Business Case

Defined investment criteria, including the business model and P&L, allowing an investment management company seeking to expand their life sciences practice

An investment management company with ~$100B AUM was eager to augment their life sciences portfolio in 2022 and was looking for support developing defined investment criteria. LSC collaborated to delineate the future business model to investment in clinics providing patient care. Through rigorous market research by our in-house team, LSC was able to pinpoint the ideal management team for this investment arm and a detailed P&L. The comprehensive approach led to the conception of a clinic acquisition strategy, including specific clinics to target, subsequent support in finalizing letters of intent with potential clinics, and the clarification of equity investment criteria.