2025 Healthcare Private Equity Deal Trends 2-11-25
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What are the key trends in healthcare private equity for 2025?
Thank you all for joining us. I'll do a couple of introductory announcements before we get started with the substance of the program. We're going to talk about healthcare private equity deal trends, 2025, and so many different changes in the market between different sectors, whether provider-based, practice-based, dental-based, or life sciences or pharma and device-based, so many different things going on. Welcome to this version of the Becker Private Equity and Business webinar series. If you're ever interested in hosting or sponsoring a webinar, let us know. We've got four fantastic panelists today. We're joined by two colleagues of mine from McGuire Woods, and then we've also got Matt Wolf, who's a senior leader in valuation and private equity at RSM, and Craig Castelli.
Craig is a brilliant investment banker who at the wherewithal to found his own investment bank a long time ago now and works at the intersection of healthcare, and he also does his investment bank work outside of healthcare too. And it's done a ton of work in healthcare and DSO work over the last few years, too. I'm going to ask each of you to take a moment to introduce yourselves, and then we'll get started with the core of the discussion. And thank you all for joining. At any time that you've got a question, feel free to send it in the chat link. There's a chat box. We'll try and address all the questions. Also, feel free to text Scott Becker. If it's easier, 773-766-5322. 773-766-5322. So we can answer your questions and please do send them in. Craig, I'll start with you. Take a second and introduce yourself and tell us a little bit about Caber Hill Advisors.
Thanks, Scott. Craig Estelli, Caber Hill Advisors, founded the firm 11 years ago. We're a lower middle market investment banking firm. We primarily advise founders and owners of lower middle market companies. About half of our business is in healthcare and the bulk of that is within healthcare services. physician practices, dental practices, service providers to those practices. And oftentimes we're advising them on the journey towards growing the business and ultimately transacting with private equity. So great to be here today. And I'll give a plug really quick that Scott asked me to make. We conducted a survey last fall of private equity partners on their outlook for M&A in 2025. You can find that on our website at caperhill.com.
Spoiler alert, everybody's excited for a big year. Thank you. The survey is great. We also had a chance to feature Craig on a podcast related to that survey. So, Craig, thank you so much. Matt, take a second and introduce yourself.
Thanks, Scott. Matt Wolf. I lead the healthcare and private equity group for RSM. RSM is really the largest consulting firm focused on the middle market. I help lead our healthcare space there. And I'm also one of our healthcare senior analysts. So I spend a lot of my time working with our economists and other analysts to study what's going on in the macroeconomic environment and what's going on in healthcare and putting together our data-driven perspective on that to share with our clients or people serving our clients and really anybody who will listen to me. So excited for the conversation today.
Thank you. And I get a chance to visit with Matt regularly. He's one of the most listened to guests on our podcast and just a terrific, terrific centered, thoughtful leader. Thank you, Matt, for joining us. Bart, take a moment and introduce yourself and tell us what you're looking at or tell us about yourself. Thanks, Scott. Bart Walker, a partner with McGuire Woods. I am one of the co-chairs of our healthcare industry team. And that capacity, I have oversight over our go-to-market strategy across the departments within the firm and the healthcare and life sciences space. My practice is almost entirely healthcare M&A. Most of that's PE-backed healthcare services with some pharma and pharma services sprinkled in. So in a nutshell, that's my practice. Very similar to Holly's practice, as you'll hear.
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Chapters
6 chapters
1
What are the key trends in healthcare private equity for 2025?
0:00–7:39
2
What are the new state-level regulations affecting healthcare transactions?
7:39–13:48
3
How is the healthcare-at-home market evolving?
13:48–16:53
4
What alternative exit strategies are being considered in private equity?
16:53–22:10
5
What is the current deal volume outlook for healthcare investments?
22:10–24:50
6
How are interest rates impacting private equity deals?
24:50–29:24
Speakers
2 identifiedMore from Becker Private Equity & Business Podcast
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