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Allocate Capital to the Right Strategic Initiatives
Our team of capital experts guide clients in the design and implementation of a comprehensive process for optimized deployment of capital, and partner with leaders to:
- Evaluate current capital needs and capacity
- Integrate planning and decision-making processes
- Develop and standardize structure and process to evaluate and approve capital projects
- Monitor and track capital projects, analyzing spending and other metrics
Making the Right Decisions in a Changing Environment
The relationship between healthcare strategy, capital capacity, and risk has never been more important given pressures on operating margins.
Our engagements better position hospitals and health systems to meet strategic needs and regulatory requirements.
Our approach to capital planning and allocation is built on the corporate finance discipline and grounded in a deep understanding
of the healthcare industry and capital markets.
Our Experts
Dan Majka is a Managing Director in Kaufman Hall’s Financial Planning & Data Analytics practice. His areas of expertise include integrated strategic and financial plans, capital allocation, and mergers and acquisitions.
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Jason Sussman has provided planning and financial advisory services for healthcare providers and higher education institutions nationwide for more than 35 years. He is a leader in Kaufman Hall’s Strategic and Financial Planning practice.
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Gavin McDermott is a Managing Director in Kaufman Hall’s Financial Planning and Data Analytics practice. He has a decade of experience as a capital markets, strategic planning, and financial planning advisor.
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Lauren Clementi is a Senior Vice President of Kaufman Hall and a member of the firm’s Financial Planning practice. She has more than 15 years of experience in strategic capital planning, with a focus on aligning strategy with achievable and sustainable long-term capital plans.
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Capital Planning Featured Insights
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Embracing Financial Planning After a Pause: Key Considerations
In recent years, many healthcare organizations have invested less effort in long-range financial planning to confront more immediate challenges to their margins and balance sheets.
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The State of Hospitals Nationwide and Healthcare Borrowing Trends
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Healthcare’s Post-Growth Reset
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