Updates
sept07

Update 7 September 2021

Update 7 September 2021

Even though it is now officially autumn we are finally getting some summer weather here in the Netherlands. I hope that you are also enjoying a nice transition from summer to fall.

It is still relatively quiet in the Dutch healthcare sector but there is still news to report:

  • Process for deciding new government still ongoing. What can be expected for the healthcare sector?
  • Less M&A activity in the Dutch healthcare sector. What are the key reasons for the decline?
  • Dutch Healthcare Authority (NZA) positive to private equity investments. What is their thinking?
aug24

Update 24 August 2021

Update 24 August 2021

I am back from my holidays. First we had a week in Italy which was very beautiful but also incredibly hot and crowded. We therefore came back a week earlier than planned and went bicycling on the Hoge Vennbahn (can be highly recommended) and walking in the Netherlands. Different weather from Italy but also very nice.

The Dutch healthcare sector has not stood still during the summer months. In this update we cover:

  • Canadian REIT invests in Dutch hospital real estate. Will more hospitals and investors follow this new trend?
  • Traditional providers of nursing home care are not planning to develop sufficient new capacity to meet expected demand. Opportunity for commercial providers and real estate investors?
  • Move towards VPT financing (where the client pays real estate costs directly) gain traction with traditional providers. What are advantages and disadvantages?
  • Managing GP-chain more complex than expected, Quin to sell GP-practices. How will e-health solutions be sold?
aug03

Update 3 August 2021

Update 3 August 2021

I hope that you are in a place where the weather is treating you well (not too hot, no fires, not too much rain, etc.). Here in the Netherlands, we are having a very wet summer so far, but I am shortly off to sunny Italy.

In this update we cover:

  • Acquisition of Equipe finalized. Who will be the next private equity target in the Dutch healthcare market?
  • Bergman acquisition of Mauritskliniek faces opposition. What happens if the takeover is refused?
  • Buurtzorg agrees multi-year contract with final healthcare insurance company. Will multi-year contracts become the norm?
juni29

Update 29 June 2019

Update 29 June 2019

I hope that you and your family are doing well. After a slow start, corona-vaccination here in the Netherlands has picked up speed. I will get my second shot next week and even my daughters (1995 and 1997)  now have appointments for their first shots. I hope that the situation is also positive in your country.

In this update we cover:

  • Trend towards multi-year contracts continue. Is this good news for commercial providers of mental healthcare services?
  • Thomashuis opens first location in Belgium. Will other countries follow?
  • New law for registration of healthcare companies will be active as of 1 January 2022. What are the consequences?
  • In our snapshot we give an overview of FYEO an ophthalmologist chain
juni15

Update 15 June 2021

Update 15 June 2021

After skipping spring, we now have wonderful summer weather here in the Netherlands. I hope that you are also enjoying nice weather.

In this update we cover:

  • Hospitals report positive 2020 results. Good news, but are there dark clouds on the horizon?
  • Government provides €1.3 billion extra financing for youth care. Will this be enough to make the sector more attractive?
  • Government and key organizations agree to develop 160.000 new housing units for the elderly. How will this be carried out?
juni01

Update 1 June 2021

Update 1 June 2021

Here in the Netherlands, we seem to have skipped spring (even after my more positive notes in the last update). Hopefully, we will not skip summer -  The current, weather which sunny and hot, gives hope. The good news is that after a couple of very hot and dry years that resulted in extremely low water reserves, the extreme levels of rain during the last few months has resulted in water levels that are now  back to normal.

 In this update we cover:

  • Authority for Consumers and Markets require more information. Will Mediq acquisition of Eurocept Homecare take place?
  • Radiologists develop own expertise center. Local answer to international outsourcing of radiology services?
  • In our snapshot we give  an overview of NOK a chain of obesity clinics
mei18

Update 18 May 2021

Update 18 May 2021

Here in the Netherlands spring has finally arrived. Temperatures are still low and there is a steady mix of sunshine and rain, but nature has decided that it is time, and everything is green and beautiful.

