Healthcare costs now consume up to 20% of U.S. GDP and are growing at twice the rate of inflation, creating what one private equity executive calls a "national security issue" that threatens America's spending power on defense and other priorities. Daniel Berglund, Head of U.S. and Co-Head of Healthcare at Nordic Capital, argues that this unsustainable trajectory demands a fundamental shift toward technology-driven solutions and value-based care models.

Healthcare PE deals slow amid tariff fears, but AI-driven IT assets surge as investors seek policy-insulated growth opportunities.

Wealthy Americans drove record $48B into private credit in H1 2025, offsetting institutional pullback. Major deals included Thoma Bravo's $2.7B Verint financing & Apollo's $3.5B Aspen exit. TPG faced healthcare scrutiny while regulators tightened oversight globally. Venture debt hit $53B record as firms target mature companies amid prolonged private periods.

Private equity firms are facing mounting evidence that their healthcare investments prioritize profits over patients, with new investigations revealing dangerous practices at hospitals from Massachusetts to Pakistan.

Private markets face historic transformation as traditional institutional fundraising hits multi-year lows while Trump's executive order opens $12.2 trillion retirement market. Major firms like Apollo, Carlyle pivot to retail channels and evergreen funds as geographic shifts accelerate from UK tax exodus to Asia expansion.RetryClaude can make mistakes. Please double-check responses.

Private markets pivot to retail investors as institutional capital slows, while firms push higher leverage ratios to compete. Major fundraising milestones include Haveli's record $4.5B debut fund and iCapital's $820M raise. Banks fight PE talent poaching with new policies. Global PE deal value up 18.7% to $386B in H1 despite fewer transactions.

Escala Medical raises $4.5M to expand its FDA-approved pelvic organ prolapse treatment device globally, including EIC Fund investment.

Gallant secures $18M Series B to advance off-the-shelf stem cell therapies for pets, targeting FDA approval for feline treatment.

HealthpointCapital acquires majority stake in ImmersiveTouch, enhancing surgical planning and navigation with VR/AR technology.

Jesse Draper's VC firm raises $30M to invest in the $7.5T Future of Family market, focusing on childcare and female-founded startups.

Legal-Bay announces Exactech's decision to allow lawsuits against TPG Capital, offering new options for plaintiffs with defective implants.

Knowtion Health study finds 48% of revenue cycle leaders view payer denials as top threat to financial performance.

RAAPID concludes webinar on RADV audit preparation, highlighting financial implications and leadership responsibilities for MA plans.

CenterGate Capital invests in The Marena Group, a leading provider of compression garments for medical and consumer markets.

Lafayette Square provides debt financing to Genuine Foods, a foodservice management company serving K-12 schools and higher education institutions.

PKF O'Connor Davies adds Michael Curtiss as Partner in Advisory Practice, focusing on Transaction Advisory and Outsourced CFO Solutions.

Avista Healthcare Partners closes continuation fund for GCM, backed by Goldman Sachs Alternatives and BlackRock Secondaries.

AI adoption in healthcare is accelerating, with new tools improving diagnostics, drug discovery, and administrative workflows.

Frontier Infrastructure secures agreement with Wild Assets for up to 120,000 tonnes of high-permanence carbon removal credits from BECCS.

Stellus Capital Management provides senior debt and equity co-investment for Clarion Capital's investment in International Cybernetics.