Insight, analysis & opinion from Joe Paduda
Another deal goes down, more clarity around IMRs, more data on the impact of the Affordable Care Act – it’s been busy. First up, Select Medical’s purchase of Concentra. In what looks to have been a pre-emptive move, Select Medical announced … Continue reading Friday catch up
Read More...While it may be a bit premature, I’d suggest it is never too soon to being thinking thru the potential implications of a deal of this magnitude. Let’s do a very quick review of market changes, then jump into … Continue reading The Apax-Coventry deal – implications aplenty
Read More...Minutes ago, Xerox officially announced it is acquiring ISG Holdings, parent of Stratacare and Bunch, for $225 million. In its announcement, Xerox claimed that the company is now the “leading provider” of work comp bill review services; that looks like a … Continue reading Xerox’ acquisition of Stratacare and Bunch; done deal
Read More...Believe it or not, Xerox. Or more precisely, subsidiary CompIQ. While the deal isn’t official yet, word from multiple sources is it will be finalized early next week; no details on whether Bunchcare will be part of the transaction. This … Continue reading And the winner of the Stratacare auction is…
Read More...It’s that time of year – I get to revisit my predictions for 2013, an often-humbling experience for someone who spends far too much time out on the bleeding edge. So, here goes. Vendor consolidation – I said “we ain’t … Continue reading Predictions for work comp in 2013 – how did I do?
Read More...In St Pete at CompPharma’s annual meeting, so can’t do a deep dive into any big blog-able issues…yet there’s so much deserving of attention. Here – in easily digestible bite-size chunks – are a few items of interest. Happy dining! … Continue reading Fun Friday Factoids
Read More...I’m thinking the investment community’s current obsession with workers’ comp is not going to end anytime soon. For several months I’ve been saying investors will move away from work comp when the next new thing comes along. As one who … Continue reading Investors may well keep their focus on work comp
Read More...That didn’t take long. On the same day Kelso and Stone Point did the PMSI-Stone River deal, giant PE firm KKR bought Mitchell International for $1.1 billion. The transaction, reported to value Mitchell at 11-12 times adjusted earnings (no word … Continue reading Mitchell has been acquired. What’s next?
Read More...The pace of change – mergers, consolidations, physician/hospital affiliation, new construction and shifting of services – in California’s health care system is fast and accelerating. Several area-specific reports just out from the California Healthcare Foundation provide a great overview of … Continue reading Rapid change in California’s health system
Read More...There’s going to be more change in health care this year than in any year in memory. Here’s what I see coming. 1. Most states will expand Medicaid. Despite their protestations to the contrary, governors – even those in redder-than-red … Continue reading Predictions for health care in 2013
Read More...