Investment Services

Empower your market strategies.

With comprehensive subject matter expertise and market knowledge across the healthcare industry, Wakely is a leader in providing strategic advice and analytics to health plans, providers, and financial sponsors (like private equity firms).

We offer deep experience and insights into:

  • Medicare Advantage
  • Medicare Advantage, Part D
  • Medicaid managed care
  • Commercial health insurance
  • Pharmacy services
  • Provider services

Government-sponsored healthcare is complicated, nuanced, and ever-changing. Because Wakely’s Investment Services team lives and breathes the ins and outs of government-sponsored healthcare, we can give you the most in-depth and up-to-date information. With both experienced actuaries and industry-leading tools and products to support you, we can collaboratively solve today’s financial challenges and empower your market strategies for the future.

Our full spectrum of investment services.

Portfolio Strategy

Portfolio Strategy

  • Market assessment
  • Industry intelligence
  • Preliminary target identification
Due Diligence

Due Diligence

  • Assessment of policy landscape
  • Market trends
  • Industry benchmarks
  • Pro-forma scenario testing
Post-Close Integration

Post-Close Integration

  • Data and analytics infrastructure
  • Financial planning and analysis
  • Value-based payment services
Growth Optimization

Growth Optimization

  • Growth strategy
  • Actionable analytic insights
  • Ongoing operational and analytic support

Unique products and tools.

Wakely has developed these industry-leading products and tools, which empower our clients to make highly informed strategic decisions.

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Wakely Medicare Advantage Competitive Analysis Tool (WMACAT)

Allows health plans to compare Medicare Advantage benefits and market information at the national, state, and county levels, to evaluate plan design and performance.

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Wakely Affordable Care Act Competitive Analysis Tool (WACACAT)

Allows users to interactively explore market metrics.

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We back your strategies with a wealth of data.

We back your strategies with a wealth of data.

Wakely consultants draw on a broad range of data sources to assist you in market analysis, benchmark development, strategy, and more. Here are just a few:

  • Medicare 100% Research Identifiable File
  • Medicare Limited Data
  • Wakely Medicare Advantage Aggregate Client Data
  • Wakely ACA
  • Large Group Commercial Data

Ready to connect with a Wakely expert?

Request a consultation

Healthcare Industry Insights

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Michael CohenBy Michael Cohen
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Michael CohenBy Michael Cohen