Bass, Berry & Sims attorneys Mike Hess and Dawn Perez-Slavinski co-authored an article for PE Hub providing insight on how specialty pharmacy is a particularly resilient and strategic segment of the healthcare industry for mid-market private equity firms.
Specialty pharmacy and infusion therapy are particularly advantageous subsectors as they are ideal for buy-and-build strategies, payer-aligned partnerships and strategic consolidation by mid-market private equity. The deconsolidation of the pharmacy benefit manager (PBM) sector based on recent policy movement has the potential to rebalance the healthcare market dynamics and present opportunities for private equity to enter and profit.
“Pharmacy is evolving in ways that reward specialization and service excellence,” said Mike and Dawn. “For investors navigating the shifting terrain of US healthcare services, the pharmacy ecosystem remains a vital, resilient and opportunity-rich domain, well-suited to mid-market strategies focused on long-term, defensible value.”
The full article, “Why pharmacy remains a compelling mid-market play,” was published by PE Hub on April 27 and is available online (subscription required).