While most investment bankers and some investors gathered in San Francisco for the 44th Annual J.P. Morgan Healthcare Conference predictably conveyed confidence that deal activity will accelerate, most private equity investors struck a more measured tone. Compared to this time in 2025, where predictions generally centered on phrases like “sudden surge” and “breaking dam,” the theme for this year is a steady, incremental pace through the early part of the year. That said, there was a clear consensus on one point: there is a market for high-quality healthcare assets. Against that backdrop, the traffic signals from JPM varied by sector, structure, and risk profile.
Read the full article: Red Light / Green Light: Navigating the Traffic Signals from the 44th Annual J.P. Morgan Healthcare Conference //
Source: https://www.bassberry.com/news/navigating-the-traffic-signals-from-the-44th-annual-j-p-morgan-healthcare-conference/