Private Equity Advisory

Coker helps investors, operators, and portfolio companies create defensible healthcare value by integrating valuation, compliance, and operational performance into one coordinated advisory team.
Explore the information below for a deeper look at our full capabilities and approach

Coker’s Private Equity Advisory Team Areas of Expertise

Whether you’re evaluating an acquisition, preparing a provider group for sale, or optimizing post-close performance, Coker ensures every aspect of a healthcare business withstands investor, lender, regulatory, and operator scrutiny. Our integrated team brings together valuation, compliance, operational, and physician-compensation experts to remove risk, clarify upside, and accelerate value creation across the investment lifecycle.

Operational and Financial Readiness

We assess revenue cycle, payer strategy, cost structure, growth drivers, and provider compensation to determine the true operational health of the business—and identify the levers investors can pull immediately.

Defensible Valuations & Financial Integrity

Our valuation and Quality of Earnings (QoE) teams produce transparent, well­-supported analyses that withstand diligence from legal, lenders, regulators, and counterparties—reducing negotiation friction and deal-side surprises.

Regulatory &Compliance Risk Removal

Coker identifies Stark, AKS, documentation, coding, and operational compliance issues early, quantifies exposure, and provides remediation steps that protect enterprise value and keep deals on track.

Post-Close Integration & Value Creation

We help operators integrate leadership, unify systems, rationalize compensation, and activate cost-out and growth initiatives to improve EBITDA and accelerate the investment thesis.

Post-Close Integration & Value Creation

We help operators integrate leadership, unify systems, rationalize compensation, and activate cost-out and growth initiatives to improve EBITDA and accelerate the investment thesis.

Post-Close Integration & Value Creation

We help operators integrate leadership, unify systems, rationalize compensation, and activate cost-out and growth initiatives to improve EBITDA and accelerate the investment thesis.

Challenges We Solve

How Coker Prepares Healthcare Investments Before, During & After Diligence

Deal Readiness That Holds Up Under Scrutiny

We prepare operational, financial, and compliance elements so both buy-side and sell-side teams enter diligence with clarity, transparency, and confidence.

Early Risk Identification

Our experts uncover compliance landmines, provider comp issues, RCM failures, and structural inefficiencies that could reduce valuation or kill a deal—and help fix them early.

Alignment for Post-Close Momentum

We bring leadership, data, compensation, and governance into alignment so investors can activate the value-creation plan immediately after closing.

Alignment for Post-Close Momentum

We bring leadership, data, compensation, and governance into alignment so investors can activate the value-creation plan immediately after closing.

Services

Explore the service offerings that make up Coker’s Private Equity Advisory capability.
Business Valuation

We perform business valuation and provide advisory services to healthcare entities.

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Fair Market Value & Commercial Reasonableness

We have extensive experience in assessing compensation arrangements from fair market value and commercially reasonable perspectives.

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Quality of Earnings Review

Financial clarity and risk insight to support confident healthcare transactions.

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Financial & Operational Due Diligence

Each potential transaction is unique, and our due diligence informs both the viability of the deal and the future success of the newly formed or combined entities.

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Post-Merger Integration

A deal’s due diligence process should center less on evaluating the parameters of a deal and more on what the parties should be planning for after the agreement.

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Financial Modeling & Economic Analysis

Our services, expertise, and approach are tailored to answer whatever questions and address any issues with our clients who need assistance with financial modeling and economic analysis.

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Governance Structure Optimization

We're equipped to help evaluate current governance structures and implement the changes necessary for optimization.

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Interim Management in Healthcare

Offering an interim management program as a practical solution for planned or unexpected vacancies, bridging an opening during the executive search process.

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Performance Excellence - Organizational Effectiveness

We help healthcare organizations develop performance enabling solutions that drive sustainable operational and clinical improvement.

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Performance Excellence - Quality Improvement

We help healthcare organizations develop performance enabling solutions that drive sustainable operational and clinical improvement.

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Vendor Negotiations & Contracting

We can review your vendor contracts to ensure that you are protected.

