Focus Area

Healthcare

Sub-Sectors of Interest

  • Physician Services
  • Behavioral Health
  • Post-Acute Care
  • HCIT
  • Supply Chain Solutions
  • Pharma Services
  • Payor Services

Investment Themes

  • Demographics driving market tailwinds
  • Rising healthcare costs
  • Tech-driven innovation and data proliferation
  • Provider consolidation
  • Heightened awareness of mental and behavioral health
  • Healthcare consumerism
  • Expansion of in-home care
  • Positive outsourcing trends
  • Digitization and automation of manual processes to drive efficiencies
  • Shift towards cloud-based technology platforms
  • Increasingly complex regulatory, compliance, and cybersecurity requirements
  • Greater need for integration and interoperability across systems
  • Increased demand for reporting, analytics, and AI to drive decision-making