What We Do
Positioning our Dental clients for success before, during and after the transaction

One of the richest dentists in the U.S. hasn’t seen a patient for more than two decades.

Richard Workman, 63, stopped practicing in 1996 to build his company, Heartland Dental, into a kind of Walgreens for the dentistry business. He scooped up one dentist office after another, and today Heartland has more than 800 in 36 states, making it the largest dental management company in the country.

Workman’s empire-building caught the eye of KKR & Co. In April 2018, the private equity powerhouse bought a 58 percent stake that valued Heartland at a rich $2.8 billion, the latest in a series of acquisitions in the DSO industry. Other Wall Street investment firms -- from Leonard Green & Partners to Ares Management -- are also drilling into dentistry to see if they can create their own mega chains. “* _Will Mathis Bloomberg

 

Our Vision 

Advising dentists, dental operators and institutional investors on growth opportunities, platform operation, capital sourcing and DSO / DDSO exit strategies.

With the dental industry undergoing unprecedented changes, dentists are bound to face challenges

Whether you are in need of new solutions to solve the specific challenges your organizations faces or are looking for a trusted partner to lend a hand to turn your practice into an organization, our team of dental practice consultants can help. 

We are focused on your success and Invested in your vision.

Our advisors:

Exclusively service the dental organization industry and have an average of 10 or more years of dental organization leadership experience. 

Today’s competitive dental market requires companies, investors, and dentists to move quickly and deliberately in both growing and operating a dental platform. Our dental advisors draw on our extensive DSO experience, providing practical, independent financial, regulatory, and strategic advice throughout the engagement continuum, from the earliest stages of dental practice and target evaluation through deal exit. By taking a corporate dental industry-based approach, we tailor our support and deliverable to specifically focus on our clients’ needs in each transaction.

 

Since inception, PDA has been instrumental in the growth of a number of DSOs while creating measurable value for dentists and their platforms.  Below is a sampling of just a a few clients that PDA or it's principals have worked with in the past in the US, Spain, UK and Hong Kong. 

leadership, DSO operations and P&L management experience in the dental industry is a must


Senior Dental M&A Consultant

POSITION SUMMARY:

Provides consulting services to our clients within the parameters and scope of defined consulting programs. Presents and engage  clients on dental service organization programs offered by PDA. Travels to client locations to observe their operation, and prepares findings report with recommendations. 

 

QUALIFICATIONS

  • Minimum Master Degree in related area of study

  • Minimum 10 years experience in clinical and/or related business environment

  • Excellent communication skills, including listening, verbal and business writing

  • Conservative, professional appearance

  • Public speaking ability is a must

  • Ability to travel to dental trade shows and clients practices

  • Excellent problem solving and situation analysis skills

  • Full understanding of financial statements

  • Understanding of business and management practices

  • Ability to sell DSO / DDSO concepts

  • Able to consistently handle expected client workload

  • Ability to influence and manage change

  • Ability to manage multiple priorities

  • Excellent interpersonal skills

  • Must be able to drive greater value for buyers & sellers through better alignment; creating and enhancing value for all stakeholders; recognizing and appreciating that every client and transaction is unique.


DSO Strategy & Solutions

POSITION SUMMARY:

The VP of Strategy & Solutions will be a combination of DSO platform manager, consultative regional manager, and solution architect. The candidate will be responsible for identifying, designing and customizing various product/service offerings within the PDA service offering that are aligned with current DSO trends and client needs. 

The VP of Strategy & Solutions will also serve as the primary point of contact for PDA clients within their dental specialty, ensuring that client business goals and concerns are communicated back to PDA operational support teams. This role will also act as an advocate for their clients and ensure that PDA solutions & delivery teams can successfully service the client. Helps us identify additional client account opportunities and be the DSO solution architect. The VP of Strategy & Solutions may also assist in driving revenue growth within their specialty area and be the lead and architect of possible solutions for new client accounts.

You will be responsible for: 

Designing the product/service usually involving disaggregating the existing process performed by the dental platform to identify specific components of the work that PDA can execute. 

  • Product design – Work with multi-location dental teams at the DSO, PE funds and PDA team to define the product/service offerings. 

  • Identifying services for platform automation that may involve automating tasks within an existing process using our detailed data-science “ playbook “

  • Pricing – Benchmark clients’ current (or comparable) costs, track DSO level pricing (via PDA), identify suitable pricing for our offerings, and develop ROI for customers from our solutions 

  • Go to Market – Work with PDA’s sales team to present our solutions to potential dental groups, identify their requirements, develop customized solutions to meet their needs, develop suitable proposals/pricing 

  • Delivery Support – Work with PDA delivery support team to design the processes and workflow needed to execute the work 

  • Delivery – Work with the PDA delivery teams as they start delivery to meet clients’ needs 

  • Ongoing development – Work with our DSO Advisors and Consulting teams to refine the product/service offerings, pricing, go to market and delivery model 

  • Business development – Identify potential dental platform partners that could help PE / institutional investment groups in growing their existing DSO footprint.

Revenue/Client Services

  • Proactively lead and coordinate teams from both organizations towards common goals. 

  • Leveraging consultative client centric skills to grow existing client relationships at all levels, especially at the CXO level. 

  • Engage as a Strategic Partner with Client CXO’s and advise them on their business 

  • Account level revenue budgeting and revenue forecasting 

  • Adherence to Revenue Storm methodology and SF.com 

  • Manage the overall operational relationship between IKS Health and the Client 

  • Able to effectively work with operations team to identify potential solutions / strategies to effectively address client issues / objectives. 

  • Oversee and provide strategies for effective governance between IKS Health and Client teams across the hierarchy (level equivalent mapping)

Due diligence and recommendation

  • Frame, lead and efficiently perform practice due diligence activities to prove (or disprove) our acquisition or partnership hypotheses (in conjunction with other appropriate technical and business professionals), including: (a) managing our external and internal deal teams, (b) driving the evaluation process and timeline, and (c) driving well-articulated insights with a view towards a final recommendation.

  • Your work product must be top notch as it will form the basis for our structured discussions at the * Executive and Board levels.

Process communication

  • Communicate status of negotiations with key internal stakeholders on a timely basis, including preparation of opportunity assessments and summaries for Executive or Board-level audiences (in conjunction with the Legal).

Post-signing

  • Partner with leadership team to define key milestones and develop dental practice DSO / DDSO measuring post-partnership/acquisition success.

  • The individual should feel a sense of ownership and accountability to the deals he or she executes.

QUALIFICATIONS

  • Undergraduate from top-tier program, MBA preferred.

  • 5+ years work experience, minimum of 3 years experience at a top tier investment bank, private equity / VC firm, consulting firm or corporate M&A group in dental landscape.

  • Demonstrated contribution to hyper-growth, early-stage dental organizations.

  • Passionate and depth about DSO/DDSO demands, high level of business acumen, and a highly polished demeanor.

WHY PDA

PDA is the leading global DSO platform solution organization. Working with leading and most forward-thinking dental service providers in the United States and abroad. Whether we are supporting our clients in improving the quality of care they provide, increasing their collection rates and improving revenue, or preparing their organization for a capital event, our solutions supports organizations focus in dental services. We provide an integrated solution enabling enterprise healthcare organizations to achieve superior financial and clinical outcomes while also empowering them to grow successfully, operate efficiently, and navigate industry change.

Our integrated solution includes - financial solutions (including revenue generation, revenue capture, revenue collection, and revenue protection), technology and dental practice solutions (including software, implementation, analytics, training, and support) and clinical solutions. 


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