative and regulatory intelligence, and value-based care impact analysis. Our investor services can range from a specific topic or question of interest to a comprehensive investment review. In all engagements, our goal is to identify potential unforeseen risks and considerations associated with an investment opportunity.

Strategic Planning/Key Meeting Facilitation
Leavitt Partners facilitates discussions with the client’s team to drive to a meaningful, actionable conclusion. This can be an executive discussion to define a growth plan for the client, a board retreat to explore difficult issues, or a multi-party leadership education program. Our team’s facilitation skills paired with deep health policy expertise enables us to provide helpful inputs to the conversation as well as to bring out the perspectives of those in the room.

Market Segmentation Assessment
Leavitt Partners performs market research using rigorous statistical methods to segment markets allowing clients to micro-target prospective clients and customers. We leverage proprietary data and intelligence assets to identify unique market segments using a combination of hierarchical and k-means clustering methods.

Situational Analysis
Leavitt Partners assesses a client’s competencies, partnerships, the regulatory and policy environment, competitive landscape, and market demand, all of which are impactful factors that can inform the organization’s strategic direction. Our team evaluates each of these factors independently, and then synthesizes findings to surface growth opportunities and recommendations.

Value Proposition Assessment
Leavitt Partners supports clients in codifying the value proposition of their solutions in terms of benefits and costs and tests those value propositions in markets of interest. This structured assessment surfaces opportunities to refine both the messaging and the underlying solution to address the needs of current or prospective customers.

Meet Our Expert

Contact Chase Titensor