Case study

UK: Financial and tax due diligence for a strategic healthcare merger between PHL Group and Malling Health

The client is a UK-based provider of primary, integrated and technology-enabled healthcare services, working with both the NHS and private healthcare providers, with a strong presence in Hampshire (England), the South-East of England and parts of Scotland.

The client challenge

As part of its growth strategy, the client merged with Malling Health, a healthcare provider delivering urgent and primary care services across the English Midlands and Cambridgeshire (England). The merger was a strategic move to broaden PHL’s national coverage and enhance service delivery across the UK. To complete the transaction with confidence, PHL required robust financial and tax due diligence and tailored transaction support.

The solution

Nexia Saffery, UK, provided comprehensive financial, tax due diligence services and bespoke transaction advice to support PHL Group through the merger process. The Corporate Finance team, led by Niraj Patel and supported by Rob Sansom and Millie Darby, worked closely with PHL’s management to assess the financial position of the combined entity and ensure a smooth transaction.

Value

Saffery’s involvement gave PHL Group and its investors the confidence to move forward with a key strategic merger. The diligence process offered insights into the combined business opportunity, helping PHL continue its mission to deliver healthcare solutions across the UK.