2022 has seen a dramatic downturn in deal activity as the economy slowed, inflation and interest rates rose, global supply chain issues continued, and the Russia-Ukraine war began. With the slowdown, the year’s biggest health care deals have focused on acquiring digital capabilities, such as digital care and cloud-based platforms, and digital health dealmakers are likely to continue to focus on revenue and operational synergies.
Will we continue to see more consolidations like those that have dominated the market recently? Will more conglomerates enter the market to unlock value? How will rising interest rates, inflation, supply chain concerns and geopolitical issues impact valuations? In a post-COVID remote world, how are dealmakers adjusting to performing due diligence and post-transaction integration? How is intellectual property and the use of data playing into the digital health M&A landscape?
Katherine Wood, Partner, TPG
Arjun Sethi, Co-Founder and Partner, Tribe Capital
Rebecca Messing Haigler, Director, OneFifteen CA; Verily Life Sciences
Gary Sheehan Senior Vice President, AdaptHealth