Viewpoints
Perspectives and analysis of the key investment themes, trends and operating dynamics shaping businesses within the healthcare services sector.
Non-Medical Home Care: A Foundational Layer of Care Delivery
Strong demand only gets a home care provider so far. Authorized hours still have to be staffed, care has to be delivered and the economics have to work.
Non-Emergency Medical Transport (NEMT): Connecting Patients to Essential Medical Services
Non-Emergency Medical Transportation (NEMT) is often grouped into categories like ancillary healthcare support, transportation services, or logistics. From an investor’s perspective, the opportunity can appear straightforward—a necessary service tied to healthcare access, with steady volume and a fragmented provider base that seems ripe for consolidation. In practice, this narrative—focused on growth, fragmentation, and recurring demand—misses what actually drives operator-level performance.