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Strengthen your client assets and complete more difficult transactions

Complete the More Difficult Transactions with SCALE

Investment bankers face a number of challenges on the road to closing more complicated transactions with provider group assets.
SCALE is a trusted partner with operational insight and remedial expertise to strengthen assets and ultimately help you reach the finish line.

Prospect is too weak due to acute or broad issues

SCALE Solution:

SCALE will strengthen and return asset to banker. We ensure completed transactions with more difficult assets.

Prospect becomes a client in M&A process, but due diligence discovers material impairment

SCALE Solution:

SCALE will assist with remedial steps and return asset to banker.

Client goes through a “busted” sale process

SCALE Solution:

SCALE will immediately add a targeted buyer to process based on propietary knowledge of buyer community – SCALE will join buyer as minority investor and provide renewed conviction converting busted process to a healthy process with a near-term closing.

Banker notices exclusive process is not moving forward with confidence due to buyer concerns

SCALE Solution:

Introduce SCALE to buyer to provide deep operational insight and focus on upside/downside risk, and ultimately conviction

Case Studies

Referred client:
Ophthalmology Group (Anonymous)

Overview:
SCALE brought a 2yr banker’d ophthalmology asset to a previously overlooked sponsor.

Within 1 month of introduction to SCALE an LOI was issued with SCALE driving Due Diligence and participating as a minority co-investor alongside the sponsor. Within 2 months the asset entered exclusivity with Sponsor + Scale, closing anticipated 3rd Qtr 2021.

Referred prospect:
NJ Urology; 7 practice group

Overview:
Group looking to consolidate practices prior to formal sale process.

SCALE completed a successful integration of the practice group and formed an MSO over a 12 month engagement and remains with the group presently as an operations consultant.

Referred client:
Vascular MSO (Anonymous)

Overview:
SCALE brought a banker’d asset to a sponsor who was originally excluded from the process.

An LOI was issued within 2 weeks, the sponsor plus SCALE are presently in the final round of selection and have presented the seller with a unique bid, closing anticipated 4th Qtr 2021.

Referred client:
PPG Health, Multispecialty

Opportunity:
Banker looking to improve platform financial results prior to formal sale process.

“SCALE’s proficiency in a wide range of operational and managerial disciplines has been essential in the evolution of our physician group.” Interventional Nephrologist, PPG Health

Referred client:
Ascension Recovery Services

Overview:
Banker looking to provide a client with additional managerial capacity to take on a complex new project.

“Our engagement supporting the City of Boston on its field COVID-19 positive homeless respite at the Boston Convention & Exhibition Center required us to mobilize quickly and respond with a high degree of flexibility. ” Founder & President, Ascension

Referred client:
New Jersey Brain & Spine (NJBSC)

Overview:
Banker engaged Scale Physician Group to provide more managerial resources post a failed M&A process

“SCALE has seamlessly integrated themselves into our organization and quickly implemented processes that yielded tangible results.” M.D., Partner & Founder, NJBSC

Webinar Replay

The Art of Physician Practice Consolidation

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Full Turnaround & Restructuring Capabilities

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Who To Contact

Jason Shifman

Jason Schifman

Co-Founder & President

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What Our Client Partners Say

SCALE brings a truly unique and valuable blend of healthcare services, industry expertise, and analytical skills.  Their approach provided us with a clear operational point of view on our portfolio company that advanced our decision-making around pressing funding decisions and prioritizing potential pathways for a restructuring.  I would strongly recommend their services to my peers in the lending community who may need independent operational and strategic insight.
David Check
David Check
Managing Director, BMO

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