Industria de la salud

El sector de la tecnología sanitaria, que mueve miles de millones de dólares, sigue creciendo año tras año a un ritmo impresionante. Cada vez hay más inversiones e iniciativas en apoyo de la salud digital, la infraestructura de TI sanitaria, el análisis de macrodatos, la inteligencia artificial (IA), la historia clínica electrónica (HCE) y otras áreas de avance.

El valor del mercado de servicios sanitarios, que mueve un billón de dólares, sigue aumentando a medida que el gasto en medicina crece significativamente año tras año.Las empresas farmacéuticas, los centros de cuidados de larga duración, las empresas de dispositivos médicos, la gestión de edificios médicos y los consumibles médicos impulsan el mercado. Como segmento de uso final, los hospitales cuentan con la base de consumidores más amplia del sector de servicios sanitarios.

Los sectores de productos sanitarios y suministros médicos siguen mostrando fuertes tasas de crecimiento anual compuesto (TCAC) con valores de mercado de cientos de miles de millones. Se espera que esta tendencia continúe, ya que la población mundial está envejeciendo y las soluciones sanitarias son cada vez más innovadoras.

In April, we published our 2024 Global Healthcare & Medical Industry Report, which covered the surging value of the healthcare market and the positive expectations regarding M&A activity and deal value for this year. As we move further into the year, we are seeing more positive private equity trends and investment strategies for the healthcare services industry, as dealmaking is now beginning to pick up momentum following a bit of a decline in Q2 of 2024. Investment pipelines are starting to build up at the same time that seller expectations are being tempered.

According to Verified Market Research, the global healthcare market will reach $665.37 billion by 2028. The healthcare sector is primarily segmented into pharmaceuticals, services, devices, and others. By application, the industry is categorized by cardiovascular, oncology, anti-infection, central nervous system, respiratory, and others.

Explore the latest insights and trends shaping the 2024 M&A landscape in our newest article. Discover key strategies and predictions that could redefine business acquisitions this year. Stay informed and ahead of the curve with Benchmark International's comprehensive outlook.

Behavioral healthcare services M&A has been on the rise in recent years due to the high demand for mental and behavioral health services in the US. The behavioral healthcare market saw a 45% increase in 2022 versus the prior year and remains a fast market in early 2023.Outpatient behavioral healthcare services have become increasingly popular due to their accessibility and cost-effectiveness. As more patients seek treatment for mental and behavioral health issues, the demand for outpatient services grows. Investors are particularly interested in outpatient services that offer comprehensive care, including individual and group therapy, medication management, and community-based support services.In addition to private equity firms, strategic buyers such as healthcare systems and payers also show interest in the behavioral healthcare services market. These players want to diversify their revenue streams and expand their offerings to meet the growing mental and behavioral health services demand.Recent federal funding and investments to expand coverage and access to critical services have also increased M&A activity in the behavioral healthcare services sector. In March 2022, the US House of Representatives passed a $1.5 trillion spending package that included financial support programs to expand mental healthcare. The package granted $2.14 billion in funding to the National Institute for Mental Health (NIMH) to bolster research on the impact of the pandemic on mental health, an increase of $37 million from 2021.

The multi-billion dollar healthcare industry is complex and comprises several moving parts that are changing how medical services are delivered and how companies are being opened up to new opportunities, largely due to new technological advancements such as telemedicine and digital health. The sector is also being impacted by other factors, such as aging populations, changing reimbursement models, government healthcare programs, workforce shortages, and healthcare consolidation.

Investors are currently seeking opportunities that will allow them to invest their funds in safe-havens.

In the first half of 2021, medtech M&A deals already surpassed the total number of deals from last year, and this bustle in activity is forecast to continue through the second half of the year, as medtech companies have stockpiled billions of dollars in cash. The dollar value of deals in 2021 is also expected to far outpace that of 2020. Eleven megadeals were announced in H1, with a total deal value of around $128 billion.