FINANCIAL INSTITUTIONS

Maximize healthcare investments, with evidence

Make evidence-based investment decisions by leveraging deep commercial insights, scientific expertise and the analytic rigor of data science using IQVIA proprietary data sets.

Financial Institutions Consulting Team

The IQVIA Financial Institution Consulting (FIC) team provides transaction advisory support across healthcare sectors – including biopharma, MedTech, pharma services (CDMOs & CROs), and consumer health – covering due diligence, M&A, licensing, business development, and growth strategy, focused on both assets and services. Gain the clarity you need to confidently invest in a dynamic healthcare environment.

600+

Engagements since 2015, including pharma, biotech, and financial sponsors

>4K

Assets evaluated by IQVIA’s specialized, senior team

$20B

Deal size supported, both buy-side and sell-side for global targets

150+

Clients from the financial services industry

10+

Countries we operate in, establishing a true global footprint

FIC Focuses On Supporting Clients In Four Core Areas

Market & Opportunity Analysis

  • Articulate key strategic aspirations and end-state ambition
  • Build integrated market landscape analysis including patient / disease profile, epidemiology and incidence analysis, competitors, regulators, pricing, and pipeline
  • Evaluate client / target’s position and determine gap versus “right-to-win” requirements (e.g., channel, tech shifts, etc.)
  • Identify key strategic gaps and translate into actionable growth plan
  • Example engagements: Aspirations & market strategy, client gap analysis, facilitated strategy workshop

Deal Strategy

  • Facilitate corporate and growth strategy development
  • Leverage data driven insights to develop investment and transaction hypothesis i.e., what to buy, and rationale, given market dynamics
  • Identify targets (companies and assets) that fixes strategic gaps using alliance, licensing and M&A tools
  • Prioritize key targets, and create formal deal strategy and takeover / investment plan (timelines, actions)
  • Example engagements: Investment thesis, target screening & selection

Deal Execution Support

  • Select lead targets, investments and transaction for action
  • Mobilize and/or partner with other advisers, including legal and investment banking teams to support process
  • Conduct commercial and technical due diligence and build financial forecast
  • Support crafting of strategic terms and securing Board support
  • Support Target engagement and closing process
  • Example engagements: Due diligence, transaction and investment advisory

Value Creation & Exit

  • Identify levers for boosting revenues, reducing cost, and repositioning asset value
  • Identify, evaluate and select exit option (i.e., sale, IPO, etc.)
  • Support funding and sale process (i.e., conduct due diligence, prepare CIM, and complete the transaction)
  • Example engagements: Post-M&A integration, growth & disruption strategy, transaction & investment advisory

IQVIA’s Financial Institution Consulting (FIC) team supports financial sponsors, biopharma companies, and healthcare investors through strategic, data-driven engagements.

The FIC team leverages the world’s largest healthcare world’s largest healthcare data source (drug usage, coverage, claims, etc.) and the world’s largest CRO (clinical, technical, regulatory expertise) to optimize capital allocation efficiency in life sciences to maximize returns, manage risks, to achieve financial and strategic goals and make it accessible to you on a deal timeline.

IQVIA uses a robust and standardized approach to rapidly answer key diligence questions on early- and late-stage investment opportunities

Quick Access to Proprietary Data Assets

FIC leverages a variety of IQVIA's proprietary datasets to build critical insights for investors and management teams

In these short-form case study summaries, explore how IQVIA FIC helps investors, biopharma companies, and private equity firms make high-stakes decisions with confidence.

From oncology acquisitions and innovative therapy investments to generics transactions, in-licensing opportunities, and launch planning, these case studies highlight how integrated commercial diligence, forecasting, and strategic insights uncover value, assess risk, and support successful investment and growth decisions across the life sciences landscape.

Frequently asked questions

Yes. We support private equity, venture capital, corporate, and biopharma clients across both buy-side and sell-side transactions, including commercial and technical due diligence, investment evaluation, licensing assessments, portfolio strategy, and transaction support.
IQVIA's proprietary datasets provide unique visibility into market dynamics, prescribing behavior, payer access, clinical development, transaction activity, and real-world outcomes. These insights help investors quantify risks, validate assumptions, and make more informed investment decisions.
We evaluate opportunities across biopharma, MedTech, pharma services (e.g. CROs, CDMOs, etc.), and consumer health. Our work spans marketed products, pipeline assets, platforms, business units, companies, and strategic transactions ranging from growth investments to large-scale acquisitions.
Absolutely. We regularly assess CROs, CDMOs, and other pharma services businesses, evaluating market attractiveness, competitive positioning, growth potential, customer dynamics, operational capabilities, and key value creation opportunities for investors and strategic acquirers.
Since 2015, FIC has completed more than 500 engagements and evaluated over 3,000 assets across various different stakeholder types. Our team combines strategy consulting, scientific, commercial, and IQVIA's proprietary data expertise to support investment decisions across the healthcare ecosystem.
unparalleled proprietary data assets and deep scientific, clinical, and technical capabilities across development, regulatory, and CRO services. As a dedicated transaction advisory team, we understand deal timelines and deliver fast, evidence-based assessments grounded in real-world market, clinical, payer, provider, and transactional insights.
Yes. We regularly support investors and companies with investment theses, strategic narratives, market assessments, forecasting, and investor-facing presentations. Drawing on extensive transaction advisory experience, we help clients articulate the key value drivers, risks, and differentiators that matter most to investors.
Yes. Beyond diligence, we help portfolio companies identify growth opportunities, refine commercial strategy, evaluate market access, support business development initiatives, and accelerate value creation. Through IQVIA's broader consulting capabilities, we can provide support from transaction close through execution and growth.
Yes. Leveraging IQVIA's payer, formulary, provider, and real-world data assets, we assess reimbursement dynamics, coverage restrictions, access barriers, and commercial implications. We also have access to dedicated payer research capabilities and expert networks across the US and Europe to validate findings with real-world stakeholder perspectives.
We provide global support across major healthcare markets, including the US, Europe, MENA, Asia, and key international regions. Through IQVIA's global footprint and local expertise, we can tailor analyses to specific geographies or multinational opportunities.
We assess scientific rationale, clinical evidence, development timelines, regulatory considerations, competitive dynamics, market opportunity, and commercial potential. Through IQVIA's Centers of Excellence (Across 12 therapy areas), Drug Development and Regulatory Services teams, and proprietary data assets, we identify key risks, uncertainties, and value drivers throughout the product development lifecycle.

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