Free Reports & White Papers

Whitepaper cover for Navigating the Post-Acute Market: An Investor's Guide

Although post-acute care (PAC) providers and operators all share a mission, the PAC industry is diverse. The market forces shaping the verticals differ and there’s much to consider for investors and M&A advisors looking to enter the space. This whitepaper aims to serve as a resource in that process.

retail healtch care failure whitepaper cover

In our Sixth edition we review how the seniors housing and care merger and acquisition market has grown tremendously since the turn of the century in terms of deal and dollar volume. We also look at how it faces some potential and fundamental risks that buyers need to know.

retail healtch care failure whitepaper cover

Retail enterprises like Walmart, Amazon, Google and even Dollar General have pushed into health care, but most have quit those efforts. What have retailers gotten wrong in their healthcare ventures? Should other retailers expand into the industry?

Nearly 10,000 baby boomers will be turning 80 in 2026. This is a common age used to define the potential demand for seniors housing. But new development is at its lowest level in more than a decade. Steve Monroe goes over the details and potential hurdles to help you understand if now is in fact the time to develop.

Private equity activity has been in the crosshairs of the media and politicians when it comes to their involvement in the seniors housing and care market for nearly 20 years, but never as much as today. In this white paper, Steve Monroe debunks a lot of what’s being said about a “private equity activity takeover”.

The dental market ranks among the most popular areas for investment in the healthcare M&A space. With such high deal activity, the question of ‘why are investors so interested in the dental market?’ is often raised. We attempt to answer this question in our recent report.

The ENT market has experienced an influx of deal activity over the last few years. In this paper, we take a closer look at why the Ear, Nose, and Throat M&A market has attracted so much attention and what future consolidation may look like.

2023 Healthcare M&A Activity: Closing the Books on a Difficult Year

2023 Healthcare M&A activity included plenty of notable transactions. Though each healthcare vertical is facing tough headwinds. Industry experts believe 2024 will be more of the same, but this hinges on how the Federal Reserve handles interest rates.

Navigating Yearly Trends of the Physician Medical Group M&A Market

The Physician Medical Groups market, with its substantial deal volume, is teeming with dynamic trends, including the expansion in the cardiology space and the evolving sizes of the practices being acquired over time.

Durability of the Specialty Pharmacy M&A Market

The specialty pharmacy market has gone through considerable changes over the last few years; it has faced unmatched demand, but also faced tightening margins and lofty expenses. Despite this, the specialty pharmacy industry is durable.

Health Systems & Venture Capital

Many not-for-profit systems have formed venture capital funds to invest in emerging companies and products, hoping to generate additional revenues and returns. But is this a viable strategy? Or have health systems played their hand wrong?

Has There Been Any Progress on Labor?

Labor issues existed in seniors housing and care well before the pandemic, but have there been any meaningful improvements to how we hire, train and retain staff that will position the industry for success in the long-term?

COVID and Long-Term Care

The early days of the pandemic were a confusing time for everyone, but the long-term care industry has not gotten the benefit of the doubt for how providers tackled the novel coronavirus. In reality, there is a lot of blame to go around elsewhere. There are definitely lessons that could be learned, but perspective is important.

The Rise of the Active Adult Market

Despite a series of shocks to the seniors housing and care market, active adult has grown steadily in new developments, M&A activity and hype. Read Ben Swett’s latest analysis on this emerging market segment.

Debt, Distress, and Default: What Now?

Seniors housing investors, operators, lenders and pundits have largely come to a consensus on the development market: hit the pause button. They cite high interest rates, a slow census recovery, inflation and construction delays when shelving projects or stepping out of development altogether.

Seniors Housing Development Outlook: Equity and Debt

Seniors housing investors, operators, lenders and pundits have largely come to a consensus on the development market: hit the pause button. They cite high interest rates, a slow census recovery, inflation and construction delays when shelving projects or stepping out of development altogether.