Medical Devices M&A Origination | Genesis Advisory
Genesis implemented a bolt-on acquisition strategy for a PE-backed medical devices business, identifying 894 targets and completing 2 acquisitions worth close to $80m EV.
Case Studies
Strategy / Value Creation
Strategic Review: Care Services Portfolio Company
InvestmentCo appointed Genesis to conduct a strategic review of a national allied health provider, developing a growth strategy and flowing through to strategic planning and initiatives to revise their strategic direction and support a successful exit.
THE PROBLEM
Identifying the next leg of growth for a national allied health provider ahead of investor exit.
OUR APPROACH & SOLUTIONS
Growth adjacency evaluation, customer research and management strategy alignment
Adjacent Growth Opportunity Evaluation
Expert Research & Customer Insights
Management Strategy Workshop & Alignment
- Evaluated and prioritised growth adjacencies across customer, service, geography and channel dimensions
- Assessed through a structured framework including demand drivers, market size, competitive landscape and right-to-win
- Arrived at a prioritised shortlist of high-potential growth pathways
- Performed expert interviews and secondary research to capture perspectives on customer needs, key purchasing criteria and sales referral patterns
- Assessed reimbursement trends across aged care, disability and adjacent health segments
- Facilitated a management strategy workshop to align stakeholders on the growth roadmap
- Stress-tested feasibility of execution pathways and built a 5-year growth strategy with a prioritised initiative set
- Coached executives to present the strategy credibly to potential buyers and handle investor objections
Adjacent Growth Opportunity Evaluation
- Evaluated and prioritised growth adjacencies across customer, service, geography and channel dimensions
- Assessed through a structured framework including demand drivers, market size, competitive landscape and right-to-win
- Arrived at a prioritised shortlist of high-potential growth pathways
Expert Research & Customer Insights
- Performed expert interviews and secondary research to capture perspectives on customer needs, key purchasing criteria and sales referral patterns
- Assessed reimbursement trends across aged care, disability and adjacent health segments
Management Strategy Workshop & Alignment
- Facilitated a management strategy workshop to align stakeholders on the growth roadmap
- Stress-tested feasibility of execution pathways and built a 5-year growth strategy with a prioritised initiative set
- Coached executives to present the strategy credibly to potential buyers and handle investor objections
THE RESULT
InvestmentCo successfully exited the business, with the growth plan serving as a credible value creation roadmap for incoming investors.
Genesis delivered a 5-year growth strategy highlighting the adjacencies with the highest commercial potential and strategic fit. A prioritised set of initiatives was developed with clear sequencing, including client pipelines and enablers covering talent, partnerships and digital infrastructure. The strategy and 100-day plan provided incoming investors with confidence in the growth pathway, supporting a successful exit.
Explore Case Studies
Designing service delivery and operating model for major healthcare organisation
Genesis Advisory is a boutique advisory firm with a focus on strategy consulting and M&A advisory.
B2B Payments Software CDD & Deal Execution | Genesis Advisory
Genesis supported a PE firm on buy-side CDD and deal execution for a B2B FinTech payments platform, enabling an A$50–100m acquisition that has grown strongly post-close.