Publication | ThinkSet, issue 6
Healthcare Investment Opportunities Abound—If You Know Where to Look
John Kelliher and Bryan Cote
Medicare Advantage, substance abuse treatment and group specialization seen as growth areas for healthcare investment
Roiled by structural upheaval, plagued with political uncertainty and historically resistant to change, the US healthcare market is no place for faint-of-heart investors. But behind these real and persistent challenges, the sector bristles with opportunities for private equity (PE) managers. Healthcare represents 17 percent of US gross domestic product this year and is projected to account for more than 20 percent within the next 10 years, virtually assuring top-line growth for many ventures across the entire sector, from physician practices to hospital systems.