Confidential review of a portfolio of homes

Our client wished to carry out the covert review of a medium sized portfolio of services with a view to possible acquisition however formal access was not possible.

HCMS mystery shopped all services using highly  qualified managers with years of experience of care home operation. Being able to assess the quality of a service, identify CAPEX requirements and Health and Safety risks and compare staff performance with other services, we were able to determine how badly or how well services were performing and, with reference to available financial information produce forecasts of future performance.

Being able to gain comfort as the worst, likely and best case future trading outcomes the client was able to assess the performance of current management and to estimate the potential upside in the portfolio.

Review of a large portfolio of care homes for an overseas investor


HCMS were invited to provider an operator’s perspective on information generated by other outside agencies on trading and values. Over an intensive 4 week period information on over a hundred services was reviewed and discussed and the output taken to a roll-up meeting at the client’s overseas offices.

Whilst the generation of information from publicly available information and mystery shopping exercises provided invaluable data, as operators HCMS understand the reality of what is achievable and, due to the large number of services that the HCMS have involvement in, very relevant and very current knowledge can be applied, providing genuine value to any due diligence process.