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Payer Contract Management & Negotiation

We support your organization with payer contracting assistance that fits your needs, regardless of the payment methodologies currently popular in your market.

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Operational & Financial Performance Improvement

Customized strategies to enhance care delivery, streamline operations, and improve financial performance.

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Revenue Cycle Optimization

Uncover inefficiencies and implement sustainable improvements across your entire revenue cycle.

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Revenue Analytics

We help healthcare organizations optimize their revenue potential by turning complex claims data into actionable insights.

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Provider Compensation Strategy

We work with health systems and medical groups to design tailored, market-based compensation strategies.

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Value-Based Care & Reimbursement

We help organizations achieve value-based initiatives by aligning partners, forecasting financial returns associated with regulations and payor contracts, and improving clinical workflow.

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Compliance Audit Due Diligence

Our experts examine the effectiveness of the target organization’s compliance program.

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Compliance Program Effectiveness Review

We comprehensively evaluate your existing compliance program against industry and governmental agency guidance and recommendations to improve the program's effectiveness.

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Regulatory Compliance Services

Effective compliance programs help prevent fraud, waste, and abuse while promoting a culture of integrity.

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Coding & Claims Due Diligence Audits

Coker’s expert audit team can perform the coding and claims due diligence review in your M&A transactions.

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Clinical Due Diligence

Navigate clinical challenges with Coker's expert NorthGauge team and support.

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HIM Services - CDI – Clinical Documentation Improvement

Healthcare Cost Solutions (HCS) specializes in helping facilities in times of transition by providing key leadership professionals to help manage day-to-day operations and/or to perfect operational efficiencies and strategies.

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Clinical Review Support

Navigate clinical challenges with Coker's expert NorthGauge team and support.

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Clinical Performance Improvement

It might seem strange to hear from a consulting firm that the patient is at the center of all we do.

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Cybersecurity Advisory & Remediation

Our services, including SOaaS and ransomware prevention, are designed to support these efforts and strengthen cybersecurity in the healthcare sector.

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Healthcare Analytics & Business Intelligence

Assisting clients with implementing data management architectures that consolidate information, while taking advantage of cost-effective, scalable platforms such as cloud-based services.

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Business Intelligence & Analytics - Data Preparation and Normalization

We have the data to translate numbers into action.

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Acuvance DataRise

Online data subscriptions and tools

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Vital BI

Business Intelligence Tool. Your Business Data Made Simple.

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Revenue Cycle Management Revenue Cycle Advisory

Our experts can help solve problems facing healthcare providers today.

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HIM Services - Revenue Cycle Analysis

Healthcare Cost Solutions (HCS) specializes in helping facilities in times of transition by providing key leadership professionals to help manage day-to-day operations and/or to perfect operational efficiencies and strategies.

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HIPAA Compliance

We have experienced consultants who have spent time in the trenches and offer a broad array of consulting services to meet all aspects of HIPAA compliance.

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HIPAA Security Risk Analysis

Ensure Compliance. Strengthen Security. Protect Patient Data.

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Compliance Program Development

We can assist you in developing an effective compliance program that addresses risk areas relevant to your sector and consistent with industry guidance.

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Litigation and Risk Management Support

Navigate clinical challenges with Coker's expert NorthGauge team and support.

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Need a more efficient transaction process?

Speak with our private equity advisory team to see how Coker helps investors accelerate diligence, fix issues early, and drive measurable post-close value creation.

FAQs

What makes Coker’s Private Equity Advisory unique?

Coker unites valuation, QoE, compliance, physician compensation, and operational expertise into a single advisory partner—eliminating the fragmentation that slows deals and increasing the defensibility of every decision.

Can Coker support both buyers and sellers?

Yes. We help investors evaluate targets and also prepare provider groups or assets for sale by strengthening operational, financial, and compliance readiness before going to market.

Do you provide post-close advisory?

Absolutely. We support integration, performance improvement, compensation redesign, analytics buildout, and leadership alignment to accelerate value creation after close.

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We are a people business that understands the importance of communication. Work directly with talented teams of senior-level consultants passionate about improving healthcare.
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