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Tag: Braff Group


M&A forecast: Respiratory dominates, but providers look to ‘do more’ 

Providers

M&A forecast: Respiratory dominates, but providers look to ‘do more’ 

January 15, 2021Theresa Flaherty, Managing Editor

YARMOUTH, Maine – The theme for buyers and sellers in 2021 is “respiratory, respiratory, respiratory,” said Don Davis, president of Duckridge Advisors.  Helping to drive that trend: AdaptHealth, which capped off a busy 2020 by announcing in December that it would acquire AeroCare, which specializes in CPAP, nebulizers, oxygen and ventilators, for nearly $2 billion in cash and shares.  “It’s perfect iteming – the demographics are there,...

Brad Smith, Braff Group, Don Davis, Duckridge Advisors, Home Medical Equipment, Pat Clifford, Vertess


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Providers

Pandemic speeds up consolidation

July 10, 2020Theresa Flaherty, Managing Editor

YARMOUTH, Maine - After briefly hitting the pause button in March when “the world turned upside down,” buyers and sellers are back at the table, say M&A analysts.While the HME industry certainly took a few hits, unlike the restaurant and hospitality sectors, for example, it proved much more resilient in the face of a public health emergency, says Pat Clifford, managing director, home medical equipment, for The Braff Group.“DME is part of the solution for COVID,” he said. “Once...

Braff Group, Coronavirus Outbreak, Home Medical Equipment, Paragon Ventures, Vertess


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Providers

M&A predictions: Active start, followed by uncertainty

January 10, 2020Theresa Flaherty, Managing Editor

YARMOUTH, Maine - Building on a handful of notable deals in late 2019, M&A analysts say they expect a strong 2020—at least to start.Among the most active in 2019 was AdaptHealth, which in the fourth quarter bought several sizable companies, including McKesson's Patient Care Solutions business, and became a public company.“There is money flowing and deals—good deals—are getting done,” said Don Davis, president of Duckridge Advisors. “I think the buyers are...

AdaptHealth, Braff Group, Duckridge Advisers, Home Medical Equipment, Vertess


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Providers

M&A market buzzes in lead up to gap period

January 25, 2019Theresa Flaherty, Managing Editor

YARMOUTH, Maine - A flurry of M&A deals closed in the fourth quarter of 2018, making it one of the busiest quarters in the past several years, say analysts.A big reason for that: CMS's decision to pause competitive bidding for two years, while it makes substantive changes to the program.“Volume is up, inquiries are up,” said Don Davis, president of Duckridge Advisors. “There's a lull from Medicare (in competitive bidding) and people are thinking more about their businesses. I suspect...

Braff Group, Duckridge Advisors, mergers & acquisitions, Paragon Ventures, Vertess


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News

Blog: Are we headed for another 2012?

November 30, 2018Liz Beaulieu, Editor

“We believe we're on the cusp of another 2012,” said Dexter Braff, president of The Braff Group, during a webcast last week on the M&A outlook for HME.What happened in 2012?According to The Braff Group: The number of HME deals jumped to 107, up from 71 in 2011 and 59 in 2010; and the number of private equity deals also jumped to 10, up from four in 2011 and 2010.2012 was also the year after CMS kicked off its competitive bidding program in the country's largest cities on Jan. 1, 2011.Putting...

Braff Group, Dexter Braff, HME Business Summit, Summit Talks


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Providers

M&A: What will be impact of bid changes?

September 7, 2018Theresa Flaherty, Managing Editor

YARMOUTH, Maine - It's still early, but CMS's proposed changes to the competitive bidding program could renew M&A activity, analysts say.In the short term, the agency wants to implement an any willing provider provision when the current bid contracts expire, allowing any Medicare-enrolled provider to serve beneficiaries while it overhauls the program.“Now that you don't have these handcuffs on, you can go out and grow organically or through acquisitions,” said Brad Smith, managing director...

Braff Group, competitive bidding, Don Davis, Duckridge Advisors, Vertess


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