An investor’s strategic perspective: Assessing the strength of value creation for a multinational health care provider

The Board of a global holding company wanted to assess value creation capability of a Pan-European medical service provider that they had invested in a few years ago. Working closely with the CEO and the executive team, we assessed historical performance in depth and demonstrated the improvement in KPIs in core business despite fluctuations in some countries.

In parallel, we assessed several macro trends in the healthcare industry and concluded the base business is well positioned for further growth. The Board has been highly satisfied with the rigor and evidence to address their concerns. Moreover, the Board is now convinced of the business strengths, and willing to consider major investments to facilitate further growth.