Matters Graph Sector Coverage

The industries associated with health and life sciences are inherently complex, shaped by a web of clinical, regulatory, and economic forces. Matters Graph's focus within this space has been particularly sharp: we concentrate on products and services sold into healthcare providers and life sciences organizations, rather than the providers or payers themselves. This distinction enables us to explore the commercial dynamics that drive growth and risk for companies operating in these sectors.

Our experience supporting companies in the healthcare and life sciences sectors is both broad and deep. It draws on decades of Commercial Due Diligence (CDD) work and relies on significant domain expertise, including that of Dr. Lynt Johnson, Associate Partner. Dr. Johnson brings a rare combination of clinical insight and commercial acumen, having spent decades as a practicing surgeon and healthcare leader. His perspective helps bridge the gap between therapeutic efficacy and provider economics, and he plays a critical role in shaping our understanding of how clinical differentiation translates into commercial advantage.

Understanding the healthcare and life sciences landscape requires more than surface-level analysis. It demands fluency in the dynamics of payors and reimbursement models, a nuanced understanding of regulatory and pricing risks, and the ability to map out provider—and, in some cases, patient—preferences and decision-making criteria. We pay particular attention to the distinction between clinician preference and the priorities of the economic buyer, which are often misaligned. We also seek clarity on clinical differentiation—not just therapeutic effectiveness, but also the operational and financial impact on the provider's business.

Custom-sourced Voice of Customer research is essential to our approach. We engage directly with clinicians, economic buyers, clinical administrators, value assessment committees, and even consumer and social service advocates to understand the full spectrum of demand drivers. Our research spans perceived efficacy, switching costs, barriers to adoption, and the nuanced factors that influence choice and loyalty.

Matters Graph has supported CDD across a wide range of opportunities in MedTech, including medical devices, consumables, capital equipment, digital health, health informatics, enterprise healthcare software, and healthcare AI, such as transcription, workflow optimization, and clinical decision support. We've also worked extensively in the pharmaceutical and services sectors, including RPO, supporting clients that sell into diverse clinical, diagnostic, and development environments. These include R&D labs, diagnostic labs, physician practices (both independent and group), clinics, hospitals, and ambulatory care settings.

Recent Matters Graph Health and Life Sciences project examples include (for details on Matters Graph Diligence exercises covered by PitchBook, click on the PitchBook icons below to view deal details):