M&A Leadership Council

OCTOBER 5, 2024

in Mathematics and Statistics, was previously named a Risk & Insurance Power Broker in Employee Benefits and is a Fellow of the Conference of Consulting Actuaries, Fellow of the Society of Actuaries and Certified M&A Specialist. Kelly graduated Magna Cum Laude from the University of Minnesota, Duluth with a B.S.

Actuary 40

Actuary Consulting M&A Mergers and Acquisitions 40

Focus Investment Banking

JUNE 13, 2023

For example, PE provides oncologists with alternatives to working for hospitals, which are buying up and consolidating oncology practices in their own right. With all the changing insurance relationships and the cost of doing business on a day-to-day basis, that's a pretty risky proposition,” he said. But if you've got a [PE] backer.

Hospitality 52

Hospitality Private Equity Mergers and Acquisitions Medical 52

Wall Street Mojo

JANUARY 14, 2024

Healthcare costs are generally high, and even those with insurance can face unexpected bills or gaps in coverage, leading to debt. However, any form of medical care, particularly diagnostic testing, hospital stays, ER visits, and outpatient services, can result in medical debt in the US. What Happens If Left Unpaid?

Debt 52

Debt Medical Healthcare Insurance 52

Sica Fletcher

JUNE 2, 2020

Insurance Agency & Brokerage M&A Update Many of our clients have been asking us “now that the first phase of the coronavirus pandemic seems to be ending, where do things stand with insurance brokerage M&A?” Insurance brokerage businesses can normally be viewed as predictable, basically “annuity-like” cash flows.

Insurance 52

Insurance Broker Private Equity M&A 52

Focus Investment Banking

JULY 19, 2023

Those specialties each have many small and independent practices, are largely hospital independent, and benefit from supply and demand tailwinds. At the same time, many physicians are wary of selling out to hospitals, another large acquirer of independent healthcare practices.

Private Equity 52

Private Equity Equities Healthcare Hospitality 52

Software Equity Group

MARCH 26, 2024

Among its six SaaS buys over the past year, the firm made several strategic investments in the healthcare space, including the Netherlands-based medical data analytics firm Logex Group, BlueSight, an inventory management system developer for hospitals, and NextGen Healthcare. The firm targets mid-market software and tech-enabled companies.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Razorpay

SEPTEMBER 10, 2024

Hospitality In the hospitality industry, EPOS systems are vital for efficient operations: Restaurants: Systems manage table reservations, take orders, split bills, and track ingredient usage. Hospitals: Systems manage complex billing processes, track medical supplies, and integrate with various departments.

IT 52

IT Sale Management Electronics 52

Focus Investment Banking

APRIL 1, 2024

The billing and collections process is well-run, and the practice is in-network with most insurance providers in its market. Moving operations to a more efficient site of care (for example, moving surgical cases from a hospital operating room to a more efficient ambulatory surgery center or in-office surgery suite).

Private Equity 52

Private Equity Equities Investment Negotiation 52

M&A Leadership Council

AUGUST 15, 2022

s spin-off of its apparel business (as Sara Lee Branded Apparel Americas / Asia) in 2005 and the spin-offs of Abbott Laboratories’ hospital products division (as Hospira) and General Electric’s insurance businesses (as Genworth) in 2004. Recent U.S. examples include Sara Lee Corp.’s Sometimes spin-offs precede mergers.

Mergers and Acquisitions 40

Mergers and Acquisitions IPO M&A Initial Public Offering 40

Focus Investment Banking

NOVEMBER 11, 2024

When you’re purchasing employee benefits, particularly health insurance at that scale, it’s a significantly different buying experience and also service experience as well. You know, they probably answer, they want more hours, they want more money and health insurance. How am I able to raise a family and provide for them.

Insurance 52

Insurance M&A Healthcare Medical 52

Focus Investment Banking

MARCH 28, 2024

The company has identified growth opportunities and demonstrates “same store” growth, including some or all the following: Growing provider rosters (adding additional physicians or optometrists) Adding new lines of service (for example, adding retina services to an anterior segment practice, or adding cosmetic services) Optimizing site of care delivery (..)

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Mergers and Inquisitions

SEPTEMBER 20, 2023

A: For this one, you should find highly specific markets – such as P&C insurance technology rather than “fintech” – and argue that others have overlooked them for reasons X, Y, and Z, but they could potentially create billion-dollar startups. Q: Which markets are the most attractive to you?

Capital 59

Capital Valuation Investment Portfolio 59

Growth Business

AUGUST 22, 2023

Insurance Bio: Howden Group Holdings is the largest European insurance intermediary group in the world, managing premiums of more than £10bn. Employees make up its largest shareholder group and in March 2022, the group acquired Italy’s largest insurance broker, Assiteca. #8 8 – Monzo Value: $4.5bn Founded: 2015 What do they do?

Insurance 52

Insurance Bank Banking Funds 52

Cleary M&A and Corporate Governance Watch

MARCH 29, 2023

Proposed Changes To Benefits Taxation Clarify Tax Treatment of Fixed Indemnity Health Policies Fixed indemnity health policies pay a specified amount of cash to employees upon certain health-related events, such as hospitalization or the diagnosis of a particular disease.

Accountant 52

Accountant Medical Investment Funds 52

JD Supra: Mergers

MAY 15, 2025

By: Bass, Berry & Sims PLC

Hospitality 161

Hospitality Insurance Management 161

Razorpay

MARCH 28, 2025

Healthcare: Managing hospital bill payments and insurance claims. Hospitality: Handling hotel reservations, guest payments, and event transactions. Industries Using Virtual Accounts Virtual accounts are widely used across various industries to optimize financial operations: 1.

Accountant 52

Accountant IT Bank Banking 52

Cooley M&A

MARCH 17, 2020

travel, airline and hospitality companies). Insurance coverage. Sellers should understand and be prepared to answer questions from buyer regarding the scope of target’s insurance policies for losses attributable to COVID-19 and what actions they are taking to preserve target’s rights under those policies. Delta and MGM).

Negotiation 40

Negotiation M&A Stock Insurance 40

Cooley M&A

JANUARY 18, 2017

In the past year, several courts have issued decisions in merger cases, including two FTC victories at the appellate level in hospital mergers. In the near term, those interested in merger enforcement should keep an eye out for court decisions in the DOJ’s current challenges to the Anthem/Cigna and Aetna/Humana health insurance mergers.

Mergers and Acquisitions 40

Mergers and Acquisitions Pharmaceutical Mergers Food 40

InvestmentBank.com

MAY 18, 2021

Most facilities are owned by private sector businesses while other community hospitals are either non-profit, for-profit, or government owned. Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Within the healthcare pipeline, disruptors are emerging.

Healthcare 40

Healthcare M&A Valuation Hospitality 40