2023年5月5日

MH插图选择保健健康的计划以36亿美元收购家庭护理巨头Amedisys继续提供者的趋势,纳税人和零售商希望现金利润丰厚的市场上的婴儿潮一代越来越喜欢在家医疗和年龄。拟议的合并选项保健卫生、全国最大的私人住宅注入提供者,和Amedisys家庭健康,医院在家里和姑息治疗企业将创建一个广泛的家庭医疗保健服务的公司在46个州。家庭护理和家庭注入段”继续增长的分配医疗保险支付和被收购方的高度的增长潜力和成本效率,”安德烈Ulloa说,咨询公司合伙人并购医疗顾问。周三宣布的这笔交易,与其他主要交易近年来涉及家庭护理企业。规模最大的此类收购胡玛纳斥资81亿美元收购家族在家里,它在2021年完成。路易斯维尔,肯塔基健康保险公司去年家族并入其CenterWell品牌。当交易结束时,总裁兼首席执行官胡玛纳布鲁斯·布鲁萨德说,家庭健康公司将有助于改善患者的治疗效果和减少医疗服务的总成本,特别是对医疗保险优先计划成员。在2023年第一季度,保险公司公布了CenterWell家庭健康部分增加了招生7.1%超过96000病人。今年3月,CVS健康,安泰的母公司,关闭收购tech-enabled家庭护理平台意味着健康为80亿美元。零售商出价高于亚马逊,联合健康集团和选择保健健康的平台,提供家庭健康风险评估和其他服务。 One month earlier, UnitedHealth Group closed on its $5.4 billion purchase of Lafayette, Louisiana-based home health and hospice company LHC Group. UnitedHealth folded the business into its Optum health services division. More potential deals Interest in home health and hospice from corporate buyers and private equity firms began heating up before the COVID-19 pandemic due to aging demographics. Patients and healthcare providers increasingly preferred in-home treatment to avoid possible transmission of the coronavirus. In 2019, the industry tallied 118 deals, according to mergers and acquisition advisory firm Mertz Taggart. The number increased to 154 deals in 2020 and 177 in 2021, before declining to 104 in 2022. Many of the acquisitions included smaller, regional agencies. Analysts mostly attribute the recent decline to private equity investors scaling back acquisitions amid rising asset valuations and interest rates. Still, the nearly $300 billion home care industry is highly fragmented, offering plenty of potential deals. Ulloa estimates there are more than 11,000 Medicare-certified home health agencies and more than 4,000 hospice agencies. A few national home health and hospice organizations could be acquisition targets or acquirers themselves. The companies include Frisco, Texas-based Addus HomeCare, valued at $1.28 billion; Eagle, Idaho-based Pennant Group, valued at $370 million; and Atlanta-based Aveanna Healthcare, valued at $201 million. Addus HomeCare operates in 22 states, offering both home healthcare and personal care services. Chairman and CEO Dirk Allison said he believes his company’s personal care business sets it apart, helping Addus stay independent and possibly giving it the financial heft to be an acquirer. “We believe that putting home health and personal care together is a real benefit when we start expanding into value-based care,” Allison said. “We are looking for ways to cut costs while improving quality, and we believe you need both.” Growth in Medicare Advantage and the move to value-based care could lead home care organizations, and their acquirers, to broaden their offerings. As payers become more vertically integrated, they are seeking ways to keep patients healthy and control costs. To that end, the companies may look to add other services beyond home healthcare, such as behavioral health and physical therapy. In announcing the Amedisys deal, Option Care Health President and CEO John Rademacher acknowledged that future acquisitions across the healthcare continuum may be on the horizon. “Knowing that the model is going to evolve, we want to be a part of the lead of that evolution,” Rademacher said. Related Articles