HIT Consultant February 7, 2020
– Healthcare Growth Partners’ (HGP) summary of Health IT/digital health mergers & acquisition (M&A) activity, and public company performance during the month of January 2020.
Ten years into the bull market, we operate in a heightened state of awareness for any indication of market weakness that may signal a downturn. While debt levels are rising and GDP growth somewhat sluggish, the world of private equity, public equity, and M&A continues to be in full swing bull market mode.
Our thesis at HGP is that nearly all asset classes during this bull market can trace their success to a single source: low-interest rates. Low-interest rates increase the money supply, increase the availability of debt, reduce returns expectations, and, as a result...