A fractional healthcare M&A deal sourcing partner,
built by a practitioner.
Deal sourcing intelligence for private equity, PE-backed platforms, corporate development teams, and investment banks. Ranked target universes, ownership verification, succession signals, and approach notes, delivered in days. Practitioner judgment on every name, without the full-time hire or the six-figure data stack.
Healthcare buyers have three ways to source deals. Two are slow, and all three are expensive.
The average firm sees 17.6% of the deal flow relevant to its strategy. The other 82% never crosses the desk. Closing that gap usually means one of three moves, and each carries a cost.
Buy the data stack. PitchBook, Grata, S&P Capital IQ, ZoomInfo, Definitive Healthcare. Real line items running $50,000 to $200,000 a year across three to five platforms. They get you to a universe of names, then an analyst spends two to three weeks per engagement turning that into a call sheet by hand.
Make the hire. A senior BD professional with real healthcare deal experience runs $250,000 to $410,000 fully loaded in year one. That cost sits on SG&A, and at 10x to 14x EBITDA every dollar of permanent overhead is $10 to $14 off enterprise value at exit. Most BD hires spend their first 90 days building the target list anyway.
Bring in a fractional partner. Practitioner-led sourcing scoped to the engagement, with the finished target universe in days and no permanent overhead. The map exists before a new hire would have cleared onboarding.
Sourcing intelligence, on call.
Engaged per project or on a retainer. Each engagement delivers a deal-team-ready work product, calibrated for investment committee review, built to go straight into the deal file.
Ranked target universe
Fifty to two hundred targets per engagement, scored against your buy-box: provider count, location density, payer mix signals, succession timing, and strategic fit.
Ownership and provider verification
NPI-validated provider counts, state licensing cross-reference, entity structure, and ownership type: founder-owned, MSO-affiliated, PE-backed, or hospital-employed.
Transaction readiness signal
A composite score from publicly sourceable factors: founder age and succession path, recent physician departures, lease renewal windows, competitor consolidation, and reimbursement exposure. Collapsed into an Approach Priority tier. Refined from patterns across $1B+ in closed healthcare transactions.
Competitive overlap mapping
Which PE-backed platforms are in the market, when they acquired, whether they are in buy-and-build mode or approaching an exit, and where the white space lies.
Approach notes and contact routing
Practical guidance on how to navigate past practice gatekeepers to the actual decision makers, with website, phone, and contact path for every target. A working call sheet your team can operationalize on Day 1.
A refreshed pipeline over time
On a retainer, the universe is revisited as signals move: new departures, new entrants, new succession triggers. The pipeline stays current instead of going stale the week after delivery.
The judgment layer is the part a platform cannot sell you.
Data tools give every buyer the same list. What separates one target universe from another is the judgment about which name actually transacts and which is a dead end. That judgment comes from having sat on the other side of the table.
Healthcare M&AI is run by a practitioner with 8+ years in corporate development, M&A, and strategic finance, including corporate development at a NASDAQ-listed oncology platform and a PE-backed urgent care platform, where he built more than a dozen health-system joint ventures. That experience spans $1B+ in cumulative transaction value and 130+ centers acquired and integrated, and it is the lens applied to every engagement: which sixty-two-year-old founder is likely ready versus the forty-five-year-old still building, which MSO is a real competitor, which market has consolidation room versus being saturated.
Built for deal teams that need sourcing capacity, not another subscription.
PE-backed healthcare platforms
Running active add-on pipelines with a lean team. Typical use: an investment committee greenlights a new vertical or geography and you need a ready-for-partner universe within a week, without pulling staff off live deals.
Private equity funds
Entering a new sub-sector thesis. Typical use: you need market structure intelligence and a target universe before committing to active sourcing or a full-time BD hire.
Corporate development teams
Carrying more live processes than headcount allows. Typical use: you need a parallel sourcing workstream so the team can run diligence on the deals already in motion.
Investment banks
Winning sell-side mandates with intelligence no competing banker has, and building defensible buyer universes in sub-sectors you cover less actively.
Two to five business days typical.
Most engagements deliver in that window. Multi-state or multi-sub-specialty scopes may extend to seven to ten business days. Retainer clients set a standing cadence. The exact timeline is scoped on the discovery call.
Project fee or retainer.
Scoped by sub-sector complexity, geography, and depth. Standard structure: 50% deposit to kick off work, 50% net 30 on delivery. Healthcare M&AI does not use success fees, contingency compensation, or transaction-based pricing. All engagements are advisory research.
Match the scope to the need.
Market map (one-time project)
A ranked target universe for one thesis, delivered in 2-5 business days.
Fractional deal sourcing (this page)
Ongoing sourcing intelligence on a retainer, refreshed as signals move.
Fractional or interim CDO
A practitioner runs the whole development seat, from sourcing through close.
Common questions about fractional deal sourcing.
What is a fractional healthcare M&A deal sourcing partner?
A fractional deal sourcing partner gives a healthcare buyer senior sourcing intelligence without a full-time hire. You get ranked target universes, ownership verification, succession signals, and approach notes when you need them, scoped per engagement or on a retainer, built by a practitioner who has sat in the corporate development seat.
How is this different from a data platform like Grata or Cyndx?
A platform gives you a universe of names. A fractional partner gives you a finished call sheet with the judgment layer on top: which physician owner is near retirement with no succession plan, which MSO is a real competitor, which fifteen of two hundred names are worth a call this month. That judgment is the part a subscription cannot deliver.
Is this cheaper than hiring a full-time BD or corporate development professional?
A senior healthcare BD hire runs roughly $250,000 to $410,000 fully loaded in year one, sitting on SG&A and reducing enterprise value at exit. A fractional engagement is a project fee or retainer with no permanent overhead, and the target universe exists before a new hire would have finished onboarding.
Do you work buy-side, sell-side, or both?
Both. Buy-side engagements deliver ranked acquisition target universes. Sell-side engagements deliver buyer universes spanning strategic acquirers, PE-backed platforms, and financial sponsors with active theses in the sub-sector.
Add sourcing capacity without adding headcount.
Tell us the sub-sector, the geography, and the side of the table. We will scope the engagement on a 25-minute discovery call and deliver the first target universe within two to five business days.