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Inquiry Questionnaire
What Service are you interested in?
Strategic Services
Facility Optimization
Global Healthcare Advisory Services
Humanity Pharmacy Group
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Strategic Advising Questionnaire
1. Organization Context
1.1 What is the name of your organization?
1.2 Which best describes your organization? (Select all that apply)
Nonprofit organization
For-profit company
Government or public agency
Healthcare organization
Education institution
Startup or early-stage venture
Foundation or philanthropic entity
Other (please specify)
1.3 What is the size of your organization?
1–10 employees
11–50 employees
51–200 employees
201–500 employees
501–1,000 employees
More than 1,000 employees
1.4 Which departments or teams will be most impacted by this strategic advising engagement? (Select all that apply)
Executive leadership
Operations
Finance / Administration
Programs / Service Delivery
Human Resources
Marketing / Communications
Technology / IT
Other (please specify)
2. Strategic Priorities
2.1 What are your primary goals for engaging in strategic advising? (Select all that apply)
Develop or refine organizational strategy
Improve operational effectiveness
Strengthen leadership or governance
Enhance decision-making processes
Prepare for growth, scaling, or restructuring
Resolve internal or cross-team challenges
Improve financial sustainability
Other (please specify)
2.2 What is your timeline for beginning this engagement?
Immediately
Within the next 1–3 months
Within the next 3–6 months
No fixed timeline—flexible
2.3 Which strategic challenges is your organization currently navigating? (Select all that apply)
Lack of clear strategic direction
Misalignment between teams or leadership
Inefficient internal processes
Financial instability or revenue concerns
Need for organizational restructuring
Stakeholder or board misalignment
Rapid growth or scaling challenges
Culture, communication, or morale issues
Other (please specify)
3. Stakeholders & Decision-Making
3.1 Who will serve as the primary decision-makers for this engagement? (Select all that apply)
CEO / Executive Director
Senior leadership team
Board of Directors
Department heads
External advisors or partners
Other (please specify)
3.2 How involved would your leadership team like to be in the advising process?
Highly involved—participating in all sessions
Moderately involved—engaged at key milestones
Minimally involved—receiving updates only
Not sure yet
4. Additional Information
4.1 Have you previously worked with a strategic advisor or consultant?
Yes
No
Not sure
4.2 Is there any additional context that would help us prepare for our initial conversation?
Yes (please provide details)
No, not at this time
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Facility Optimization Questionnaire
1. Organization Overview
1.1 What is the name of your organization?
1.2 What type of healthcare facility are you? (Select all that apply)
Acute care hospital
Outpatient clinic
Specialty center
Long-term care facility
Ambulatory facility
Integrated health system
Other (please specify)
1.3 How many sites or campuses do you operate?
1
2–3
4–6
7–10
More than 10
1.4 Where are your main facilities located?
2. Current Facility Landscape
2.1 What are your primary goals regarding facility optimization? (Select all that apply)
Cost reduction
Better space utilization
Modernization or upgrades
Regulatory or compliance improvements
Improved patient experience
Operational efficiency
Sustainability or energy efficiency
Other (please specify)
2.2 When were your main facilities last renovated or evaluated for operational efficiency?
Within the last 1–3 years
Within the last 4–7 years
Within the last 8–10 years
More than 10 years ago
Not sure / No formal evaluation conducted
2.3 Are you currently facing any facility-related challenges? (Select all that apply)
Underutilized space
Inefficient patient flow
Aging or outdated infrastructure
Compliance or regulatory concerns
Capacity limitations
Deferred maintenance
Technology or equipment gaps
No significant challenges at this time
Other (please specify)
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Global Healthcare Advisory Services Questionnaire
1. Organization Overview
1.1 What is the name of your organization?
1.2 What type of healthcare entity are you? (Select all that apply)
Hospital group or health system
Government agency
Non-governmental organization (NGO)
Academic medical center
Private investor or investment firm
Life sciences or biotech company
Digital health / health technology company
Other (please specify)
1.3 In which countries or regions do you currently operate?
North America
Latin America & Caribbean
Europe
Middle East
Africa
South Asia
East Asia
Oceania
Other (please specify)
1.4 Are you planning to expand into new international markets?
Yes (please specify countries/regions)
No
Considering but not yet confirmed
2. Strategic Objectives
2.1 What are your primary goals for seeking global healthcare advisory support? (Select all that apply)
International market entry
Partnership development
Policy alignment with global standards
System benchmarking and performance assessment
Health system strengthening or reform
Strategic planning for global expansion
Other (please specify)
2.2 What challenges or barriers are you currently encountering in international operations or expansion? (Select all that apply)
Regulatory complexity
Lack of market insights or data
Difficulty forming local partnerships
Cultural or operational integration issues
Funding or investment constraints
Limited internal capacity or expertise
Other (please specify)
No major challenges at this time
2.3 Have you previously engaged consultants or advisors for global healthcare projects?
Yes — with positive outcomes
Yes — mixed or limited outcomes
Yes — but unsure of impact
No
Prefer not to say
3. Areas of Advisory Interest
(Select all that apply)
Market entry and feasibility analysis
Cross-border partnerships and joint ventures
International accreditation and quality standards
Health system development and reform advisory
Global health policy and regulatory navigation
Investment strategy and due diligence
Workforce development and international talent mobility
Global digital health and innovation strategy
Other (please specify)
