Another Avalanche: January Deal Volume Breaks Record
The new year is already off to a strong start. Deal activity in January hit a record high with 352 deals across all sectors, beating out the previous record of 293 deals in January 2021. An impressive feat, considering the many headwinds currently facing the market. We expect this number to continue to rise as more January deals continue to be announced. 2021 was a record-breaking year for deal activity, with 2,599 deals on the books so far. However, if January’s strong showing foreshadows the rest of the year, 2022 may shatter the prior year’s record. The busiest sector during January 2021 was Physician Medical Groups (PMG), with 77 announced deals, making up 22% of all deals across... Read More »
November Healthcare M&A Deal Volume Soars
The penultimate month of 2021 did not disappoint. There were 229 deals announced in November. It’s a mere five deals more than what dealmakers announced or closed in October, but the fourth quarter is shaping up to be a historic era of activity. Most of the deal activity remains focused on the lower market, highlighting the fragmentation of the market, meaning there are plenty of targets left for equity buyers and strategic investors. Aside just from a natural cooling off of the market, the only major headwind on the way is the Omicron variant, which has already hit the United States. Its been rattling public markets; Moderna and Pfizer are quickly pivoting to develop... Read More »
The Transcript: Q3 Highlights From Healthcare CEOs
What better way to get an understanding of the healthcare market than through the CEOs of the top companies themselves? Leaders across different segments, including hospitals, telehealth, managed care, home health and more, reported strong growth and activity and have a confident outlook for the final quarter of 2021. Membership Drive “We ended the quarter with 715,000 members, 18,000 above the high end of our updated guidance from September 1, up 40% year-over-year. Similarly, our revenue also has outperformed coming in at $151 million, $3 million above the high end of our updated guidance from September, up 49% year-over-year.” – Amir Rubin, President and CEO of One Medical“We were... Read More »
Q4 Kicks Off With a Bang
Here we are again. Activity in October hit 212 deals, a slight uptick compared with 207 deals announced in September, but more than 50% higher compared with October 2020. It’s an all-time record for a single month, at least for now. Some activity last month can be attributed to the typical fourth quarter surge, but fear of a capital gains tax increase and plenty of tailwinds across sectors are really pushing dealmakers to close. The chart below shows the bulk of the deal activity is concentrated in a few sectors: Physician Medical Groups, eHealth, Long-Term Care and Other Services. It has been this way for most of the year, and we don’t expect it to change in the fourth... Read More »
Industry Experts Talk Healthcare M&A Market at iiBig Virtual Roundtable
The editorial team at Irving Levin Associates attended the keynote panel at the iiBig 13th Annual Investment and M&A Opportunities in Healthcare Virtual Conference aptly titled “State of the Healthcare M&A Industry.” It was led by Nick Donkar, Head Deals Leader – Healthcare, PricewaterhouseCoopers, and featured John W. Jones, Jr., Partner, Troutman Pepper LLP, Burk Lindsey, Managing Director, Raymond James, Michael Ory, Managing Director, Brentwood Capital Advisors and Neil Pickett, VP and Deputy Chief of Staff Indiana University Health. The panel managed to paint an in-depth portrait of the healthcare M&A market and the forces driving such high growth this... Read More »Schedule a demo
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