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Genesis Advisory

Commercial Due Diligence (CDD)

Targeted CDD: Dental Platform — Focussed Deal Risks

Our backgrounds in investments and operations enabled us to deliver targeted commercial due diligence on a leading dental platform, assessing the scalability of its model ahead of future M&A expansion.

THE PROBLEM

Scalability of a proprietary operating model across an expanding clinic network.

OUR APPROACH & SOLUTIONS

Assessing model consistency, cost sustainability and future workforce requirements

Structured Analysis Across Three Themes

Data-Driven Performance Benchmarking

Identification of Risks to Operational Scalability

  • Dentist training and deployment effectiveness
  • Commercial performance of individual clinics
  • Cost and margin sustainability at scale
  • Analysed historical clinic data including takings performance and headcount deployment
  • Modelled future FTE requirements incorporating graduate supply, clinic churn and acquisition pipeline assumptions
  • Developed operational benchmarks to evaluate consistency of performance across the network
  • Assessed variation in model consistency across acquisitions and its impact on scalability
  • Benchmarked cost structures to identify clinics relying on senior staff or incumbents post-acquisition
  • Identified key areas for improvement including workforce planning and playbook deployment to support scalability

Structured Analysis Across Three Themes

  • Dentist training and deployment effectiveness
  • Commercial performance of individual clinics
  • Cost and margin sustainability at scale

Data-Driven Performance Benchmarking

  • Analysed historical clinic data including takings performance and headcount deployment
  • Modelled future FTE requirements incorporating graduate supply, clinic churn and acquisition pipeline assumptions
  • Developed operational benchmarks to evaluate consistency of performance across the network

Identification of Risks to Operational Scalability

  • Assessed variation in model consistency across acquisitions and its impact on scalability
  • Benchmarked cost structures to identify clinics relying on senior staff or incumbents post-acquisition
  • Identified key areas for improvement including workforce planning and playbook deployment to support scalability

THE RESULT

The diligence gave the client comfort on doing the deal.

Genesis confirmed that the proprietary staffing model delivered strong results where successfully applied — including rapid productivity ramp-up, attractive margins, and efficient clinic cost structures. Variation in model consistency was identified across some acquisitions, with key improvement areas in workforce planning, playbook deployment and central integration capabilities. Insights shaped the next phase of the client’s M&A and operational strategy, with a focus on disciplined scaling and long-term value creation.

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