Weekly Round Up

Research Deep DiveLong Form ArticleWeekly Round Up
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Supply Problem, PE Solution: The Rural Health Platform Play

Supply Problem, PE Solution: The Rural Health Platform Play

Convert supply constraints into scale—MA roll-ups, tele-specialty networks, and mobile clinics where policy tailwinds meet unmet demand.

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KKR’s Bold Biopharma Play | Europe’s Hidden Healthcare Risk | AI’s Global Imbalance

KKR’s Bold Biopharma Play | Europe’s Hidden Healthcare Risk | AI’s Global Imbalance

Biopharmaceutical industry is expected to hit $1.8 trillion by 2034, North America still dominates half of the world in AI applications to healthcare.

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Hospitals Services Margin game vs Inflation, M&A small Rebound

Hospitals Services Margin game vs Inflation, M&A small Rebound

Hospitals are winning the margin races vs the general inflation, while consumers are worried on their Healthcare services expenses.

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Borders, Bundles, $111B: Medical Tourism’s M&A Magnet

Borders, Bundles, $111B: Medical Tourism’s M&A Magnet

With a 19 % CAGR and widening cost-quality arbitrage, destination hospitals, facilitator platforms, and insurer-backed travel bundles are now prime roll-up targets.

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Performance, Prevention, Profit: Where PE Fits in the Sports Med Boom

Performance, Prevention, Profit: Where PE Fits in the Sports Med Boom

An 8% CAGR, fragmented share, and rising APAC demand create a two-track deal runway: bolt-on niche innovators to orthopedic platforms for scale.

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Deal Radar: IoT’s $368B Health Edge—Who Buys Connectivity?

Deal Radar: IoT’s $368B Health Edge—Who Buys Connectivity?

An 8× surge in connected care opens lucrative roll-up lanes in monitoring and smart-hospital tech—if acquirers can price the mounting cyber risk.

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Coverage Gap: 1.4 M Untapped Members for Managed-Care Roll-Ups

Coverage Gap: 1.4 M Untapped Members for Managed-Care Roll-Ups

Millions stranded between Medicaid and ACA subsidies create latent demand—and a prime roll-up arena for managed-care, retail clinic, and insurtech platforms.

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Healthcare Robotics Hits $21B: PE Pivots to Platforms, Plus $7.7B IPO & CapLink × 150 Media Partnership

Healthcare Robotics Hits $21B: PE Pivots to Platforms, Plus $7.7B IPO & CapLink × 150 Media Partnership

CapLink deal, summit speakers, robots surge, $7.7B oncology IPO

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From $27B to $614B: Where the AI Targets Will Be

From $27B to $614B: Where the AI Targets Will Be

With AI poised to deliver a 38.5% CAGR and a $3.20 return on every $1 invested, healthcare acquirers face a once-in-a-generation roll-up opportunity across data platforms, smart-hospital tech, and generative drug discovery.

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$1.25T by 2029: Healthtech’s Time Is Now

$1.25T by 2029: Healthtech’s Time Is Now

As Healthtech scales past $1.25T, private equity sees a rare window for disciplined growth, digital buy-and-builds, and platform consolidation.

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Saudi & UAE Drive $38.5B Post-2024 Surge

Saudi & UAE Drive $38.5B Post-2024 Surge

It’s Thursday, and we’re diving into middle east healthcare opportunities, the market adoption of robotics in surgery, and the remote patient monitoring market.

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From Clinics to Couches: Where PE Sees Its Next Win in Healthcare

From Clinics to Couches: Where PE Sees Its Next Win in Healthcare

It’s Thursday and we’re diving into mid-market private equity’s play in healthcare, the booming precision medicine market, and the median launch price of new U.S. drugs.