Hard M&A

Eye Can See Clearly Now

ProHub Comment

This is a sophisticated healthcare M&A case that tests valuation, synergy identification, and deal structuring. The case cleverly reveals that the initial deal appears poor on a standalone basis (7% ROI < 13% WACC), but becomes attractive through operational improvements and revenue synergies. The critical tension involves managing physician incentives post-acquisition to prevent key talent erosion.

Estimated Time 15 minutes
Difficulty Hard
Source Wharton
50 / 100
Your client, a PE firm, is considering an investment in Dr Kelso’s Ophthalmology Practice, located outside Philadelphia. Dr. Kelso’s Practice is requesting $15M for a 50% stake in the business. Should they make the investment?

Clarifying Information

  1. What is ophthalmology? How does Dr. Kelso’s business make money? a. An ophthalmologist is an eye doctor b. Dr. Kelso’s practice provides a full range of ophthalmology services (exams, surgeries)
  2. What is the ownership structure today? a. Today, Dr. Kelso and 3 other doctor partners are equity owners in the business b. They are only paid their share of the profits. They do not take a salary
  3. What are the PE firm’s objectives? a. To make a good ROI on the investment
  4. Does the PE firm have similar investments? a. The firm has invested in other hospitals, but they do not offer ophthalmology as a service