Healthcare Private Equity Update with Holly Buckley of McGuireWoods LLP 4-9-25
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Who are the hosts and guests in this healthcare private equity episode?
This is Scott Becker with the Becker Private Equity and Business Podcast. We're thrilled today to be joined by Holly Buckley. Holly chairs the healthcare department at McGuire Woods. She serves on some boards and she works at the intersection of healthcare and private equity. She also helps to chair the Healthcare Private Equity Conference at McGuire Woods.
What are the current trends and challenges in the healthcare deal market?
That's coming up May 14th and 15th in Chicago. Holly, there's been a ton of turmoil in the markets recently. What are you seeing and what should we take out of that as to the impacts on the deal market?
Thanks, Scott, and thanks for having me on. I'm actually coming at you live today from the KO 2025 Women's Healthcare Private Equity Summit here in Chicago. So I apologize if there's any background noise. So it's actually great to be at a conference right now and hear some of the discussion around what folks are seeing and how they're viewing the market.
How is the regulatory environment impacting healthcare private equity?
And so I have a few thoughts just from hot takes from the conference so far and then a few thoughts on the federal level. In terms of what we're seeing in the market, I mean, I think one interesting observation is that healthcare provider services investing is likely somewhat tariff resistant. While I think the overall market conditions are going to have somewhat of an impact in terms of the specific sector, it may be a better sector to be in than some others that are going to be much more greatly impacted. I think, though, there are very strong headwinds and or strong headwinds in terms of the regulatory environment at both the federal and state level for different reasons. The federal level, it's really the uncertainty of the new administration. And on the state level, it's really around the transaction notices, both notice and consent that we're seeing a proliferation of. And we've talked about a number of other times. I think one of the other big headwinds we're seeing a lot of discussion around is just continued staff shortages and labor market issues.
What sectors within healthcare are attracting private equity investment?
But we're maybe seeing some reduction in competition around certain assets, just given some reluctance to invest. I think we're seeing a lot of investors looking for investments with little or no exposure to government reimbursement. I think there's just so much uncertainty right now in terms of government reimbursement that Investors are looking for areas where they're either a degree removed or in a different sector. One area that may not be surprising to have a lot of discussion at KO is women's health. It's an area that I think that folks view as having a lot of potential, but a lot of assets are still more at the VC size, but a lot of interest in assets around women's behavioral health, lactation, apps, menopause, just I think a lot of potential in this area.
and then med spa we've talked about that's still an area with a lot of opportunity infusion and there's still a big focus on value-based care and then in terms of ppm where we've seen a fair amount of pullback the themes really are that it needs to be ppm plus like just rolling up businesses is not enough there needs to be a strong angle in addition to that as well as the key focus on on culture and vision. But let me pause there and see if there are questions on any of those.
What is the atmosphere and sentiment at the Women's Healthcare Private Equity Summit?
Yeah, no, let me ask you this question. You're at a Women's Leadership Conference in Healthcare, Private Equity, and Private Equity. What's the general tenor? Are people sort of anxious about the market? Are they excited about the market? What's the general tenor? Are people just thrilled to visit either way and learn from each other. Give us a feel for that. I know Lindsay Burton, who runs that organization, does an amazing job. Give us a sense of what the temperature is and what people are thinking and saying.
Yeah, I mean, look, I think there's always a general great vibe when you get to a women's investor conference. I think it's just an area where there frankly is not enough female representation yet. And so anytime you get a bunch of women together who are passionate about healthcare investing, there's a great vibe and a great excitement about visiting.
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Chapters
6 chapters
1
Who are the hosts and guests in this healthcare private equity episode?
0:00–0:21
2
What are the current trends and challenges in the healthcare deal market?
0:21–0:56
3
How is the regulatory environment impacting healthcare private equity?
0:56–1:59
4
What sectors within healthcare are attracting private equity investment?
1:59–3:19
5
What is the atmosphere and sentiment at the Women's Healthcare Private Equity Summit?
3:19–4:44
6
How do investors view the future outlook for healthcare private equity this year?
4:44–9:38
Speakers
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