Within Healthcare Services, we are most interested in businesses operating in any one of the following five areas:
- Hospital-based Physician Services (particularly multi-specialty providers with leading practice management capabilities)
- Healthcare Information Technology (especially niche EHR/RCM providers, data analytics services and telemedicine providers)
- Payor-focused BPO Services (especially where niche services could be transitioned to lower cost locations over time)
- Specialty Healthcare and Pharma Services (especially technology-enabled services and specialty facilities-based providers with limited reimbursement risk)
- Specialty Distribution (especially those focused on alternate non-hospital sites and pharma niches, incl. ex-US)
Additionally, we are interested in evaluating businesses in the Business and IT Services sectors and others that have a strong recurring revenue theme. In this regards, we are most interested in any one of the following five areas:
- Strong Recurring Revenue Businesses (especially niche software-as-a-service providers and franchising models)
- Outsourced BPO, IT, Infrastructure or Telecom Services (especially niche managed services focused on the government or financial services market)
- Niche Information Management Services (e.g., regulatory or compliance-oriented data management services)
- Environmental Services (especially those providing e-waste or IT asset disposition services)
- Education and Training Services (especially in those situations where there are regulatory or certification requirements to stabilize demand; e.g., Financial Services)