贝恩：2023 年全球医疗健康行业私募股权和并购报告(英文 104页)

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Global Healthcare Private Equity and M&A Report 2023

Contents

Welcome Letter: Healthcare Private Equity Is Down but Not Out  1

The Year in Review . 4

Hot Topics . 11

Healthcare Private Equity in a Downturn . 12

Provider Information Technology: Mind the Gap . 20

Corporate M&A: Pressing “Pause” . 25

Exits: Economic Environment Shapes Landscape . 29

Life Sciences: White-Hot Competition to Win the Right Deals . 33

Value-Based Care: Opportunities Expand 40

Geography Trends . 47

Overview 48

North America: Strong Start, Weak End

for Healthcare Private Equity Megadeals . 50

Europe: Healthcare Private Equity’s First Six

Months Flattened by Weak Second Half . 55

Asia-Pacific: Growing Signs of Healthcare

Private Equity Strength and Maturity . 60

Sector Trends . 66

Overview 67

Biopharma: Healthcare Private Equity Scores a Record Year in Deal Value 68

Providers: Healthcare Private Equity Narrows Its Deal Focus 72

Payers: After Two Bumper Years, Healthcare Private Equity Payer Buyouts Grew Scarce . 77

Medtech: Healthcare Private Equity Deals Bounced Back to End 2022 80

Life Sciences Tools: Carve-outs, Mature Assets, and Innovative Growth Draw Interest 85

Healthcare IT: Two Very Different Half Years . 88

2023 and Beyond 93

内容

欢迎信：医疗保健私募股权正在下滑，但并未出局 1个

年度回顾 4个

热点  11

低迷时期的医疗保健私募股权 12

供应商信息技术：注意差距 20

企业并购：按下“暂停键” 25

退出：经济环境塑造景观 29

生命科学：白热化竞争以赢得合适的交易 33

基于价值的护理：机会扩大 40

地理趋势 47

概述 48

北美：强势开始，弱势结束

用于医疗保健私募股权大型交易 50

欧洲：医疗保健私募股权的前六名

下半年表现疲软，拖平了几个月 55

亚太地区：医疗保健的增长迹象

私募股权实力和成熟度 60

行业趋势 66

概述 67

生物制药：医疗保健私募股权交易价值创历史新高 68

供应商：医疗保健私募股权缩小其交易重点 72

付款人：经过两年的丰收，医疗保健私募股权付款人的收购变得稀少 77

医疗技术：医疗保健私募股权交易反弹至 2022 年底 80

生命科学工具：分拆、成熟资产和创新增长吸引关注 85

医疗保健 IT：两个截然不同的半年 88

2023 年及以后 93