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SEMINAL HEALTHCARE STRATEGY

5% of Americans account for 50% of all US healthcare spending
HEALTHCARE LANDSCAPE
  • Costs, quality and access are key healthcare drivers.

  • Complexity of business models, payors and regulatory landscape advantages deep operating expertise.

  • Medical costs are highly concentrated to certain populations.

  • Pressure to bend the cost curve continues to build.

  • Value-based care delivery.

  • Massive tech and data-driven disruption on the horizon.

SEMINAL TRENDS IN HEALTHCARE
  • Technology adoption will be pervasive.

  • AI and data analytics will be central to reshaping the healthcare industry.

  • Delivery models expand across the care continuum.

  • Home and mobile point-of-care.

  • Patient-centric business models.

  • Value-based care delivery.

  • Fragmented marketplaces continue to consolidate.

STRATEGY

Sector/theme: Seminal trends in healthcare that resonate through technology, services and tech-enabled healthcare services.

 

Companies: Innovative business models with unique sustainable leadership position, discovered through private equity methodology.

 

Investing: Growth equity and accelerated growth within private markets. 

 

Impact: Active collaboration and navigation to enhance profitability and growth.

 

Specialization: Trend concentration with deep sector focus.

LEADERSHIP

Ralph Muller

Executive Chairman & Partner, Seminal Healthcare 

Former CEO, University of Pennsylvania Health System

National Advisor, Manatt Health

Former President, University of Chicago Hospitals and Health Systems

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