Here’s the quick and dirty from Orlando.
The hall is alive with private equity and VC folks looking for the next deal. With the bloom off the MSA rose and the PBM space saturated, the money folks are hunting for niche players with great upside growth prospects. While there are a couple potential niches, there’s not anything really new and different.
Actually the MSA rose is still in bloom, and according to several of the vendors smelling sweeter than ever. The reason for their joy is the upcoming deadline for reporting future liability to CMS which vendors think will drive more volume their way. More on that issue in a later post.
A couple smart industry veterans opined that Stratacare will be used as a platform by its new owners, on which they will build a proprietary network. They will then add other ancillary service offerings as Paul Glover and his team seek to become a force in comp managed care.
The deal is slated to close at the end of April.
Glover has a wealth of experience in this space and has built solid businesses in the past. Stratacare will be a player.
More later…
Apr
21
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