copyright of plato consulting, inc plato consulting m&a practice

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Copyright of Plato Consulting, inc Plato Consulting M&A Practice

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Page 1: Copyright of Plato Consulting, inc Plato Consulting M&A Practice

Copyright of Plato Consulting, inc

Plato ConsultingM&A Practice

Page 2: Copyright of Plato Consulting, inc Plato Consulting M&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`

Page 3: Copyright of Plato Consulting, inc Plato Consulting M&A Practice

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

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Page 4: Copyright of Plato Consulting, inc Plato Consulting M&A Practice

Plato Consulting, Inc.

Enable M&A

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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

Page 5: Copyright of Plato Consulting, inc Plato Consulting M&A Practice

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

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Page 6: Copyright of Plato Consulting, inc Plato Consulting M&A Practice

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

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• Health Benefit Exchange • Health Plan e-Connect

• iTransform • iHealthAnalytics

• Real-time Expertise Manager

• Core Platform • Clinical • Risk Programs