In 2022, the after-effect of the pandemic and the economy will draw attention to health costs, affordability, equity and transparency in an election year. Though some policymakers and elected officials have voiced concern about the role of private equity in healthcare delivery, significant restraint on PE activity is unlikely. Mega-funds like Carlyle Group, Apollo, Blackstone, TPG and others who raised $138 billion in 2021 already of course have an unrivaled ability to scale their investments by way of their size; but can also absorb deep losses through diversification and can pivot quite quickly, if needed. More specialized and inherently smaller funds don’t necessarily have that luxury, but they have and still will find success in making bets where they have operational expertise, even if that means expanding their investment theses to include new provider specialties.
Read the full article: The PE Playbook: What to Expect in 2022 //
Source: https://www.paulkeckley.com/the-keckley-report/2021/12/20/the-pe-playbook-what-to-expect-in-2022