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BH Financial™ Case Study

M&A Growth Enablement for a National Healthcare System

Executive Summary

A $10B national healthcare organization set an ambitious objective: triple in size to $30B within 3–5 years through strategic acquisitions. Achieving this trajectory required rapidly scaling and restructuring a newly formed Transaction Leadership Office (TLO) to deliver consistent, enterprise‑level execution across diligence, valuation, integration and post‑close operations.

Beacon Hill was engaged to provide a flexible, outcomes‑driven delivery model that blended specialized M&A expertise, operational consulting capability and scalable project execution capacity. Within the first year, Beacon Hill became the organization’s preferred strategic partner, outperforming multiple Big Four and national consulting firms in speed, quality and value. 

Client Challenge

The organization needed immediate, high‑impact support to build a world‑class M&A function capable of sustaining rapid acquisition volume. Specifically, the client needed to:

  • Restructure and expand the newly created Transaction Leadership Office
  • Build a high‑performing M&A organization capable of supporting accelerated deal flow
  • Strengthen capabilities across the full lifecycle—diligence, valuation, modeling, integration and post‑close optimization
  • Reduce dependence on high‑cost national consultancies while improving continuity, scalability and execution speed

As transaction volume grew, the limitations of relying on multiple advisory firms became clear. The organization required an agile, scalable and cost‑efficient partner that could embed directly into enterprise operations while supporting long‑term capability building. 

Why Beacon Hill

Beacon Hill delivered Big Four–caliber expertise with the agility, integration and cost efficiency required for sustained high‑volume M&A activity.

Our differentiators included:

  • Specialized M&A and integration expertise across healthcare transactions
  • Flexible SOW‑based delivery, enabling rapid scaling aligned with deal volume
  • Contract‑to‑hire pathways, reducing long‑term reliance on consultants and strengthening internal capability
  • Cross‑functional operational consultants who supported Finance, Operations and Integration as needs evolved
  • A high‑performing, stable team trusted by leadership across multiple departments 

Beacon Hill’s Approach

Beacon Hill deployed a blended team of M&A strategists, financial analysts and integration specialists who integrated directly into the client’s workflows.

Through a flexible, scalable delivery model, Beacon Hill enabled the organization to:

  • Scale the TLO from a small core team to more than 30 personnel, supporting a significant increase in acquisition activity
  • Fill critical roles through contract‑to‑hire, ensuring long‑term organizational alignment and reduced turnover
  • Strengthen lifecycle capabilities, including deal sourcing, diligence execution, valuation modeling, integration planning and post‑close operational stabilization
  • Extend support into Finance and Operations, as confidence in the partnership grew

Beacon Hill’s consultants became embedded members of the client’s M&A ecosystem—providing continuity, institutional knowledge and a stable foundation for long‑term transactional growth. 

Key Achievements & Results

Rapid Talent Build‑Out

  • Staffed high‑priority roles supporting valuation, diligence, integration and post‑close operations
  • Enabled significant year‑one acquisition activity while building internal capacity for sustained growth

Preferred Partner Status

  • Became the organization’s primary strategic partner within 12 months, chosen over multiple Big Four and national consulting firms
  • Earned trust from TLO leadership and expanded into Finance and Operations through referrals

Continuity & Long‑Term Value

  • Delivered a high‑performing team at materially lower cost than traditional consulting models
  • Provided contract‑to‑hire pathways that strengthened internal stability and reduced long‑term dependency on external advisors 

Strategic Benefits

The engagement positions the client to:

  • Accelerate acquisition activity and support a $20B+ near‑term growth trajectory
  • Build an internal M&A and integration engine, reducing long‑term reliance on high‑cost consulting firms
  • Improve operational readiness, cross‑department alignment and post‑close execution capability
  • Scale predictably with consistent talent, institutional knowledge and lower overall cost 

Looking Ahead

With acquisition activity ongoing, Beacon Hill continues to support the client’s M&A, integration and operations teams. The partnership is expected to remain a critical enabler as the organization advances toward its $30B growth objective and continues building a scalable, enterprise‑wide transaction capability. 

I truly appreciate the incredible support Beacon Hill has provided.

Samantha C. VP, ASC Finance, Strategy & Operations