copyright of plato consulting, inc plato consulting m&a practice
TRANSCRIPT
Copyright of Plato Consulting, inc
Plato ConsultingM&A Practice
2Plato Consulting, Inc.
About Us
8 year old consulting organization focused on Healthcare, Technology and Finance
Enable Healthcare clients working with Investment Bankers and Healthcare funds• M&A Advising – Healthcare Business & Technology
• Investment Advising – Healthcare Technology Solutions
• Business Development Advising
Highly Invested in Healthcare strategic advising and M&A• Medicare, Medicaid and Reform
• Commercial – Direct under 65 (off-exchange), Small & Large group and Taft-Hartley`
Plato Consulting, Inc.
M&A Challenges
Over Half of M&A deals fail
Financial & Bullish focus vs. Business focus• Lack of understanding to relate financial models to business capabilities and market
conditions
Lack of understanding of the companies capabilities – people, process and technology• Financial data overshadows the understanding of business capabilities
Lack of post merger integration analysis• In-depth analysis is not performed especially on integration cost of technology, business
process & culture
Lack of focus on Healthcare domains – Payor and Delivery• Lack of the insight into the Healthcare Information Technology
3
Plato Consulting, Inc.
Enable M&A
4
Value company based on technology and operations and align the finding with the financial valuation model
Mergers &
Acquisition
Business Developme
nt
Valuing Companie
s
Identify Potential Partner
Due Diligence
Negotiations
Transaction
Structuring
Post Merger
Integration
Plan and provide execution oversight on post merger integration- Oversee technology migration- Oversee business integration
Identify business partner with sound and robust business and technology capabilities - Leveraging technology research
Lead the due diligence by assessing business and technologyand aligning it to financial due diligence - Perform in-depth risk analysis- Coordinating across technology,
operations, internal audit and legal
Ability to understand the strategic vision of Sell-side and assessing business and technology assets to identify opportunities
Plato Consulting, Inc.
Differentiate
Industry research, competitor analysis to identify acquisition opportunities• Effectively leverage and supplement Gartner, Forrester, IDC, etc.
• Complement Investment Banking financial data with effective business and technology assessment
Provide acquisition advising based on synergy• Identify opportunities based clients technology and business assets
Assess underlying technologies to support achieve long-term scalability, reduce operational cost and support business processes• Aligning to the financial growth projection to business and technology infrastructure ability.
Provide integration planning of acquired businesses including the assessment of “Day 1” readiness• Build the technology migration and business integration cost into the due diligence process
Significant experience in assessing risk - Legal, Internal Audit, Security, etc
5
Plato Consulting, Inc.
Provide assessment of Merger & Acquisition synergies specific to clients vision• Healthcare Economy
• New Commerce
• Smarter Organizations
Align healthcare product & platform acquisition with existing cliens products
Enable client to be an end-to-end government business product and platform provider
Enable to build innovative revenue model & business model • Licensing SAAS BPO PMPM Risk Based
• Core platform and Clinical
Enable Client
6
• Health Benefit Exchange • Health Plan e-Connect
• iTransform • iHealthAnalytics
• Real-time Expertise Manager
• Core Platform • Clinical • Risk Programs