Financial Services & Investors

Bridging Policy, Practice, and Capital

ATI provides the intelligence investors and operators need to navigate complexity, evaluate opportunities, understand reimbursement pathways across government and publicly funded healthcare programs, and manage risk.

We deliver forward-looking market outlook studies and policy analysis, buy-side and sell-side diligence support, strategy and value creation planning, scenario-based quantitative modeling, and ongoing advisory services across the healthcare ecosystem for investors and portfolio companies. We support private equity firms, venture and growth equity investors, alternative asset managers, institutional investors, and investment banks to make confident investment and strategy decisions grounded in policy, data, and market reality.

ATI brings unique differentiation in publicly funded healthcare programs including:

  • Medicare and Medicare Advantage
  • Medicaid and Medicaid Managed Care, and value-based care including managed care
  • Medicare-Medicaid integration (dual eligibles), complex care, state Medicaid transformation
  • the Program of All-inclusive Care for the Elderly (PACE)
  • Aging services
  • Long-term services and supports (LTSS) including home-and community-based services HCBS).

With a foundation in policy intelligence, data analytics, and strategic advisory services, ATI helps investors see around corners, connecting regulatory and policy changes in in Washington, DC and state capitals to what is investable in the market. Our experts and analysts have held senior executive roles in the White House, CMS, and other federal and state government positions, as well as leadership roles within the provider, health plan, and private-equity portfolio company ecosystem.

Our Services

ATI Services for Healthcare Financial Services and Investors

Market Outlook & Policy Analysis

  • Forward-looking perspectives on regulatory and reimbursement trends across Medicare/Medicare Advantage, Medicaid/Medicaid Managed Care, and value-based care models
  • Policy environment assessment for Medicare, Medicaid, employer-sponsored coverage, and value-based care investment decisions
  • Comprehensive market studies across publicly funded healthcare programs including competitive landscape, addressable market sizing and policy implications

Scenario Modeling & Data Analytics

  • Quantitative modeling of utilization, savings, and performance trends using Medicare and Medicaid claims data
  • Market trajectory modeling to stress-test investment theses under multiple policy and reimbursement scenarios
  • Medicaid reimbursement studies, including base-rate methodologies, Federal Medical Assistance Percentage (FMAP) dynamics, and supplemental funding analysis
  • Market study deliverables including total addressable market (TAM) modeling, utilization trend analysis, and reimbursement exposure quantification

Investment Diligence & Custom Deliverables

  • Structured diligence reports, readouts, and executive briefings tailored to specific investment needs
  • Regulatory analysis and reimbursement exposure modeling under multiple administrative and policy scenarios
  • Expert interviews to validate adoption trends and market assumptions
  • Ongoing partnership and post-deal support, including continuous market intelligence, strategic guidance, and policy monitoring for portfolio companies

By the Numbers

78M
78M Medicaid recipients - States are increasingly seeking innovative solutions and services to improve the experiences and contain cost growth.
$1T+
Annual Medicaid spending across federal and state sources, subject to the most significant federal policy restructuring in 15 years
50%+
Medicare beneficiaries now enrolled in Medicare Advantage, a market that has grown rapidly but is now facing rate pressure, benefit reductions, and tightening CMS oversight
36B
36B hours of unpaid care -38M unpaid family caregivers provide 36B hours of care. Demand for managed care solutions and state policy to support the unpaid workforce is higher than ever.
743
Hospitals required to participate in TEAM, CMS's first mandatory bundled payment model in a decade, with episode expansion expected as early as 2027

Research + Resources for Healthcare Financial Services

Contact Us

Email us at info@atiadvisory.com or fill out the form below and we’ll be in touch.