Prepare and Prevent Common Due Diligence Issues in Health IT Transactions

November 15, 2022

Leveraging its 17-year history executing over 135 lower and middle market Health IT transactions, HGP authored a white paper designed to serve executives, investors, and acquirors in the health IT and health information services market with the goal of helping these individuals prepare for and maximize the value from a potential investment transaction, liquidity event, or acquisition.  The paper includes a breakdown of over 50 due diligence topics across six core due diligence categories and contains representative examples of potential pitfalls, opportunities, and preparation strategies for these matters.  A common thread among these topics underscores the importance of quality control and documentation.  Every company should maintain an organized management and archiving system across all aspects of the business.

The enclosed analysis and opinions reflect the candid and unfiltered result of our experience leading and advising over 135 lower and middle market health IT sell-side, capital advisory and buy-side transactions.  Every company and every transaction has its own identity, and new issues arise in every deal that occurs.  The enclosed materials are for informational purposes only and not for the purpose of providing legal advice.  Do not act upon any such information without first seeking qualified professional counsel on your specific matter.

The white paper includes the following topics:

  • Accounting & Tax Considerations
  • Legal Considerations
  • Human Resources Considerations
  • Operations Considerations
  • Intellectual Property Considerations
  • Technology Considerations

 Click here to access the full white paper.