Due Diligence · Workstream Tracker
Due Diligence Dashboard
Active: MedVista Health Partners (LOI / Exclusivity) · Target close: 2026-04-30
Investment Thesis
Structured Diligence: Risk-Weighted Workstreams
Our diligence framework assigns category weights reflecting risk materiality. Financial and commercial workstreams carry higher weight given their direct impact on underwriting assumptions, while operational and legal streams validate execution feasibility.
Implication 1
Financial diligence is 80% complete — QoE confirms EBITDA within 3% of management case, supporting the underwrite.
Implication 2
IT assessment and insurance DD remain scheduled — these are lower-weight but required for IC presentation on March 28.
MedVista Health Partners — Diligence Progress
Financial4/4
Weight: 25%✓Quality of earnings
✓Working capital analysis
✓Tax structure review
✓Debt capacity assessment
Commercial3/4
Weight: 20%✓Customer diligence calls (20+)
✓Market sizing & TAM
✓Competitive positioning
○Pricing power analysis
Operations2/4
Weight: 20%✓Management assessment
✓IT infrastructure
○Supply chain resilience
○Capex requirements
Legal & Regulatory3/4
Weight: 15%✓Material contracts review
✓IP & patents
✓Regulatory compliance
○Litigation review
ESG & HR1/4
Weight: 10%✓Employee satisfaction
○DEI metrics
○Environmental compliance
○Key person dependencies
Integration1/4
Weight: 10%✓100-day plan
○Synergy identification
○Technology integration
○Culture assessment
OVERALL DD COMPLETION
72%
Est. completion: 3 weeks · IC presentation: March 28, 2026
Third-Party Advisors
6 firms engagedFinancial Advisor
Lazard
EngagedLegal Counsel
Kirkland & Ellis
EngagedQoE Provider
Alvarez & Marsal
In ProgressInsurance DD
Aon
ScheduledIT Assessment
EY-Parthenon
ScheduledMarket Study
Bain & Company
Complete