Transaction Advisory for the Mid-Market

Buy-Side Technology Assessment for Behavioral Health Services Provider

Situation

A private equity client was evaluating the acquisition of a multi-location behavioral healthcare provider, with plans to integrate the business into an existing portfolio platform. The investment thesis required confidence in operational scalability, compliance readiness, and the ability to support growth through a repeatable clinical and revenue cycle infrastructure.

Attractio’s Role

Attractio conducted a full IT diligence assessment focused on:

• Clinical and operating systems landscape
• Integration readiness with the portfolio company
• Cybersecurity posture and governance maturity
• Data flow reliability and reporting scalability
• Post-close investment requirements tied to value creation

Key Findings

Scalable core platform, but fragmented execution

The target environment demonstrated long-term potential but relied heavily on manual workflows and inconsistent security practices.

Limited system integration increased operational risk

CRM, HR, payroll, and finance data movement was largely manual, creating reporting fragility and limiting repeatability across locations.

Cyber governance gaps elevated compliance exposure

MFA enforcement, account controls, and formal IT ownership were underdeveloped for a PHI environment.

Value Delivered

• Surfaced integration friction points impacting Day One execution
• Quantified remediation and modernization needs ($285K–$685K roadmap)
• Delivered a structured platform decision framework aligned to revenue cycle performance
• Equipped the deal team with clear risk, cost, and scalability visibility

Technology Risk and Scalability Review for Outpatient Services Network

Situation

A private equity firm was assessing the acquisition of an outpatient physical therapy platform operating on proprietary technology central to daily operations. The deal required deeper technical confidence in platform resilience, compliance posture, and scalability to support a long-term roll-up strategy.

Attractio’s Role

Attractio performed an enhanced diligence engagement, including software architecture evaluation beyond traditional IT diligence:

• Infrastructure and resiliency assessment
• Proprietary platform deployment maturity review
• Data flow and API integration analysis
• Cybersecurity and PHI handling risk evaluation
• Governance and key-person dependency identification

Key Findings

Platform stability constrained by technical debt and redundancy gaps

The business relied heavily on its proprietary platform, with manual deployment processes and concentrated technical ownership.

Material compliance exposure surfaced in AI/ML workflows

PHI handling risks emerged tied to document intelligence capabilities without sufficient redaction or access segmentation.

Manual disaster recovery increased downtime risk

Storage redundancy existed, but application recovery processes remained incomplete and untested.

Value Delivered

• Quantified remediation priorities to support scalable execution ($55K–$110K investment needs)
• Identified key-person dependency risks early in diligence
• Delivered architecture-forward recommendations aligned to the hold-period strategy
• Provided the deal team with clear decision support tied to integration feasibility

In addition to diligence engagements, Attractio supports investors and operators through:

• Functional Due Diligence and execution maturity assessments
• Post-close operating model and org design alignment
• Software selection and portfolio platform standardization
• Leadership enablement and instructional design for system adoption
• Value creation planning across people, process, and technology