Watch the Replay: Untangle Health Show: Untangle Strategy to Thrive in ’25!

 Inorganic Investment Strategy Guidebook  

Table of Contents

Health Tech Acquisitions: A Strategic Gameplay Guide 

If investing is a game of chess, we play the Queen’s Gambit – a tried and proven methodology that has been adopted by many successful players. What are business decisions, after all, except calculated, strategic moves to increase profitability and accelerate growth? Any investment strategy includes comprehensive analysis. A good readout report should streamline your understanding of the board, pieces, and competition while highlighting the optimal next moves based on all available information and your desired outcomes. 

Untangle Health approaches Inorganic Investment Strategy as a distinct categorical process that guides your understanding towards quantifying potential upside, and articulating market and internal risks. 

Understanding the Board – Where to Focus?

In chess, the player who makes the first move has the advantage. First-movers also gain advantages in healthcare markets, and there are a large number of variables and factors that must be analyzed when considering a first move.

  1. What are my organization’s strategic goals? 
  2. What are my organization’s core strengths/differentiators?
  3. What markets do I serve today, and who do I aspire to serve tomorrow?

Before you’re playing the game, it can feel daunting to make a move. Our methods simplify the board to provide focus driven toward your goal outputs so you have a clear understanding of how many playable moves there are and which ones make the most sense for your organization. We go deep on understanding your business, its place in the market, your strategic goals, and plot a path toward prioritizing investment opportunities based on who you are today, and who you aspire to be in the future. 

Understanding the Pieces – Who to Target?

The pieces that are used to play a game of chess are similar to the different factors that must be considered when assessing markets and investment targets therein. A queen is considered more powerful than a pawn, but a pawn can still take down the king in the right circumstances. Similarly, the right understanding of a market and potential company targets is essential to evaluate the risk/reward ratio of any strategic investment. 

  1. What are the trends and regulatory factors, especially in healthcare, that are driving or impeding certain types of solution adoption?
  2. What are the use cases and pain points that are gaining attention, and consequently, budgetary prioritization?

The pathway to your success can easily become cluttered with an excess of moot data that hides the true knowledge you’re aiming to consider. At Untangle Health™, we aspire to leave no stone (or piece) unturned, so rather than excluding any components that may affect a market, we synthesize and summarize the key information we see being integral to your success, from market trends to buyer purchasing criteria (and king to pawn). 

Developing a Strategy – Quantifying Upside and Evaluating Synergies

Once you know the pieces and the board, you need to think about how you’ll play to maximize your chances of success. This means playing to your organization’s strengths, constantly analyzing the evolving state of the pieces on the board, and protecting yourself from undesirable outcomes: 

  1. Are there product or partner synergies based on your offerings and the markets’ needs?
  2. How do decision-makers, business problems, and value propositions compare and contrast between your organization and your target?
  3. How will newly acquired products or services be used in combination with your current products? 
  4. How might new products or services perform on their own in terms of expansion-market greenspace?

Synthesizing all of this information, we establish the revenue synergies to forecast upside potential. This effort allows you to rapidly deploy your pieces across the board, where they can contribute to your organization’s overall goal(s).

Evaluating the Opponent – Understanding the Competitive Landscape

Knowing the game is not the same as knowing who you are up against. Untangle Health™ delivers refined competitive analysis that supplies you with the strengths and weaknesses of target companies, as well as the other players in the current market.  

  1. Who are the leaders in the market? What is their market share? Is it growing or shrinking?
  2. How are market players similar or different? How well do they solve client needs and business problems today?

In much the same way chess grandmasters study their opponents to identify patterns, and weaknesses, and predict moves during a match, we thoroughly evaluate competitors to understand where and why they win, and how an acquisition can give you a differentiated advantage.

Deciding to Play – Knowing When to Invest, and When to Walk Away

Once you understand the board, pieces, strategy, and opponents, you may discover that it is in your best interest to sit the game out or that if you do decide to play, you may end up in a draw with no clear winner. At Untangle Health™, we aspire to be a trusted partner who will always be forthcoming with our recommendations (even if it’s an unpopular position). 

Deciding not to play could very well be the winning strategy, as an investment in the wrong target can quickly turn into layoffs, brand reputation damage, decreased brand loyalty, lost revenue, increased costs, and in the worst cases, the permanent closure of a business. This is why it is important to be willing to pack up your chess set, at least against some opponents, so you’re able to play another day.

We take pride in analyzing healthcare technology markets to supply you with the information and insights to take you from learning the game to becoming a world champion. Start winning with our robust solutions by connecting with us.

Untangle Health™ can help you with any aspect of your inorganic funnel. Reach out to us for help in evaluating markets, shortlisting targets, transactional work, and post-acquisition activation.

Share:

Untangle Health is untangling the complexities of healthcare through actionable growth and data strategy.

We grow the partners we believe in.

Our Growing Footprint

Healthcare IT
Companies
0 +
Top 75
Payers
0 %
Provider Organizations
0 +
Life Science Market Cap
$ 0 B

More Industry Insights

Meet Chris Notaro, CEO

Meet Untangle Health's CEO & Co-Founder Chris Notaro. He is a healthcare technology expert with a proven track record in driving strategic growth and innovation across the industry.

Untangle Health grows the partners they believe in. Connect with us to learn more about what Untangle Health can do for you.

Contact Us