At our 2024 Annual General Meeting, Council Capital discussed the four pillars of its investment strategy. One of keynote panels centered on differentiated deal strategies, specifically as it relates to Alivia Analytics, a leading payment integrity platform. This session featured Alivia’s CEO Mike Taylor; Alivia board member and former CEO of HMS Bill Lucia; and Alivia’s Founder, chairman, and chief architect Kleber Gallardo, focusing on Alivia’s partnership with Council Capital and journey to create meaningful impact in healthcare.

Key Takeaways from the panel discussion:

• Thematically driven and people-centric deal sourcing: Council Capital first zeroed in on payment integrity as a priority investment theme before partnering with two seasoned executives – Mike Taylor Alivia’s CEO and Bill Lucia former CEO of HMS – and building a relationship with Kleber Gallardo, the founder of Alivia Analytics.
• Execution with Expertise: Council Capital introduced the Alivia team to Bill Lucia and other members of the Council ecosystem. This expertise enabled Alivia to effectively set its strategy and refine its vision for the future.
• Unified Vision and Collaborative Leadership: Kleber described what positioned Council Capital to build such a strong relationship with a founder – led by a shared vision, unified approach, and a commitment to fixing systemic healthcare issues.

This case study on Alivia highlighted how Council Capital’s differentiated deal strategies help to identify investments that are on the right side of change in healthcare, have the right people in place, and result in a shared vision for the future.

About Council Capital

Council Capital is a healthcare-focused private equity firm based in Nashville, Tennessee. Council Capital invests in lower middle market healthcare-related companies where it believes it can drive growth by applying its Council Model, which draws upon the resources and experience of its CEO Council (experienced industry executives), Strategic Healthcare Investors, and Value Creation Team. Council Capital leverages its Council Model to attract and support leading management teams and portfolio companies on the ‘right side’ of change in the healthcare industry – where growth will accelerate as cost pressure and quality demands increase. Council Capital targets control and minority investments with enterprise values typically between $10 million and $50 million. For more details, please visit www.councilcapital.com.