Lazard Healthcare Services Leaders Study 2025

The Lazard Healthcare Services Leaders Study 2025 is a report that reflects on the findings from the previous year's study while presenting new insights from industry leaders regarding the healthcare services market. The report indicates that healthcare services companies faced significant macroeconomic and policy uncertainty throughout 2024 and into 2025, impacting decision-making processes. Key findings include expectations for capital availability, with an anticipated increase in private and growth equity, IPOs, and other forms of financing. The study also highlights the expected rise in private equity activity, including platform acquisitions and bolt-ons, while noting a cautious outlook on large cap consolidation. Strategic priorities identified by respondents include healthcare software, mental health, and home health, with a notable focus on the adoption of AI and machine learning technologies. Additionally, the report discusses the potential implications of government policies on Medicaid funding and Medicare Advantage payments, emphasizing the ongoing volatility in the healthcare services sector.