Healthcare Investors With Long View Are Still Bullish, Says Jain

The video discusses the impact of regulatory and political uncertainty on healthcare dealmaking, highlighting trends in mergers and acquisitions (M&A) and private equity investments. It emphasizes the importance of improving access and cost efficiency in healthcare, while also exploring consolidation and expansion into adjacent markets. The video analyzes the dynamics of deal sizes, noting a shift towards smaller deals due to market conditions.

What has been a significant factor in healthcare dealmaking over the past several years?

• Regulatory and political uncertainty

• Rising healthcare costs

• Technological advancements

• Increased competition

What is the return comparison between healthcare deals and non-healthcare deals from the last macrocycle?

• 2.7 times for healthcare, 1.8 times for non-healthcare

• 3.0 times for healthcare, 2.5 times for non-healthcare

• 1.5 times for healthcare, 2.0 times for non-healthcare

• 2.0 times for healthcare, 2.0 times for non-healthcare

What is a key focus for healthcare private equity clients?

• Expanding globally

• Increasing market share

• Improving access and reducing cost

• Developing new technologies

What trend is observed in healthcare consolidation regarding market focus?

• Concentrating on international markets

• Focusing solely on core markets

• Exploring adjacent markets

• Avoiding new markets

What is the trend in the size of healthcare deals?

• Focus on international deals

• Decline in smaller and mid-sized deals

• Increasing focus on mega deals

• Increase in smaller and mid-sized deals