4. Engagement Scope
4.1 What scale of engagement are you considering?
Single-country project
Multi-country regional expansion
Global multi-site advisory
Not sure yet
4.2 What is your preferred timeline for this engagement?
Immediately
Within the next 1–3 months
Within the next 3–6 months
Flexible / no set timeline
4.3 Who are the key stakeholders or decision-makers involved? (Select all that apply)
CEO / Executive leadership
Board of Directors
Ministry of Health or government partners
Regional or in-country leadership
Investors or funding partners
Other (please specify)
4.4 What specific outcomes or deliverables would you like to achieve? (Select all that apply)
Comprehensive business plan
Market analysis report
Partnership framework or MOU development
Regulatory or policy guidance
Financial or investment assessment
Implementation roadmap
Other (please specify)
5. Regional or Market Context
5.1 Which regions or countries are highest priority for your organization?
North America
Latin America & Caribbean
Europe
Middle East
Africa
South Asia
East Asia
Oceania
Specific countries (please specify)
5.2 Are there specific regulatory, cultural, or operational challenges we should be aware of?
Yes (please describe)
No
Not sure
5.3 Do you currently collaborate with international agencies, ministries of health, or global NGOs?
Yes (please specify)
No
Occasionally
6. Additional Information
6.1 How do you define success for a global advisory engagement?
Market expansion completed
Strong partnerships established
Improved regulatory alignment
Increased organizational capacity
Strengthened health system outcomes
Other (please specify)
6.2 How did you hear about our firm?
Referral
Online search
Industry event or conference
Publication or thought leadership
Social media
Other (please specify)
6.3 Is there any other information you'd like to share before our initial consultation?
Yes (please provide details)
No
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Humanity Pharmacy Group Questionnaire
1. Investor Profile
1.1 What is the name of your firm or investment group?
1.2 What is your primary investment focus within healthcare? (Select one)
Retail pharmacy
Specialty pharmacy
Compounding pharmacy
Digital / e-pharmacy
Pharmacy benefit management (PBM)
Supply chain / distribution
Other
1.3 What stage of investment are you pursuing? (Select one)
Early-stage / venture
Growth equity
Majority acquisition
Turnaround / distressed asset
Buy-and-build platform
Other
1.4 Which regions or markets are you targeting for pharmacy investments? (Select all that apply)
U.S. – National
U.S. – Regional (specify)
Canada
Europe
Middle East
Asia-Pacific
Latin America
Other
2. Investment Objectives
2.1 What are your short- and long-term goals related to pharmacy sector investments? (Select all that apply)
Portfolio expansion
Operational turnaround
Strategic consolidation
Vertical integration
Market entry
Value creation and optimization
Other
2.2 Are you currently evaluating a specific target or portfolio of assets?
Yes
No
2.3 What key outcomes are you seeking from advisory support? (Select all that apply)
Market due diligence
Operational benchmarking
Valuation insights
Risk assessment
Post-acquisition integration support
Strategic growth planning
Other
3. Areas of Advisory Interest
(Select all that apply)
Market and competitive landscape analysis
Target identification and due diligence support
Operational and financial performance assessment
Regulatory and compliance risk evaluation
Supply chain and distribution efficiency review
Digital and specialty pharmacy strategy
Integration planning for M&A transactions
Value creation and post-investment growth strategy
4. Target or Portfolio Insights
4.1 Are you currently focused on a specific pharmacy segment? (Select all that apply)
Retail pharmacy
Mail-order pharmacy
Specialty pharmacy
Compounding pharmacy
Hospital outpatient pharmacy
Other
4.2 What key financial or operational metrics guide your investment decisions? (Select up to three)
EBITDA margin
Script volume / growth
Revenue per script
Payer/reimbursement mix
DIR fee exposure
Operating cost structure
Supply chain efficiency
Workforce productivity
Other
4.3 Have you previously invested in pharmacy or related healthcare assets?
Yes
No
5. Engagement Scope
5.1 What is your preferred level of engagement with our advisory team? (Select one)
One-time due diligence engagement
Multi-phase project (e.g., due diligence + integration)
Ongoing strategic advisory partnership
Portfolio support across multiple assets
Other
5.2 What is your timeline for decision-making or closing transactions?
Immediate (0–30 days)
Short-term (1–3 months)
Mid-term (3–6 months)
Long-term (6+ months)
Flexible / TBD
5.3 Who will be the primary point of contact from your team?
6. Additional Information
6.1 Are there specific risks or uncertainties you would like addressed? (Select all that apply)
Reimbursement pressures
PBM contracting challenges
Technology disruption
Regulatory changes
Supply chain fragility
Competitive threats
Other
6.2 How did you hear about our firm?
Referral
Industry event or conference
Online search
Social media
Existing relationship
Other
6.3 Is there any other information you would like us to know before our initial discussion?
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Contact Information
A. Primary Contact Name
B. Title / Role
Managing Partner
Principal / Director
Investment Associate / Analyst
Operating Partner
Corporate Development Lead
Strategy Lead
Other
C. Email Address
D. Phone Number
E. Preferred Method of Communication
Email
Phone
Video call (Zoom / Teams)
Messaging (WhatsApp / SMS)
Other
F. Company Website
G. Office Location / Headquarters
U.S. — Northeast
U.S. — Southeast
U.S. — Midwest
U.S. — West
Canada
Europe
Middle East
Asia-Pacific
Latin America
Other
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