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Case Study

Anatomy of a Merger -
Bringing Secular and Catholic
Health Systems Together

Mergers, Acquisitions & Growth

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Major secular and Catholic health systems evaluated merger and other affiliation options to:

  1. Expand access to care and boost financial security

  2. React to market pressures (e.g., dominant payers, aggressive competitors, volume leaving service area)

  3. Develop interconnected care through complementary geographies and unique expertise / reputation

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  • Define a compelling vision and value proposition

  • Design an effective deal and organizational structure

  • Resolve issues relating to assets and services restricted by ERDs

  • Integrate secular system’s medical group history and culture with corporate Catholic health system’s culture

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  • Facilitated partnership planning: Engaged key stakeholders to build concept and develop buy-in

  • Collaboratively developed consumer-driven model: Centered on improving access, delivering exemplary value, and ensuring optimal care

  • Designed implementation roadmap: Articulated core initiatives for success (i.e., service line launch plans, operational plan, and health system build-out)

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  • Directed market-transforming merger: Formed innovative organization positioned to serve future consumer needs

  • Designed a Destination Health System: Blueprint for the future with strategic focus on coordinating regional approach, advancing research / academic capabilities, and expanding footprint


Transformed Physician Group Operating Model & Academic Affiliation Agreements

Created An Innovative Delivery System to Support Rapid Growth

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