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Case Studies

Redacted walkthroughs of real engagements: the before-and-after of a healthcare M&A target map.

Deal Sourcing

+2

Their Best Target Was a Name They'd Already Passed On

Jun 18, 2026

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3 min read

Their Best Target Was a Name They'd Already Passed On

On Tuesday I said AI is the tool and judgment is the product. This is what that looked like on one engagement: their target list against the one we built, and the call behind every change.

Shawn Rothlis
Shawn Rothlis

AI for Dealmaking

+1

The $25K Question That Decided the Deal

Jun 16, 2026

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6 min read

The $25K Question That Decided the Deal

A buyer asked me how he'd justify the proposal internally if I was going to use AI to build it. The answer reshaped the deal, and it is the reframe every healthcare buyer should be making right now.

Shawn Rothlis
Shawn Rothlis

Physician Owners

+1

The Physician Who Didn't Want to Sell - Until They Did

Apr 2, 2026

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8 min read

The Physician Who Didn't Want to Sell - Until They Did

The best deals come from physicians who weren't "looking" 12 months ago. The teams that win those mandates were already in position when the trigger hit.

Shawn Rothlis
Shawn Rothlis

Healthcare M&AI

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