Holly Buckley
speaker
187 appearances
9 recordings
1 series
first heard Jan 2025
last heard Jun 2025
Holly Buckley’s voice in public audio — every appearance, attributed to the second.
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So let me pause there for a second and we can talk about maybe some of the more specific investment trends.
I don't know that it's going to be floodgates as much as somewhat of an opening. I think there's still a lot of trepidation, but as we continually talk about, there's so much gray powder. And a lot of funds are out there fundraising. So there's going to be even more. So deals are happening and there will be more deals happening. But we're seeing deals happening in different spaces.
So a lot of deals in IT companies and companies looking to support the provider services businesses, but less in the actual provider services businesses. But then we're seeing more activity in certain sub-segments.
So we're still seeing a fair amount of interest in behavioral health, but it's not going to be just kind of a generic, not as much in just kind of generic provider services, but maybe more in telemed or tech-enabled platforms that are still delivering care, but maybe have another angle.
We're weirdly seeing, I don't know if it's weirdly or not, but continued activity in a resurgence of activity in DSOs, dental support organizations, which is just, that was kind of one of the first big waves kind of 10, 15 years ago. And it just kind of continues due to the massive market and the continued fragmentation.
And then we're also seeing investments in wellness services, but we're seeing, for example, wellness, med spa, longevity medicine, and kind of businesses like that starting to grow more. And then we're also seeing a lot in life sciences and pharma services.
So I don't know if it's going to be floodgates, but I think we will see growth in healthcare private equity deals through the end of the year, but not a massive amount, but some increase from where we're at right now.
Yeah, I mean, I think behavioral health still. I think one of the really interesting things that was a surprise to me was an interest in Medicaid-heavy businesses, which I thought were going to be somewhat DOA in light of the proposed Medicaid cuts that are going through the federal budget process right now. But there was a fair amount of
I'd say excitement around the possibilities of investing in Medicaid-focused businesses that were involved in doing those better. And so I think a lot of folks saw opportunity with that. So for example, if the work requirements become a much bigger factor, there's potentially opportunities for funds looking to invest in how to better facilitate the work requirements.
And I think just Medicaid being so big and so important, but with the federal government so focused on it, I think we are going to see a fair amount of focus there. I think the other big provider area that we continue to see really big interest in is infusion. I think with the growing significance of specialty medicine and individualized medicine and
in the push to get healthcare out of more expensive venues and into the home and more affordable outpatient venues, infusion remains really high on the interest list for a lot of firms.
Yeah, I'd say life sciences and pharma services deals are still of really big interest. So clinical trials, contract manufacturing, and things like that. But also looking at automation in the pharma services space and the use of AI in pharma services was something we heard a fair amount of discussion around.
So AI's role in clinical trial design, drug discovery, decentralized trial management, as well as just kind of automation around the entire pharma services spectrum. So around things like the compliance function. So I think we'll continue to see a lot of interest there.
And then a lot on the digital health side, like how can we automate different parts of the healthcare cycle, as well as kind of the integration with payers. So again, just less on the direct provider services, provision of care side, and more on the support services around the delivery of care.
Yeah, and I mean, I think, Scott, timing is everything. I'd love to take credit for a great timed conference, but I think had the conference been two months earlier when all the tariff discussions started, I think the mood would have been very different. And I think with somewhat of a pullback on the tariff discussion and And the stock market somewhat rebounding to almost normal levels.
I think there was a lot more optimism and a much better vibe than there would have been if the conference had been two months earlier. So we were lucky with the timing there in terms of just the energy and the vibe. But I think what I'm really focused on was that we had a lot of just great conversations with folks about what they're looking at and kind of ways that we can help and connect people.
And so we're really focused on that. and then hopefully just getting into a good deal cycle for the next three, six, 12 month time period. So really just looking to figure out how we can add value for our clients and our friends in the market as they're continuing to look for good investments and execute on them.
You know, I just, I want to thank anyone that was listening today that was there. Thank you. I had one or two folks come up to me and say that they enjoy listening to your podcast, Scott, and that they have listened to some of our discussions. And so I'm happy that those people are out there. It's always fun to hear. And I think there's a few events coming up we'd love to make folks aware of.
We're going to be in New York June 11th and 12th for a New York and then Connecticut healthcare private equity pop-up meetings. each of those spots on those dates. If anyone's interested in those, feel free to reach out. And then we will have our Healthcare Growth and Operations Conference in Charlotte, September 16th and 17th. Feel free to reach out for that too.
But just appreciative of all of the work that went into it and what a great time we had last week.
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