Sale readiness
Reporting review, normalised performance, forecasts, working-capital schedules, data-room preparation and buyer-question control.
Transactions and change
Healthcare business sale, acquisition and integration support
Hands-on financial and project support before, during and after a sale, acquisition, merger, integration, separation or restructuring.
The business issue
A signed deal is only one point in the change.
Healthcare transactions place pressure on finance teams, owners and operations at the same time. Buyers want reliable information, sellers need to explain performance and the day-to-day business still has to invoice, pay staff and manage cash.
Carrick can coordinate the financial workstream, prepare management information, support questions and model the impact of the transaction. After completion, the focus can move to integrating reporting, payroll, systems and controls or separating a business from shared services.
Legal agreements, tax structuring, regulated finance, formal valuations and specialist due diligence opinions remain with the appropriately appointed advisers. Carrick works alongside them to keep the financial and operational programme moving.
What the work can include
Support across the transaction lifecycle
The exact work is agreed around the organisation, the available information and the decision or control that needs improving.
Acquisition appraisal
Cash requirements, scenarios, target information review, question lists and coordination with due diligence advisers.
Financial modelling
Deal, funding, integration-cost, synergy and downside scenarios linked to the combined business.
Day-one planning
Banking, payroll, invoicing, approvals, reporting and responsibility arrangements needed at completion.
Post-acquisition integration
First-100-day plan covering finance systems, controls, reporting, teams, data and tracked benefits.
Separation and carve-out
Standalone financial information, shared-cost allocation, transition arrangements and handover planning.
When this support may fit
Where transaction support helps
- Management information needs improving before a sale process.
- Buyer or lender questions are consuming the finance team.
- An acquisition needs a practical financial model and integration plan.
- Two finance, payroll or reporting processes must be brought together.
- A division, branch or service must be separated from shared systems.
- Owners need one person to coordinate actions across advisers and teams.
A useful result
A controlled financial workstream
- Clear information and an issues list.
- One timetable with named workstream owners.
- Visible cash and working-capital implications.
- A practical day-one and integration plan.
- Tracked costs, benefits, dependencies and decisions.
- A handover that protects the ongoing finance operation.
How the work progresses
A clear route from question to action.
The scope, responsibilities, evidence, timetable and fees are agreed before the engagement begins.
- 01
Prepare the position
Understand the transaction, stakeholders, timetable, available information and finance-team capacity.
- 02
Coordinate the workstream
Build the model, schedules, question process, data room and action plan alongside advisers.
- 03
Deliver the change
Support completion, integration or separation and report progress until the agreed handover is complete.
Frequently asked questions
What owners and management teams usually ask.
These answers are general. The appropriate approach depends on the organisation and the agreed remit.
Does Carrick provide legal or tax due diligence?
No. Carrick supports the financial workstream and coordinates information. Legal, tax and specialist due diligence opinions remain with qualified advisers.
Can you help normalise EBITDA for a sale?
Carrick can analyse management information, identify proposed adjustments and prepare supporting schedules. Buyers and their advisers will decide how they treat those adjustments.
What is post-acquisition integration?
It is the planned work required to combine the acquired business with the buyer's systems, people, reporting, controls and operations while protecting day-to-day delivery.
Can Carrick lead a business separation?
Carrick can coordinate the financial and business-support workstream, including standalone information, shared costs, payroll, reporting and transition actions.
Related support
Connect this work to the wider financial position.
Healthcare finance issues rarely sit in isolation. These related services may be relevant to the same decision or risk.
Start with the situation, not a service label.
Tell us what is happening and what a useful outcome would look like. We will help define the right starting point.