Transformational Growth for Healthcare Providers, Payers, & Platforms
From behavioral health facilities to SaaS‑enabled care models, we help healthcare organizations navigate diligence, integration, and operational excellence—unlocking enterprise value in a highly regulated, rapidly shifting market.
Our Perspective
Healthcare is in the midst of unprecedented consolidation, digital disruption, and the emergence of artificial intelligence. Reimbursement models are evolving, labor costs are rising, and technology is redefining patient engagement. Leaders need a partner who understands clinical nuance and financial rigor.
The Fenwick Group brings 30+ years of operator‑level insight to every engagement—aligning care quality, regulatory compliance, and margin expansion so you can scale with confidence. We have deep experience working with owner-operated provider networks, especially in the behavioral health space, helping founders navigate M&A, optimize operations, and prepare for institutional investment or exit.
Mergers & Acquisitions That Create Long-Term Value
Whether you're on the buy-side, sell-side, or preparing for a recapitalization, M&A in healthcare requires more than just a financial lens. Clinical operations, compliance, reimbursement dynamics, and team integration are critical to successful transactions—especially in behavioral health and owner-operated networks.
The Fenwick Group has led diligence, deal structuring, and integration for dozens of transactions involving founder-led businesses, private equity firms, and strategic acquirers.
Our Healthcare M&A Services Include
Target identification and screening
Pre-deal operational, clinical, and regulatory due diligence
Financial modeling and synergy assessment
Deal structure, strategy, and negotiation support
Post-close integration: clinical, operational, cultural
Exit strategy and investor positioning for owner-operators
We work across inpatient, outpatient, and digital platforms—with deep experience in behavioral health, population health, and managed care organizations.
Bottom line: We help you close the right deal, the right way—and build value after the ink dries.
The Rise of AI in Healthcare: Real Promise, Real Risk
Artificial intelligence is reshaping the healthcare landscape—from predictive diagnostics to staffing optimization and revenue cycle automation. But between regulatory gray zones and overhyped solutions, it can be hard to know where to begin—or where the true ROI lies.
The Fenwick Group helps provider networks, healthtech platforms, and investors evaluate AI adoption through a lens of operational and clinical value.
Our AI Advisory Includes:
Use case evaluation: workforce efficiency, clinical decision support, and care navigation
Vendor due diligence and platform selection
Risk and compliance assessment (HIPAA, data security, explainability)
Change management and staff integration planning
Impact modeling: cost savings, patient outcomes, and scalability
We bring a balanced, ROI-driven perspective to AI adoption—ensuring it’s not just innovative, but practical, compliant, and profitable.
Core Services
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What It Delivers
Target screening, valuation modeling, diligence, deal structuring, and post‑close integration. Access to larger network of investment capital.
Typical Impact
Strategic alignment between the right buyer and seller, faster close cycles, and stronger post-deal performance. -
What It Delivers
Product‑market fit validation, platform roadmap, partner/channel development.
Typical Impact
Accelerated ARR growth, shorter sales cycles, improved unit economics. -
What It Delivers
Regulatory gap analysis, site acquisition/disposition, certificate‑of‑need planning.
Typical Impact
Risk mitigation, optimized facility footprint, faster state approvals. -
What It Delivers
Payer contract negotiation, value‑based care design, and data analytics.
Typical Impact
Enhanced reimbursement, improved quality of care metrics, stronger payer relationships. -
What It Delivers
End‑to‑end review of clinical workflows, revenue cycle, staffing, and supply chain. Digital and land-based marketing, call center, admissions and third-party billing.
Typical Impact
Maximum margin improvement; right person, right seat staff configuration; reduced staff churn; higher HCAHPS & Star ratings.
Strategic Financial Insight & Due Diligence
Every healthcare engagement includes a rigorous financial layer, especially important in behavioral health and owner-operated networks where accurate valuation, compliance, and payer dynamics are essential.
The Fenwick Group supports provider organizations and investors with:
Pre-deal operational, clinical, and financial due diligence
Exit planning and liquidity event preparation for founder-led businesses
Budget modeling, margin analysis, and reimbursement sensitivity scenarios
Strategic buyer and investor alignment
Integration planning tied to real-world financial outcomes
We approach every healthcare transaction with both a clinical lens and an investor mindset—bridging strategic positioning with operational and financial readiness.
Digital Media & Marketing Support
Every growth plan needs a strong digital engine. Beyond M&A and operational strategy, The Fenwick Group helps companies strengthen their SEO, analytics, websites, social media, creative campaigns, and digital marketing to engage audiences and amplify growth.
Whether it’s an audit, a campaign plan, or a full digital overhaul, we align digital presence with business objectives.
Why Healthcare Leaders Choose Us
Sector Depth — decades in behavioral, acute, post‑acute, and digital health
Operator’s Lens — we’ve held the P&L, so recommendations are execution‑ready
Deal‑to‑Integration Continuity — same team shepherds diligence and day‑one synergy capture
Data‑Driven Rigor — advanced analytics underpin every cost, quality, and growth lever
National Network — relationships with payers, PE sponsors, and health‑tech innovators
Representative Engagements
Behavioral Health Roll-Up
Led buy‑side diligence on 7 inpatient facilities → closed on over $220 M in platform deals
Integrated clinical protocols, EMR, and revenue‑cycle ops within 9 months of each engagement
Up to 50% EBITDA lift and a 25% increase in length of stay with a 15% decrease in AMA’s
Outpatient and Outreach Network Development
De novo establishment and buildout of clinical profit centers
Creating policies and procedures, staffing, strategic planning, referral source analysis, and RCM workflows; renegotiated payer mix
Development of strategic growth marketing plan, branding, and full launch campaign
Portal and Platform Configuration
Managed care networks
Commercial Health Insurance
Built commercialization plan and payer‑adoption model
Achieved 3× ARR in first 18 months post‑launch
Let’s Talk Outcomes
Whether you’re planning an acquisition, preparing for exit, or pursuing operational excellence, The Fenwick Group delivers measurable results in complex settings.
Schedule a confidential consultation and explore how we can advance your strategic and financial goals.