Pick a healthcare vertical and a geography. Get a ranked target map - the Excel workbook and executive deck a deal team actually uses - without standing up a research function.
Every map ships as a 9-tab Excel workbook plus an executive PowerPoint - formatted and run through automated quality checks.
Headline metrics, key findings, sourcing criteria.
Mapped footprint of targets and platform sites.
Ranked call sheet: priority, succession, ownership, economics.
A profile of each ranked target: ownership, providers, economics, signals.
Size, growth, metros, reimbursement dynamics.
PE platforms, strategic buyers, landmark deals.
Estimation logic, signal framework, sources.
Field-level receipts, quoted support, and click-through source links.
Screened-out candidates, kill reasons, and the evidence behind each exclusion.
Executive summary built from the same data.
Tab 03 is where outreach starts: every target ranked, with the context that makes the first call feel informed.
| Practice | Priority | Physicians | Est. revenue | Succession signal |
|---|---|---|---|---|
| Example Pain & Spine Group | Tier 1 | 5 MDs | $6-8M | Founder early 60s; junior partners added 2018, 2021 |
| Example Orthopedic Associates | Tier 1 | 8 MDs | $10-14M | Lease expiring in 14 months; no visible successor |
| Example Physical Therapy Partners | Watchlist | 3 PTs | $2-3M | Recently expanded; low near-term signal |
Illustrative sample - practice details invented for display. A live map lists the ranked targets from your own run.
Seven quick questions: vertical, geography, buy- or sell-side, minimum size, ownership, depth of analysis, exclusions. Optional detail if you want the thesis sharper. About two minutes.
The engine searches your market for independent operators, screens ownership, estimates economics, and reads succession signals, then runs automated quality checks.
During the beta, Shawn reviews every map before release and sends you the link to your run page. Bookmark that page when your run starts.
A 9-tab Excel workbook and an executive PowerPoint deck, downloadable from your run page once Shawn has reviewed and released them. Both are editable working files: a ranked call sheet, per-target profiles, market context, competitive landscape, an evidence and sources tab, exclusions with cause, and the methodology behind the estimates.
Every tier ships the same 9-tab workbook and deck; the tiers control how deep the research goes on each target.
| What you get | Light | Moderate | Full |
|---|---|---|---|
| Practice roster from NPPES, cross-checked with CMS data where available | ✓ | ✓ | ✓ |
| Revenue & EBITDA estimates (directional, two methods) | ✓ | ✓ | ✓ |
| Key-physician background profiles | ✓ | ✓ | ✓ |
| Ranked target list | ✓ | ✓ | ✓ |
| Recommended approach angle per target | – | ✓ | ✓ |
| Ownership / independence check (CPOM states) | – | ✓ | ✓ |
| Litigation & federal-exclusion screen | – | ✓ | ✓ |
| Geo coverage map | – | ✓ | ✓ |
| Founder liquidity & succession signals | – | – | ✓ |
Public and third-party sources: NPPES and CMS provider rosters, state registrations where available, federal exclusion lists, practice websites, and structured web research. Financial figures are estimated with two methods and compared against each other.
They are directional estimates built from public data, useful for ranking targets and framing a first conversation. They are proxies rather than confirmed financials, so verify independently before relying on any figure in a transaction.
A map usually takes about 1.5 to 2 hours to build, depending on market size and depth tier. Maps are built one at a time, so yours may wait in a queue first; your run page shows its place in line. During the beta, Shawn reviews every map before release and sends you the link to your run page himself, usually the same day. Bookmark the run page when your run starts: it is where your files appear, and you do not need to keep it open.
Both. Buy-side runs rank acquisition targets against your thesis. Sell-side runs frame the same market intelligence around a client you represent.
Yes, in two ways:
The beta is invite-only. Request access with the form on this page; we review every request and send access codes as seats open. There is no charge during the beta.
8+ years of healthcare corporate development, M&A, and strategic finance - $1B+ in cumulative transaction value, including 130+ healthcare centers acquired at PE-backed platforms. This productizes the exact market-mapping workflow behind those deals.