Case Study

UrgentMED – Regional Medtail Expansion

Southern California

  • Property Type: Healthcare
  • Size: Varies
  • Date Closed: 2021 to present


  • Developing and strategizing UrgentMED expansion efforts as the client’s national master broker
  • Multi-year requirement for territory expansion with high visibility, Class A locations in high barrier-to-entry markets
  • Understanding the competitive landscape including operator competition, payer mix, and patient base


  • Develop site selection process to guide decision-making process by evaluating key indicators not limited to demographics, income levels, traffic counts, payer mix, GPS mobile analytics and cross visitation patterns
  • Understand the client’s patient base to develop void analysis and target markets for expansion
  • In depth site evaluation and presentation of comprehensive property site book to provide analysis. Developed matrix to gauge data variances to quickly evaluate projected location performance
  • Leverage landlord and broker relationships to bring on-market and off-market opportunities to client
  • Focus on a combination of 2nd generation and De novo flagship opportunities to allow clients to improve speed to market while guaranteeing long-term success


  • Fulfilled client’s requirement with ten (10) new locations over a twelve-month period
  • We identified off-market opportunities including the acquisition of existing urgent care operations in lucrative Los Angeles submarket
  • We phased out acquisition and lease strategy for a multi-year expansion plan
  • Guide client decisions with data and research for merger & acquisition opportunities