We bring a keen eye to help investors see what’s really going on.

Analysts rely on balance sheets and cash flow statements to get the numbers that show how a business is performing in its market, but it takes comprehensive understanding of the industry to see beyond the numbers and develop the true picture.

SimiTree brings a keener eye to mergers and acquisitions, applying our expertise in market dynamics and regulatory complexities, organizational structure and practices and other industry-specific challenges to provide accurate information to our clients.

Our detailed reports identify market issues, track trends, provide benchmarking comparisons and offer comprehensive perspective that brings a greater degree of certainty to every transaction.

team member David Berman

“Our clients want to make decisions with a greater degree of certainty. We help them see the transaction through the lens of industry dynamics and complexities. “

SimiTree Managing Principal David Berman

20+ years of experience

Complex Transactions

Some of the industry’s largest and most complex transactions turn on our knowledge. Our clients trust us with $1.5 to $2 billion in M&A transactions each year.

Clients know they can depend on us to deliver foundational metrics, historical performance data and details about prospective cash flow. We knit together the full picture, beyond assets and liabilities, with in-depth knowledge and actionable analytics.

Our services:

  • Quality of Earnings/Financial Due Diligence
  • Clinical Compliance Due Diligence
  • Business Valuation
  • Market Referral Due Diligence
  • Hospice Cap Due Diligence
  • Post-Close Integration