Headwinds Take Toll on Q4 and FY 2023 Healthcare M&A
Fourth Quarter Results If we had to judge healthcare M&A activity in the fourth quarter of 2023, we’d say it was “fine.” Volume reached 489 deals, the slowest quarter of the past two years, but considering the macroeconomic headwinds the industry faced in 2023, activity could have been much slower. Deal activity in the fourth quarter of 2023 was 4% lower than volume in the third quarter and 14% down from Q4:22. In 2022, the quarterly M&A activity averaged 610 deals, but that fell to 538 in 2023, and with headwinds remaining essentially unchanged, we expect 2024 to keep that trend. Dealmaking remained relatively stable in the fourth quarter due to another wave of private equity... Read More »
2023 Performance Snapshot of Home Health and Hospice Leaders
Explore the financial performance of key players in the Home Health and Hospice (HH&H) sector during 2023. From Amedisys’ steady growth to Addus’ fluctuations, discover the ups and downs, strategic moves and investor interest that defined the industry. 2023 Quarterly Stock Performance of Publicly Traded HH&H Companies: CompanyQ1 2023Q2 2023Q3 2023Q4 2023Amedisys$73.55 $91.44 $93.40 $95.06 Encompass Health$54.10 $67.71 $67.16 $66.72 The Pennant Group$14.28 $12.28 $11.13 $13.92 Addus HomeCare$106.76 $92.70 $85.19 $92.85 Enhabit$13.91 $11.50 $11.25 $10.35 Aveanna... Read More »
Navigating Digital Health in 2024: Insights from Rock Health
Rock Health’s “Digital Health at the Turn of 2024” report sheds light on trends shaping the trajectory of the healthcare industry in 2024. Drawing observations from an in-depth analysis of research, funding and partnerships, the report identifies noteworthy developments gaining momentum and facing challenges. AI in Healthcare and Value-Based Care Enablement: While AI in healthcare and value-based care enablement stand as burgeoning trends, the report highlights a current limitation in scalability. The authors emphasize crucial considerations for AI builders, addressing concerns such as algorithm bias and ethical implications. For stakeholders like providers, payers... Read More »
5 Factors Likely to Shape Health Care in 2024: Deloitte Report
In its annual healthcare outlook survey, Deloitte cited five factors that will reshape the healthcare industry in 2024. The survey serves as a compass for industry trends and forecasts, outlining a transformative roadmap for the year ahead. From the resurgence of M&A activities and the adoption of generative AI, to navigating workforce talent challenges and exploring outsourcing strategies, the healthcare industry is gearing up for some real changes. These key factors are projected to reshape the healthcare market in the coming year: M&A, Consolidation and Convergence: While hospital and health system M&A activities saw a notable decline during the COVID-19... Read More »
Behavioral Health Care M&A Deals Decline Amid Construction-Related Inflation, Fed Rate Increases
Market conditions that include rising borrowing costs and increasing construction-related expenses have led those engaged in behavioral health care deals to employ various growth and expansion strategies. Shane Harmon, senior director, behavioral health at Blueprint – Healthcare Real Estate Advisors, is a broker who has had to go well beyond reliance on the typical M&A approach to business. “I would say since Blueprint started their behavioral division, in July of last year, we’ve done 12 transactions [worth] $80 million,” Harmon said. The deals include eight real estate conversions, three sale leasebacks and one business sale. The firm is also working on three other sales.... Read More »Schedule a demo
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