Home Health & Hospice vs Seniors Housing: What Investors Need to Know

Home Health & Hospice vs Seniors Housing: What Investors Need to Know

Health care is not a one-size-fits-all solution, and the variables at play in each market require careful consideration from investors. While most people first think of seniors housing for older adults, there has been a tremendous push for home health-based supports and services. We spoke with industry experts Eugene Goldenberg, Managing Director at Edgemont Partners, and Steve Monroe, Founding Editor of our sister publication, The SeniorCare Investor, to gain invaluable insights and help guide investors through the intricacies of two dynamic markets: Home Health & Hospice (HH&H) and seniors housing. Navigating Care Options: When considering a move to a seniors housing community,... Read More »
Doc Group Deals Take Health Care in New Directions

Doc Group Deals Take Health Care in New Directions

With more than 180 deals announced so far in 2019, the Physician Medical Group sector is roaring toward another strong close. The usual specialties—dental, dermatology and ophthalmology—are still very active, but after 10 to 20 years of consolidation, their trajectories are flattening. Other specialties are gaining traction with private equity investors, particularly orthopedics, gastrointestinal (GI), urology, pain management and women’s health. Even ear, nose & throat (ENT) deals are picking up. We spoke with a few deal makers to find out where this sector stands at the end of 2019 and what’s ahead for M&A in 2020. The hot areas this year have been surgical subspecialties,... Read More »
Will Catalent’s Deal Launch the Next Wave of CRO M&A?

Will Catalent’s Deal Launch the Next Wave of CRO M&A?

Contract research organizations (CROs), like contract development and manufacturing organizations (CDMOs), have been popular targets for private equity firms and strategic buyers for years. The deals seem to come in waves, and the healthcare M&A market may be in for a tsunami this year. In 2013, some 20 transactions for CRO/CDMO targets were announced, with some hefty price tags attached. Royal DSM paid $1.95 billion to buy Patheon. Other big deals that didn’t disclose prices came from KKR & Co. (NYSE: KKR), which acquired both PRA International and ReSearch Pharmaceutical Services that year. CRO deal volume rose a little in 2014 (27 deals), then ebbed in 2015 (11 deals). The... Read More »