Case Study: ACA's M&A Diligence and Advisory Services for a Large Cap PE Firm Interested in Acquiring a Healthcare SaaS Provider

A large cap private equity firm wanted to conduct pre-deal diligence on a potential target company that provides post-acute care (PAC) management solutions and clinical services for care-continuum optimization. The firm chose ACA's M&A diligence and advisory services to assess the quality and sophistication of the target’s core IT software and systems. This included an assessment of their user experience, software development, and regulatory/data privacy compliance. This case study explains ACA's material findings and strategic recommendations resulting from the diligence.

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About the Author

Chad Neale is a Managing Director overseeing ACA Aponix’s IT, cyber, and transaction advisory practice. Prior to joining ACA, Chad served as the Cybersecurity and Privacy Director for PwC's Risk Assurance practice. In that role, he led various teams responsible for performing cybersecurity, privacy risk, maturity assessments, and attack and penetration testing for clients operating in a variety of industries including healthcare, financial services, technology, retail, aerospace and energy. Chad was also instrumental in developing PwC’s approach to delivering cybersecurity maturity assessments and establishing an offshore center of excellence. Chad has over 20 years of experience in information security, privacy risk management, IT engineering and administration, and compliance readiness. Chad earned his Bachelor of Science in Electrical Engineering from the University of California, San Diego and holds several certifications including ISO27001:2013 Auditor, GSLC, GCCC and GCFE.