Implementation Framework
Target Sourcing Strategy
Direct Outreach (40%)
- Industry databases: PitchBook, CB Insights
- Conference networking: CNS-focused events
- Academic partnerships: university tech transfer
- Management team referrals
- Board member introductions
Intermediated Sources (35%)
- Investment banks: Boutique healthcare focus
- Business brokers: Mid-market specialists
- Legal firms: Healthcare practice groups
- Accounting firms: Audit relationships
- Consultant networks: Strategy firms
Strategic Intelligence (25%)
- Patent monitoring: New filings/grants
- Clinical trial tracking: FDA databases
- Regulatory monitoring: Approval announcements
- Competitive analysis: Product launches
- Financial distress signals: Funding rounds
Due Diligence Framework
Phase 1: Initial Screening (2-3 weeks)
Management presentation, financial package review, market position assessment, regulatory status check, competitive landscape analysis, initial valuation modeling.
Phase 2: Deep Dive (4-6 weeks)
Technology assessment, clinical data review, regulatory pathway validation, customer interviews, competitive benchmarking, detailed financial analysis, management team evaluation.
Phase 3: Final Validation (2-3 weeks)
Legal due diligence, accounting verification, IT infrastructure assessment, integration planning, synergy validation, final valuation, LOI negotiation.
Integration Playbook
| Timeline | Key Activities | Success Metrics | Risk Mitigation |
|---|---|---|---|
| Day 0-30 | Governance setup, comm plan, quick wins, baseline KPIs | 100% leadership aligned, 5+ quick wins identified | Daily leadership standups, issue escalation process |
| Day 31-60 | NoeticOS implementation, shared services migration | 80% systems integrated, 15% cost synergies realized | Change management program, employee retention focus |
| Day 61-100 | Cross-selling launch, pricing optimization, talent integration | 25% attach rate, 300 bps margin improvement | Customer success management, competitive response plan |
| Day 100+ | Platform scaling, next acquisition preparation | 70% synergy realization, bolt-on pipeline ready | Continuous improvement process, culture integration |
Investment Committee Framework
IC Memo Requirements:
- Deal Snapshot: Target profile, transaction structure, key metrics
- Investment Thesis: Strategic rationale, competitive positioning, value creation plan
- Market Analysis: TAM/SAM/SOM, competitive landscape, growth drivers
- Technology Assessment: IP portfolio, regulatory status, clinical validation
- Financial Analysis: Historical performance, projections, unit economics
- Management Team: Track record, retention plan, incentive alignment
- Integration Plan: Synergy roadmap, risk mitigation, timeline
- Returns Analysis: Base/upside/downside scenarios, sensitivity analysis
- Next Steps: Key milestones, gating factors, timeline to close
Performance Tracking Dashboard
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Success Metrics: Target screening 100+ companies annually, 20+ LOIs signed, 3-5 acquisitions completed, 70%+ synergy realization within 18 months, 15%+ portfolio ROIC achieved.