Utilize McBee’s expert merger and acquisition (M&A) insights and strategies to identify critical gaps and align organizations.

As the healthcare industry faces an accelerating number of transactions and confronts challenges associated with the ever-evolving healthcare market landscape, now is the time to partner with the right organization.

McBee’s customized approach to merger and acquisition support includes reviewing clinical documentation, compliance and operational processes to confirm that an organization targeted for acquisition is meeting regulatory requirements and identify potential risk. By identifying potential risk areas, an entity entering a merger or acquisition will avoid future liability and gain knowledge for the negotiation.

Our strong, customized approach has proven successful with our clients across the industry and has helped to bridge the gap between buyers and sellers.

The McBee Advantage

By working with more than 150 clients across the provider, private equity and law firm landscape, our experts have a unique perspective to identify key risk areas, critical gaps and assist in aligning processes for a smooth transaction.

  • Uncover critical compliance issues that can impact revenue and licensure

  • Optimize clinical documentation and revenue of all merging organizations

  • Align and unify organizations in the shift from volume to value-based care to improve patient outcomes

A trusted advisor is critical to the acquisition process. Whether it’s conducting introspective diligence ahead of a process, or as a buyer to confirm the quality and overall risk of a target.  Through numerous processes, we’ve found that partner in McBee. They empower us with the data necessary to make smart decisions on investments, and tailor specific integration plans for successful acquisitions.

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Private equity clients

Total purchase price of M&A transactions McBee assisted clients on in 2022

Number of transactions McBee assisted clients on in 2022

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Our Approach


Mergers and Acquisition Support FAQs

McBee’s M&A Support involves a meticulous review of clinical documentation, compliance, and operational processes of organizations involved in a merger or acquisition. We confirm that the targeted organization is meeting all regulatory requirements and help identify potential risks. This allows us to support your strategic decision-making and negotiation during the M&A process.

Our approach towards identifying risks involves a detailed examination of an organization’s compliance with regulatory requirements, operational processes, and clinical documentation. We investigate potential risk areas that could lead to future liabilities. This careful evaluation helps our clients make informed decisions and avoid unexpected problems in the merger or acquisition.

Through our expertise and unique perspective, we identify key risk areas and critical gaps in the merging organizations’ processes. This allows us to provide tailored recommendations and strategies to align these processes, facilitating a smooth transaction and ensuring successful integration post-merger.

We conduct a thorough review of claims data and clinical documentation to validate the reasonableness and medical necessity of provided services. This helps to ensure that the submitted claims and net reimbursement are accurately supported by the medical record documentation, thereby optimizing revenue post-merger.

We conduct audits of clinical documentation and personnel records, along with a comprehensive review of compliance with regulatory standards. This helps us uncover any compliance issues that could impact the revenue and licensure of the merged or acquired entity.

We understand the importance of aligning with the shift towards value-based care in the healthcare industry. As part of our M&A support, we provide guidance to unify the processes of the merging organizations, helping them move towards this model and improve patient outcomes.

McBee has successfully worked with over 150 clients across different sectors in the healthcare industry, providing expert M&A insights and strategies. We are recognized as trusted advisors because we provide introspective diligence, assess the quality and risk of targets, and empower clients with essential data for informed investment decisions.

We assist organizations by preparing for, or taking remedial action, to verify or create operations compliant with applicable federal and state healthcare regulations. This ensures that the merged or acquired entity maintains best practice operations, which is crucial during and after the M&A process.

Key factors we consider include the regulatory compliance status of the organizations involved, the quality and validity of clinical documentation, potential risk areas, operational efficiency, and the alignment with the shift from volume to value-based care. These considerations ensure a comprehensive review to guide successful M&A processes.

Our Personnel Record Audit allows us to determine if all internal policies are followed and whether the records meet required Federal and State regulatory standards. This ensures that potential legal and compliance risks related to personnel management are identified and addressed in the M&A process.

We provide assistance in preparing for accreditations and surveys by ensuring that the merged or acquired entity’s operations are compliant with applicable federal and state healthcare regulations. We help create or modify operational processes based on best practices, which is critical in the post-M&A phase.

Transparency is a key element of our approach. We conduct thorough reviews and provide detailed reports outlining potential risks, gaps, and recommendations for each organization involved in the M&A process. This allows stakeholders to have a clear understanding of the transaction and make informed decisions.

McBee has worked with over 150 clients across the provider, private equity, and law firm landscape, providing expert M&A insights and strategies. This extensive experience provides us with a unique perspective to identify key risk areas and critical gaps, and to assist in aligning processes for smooth transactions.

By helping organizations transition from volume to value-based care in an M&A scenario, we ensure a focus on quality over quantity. This shift towards a more patient-centric approach contributes to improved patient outcomes, which is a key goal in the modern healthcare industry.

Post-M&A, we continue to support organizations by providing ongoing advisory services, helping them integrate processes, and offering strategies for maintaining regulatory compliance and optimizing clinical documentation. This ensures a smooth transition and successful operations post-M&A.

We adopt a proactive approach to risk mitigation during M&A. This involves identifying potential risk areas early in the process, conducting comprehensive audits, and providing strategic recommendations to prevent future liability, ensuring a smooth and secure transaction.

As part of our M&A support, we assist organizations in aligning their processes to focus more on the quality of care rather than the quantity of services provided. This includes optimizing clinical documentation, implementing performance measurement systems, and advising on best practices for value-based care.

We conduct comprehensive reviews of clinical documentation, operational processes, and personnel records to confirm that organizations are meeting all regulatory requirements. Post-M&A, we provide ongoing support to maintain compliance and stay updated with any regulatory changes.

We help organizations review and manage contracts during the M&A process. This includes examining existing contracts for potential risks, advising on contract negotiations, and ensuring compliance with contractual obligations post-merger.

Yes, while McBee’s primary experience is in the U.S. healthcare sector, we are capable of providing M&A support for international healthcare organizations. We understand the complexities of international healthcare regulations and can provide expert advice to guide successful M&A transactions.