Our Approach

Mark Davis, founder of Healthcare Transactions Group and an MBA-educated professional, ensures that the firm’s activities follow an integrative business and investment banking model to mergers and acquisitions. This entails a comprehensive understanding of the business enterprise, its history, market, industry, management, financial and operational performance, proprietary mission, goals, prospects and growth opportunities and any other relevant variables. This interdisciplinary, integrative approach lies at the heart of the Healthcare Transactions Group’s approach.

Once the business is understood and strategic and financial objectives are defined, then Healthcare Transactions Group acts as an Originator to identify suitable candidates for a transaction, as a Facilitator to orchestrate, coordinate and move the flow of information and process forward with the various constituencies and a Problem-Solver to help structure the transaction and bridge the gap between buyer and seller.

Below is a comparison between Healthcare Transactions Group, Inc. and the National Real Estate Brokerage firm.

 COMPETITIVE COMPARISON

ATTRIBUTE	NATIONAL BROKERAGE FIRM	HEALTHCARE TRANSACTIONS GROUP, INC.
Approach	Real Estate Brokerage	Wholistic Investment Banking Approach as Financial, Business and Strategic Planning Adviser/Consultant. HTG does not hold itself out as a broker
Marketing Strategy	“Shotgun” flyers by email distribution list to any entity that might have a remote interest in business	Personally contact, screen and qualify known prospects who are ranked according to their perceived interest level and capability. Listing on HTG website (“Rifle-Shot Approach”)
Confidentiality	“Shotgun” approach jeopardizes confidentiality. Often they include photo of facility with an introductory flyer. Prospects must sign cursory Confidentiality Agreement	"Select Targetted Audience" approach preserves confidentiality. Prospects must sign extensive Confidentiality Agreement. Photos in Offering Memorandum once Confidentiality Agreement is signed
Involvement in the Process	Primarily focused on making introductions at front-end	Continuous facilitation of the process from initiation to closing. Act in a lead capacity to facilitate transaction: arrange and participate in meetings with Prospects, enable communications and coordinate the flow of information and activity with Prospects, client and other professional advisors and assist in deal structuring and negotiations
Offering Memorandum	Plug-in variables into a template that concentrates on real estate characteristics and neighborhood analysis	Comprehensive analysis and evaluation of real estate, operations, finances, compliance, market and reimbursement data
Upside Opportunity Analysis	None	Integral component of the Confidential Offering Memorandum
Contents of “Package”	Offering Memorandum only, remaining data by request	HTG scans and copies all background current & historical facility data for access on on-line data room
EBITDA Analysis	None. Pro Forma projection of ideal operating scenario with limited or no explanation of assumptions	EBITDA analysis of obvious and hidden addbacks and non-recurring expenses and current run rate pro forma under realistic operating scenarios with possible synergies
Healthcare Industry Experience	None. Real estate brokerage only	Significant
Valuation Knowledge and Experience	Some, based simply on data collection of "comparables"	Significant
Other Healthcare Industry Transactional Experience	None	While most of HTG’s engagements are in the long-term care sector, HTG has been engaged to sold Behavioral Health Facilities, Chemical Dependency Treatment facilities, Critical Access Hospitals, HMOs, Home Health/Hospice Agency, Diagnostic Imaging and Adult Day Care Centers
Quantity Versus Quality	Strategy is to succeed through volume and volume distribution with little personal involvement by seasoned industry professionals	Strategy is personalized involvement by seasoned Healthcare Mergers & Acquisition professional with qualified prospects and extensive industry contacts
Fees	4% to 8%	2% to 4%