When acquiring, investing in, or financing a care business or portfolio, understanding what sits behind the numbers is critical.
Identify what matters and make investment-grade decisions with confidence. Carterwood provides independent commercial due diligence that gives investors, operators and developers a clear view of market opportunity, commercial risk and the sustainability of future performance.
Whether you’re assessing a regional group or a large multi-site portfolio, we provide the evidence needed to understand both the big picture and what sits beneath it.
Our approach combines portfolio-level analysis with granular assessment of the individual assets underneath it. This allows us to identify patterns, outliers and concentrations of risk — while retaining a clear view of the investment case as a whole.
Carterwood’s proprietary care-sector data gives our advisory team a depth of market evidence that conventional research can’t provide. We combine this with specialist sector knowledge, targeted research and expert interpretation to build a robust view of each market and portfolio.
That means less reliance on broad assumptions and more confidence in the conclusions that ultimately underpin your investment decision.
Know what you’re buying before you commit.
Independent analysis of the commercial fundamentals underpinning an acquisition, helping you validate the investment thesis, identify material risks and understand the potential of the business or portfolio.
Build confidence in the commercial story before going to market.
Independent evidence that helps demonstrate the strength and sustainability of a portfolio’s market position, anticipate buyer questions and support a more informed transaction process.
Give capital providers confidence in the underlying assets.
Robust market evidence to support refinancing, recapitalisation and investment decisions, demonstrating the sustainability of trading performance and the strength of the markets supporting the portfolio.
Our commercial due diligence experience spans established healthcare real estate markets as well as more specialist and emerging areas of health, care and supported living. Our capabilities extend beyond any fixed list of sectors.
If you’re evaluating an opportunity, making an investment decision or tackling a complex market question, talk to our team about how we can help.
We engaged the Carterwood team to support our acquisition of three elderly homes in a new market, which we were looking to transition to more specialist cohort. Their supply, demand, staffing, funding and local market analysis was well presented, detailed and hugely valuable. They were a pleasure to deal with and we’d definitely consider using them again ahead of other providers.
Downing
Carterwood provided us with an exceptionally thorough and insightful market assessment that gave us the confidence to proceed with a significant acquisition opportunity recently. Their robust data and deep sector expertise enabled us and our investment partner to make informed decisions with confidence.
Fortava Healthcare
Carterwood has been a trusted partner since 2010, supporting everything from investment due diligence to ongoing strategic insight through Carterwood Analytics. The quality and depth of their sector data is unmatched, and their analysis plays a critical role in informing our investment decisions and capital allocation across the care sector.
Patron Capital
Carterwood provided us with a rigorous and commercially focused due diligence assessment. Their work gave us a clear, independent view of the key opportunities and risks and helped provide confidence in the assumptions underpinning our investment decision. The team was responsive, pragmatic and excellent to work with throughout the process.
Global investment fund
Our commercial due diligence focuses on the questions that matter when significant capital is at stake. We independently challenge the commercial assumptions underpinning the transaction, identify material risks and provide an evidence-based view of the sustainability of future performance.
The result is a clear, independent view of the commercial fundamentals underpinning the transaction — from the investment thesis and business plan through to the individual assets and markets on which they ultimately depend.
Test the assumptions underpinning the transaction and forecasts.
Assess the sustainability of revenue and trading performance.
Challenge growth, occupancy and pricing assumptions.
Identify risks that could impact performance and value.
Uncover strengths, vulnerabilities and concentrations of risk.
Assess competitive strength across key markets.
Identify pricing headroom and opportunities to optimise revenue.
Understand current and emerging competitive threats.
Individual location analysis to understand the underlying drivers of performance.
Assess CQC ratings, compliance history and regulatory risk across the estate.
Test staffing sustainability, agency reliance and wage cost pressures.
Identify upside levers to grow occupancy, fees and margin post-completion.
Talk to us about testing the investment case, uncovering risk and validating opportunity.
Advisory Director
Strategic Advisor
Associate
Senior Analyst
Senior Analyst
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