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Private equity thrives on finding value where others don’t. But pharmacy—especially specialty pharmacy—isn’t your typical investment. Reimbursement rules shift overnight. Payers and PBMs hold the cards. Margins look solid on paper but crumble under scrutiny. For PE firms chasing healthcare deals, pharmacy is both a goldmine and a minefield.
I know this because I’ve lived it. As the founder-CEO of a specialty pharmacy, I scaled a business through regulatory mazes, payer negotiations, and growth challenges before exiting to a PE buyer. Here’s what I learned—and what elite firms are doing to win.
Pharmacy isn’t just healthcare; it’s a web of complexity:
PE firms often rely on standard diligence models, but pharmacy requires more. Spreadsheets miss the operational nuances that only boots-on-the-ground experience reveals.
As a former operator, I saw deals falter when investors leaned on generic playbooks. Founder-led insight changes the game:
The smartest PE firms partner with operators to unlock value. At Workshop Strategy, we bring founder-level expertise to every deal:
For example, one PE client avoided a $50M loss by rethinking a pharmacy deal after we uncovered hidden reimbursement risks. Another scaled a portfolio company 2x faster by leveraging our payer negotiation strategies.
Pharmacy is a high-stakes opportunity for PE, but only if you see the full picture. If you’re deploying capital in pharmacy or healthcare, don’t rely on guesswork. Partner with Workshop Strategy to turn complexity into your edge.
Ready to rethink your approach? Schedule a consultation
#PrivateEquity #PharmacyDeals #HealthcareM&A #WorkshopStrategy
"There is no rulebook. There’s only experience"
Sam Maddula, Pharm D.
CEO & Founder, Workshop Strategy
