Off Mandate: How Healthcare Roll-Ups Create Value (and Where They Break)
About
These are the problems that break the model:
- Integration capacity doesn't scale with deal volume — it lags. Three months dry, three months slammed. Platforms never staff up, and when volume spikes, they lose the EBITDA they just bought.
- Corporate infrastructure costs — enterprise software, benefits, POS systems — get pushed onto acquired clinic P&Ls. If your ERP can't segment those costs cleanly, sellers see charges that weren't there before and push back on every line item.
- Functional integration is treated as a systems migration. It's not. HR integration means getting people on board, not just on payroll. Platforms that skip this step are measuring system deployment instead of ROI.
- Corp Dev and integration operate in separate lanes. By the time integration owns the problem, due diligence is closed, leverage is gone, and the operational red flags nobody wanted to raise are now someone else's problem to solve.
Speakers
No items found.
Agenda
Total runtime: 60 minutes
- 11:00 AM Opening frame — Kison sets context, Eiron frames the problem
- 11:05 AM Theme 1: Volume vs. Readiness: The Roll-Up Reality Check (10 min)
- 11:15 AM Theme 2: The Hidden Cost of Corporate Charges (10 min)
- 11:25 AM Theme 3: Functional Integration Is Not Optional (12 min)
- 11:37 AM Theme 4: Early Integration: Why Corp Dev Needs to Own It (10 min)
- 11:47 AM Theme 5: Seller Experience = Future Deal Flow (8 min)
- 11:55 AM Theme 6: The Most Underfunded Line Item in M&A (5 min)
- 12:00 PM Audience Q&A (10-12 min)
- 12:10 PM Takeaways + Close
