Outcomes
Market intelligence to deploy £100m for inorganic growth, advancing better healthcare for 10m UK customers
- Developed a replicable framework for assessing healthcare segments and potential targets, providing a structured approach for future acquisitions
- Identified and prioritised 3 key healthcare segments from an initial pool of 260 to support the client’s inorganic growth strategy
- Shortlisted 6 cash plans and PMI providers and Top 15 target healthcare organisations, estimated their enterprise values using reliable sources, and initiated engagement for potential acquisitions or investments
Background
Our client engaged Curzon to identify strategic acquisition targets within the cash plan and small-tier PMI markets, as well as broader healthcare segments, to deploy ~£100 million in liquidity reserves for inorganic growth
Curzon Approach
- Conducted analysis of cash plan competitors and small PMI suppliers to evaluate attractiveness for potential M&A
- Set up a clear assessment framework with defined criteria and KPIs – covering financial strength, growth potential, and strategic fit – to identify other attractive healthcare segments and M&A targets
- Identified UK healthcare segments with high growth potential, large customer engagement, and strategic alignment
- Performed sensitivity analyses on top-ranked segments to validate strategic attractiveness under varying market scenarios
- Identified, shortlisted, and initiated engagement with the top 15 organisations for potential mergers, acquisitions, or strategic investments
