healthcare.digital November 15, 2025
Executive Summary: The 2026 European HealthTech Investment Thesis
The European HealthTech market, encompassing Healthcare IT and Artificial Intelligence (AI), presents a robust and timely opportunity for specialised Private Equity (PE) deployment in 2026. Following a period defined by market correction and post-COVID-19 volatility, the sector is experiencing a strategic rebound driven by demographic pressures, mandatory regulatory shifts and the transition from fragmented point solutions to scalable, proven business models.
PE confidence in the overall health and resilience of the European market is high, with senior decision makers anticipating an increase in transactions over the next 12 months, supported by strong fundamentals and a generally positive outlook.
The strategic deployment mandate for PE firms in 2026 hinges on leveraging significant operational...







