HEALTHCARE INVESTMENT CONSULTING
Serving Investment Firms
Independent insight and operational depth for informed healthcare investment decisions
Momentum Healthcare and Technology Consulting partners with private equity firms, investors, and capital partners to identify, evaluate, and accelerate healthcare investments with confidence. Through our healthcare investment consulting services, we provide unbiased due diligence, integration support, and operational advisory that protect and grow enterprise value.
Our team brings a rare combination of perspectives - operator, technologist, and strategist - allowing us to see opportunities and risks across every layer of the healthcare ecosystem.
The Challenge: Capital Without Clarity
The healthcare market is one of the most dynamic and fragmented sectors for investment. Rapid consolidation, emerging technologies, and complex regulatory requirements create opportunities for growth, but also significant risk. Many firms face challenges converting capital deployment into sustainable performance. Common challenges include:
Limited access to unbiased, sector-specific expertise during diligence
Overestimation of technology scalability and market readiness
Underdeveloped post-close integration frameworks
Operational inefficiencies that slow margin expansion
Gaps in leadership, workforce, or compliance readiness
Momentum’s healthcare investment consulting services close these gaps, equipping investors with the data, insight, and frameworks needed to make confident, informed decisions.
Our Approach
Momentum supports investment firms at every stage of the transaction lifecycle, providing both strategic advisory and hands-on execution.
Pre-Transaction Strategy
We assess market conditions, map competitive landscapes, and identify targets that align with your investment thesis and risk profile.
Due Diligence
Our cross-functional team conducts detailed evaluations of operations, technology, workforce, and leadership to uncover opportunities and mitigate risk.
Post-Transaction Integration
We develop and execute integration playbooks that align people, process, and technology to preserve enterprise value and accelerate ROI.
Growth & Value Creation
Momentum partners with portfolio companies to strengthen systems, optimize performance, and position for future expansion or exit.
With a balance of market intelligence and operator insight, Momentum ensures every investment decision is grounded in data and designed for long-term value creation.
Investment Sectors & Partnerships We Support
Momentum works across a wide range of healthcare investment sectors, bringing depth of experience in both provider and technology markets.
Care-at-Home and Post-Acute Investments
Supporting firms evaluating or scaling home health, hospice, and personal care platforms.
Healthcare Technology and SaaS
Assessing product scalability, market fit, and vendor infrastructure to guide confident investments.
Provider and Multi-Site Enterprises
Partnering with firms to evaluate operational readiness, workforce stability, and scalability of provider networks.
Behavioral and Specialty Care
Advising on high-growth behavioral, therapy, and specialty medical verticals with unique payer and compliance dynamics.
Strategic Growth Platforms
Building operational frameworks that enable expansion through bolt-on acquisitions or new market entry.
Common Solutions for Investment Firms
Momentum provides the expertise, analysis, and execution frameworks that investment partners need to make confident, high-value decisions.
Strategic Advisory
Uncover risks, identify opportunities, and align your investment thesis with operational and market realities.
Mergers & Acquisitions
Access a full lifecycle of M&A support—from diligence through post-close integration and value creation.
Technology Enablement
Evaluate and optimize portfolio technology stacks to improve scalability, compliance, and operational efficiency.
Workforce & Operations
Enhance workforce readiness, leadership alignment, and operational discipline across portfolio companies.
Growth & Scaling
Position portfolio companies for accelerated growth and higher enterprise value through strategic expansion planning.
Event Engagement
Increase visibility across the investment community and healthcare ecosystem through strategic event presence and speaking opportunities.
Why Investment Firms Choose Momentum
Proven experience guiding healthcare M&A transactions and integration strategies nationwide
Deep operational expertise across provider, vendor, and SaaS portfolios
Objective, technology-agnostic insight with no financial affiliations or software resell agreements
Cross-functional leadership team with 60+ years of combined experience in growth, operations, and investment support
Trusted by investors for clear, actionable recommendations that accelerate returns
Momentum’s healthcare investment consulting services combine strategic foresight with operator execution, ensuring every investment is structured for success.
Investment Insights
Investors with operational integration plans in place pre-close realize 25–35% faster ROI on healthcare acquisitions
Due diligence supported by sector-specific consulting improves post-acquisition performance by up to 40%
Portfolio companies that align leadership and technology achieve 2x the value creation rate within three years
Independent advisory reduces acquisition risk by nearly 30% in healthcare transactions
The Momentum Advantage:
Investment Expertise That Creates Value
Featuring Michelle Pickering, Chief Operating Officer
With over two decades of leadership experience across private equity-backed healthcare organizations, Michelle Pickering brings the operational discipline and strategic vision that investment firms rely on. Her background includes CEO, COO, and CXO roles leading multi-site organizations through acquisitions, integrations, and performance turnarounds.
Michelle’s leadership at Momentum ensures investment partners receive more than reports, they gain an execution-ready roadmap for value creation. Her expertise in M&A strategy, due diligence, and post-close transformation helps investors maximize returns while building sustainable, scalable enterprises.
“Successful investments go beyond financial alignment, they require operational readiness, leadership stability, and cultural integration. That’s where we help firms move from acquisition to acceleration.”
— Michelle Pickering, COO
Momentum Healthcare & Technology Consulting
Build Value With Confidence
Momentum’s healthcare investment consulting services help firms make smarter decisions, reduce risk, and drive growth across their healthcare portfolios. From pre-deal strategy to post-close execution, we provide clarity, confidence, and measurable results.