Fortava Healthcare’s acquisition of three care homes

Kent Finance is pleased to have supported Fortava Healthcare on their successful acquisition of three care homes Stapleford View, Wilford View and Long Eaton View across in Notinghamshire and Derbyshire, marking a significant milestone in Fortava’s growth strategy.

Acting as financial due diligence (FDD) advisor, Kent Finance was engaged to conduct a comprehensive, end-to-end assessment of the target businesses, which included a detailed review of historical trading performance, ownership structures, and a clearly defined transaction perimeter, ensuring Fortava had a robust understanding of the assets it was acquiring.

A key element of the engagement was the development of a forward-looking profitability assessment, including a 12-month forecast model with downside sensitivities, alongside a critical review of Fortava’s five-year post-completion plan. The forecast model combined with business assessments ensured alignment between strategic ambitions and operational realities, supporting a sustainable growth trajectory.

In the run‑up to completion, Kent Finance supported the team by reviewing the completion accounts prepared by the vendor Medina Group, advising on SPA drafting, and negotiating key risk areas highlighted in the FDD, including aged debt, intercompany balances, and deferred tax liabilities. Throughout the final stages, we worked closely with Jamie and the wider deal team to ensure a smooth and well‑informed path to completion.

“Completing this transaction marks a significant step forward for Fortava as we continue our mission to transform the standard of dementia care. Throughout the process, the team provided clear, thoughtful insight that strengthened our confidence in the fundamentals of the business we are bringing into the group. Their integrity, willingness to offer well‑reasoned perspectives, and genuinely collaborative approach played an important role in guiding us through what is naturally a complex process. I’m grateful for the support and expertise they brought to the table, and we’re excited about the future of Fortava Healthcare.”

“Supporting Fortava on this transaction was a real privilege. Our work focused on giving Jamie and the team clear insight into the underlying performance of the three homes, testing the robustness of the forward plan and providing an independent view of sustainable profitability to inform their decision making. We built a genuinely strong relationship with the Fortava team throughout, and the constructive engagement from the vendor, Sagheer, helped keep the process smooth and collaborative from start to finish. We’re delighted for all parties involved and excited to see the homes continue to thrive under Fortava’s stewardship.”

This partnership-driven approach enabled Fortava to move forward with confidence, underpinned by clear, evidence based actionable insights at every stage of the deal process. The acquisition expands Fortava’s operational capacity to over 300 beds and enhances its ability to deliver specialist dementia and complex care services across the Midlands.

Kent Finance’s involvement reflects its commitment to delivering rigorous financial due diligence, combining technical expertise with a collaborative mindset to support clients in making informed, strategic investment decisions.