Re: Canada - Market Sizing, Databasing, Strategy Discussion

From
Lucas Motro <lmotro@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Kirk Hayes <khayes@homecareassistance.com>, Matt Neal <mneal@homecareassistance.com>, Tim Specht <tspecht@homecareassistance.com>, Tim Thomas <tthomas@homecareassistance.com>
Date
Mon, 22 Mar 2021 10:32:25 -0400
Folder
INBOX
--000000000000e1617605be20efd7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, we are all confirmed and looking forward to it. Best, Lucas On Mon, Mar 22, 2021 at 9:15 AM Timothy Thomas wrote: > Good morning Lucas, > > Sounds great! > > The Thursday call works well for us. I'll begin researching some > registries and databases that might contain this type of information. I > suspect the Canadian market isn't as well defined from a third party > research standpoint as the US but we'll do our best to pull this together= . > > Looking forward to it. > Timothy. > > On Sat, Mar 20, 2021 at 11:05 PM Lucas Motro lmotro@homecareassistance.com> wrote: > >> Tim and Timothy, >> >> We hope that you are feeling a bit settled in now. >> >> As teased, we would like to set up a call with you to dig into the >> Canadian market. We value your wisdom and experience as the founding >> Canadian HCA franchisee, and now the leaders of our first Canadian compa= ny >> owned location, and we want to gather your advisory thoughts and researc= h >> as we develop our strategy for the country. We simply ask that you pleas= e >> keep our conversations within this team copied. I believe you know every= one >> copied except for Kirk Hayes, who is my counterpart on the West Coast, a= nd >> Tim Specht who supports me. >> >> How is Thursday at 12pm ET? We are focused first on the questions below, >> and especially the market sizing question as an immediate ask for our bo= ard >> if you have any good data or estimates. If you are able to pull together >> any additional research before the call, that could be helpful, otherwis= e >> we can discuss approach to tackling these questions. >> >> Matt, Kirk - Let me know if any questions that you want to add. See Word >> Doc attached with what we already have so far from Tim and Timothy. >> >> Thanks all, >> Lucas >> >> -- >> >> *Canada - Market Questions:* >> >> - Market size - What is the market size of private pay home care in >> Canada? >> - What is your understanding/estimate? >> - Have you seen any third party research or reports that would >> point us to an analysis? >> - We are interested in estimating market size at both the country >> level and the province/major market level >> - Databasing - What is the best approach to building a database of >> private pay competitors and acquisition targets? >> - Have you seen country or province level directories that would >> be helpful? >> - Which provinces require licenses for home care? We sometimes use >> license databases as a starting list to narrow down from. >> - Other Buyers - Who else is buying private pay home care agencies in >> Canada? >> - What can you tell us about their M&A strategy (who are they >> buying, where, type/structure of deals, how much are they paying)? >> - Positioning, trends >> - What is your overall assessment of the attractiveness of the >> private pay market in Canada? >> - Quick markets assessment - which provi