Healthcare

Advisory for Healthcare, Diagnostics & Healthtech in India

Samagra advises hospitals, diagnostic chains, single-specialty groups and healthtech businesses on structuring, fundraising, regulatory posture and M&A — with attention to clinical-establishment regulation and multi-entity group structures.

Overview

Healthcare businesses combine capital-intensive infrastructure, sensitive regulation and complex doctor / partner economics. Growth capital, chain expansion and consolidation increasingly demand clean structures, audited numbers and diligence-ready compliance.

Our healthcare practice brings corporate structuring, tax, regulatory and transaction expertise to help promoters raise capital, consolidate and prepare for strategic exits.

How we help

Advisory areas for Healthcare

Structure & Doctor Economics

•Multi-entity, multi-unit group structuring
•Doctor engagement models — consultant vs partner
•Revenue-share and fee-share structuring
•Trust, Section 8 and hybrid hospital structures
•Holdco, Opco and IP-holding design

Fundraising & M&A

•PE, strategic and family-office fundraising
•Chain acquisition and roll-up advisory
•Sell-side and founder-secondary mandates
•Valuation for equity and buy-out events
•Post-transaction integration support

Regulatory & Compliance

•Clinical Establishments Act and state licensing
•NABH / NABL, biomedical waste, radiology
•Drugs, devices and pharmacy licensing
•Insurance panel and TPA compliance
•Data-privacy and DPDP for patient data

Tax, GST & Audit

•GST on healthcare, diagnostics and pharmacy
•Section 10 / 12A / 80G for trust hospitals
•TDS on doctor payments and cross-border services
•Statutory, tax and internal audit
•Litigation before tax and regulatory authorities

Our approach

How we engage

01
Group Review
Structure, doctor economics, licensing and financials reviewed together.
02
Restructure
Group, tax and regulatory architecture aligned to growth and capital plans.
03
Fund / Transact
Fundraise, acquisition or exit executed end-to-end.
04
Ongoing
Continuing compliance, litigation and expansion advisory.

Why Samagra

Why healthcare choose us

✓Understanding of hospital, diagnostic and healthtech P&L
✓Experience with doctor-partner and consultant models
✓Multi-state licensing and regulatory depth
✓M&A and consolidation execution in healthcare
✓Long-term advisory relationships with promoter families

Illustrative scenarios

Illustrative advisory scenarios

Examples of situations in which businesses and stakeholders may require integrated financial, transaction, restructuring, governance or dispute advisory support.

The scenarios below are illustrative examples created to explain the types of situations in which Samagra Advisors may provide advisory support. They do not represent actual client engagements, testimonials, completed transactions or guaranteed outcomes. Any figures, ranges, timelines or stakeholder profiles are indicative context only.

Illustrative healthcare scenario — governance & board readiness

Typical situation — A healthcare organisation is professionalising its board and committee structure — often after inducting an external director, receiving investor feedback, or approaching a listing / large lender.

Key considerations — The chair and audit committee typically assess multi-entity, multi-unit group structuring, doctor engagement models — consultant vs partner and revenue-share and fee-share structuring, along with the composition of independent directors, RPT frameworks, delegation of authority, whistle-blower and code-of-conduct policies.

How Samagra may assist — Samagra may support a governance diagnostic, draft an updated board charter and committee terms of reference, refresh RPT and materiality policies, and design an annual board calendar with a director-induction pack.

Typical board size: 4 – 8 members
Committees reviewed: Audit / NRC / RMC / Stakeholders
Indicative timeline: 8 – 12 weeks
Stakeholders engaged: Chair, ID, statutory auditor, CS

Possible workstreams

•Governance & board diagnostic
•Committee ToRs and delegation matrix
•RPT, materiality & code-of-conduct policies
•Director-induction & training pack
•Board-evaluation framework

Illustrative healthcare scenario — growth-capital readiness

Typical situation — A healthcare organisation is exploring external growth capital — a fresh equity round, structured debt or a strategic partner — and needs to demonstrate that its financial, governance and disclosure posture will withstand investor and lender diligence.

Key considerations — The board and CFO typically weigh pe, strategic and family-office fundraising, chain acquisition and roll-up advisory and sell-side and founder-secondary mandates alongside cap-table clean-up, related-party mapping, MIS maturity and the story that will be presented to institutional counterparties.

How Samagra may assist — Samagra may assist in preparing an investor-grade information pack, running a mock vendor / buy-side diligence, refining the equity story and coordinating banker, legal and tax counterparties through term-sheet and closing.

Typical ticket size range: INR 25 – 250 Cr
Indicative timeline: 4 – 7 months
Common counterparties: PE / family offices / strategic investors
Board discussions: 4 – 6 meetings during process

Possible workstreams

•Financial-model & MIS review
•Cap-table and related-party clean-up
•Vendor / mock diligence pack
•Term-sheet negotiation support
•Closing & post-money governance

Discuss your organisation's specific situation

Every engagement depends on the organisation's circumstances, records, stakeholders and objectives. Schedule a confidential preliminary consultation to discuss the appropriate scope.

Schedule Consultation

FAQs

Frequently asked questions

Do you help hospitals raise growth capital?

Yes. PE, strategic and family-office fundraises across single-specialty, multi-specialty and diagnostic chains.

Can you advise on trust-run hospital structures?

Yes. Section 12A / 80G, hybrid Trust-Opco structures and conversion advisory.

Do you handle chain M&A?

Yes. Buy-side, sell-side and roll-up mandates including diligence, structuring and post-close integration.

Engage Samagra

Speak to our healthcare advisory team.

Share a brief on your business and we'll respond with a clear path forward within one working day.