Strategic Restructuring Consultant

Consultant Details:

Contact: Betsy Uhrman
Name of Firm: Health Management Associates, Inc.
Language Spoken: English, Spanish
Website/LinkedIn URL: https://www.healthmanagement.com

Consultant Expertise

Cultural due diligence/integration, Facilitation of exploratory/negotiation phase, Facilitation of integration planning, Financial due diligence/integration, HR integration

Program Areas

Arts and Culture, Community and Economic Development, Education, Environment, Health, Human Rights, Human Services, Philanthropy, Public Affairs, Public Safety, Religion, Science, Social Sciences, Sports and Recreation

Number of Individuals in Firm:

500+

Names and Titles of Individuals in Firm:

Betsy Uhrman,
Senior Consultant
Robert Muschler,
Senior Consultant
Michael Butler,
Senior Consultant

Firm or Consultant Address:

515 Flower Street, Suite 1150

RFQ Contact Name:

Betsy Uhrman

RFQ Contact Phone:

(213)705-8919

Geographic area currently served by firm (select all that apply):

Los Angeles, California, USA International

How would you describe the range of diversity reflected in your firm’s consultants and leadership (or self, if sole practitioner)?

Our consultants exhibit diversity of race, gender, and sexual orientation. We work to honor the diversity of all types. Our extensive experience partnering with diverse communities throughout Southern California is a testament to our commitment and approach to diversity.

Please describe your mission, values, and approach:

HMA is a leading independent, national research and consulting firm. We provide policymakers, providers, health plans, foundations, and community-based organizations with strategic guidance, technical assistance, data analysis, research and evaluation, policy development, decision support, and implementation services. Our work intentionally targets the social determinants of health and the way they show up and intersect in the places where people live, work, and go to school. This holistic view is critical as we consider the array of services and supports—physical health, behavioral health, early childhood education, and social services—that must work in tandem to improve outcomes.

What expertise or perspective do you bring to organizations looking to ground their collaboration practices in values of diversity, equity, and inclusion?

Our proposed team regularly engages in multi-stakeholder initiatives that involve actively listening to and synthesizing community concerns, suggestions, and recommendations to guide groups of various sizes, often with different points of view, to solve problems, build consensus, and resolve conflicts. We strive to ensure participants understand both why and what they are collaborating on by providing a variety of opportunities to build and earn trust to maximize the benefit of collaborative experiences.

Please describe your ideal engagement. Feel free to include issue area and scope of project:

An ideal engagement is one where partners enter the process eager and excited to imagine what’s possible through collaboration. Partners bring to these engagements a commitment to open and candid communication and a willingness to have the crucial conversations that are at the core of trust-building and creative problem solving.

How many strategic restructuring projects have you or your firm been involved with?

20+

Please describe your fee structure:

Our fee structure varies depending on the project structure and the needs of our client. In general, we utilize a time and materials structure where we only invoice for time spent on agreed upon tasks.

What percentage of your clients are within the nonprofit sector?

100% of our clients are nonprofit or public sectors (government) agencies

Are you open to remote engagements?

Yes

Briefly describe 1-3 examples of restructuring projects with which you have been involved. Please name all participating organizations. (Please prioritize NSI-funded and/or LA-based organizations).

1) Pacific Clinics and Uplift Family Services: Beginning in January 2020, HMA Community Strategies facilitated numerous meetings with the Board of Directors and Senior Leadership Teams of Pacific Clinics and Uplift Family Services as part of a due diligence process to explore the potential for strategic restructuring.. Following Board votes to proceed with discussions, HMA led a review process focused on key areas programs and functions. The review process included the transparent exchange of documents, individual reviews of materials by staff leads, and a sequence of topic-specific meetings to discuss findings. Based on the findings, the Boards again voted to proceed with discussions. 2) Hillsides/Bienvenidos: Starting November 2015, NPO Solutions facilitated over 60 meetings with both agencys’ Boards of Directors and Senior Leadership Teams, as part of a due diligence process to explore the potential for strategic restructuring. At the heart of this process were five sub-groups (Mission/Programs, Human Resources, Business Operations, Finance, and Legal), comprised of Board and staff members, who systematically reviewed and discussed the key topics and pertinent documents to inform the process. In March 2016, both Boards of Directors signed a Memorandum of Understanding and Term Sheet stating their intent to merge. 3) Optimist/Pacific Lodge: Starting May 2016, NPO Solutions facilitated over 20 meetings with both agencys’ Boards of Directors and Senior Leadership Teams, as part of a due diligence process to explore the potential for strategic restructuring. At the heart of this process were three sub-groups (Mission/Programs, Human Resources, and Business Operations/Finance), comprised of Board and staff members, who systematically reviewed and discussed the key topics and pertinent documents to inform the process. In August 2016, under the advisement of legal counsel, both Boards of Directors signed a Memorandum of Understanding stating their intent to merge. The merger was officially finalized January 1, 2017.

Add any other information you feel would aid in understanding the value you or your consulting firm can bring to a strategic restructuring exploration or implementation process:

For over 30 years, we have partnered with over 250 nonprofit organizations to expand their capacity to achieve their mission and accelerate impact. We do this through strategy development and restructuring, capacity building, and evaluation. This depth of knowledge, and the breadth of services that we provide has prepared our organization to guide and facilitate complicated strategic restructuring engagements. Our successful track record of facilitating due diligence processes speaks to our competencies in this area. We have developed a thorough, comprehensive, and proven process that engages leadership in meaningful discussions to help them explore the full range of partnership opportunities. Our approach ensures that all relevant data is collected and analyzed, outside experts are engaged, as needed, and leadership are provided a forum to have the necessary candid, and sometimes difficult, conversations. As a practice, we do not advocate for one form of restructuring over another, and are open to all conclusions. Our only goal is to ensure that as leadership make decisions regarding the future of their agencies, they are well-informed and understand the implications of their decisions.