Case Studies: Healthcare Rollup Success Stories
Learn from successful healthcare consolidation strategies that have created significant value through operational improvements and strategic positioning.
DaVita Kidney Care
Sector: Dialysis Services
Acquisition Strategy: Executed a disciplined rollup strategy in the dialysis market, acquiring centers at 4-5x EBITDA.
Operational Improvements: Standardized clinical protocols, centralized administrative functions, and optimized supply chain.
Results: Improved EBITDA margins from 12% to 18%, created a national network of 2,800+ outpatient dialysis centers.
Exit: Became a publicly traded company with a market cap exceeding $11 billion.
U.S. Physical Therapy
Sector: Outpatient Physical Therapy
Acquisition Strategy: Pioneered a partnership model that allowed clinic founders to maintain operational involvement while benefiting from centralized resources.
Operational Improvements: Implemented standardized clinical protocols, centralized billing and collections, and optimized staffing models.
Results: Built a network of 500+ clinics across 39 states, improved average clinic EBITDA by 22%.
Exit: Publicly traded company with a market cap exceeding $1.5 billion.
Option Care Health
Sector: Home Infusion Therapy
Acquisition Strategy: Created the largest independent home infusion provider through strategic acquisitions of regional providers.
Operational Improvements: Standardized clinical protocols, centralized pharmacy operations, and optimized supply chain.
Results: Improved gross margins from 29% to 35%, built a network of 150+ locations serving 50,000+ patients annually.
Exit: Publicly traded company with a market cap exceeding $3 billion.
Additional Healthcare Rollup Success Stories
Surgery Partners
Sector: Ambulatory Surgery Centers
Acquisition Strategy: Acquired independent ambulatory surgery centers at 6-7x EBITDA, focusing on high-margin specialties.
Operational Improvements: Implemented case costing systems, optimized staffing models, and improved payor contracting.
Results: Built a network of 180+ surgical facilities across 30+ states, improved same-facility revenue by 9% annually.
Exit: Achieved an exit multiple of 11x EBITDA through a combination of strategic sale and IPO.
Encompass Health
Sector: Inpatient Rehabilitation
Acquisition Strategy: Acquired independent rehabilitation hospitals and home health agencies, creating an integrated post-acute care provider.
Operational Improvements: Implemented proprietary clinical protocols, optimized length-of-stay, and improved discharge planning.
Results: Built a network of 140+ hospitals and 250+ home health locations, improved length-of-stay metrics by 12%.
Exit: Publicly traded company with a market cap exceeding $6 billion.
Our Approach to Infusion Therapy Consolidation
Ojala Healthcare Group is applying these proven consolidation strategies to the fragmented infusion therapy market in South Florida.
Our approach incorporates the best practices from successful healthcare rollups while addressing the specific needs of the infusion therapy market:
- Disciplined Acquisitions: Targeting high-quality infusion centers at 3-5x EBITDA multiples
- Systematic Integration: Implementing our proven 100-day integration plan
- Operational Excellence: Standardizing clinical protocols and centralizing administrative functions
- Revenue Enhancement: Improving payor contracting and expanding service offerings
- Cost Optimization: Leveraging scale for supply chain improvements and shared resources
- Strategic Positioning: Building sufficient scale to achieve a 7-10x exit multiple
By applying these strategies, we aim to create a leading regional infusion therapy platform that delivers exceptional patient care while generating attractive returns for our investors and partners.
Contact Us
Interested in learning more about our infusion therapy rollup strategy? Contact us today.