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Amulet, CVC and Kinderhook pursue primary care; shift in value-based care drives PE investments, says Harris Williams

Morning Hubsters,

Happy Fri-yay! John R Fischer here with the US Wire from the New York newsroom.

We’re keeping things short and sweet this morning. We start with a 5-deal listicle on a healthcare segment with promising consolidation prospects – a fact that has attracted the likes of Amulet Capital Partners, CVC Capital Partners and Kinderhook Industries.

We’ll wrap things up with look into a Harris Williams article discussing investment opportunities that PE firms are seeing in value-based healthcare. Let’s dive in.

Next generation health
Market fragmentation, the rising use of tech-enabled care models, aging demographics and shifts to value-based care are creating opportunities to acquire, consolidate and scale platform investments in the primary care market.

PE Hub rounded up five deals in the primary sector from the last six months.

Upgrade to the premium Wire to learn more.

Finding a doctor

The aim to shift all Medicare beneficiary to value-based payment programs by 2030 has led investors to target providers experienced in managing risk and improving outcomes for complex, high-cost patient populations, according to senior professionals in Harris Williams’Healthcare and Lifesciences Group.

You can read my takeaways from the report in the premium version of the Wire.

Well, that’s it from me. As always, if you have any questions, thoughts or want to chat, please email me at [email protected].

Nina Lindholm will be in the Europe chair on Monday, while Rafael Canton will bring you the US Wire, filling in for MK Flynn while she takes a well-deserved vacation.

Cheers,

John

Read the full Wire commentary on PE Hub ...

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Deals

They said it

“The most sought-after companies in this sector are utilizing technology to demonstrate that their savings are being generated by clinical outcomes as opposed to optimized coding.”

— Dan Linsalata, managing director, Harris Williams, on investor attraction to value-based healthcare providers

Today's letter was prepared by John R Fischer

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