SCALE Private Equity Portfolio Services

Leverage SCALE’s Private Equity Portfolio-Wide Optimization Programs to efficiently achieve healthcare MSO/DSO portfolio-wide value creation and risk mitigation.

Addressing Under Managed Areas With SCALE’s Expertise

Despite being critically important – both in terms of risk management and value creation potential – certain core functional areas are consistently overlooked and / or sup-optimized for various reasons: 

Reasons For Under Managed Areas:

SCALE’s Value: Years of MSO/DSO Experience Backed By Proven Results

With years of experience serving leading MSOs/DSOs across the country, SCALE has developed structured, cost-efficient optimization programs to help MSOs/DSOs private equity owners address recurring value creation and risk mitigation needs across their entire healthcare portfolios.

SCALE Portfolio-Wide Capabilities

Due Diligence & Integration

People & Org Structure

Performance Analytics

RCM, Clinic Ops, Marketing, Coding & Compliance

Marketing & Communications

MSO/DSO Performance Benchmarking

Compliance & Risk Management

Recruitment & Retention

GPO Procurement

Payer Strategy & Contracting Management

Real Estate Mgmt.

Board / C-Suite Advisory

SCALE Community


Compliance & Risk Management Case Study

Client Profile

Number of Portfolio Companies: 4
Fertility: 7 patient facing brands across 12 states
LT Care/Pharmacy: 319 client locations
Specialty: Primary/Urgent Care
DME: 15 Sites

SCALE was engaged by a middle market private equity firm ($2B in committed capital), whose goal was and remains to drive transformational growth, as well as to work in an efficient and coordinated  manner across its existing healthcare portfolio companies. There was a need to rapidly and cost effectively develop a robust and scalable compliance program  to sustainably maintain high quality compliance oversight. The private equity sponsors desired to approach compliance across its portfolio on a coordinated  basis to benefit from shared best practices, shared program development, cost efficiencies and  user-friendly centralized reporting.


People & Org Structure/Internal Marketing Case Study

Client Profile

Number of Portfolio Companies: 2
Locations: 5 brands across over 40 locations
Allergy/ENT: 18 practice locations
Specialty: Physical Therapy

SCALE was engaged by a middle market private equity firm (over $1B in committed capital) to assess and develop a template internal marketing and cultural engagement & development program across select portfolio companies. The process included (i) an assessment report summarizing key takeaways across PortCos individually and collectively, (ii) recommendations for augmenting PortCos internal marketing and cultural engagement & development programs, and (iii) a ninety (90) minute workshop session including leadership from PortCos to review and discuss the report and recommendations.

Contact us for a consultation

Join our community with our latest offering & interesting update

Please fill out the form below to sign up for the SCALE newsletter.

    SIGN UP for a free consultation

    Please fill out the details below and a team member will reach out to you.