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Market Intelligence

Sector reads, demand signals, and the sourcing-tool landscape in healthcare M&A.

Deal Sourcing

+2

Your Last 100 Target Names Cost You Something. 11 of 12 Healthcare Investment Banks Cannot Say What.

Sep 3, 2026

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5 min read

Your Last 100 Target Names Cost You Something. 11 of 12 Healthcare Investment Banks Cannot Say What.

Twelve firms walked me through how they find deals. Only one could price it.

Deal Sourcing

+1

You're not short on targets. You're short on intelligence.

Jun 4, 2026

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5 min read

You're not short on targets. You're short on intelligence.

Why 13-touch sequences underperform in healthcare - and what the firms closing consistently build before the first call.

Shawn Rothlis
Shawn Rothlis

Market Intelligence

+1

AI Is Creating Your Next Behavioral Health Patient

May 5, 2026

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4 min read

AI Is Creating Your Next Behavioral Health Patient

Behavioral health utilization is up 63% since 2018. The next wave of referrals isn't coming from the same place. And most platforms being built right now aren't positioned for it.

Shawn Rothlis
Shawn Rothlis

Deal Sourcing

+1

I Mapped Every Sourcing Tool in Healthcare M&A. They All Miss the Same Thing.

Apr 9, 2026

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9 min read

I Mapped Every Sourcing Tool in Healthcare M&A. They All Miss the Same Thing.

Your team is spending $100K+ a year on data platforms. The analyst is still building the list by hand.

Shawn Rothlis
Shawn Rothlis

Market Intelligence

+1

How I Would Use AI to Evaluate a De Novo Clinic Site Today

Mar 4, 2026

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20 min read

How I Would Use AI to Evaluate a De Novo Clinic Site Today

The four-layer framework I'd use to screen markets, evaluate sites, and build a pro forma before engaging JLL, CBRE, or Buxton.

Shawn Rothlis
Shawn Rothlis

Healthcare M&AI

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