Healthcare’s Era of Disruption

The former co-head of healthcare investment banking at JPMorgan, Ravi Sachdev, now a partner at private equity giant Clayton, Dubilier & Rice, talks with Privcap in an exclusive interview. Topics covered:

• The many ways in which traditional healthcare businesses are getting disrupted by regulation, technology and consumer preferences.
• Why Sachdev feels physician groups are well-placed to end up on the winning side of consumer disruption.
• Why fleet-footed, equity-backed smaller companies are often better poised to compete than older legacy businesses.
• The woeful under-penetration of technology in healthcare, and why this situation spells opportunity.
• Why the doctor/patient relationship will evolve in a “massive, massive way” in 10 years.
• Why healthcare has been the driver of the M&A market recently.