Healthcare Mergers and Acquisitions

14 Lessons
CPEs 3.0
Specialized Knowledge (Technical)

Explore the key concepts, strategies, and real-world insights behind mergers and acquisitions in the healthcare industry. This course covers valuation, due diligence, integration planning, and the impact of M&A on stakeholders.

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Course Description

This course offers an in-depth exploration of mergers and acquisitions (M&A) within the healthcare sector, focusing on the unique drivers, risks, and opportunities that define transactions in this space. Participants will gain insights into deal structures, valuation methods, regulatory considerations, and the critical role of due diligence.

The course also examines integration strategies and post-deal challenges through real-world case studies. Designed for healthcare professionals, executives, and investors, the content equips learners with the strategic tools and financial understanding needed to evaluate and execute successful M&A activity in a complex and evolving healthcare landscape.

In this course, you'll learn...

Course Objectives

To explain the key drivers of mergers and acquisitions in the healthcare industry.

To identify and apply appropriate valuation techniques for healthcare practices.

To conduct financial and operational due diligence on healthcare entities.

To recognize potential risks and challenges that could impact success of a healthcare M&A transaction.

How you'll apply these skills...

Evaluate M&A opportunities by analyzing strategic fit, organizational goals, and market positioning in the healthcare sector.

Conduct due diligence by identifying legal, financial, and operational risks that could impact the success of a merger or acquisition.

Assess valuation and deal structures using financial models and frameworks tailored to healthcare organizations and provider networks.

Navigate regulatory challenges by understanding compliance issues unique to healthcare, including antitrust laws and payer-provider relationships.

Lead post-merger integration with a focus on cultural alignment, systems consolidation, and stakeholder communication.

Apply case-based insights to real-world M&A scenarios, drawing lessons from both successful and failed healthcare transactions.

Course Instructor

Michael Carroll, CPA, CISA, CISM

Michael is an accounting and information security professional. He is also an Adjunct Professor at several higher education institutions, where he is responsible for teaching various accounting and information technology courses.

Michael earned his MBA in Accounting and B.S. in Accounting / Accounting Information Systems from Canisius University. Additionally, Michael is a Certified Public Accountant (CPA) and a Certified Information Systems Security Professional (CISSP). Michael is a current member of the NYCPA’s Education Committee and has been an Advisory Board Member for the Academy of Finance (AOF) since 2020.

Michael enjoys traveling, hiking, and watching the Buffalo Bills. He has also participated in several marathon events.

Course Content

Integration Strategies and Challenges 2 Topics | 1 Quiz
Final Exam: Healthcare Mergers and Acquisitions

Additional Info

Format

5-20 min. videos, 2 quizzes, and a final assessment

Field of study

Specialized Knowledge (Technical)

CPE Credits

CPEs 3.0

Prerequisites

Completion of Wisdify’s Foundational Courses on Healthcare Accounting & Finance (Recommended)

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Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

Kelsey Murphy

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Kelsey earned a BA in Economics and Mathematics from Wellesley College.

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Maryn earned a BA in Economics from Wellesley College.

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