Healthcare Sell-Side Advisory, KSA | Axial Consulting

A healthcare roll-up in Saudi Arabia, built by acquiring small hospitals and polyclinics to operate, grow and eventually divest, needed sell-side investment advice. We valued the business, built the investment case and prepared the documentation that supported a successful fundraise.

Location
Saudi Arabia
Sector
Healthcare

The Brief

We were engaged to provide sell-side investment advisory for a roll-up, in which multiple small hospitals and polyclinics would be acquired, financed and operated, then divested once their value had been enhanced.

The scope covered financial due diligence, business performance analysis and a fair value analysis for the acquisition.

The Obstacle

Management's expectations and assumptions were out of step with what the market would support, and needed to be realigned with market expectations.

The business potential and related returns also had to be conveyed clearly to the potential buyer, which called for detailed due diligence reports and investor decks.

Healthcare facility in Saudi Arabia

Our Approach

We carried out financial due diligence and a business performance analysis, using the findings to bring management's assumptions in line with market expectations.

A fair value analysis for the acquisition then fed into a valuation model and a draft investment plan, giving the business a credible, market-based case to present to investors.

What We Delivered

The analysis and documentation needed to support an informed investment decision.

  • A valuation model to determine the facility's fair value, with a draft investment plan built on it.
  • A due diligence report and investor decks setting out the business potential and related returns for the potential buyer.
Excerpt from the investor documentation Excerpt from the valuation and investment analysis

Our Impact

The advisory services supported fundraising by validating the acquisition case and valuation.

Explore how we prepare businesses for investment with valuations and investor materials that stand up to scrutiny.

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