Caplitica developed a funding and utilisation model for a healthcare group scaling across clinics. The model was used by lenders and internal teams for a $350m+ debt raise, location planning, and break-even forecasting.
A private equity firm was evaluating the acquisition of a diversified healthcare real estate portfolio, consisting of clinics with varying lease structures, operational expenses, and growth potential. The client required a detailed model to support debt financing, optimise asset management, and forecast break-even points for new and existing sites. Additionally, the model needed to provide clear outputs for investment committee reviews and decision-making. Existing models were fragmented and lacked the flexibility to handle multiple sites with differing operational metrics.
The model supported a successful $350m+ acquisition, providing a framework for ongoing asset management and break-even forecasting. The private equity firm used the tools to optimise their investment strategy, identify high-value sites, and enhance operational efficiency across the portfolio. The model continues to serve as a key decision-making tool for assessing expansion opportunities and refining revenue strategies.
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