 In this update we cover:

  • Another French giant enters the Dutch nursing home market. Are there further acquisition targets?
  • New law will make it easier for municipalities to purchase home and youth care. Good or bad news for the sector?
  • Dentist chains gaining market share. Will the trend continue?
  • In our snapshot we give  an overview of OCON a company running two orthopedic clinics
mei04

Update 4 May 2021

Update 4 May 2021

This has been the coldest April in 35 years here in the Netherlands. Hopefully, May will bring spring and the opportunity to enjoy the outdoor cafes that have now been allowed to open. In this update we cover:

  • Buyers of healthcare insurance more risk averse. Is this a permanent change?
  • General hospital stops provision of psychiatric care. Is this another step in the ongoing portfolio rationalization in the healthcare sector?
  • In our snapshot we give  an overview of DC Klinieken, a chain of specialized medical clinics
apr20

Update 20 April 2021

I hope that you have had a nice weekend and have enjoyed the nice weather. In this update we cover:

  • Mediq reports new financing. Has the sales process been stopped?
  • Dutch healthcare organizations expect positive results for 2020. What will be the situation in 2021?
  • New model for financing of mental healthcare defined. What will be effect on commercial providers?
apr06

Update 6 April 2021

I hope that you have had a nice Easter weekend. Here in the Netherlands the weekend  has been cold and wet (even with some snow) but hopefully you have had nice weather. In this update we cover:

  • High level of PE-driven transactions lately. What will be the next PE-owned company to be sold?
  • Orpea makes an acquisition in the mental healthcare sector. Are further acquisitions in the pipeline?
  • A hospital to be privatized. Will private hospitals be successful this time?
  • Number of commercial specialized clinics expected to double in the next five years. Where will the growth come from?
  • More real-estate investments required in the healthcare sector. How will this be financed?
mrt23

Update 23 March 2021

In my previous update I said that it felt like spring. Since then, the weather has turned again, and we have had a cold spell these last few weeks. However, the days are getting longer and hopefully spring (and a vaccinated population)  is just around the corner. In this update we cover:

  • Dutch elections. What are the consequences for the healthcare sector?
  • Process related to Bergman Clinics finalized. What can we expect?
  • Ongoing sales process for Ceban. Another private equity investment in the Dutch healthcare sector?
feb23

Update 23 FEbruary 2021

After a week of winter, we have now arrived in spring with temperatures almost reaching 20C in the weekend. The previous weekend everybody was ice-skating this last weekend everybody was in t-shirts on their bikes enjoying the sun. Despite the strange weather conditions there is still interesting news from the Dutch healthcare sector:

  • Dutch healthcare sector facing range of staffing-related issues. What can the elderly care sector learn from hospitals?
  • Yet another Dutch healthcare organized moves to innovative financing solutions. What will be the role of banks in the future?
  • Another court case related to low tariffs. Will this case be successful?
feb09

Update 9 February 2021

Last weekend we actually had a snowstorm and this week really feels like winter (even here in the Netherlands). In this update news about two interesting companies in the e-health space and an initial view on possible cost savings in the Dutch nursing home sector:

  • Major Dutch bank invests in e-health company. What are the reasons for an increased focus on the Dutch market?
  • Current owner of Bergman Clinics heads up new venture to digitize general practitioners. What are their plans?
  • Large benchmarking exercise in nursing home sector by Dutch government. What are initial conclusions?
jan26

Update 26 January 2021

January has gone fast. Last week we even had snow here in the Netherlands. It did not last long and might very well be the only snow we will see this season. In the meanwhile, there have been several new developments in the Dutch healthcare sector. In this update we cover:

  • Low tariffs lead to exodus from social care domain. How can this be countered?
  • Specialized clinics agree collective salary agreement with union. What are consequences for profitability?
  • Consolidation in pathology / diagnostics sector. Will the trend continue?
jan12

Update 12 January 2021

I hope that you have all had a good transition to 2021. We all hope that 2021 will; be a better year than 2020, but the shocking happenings in Washington last week and the explosive growth bin COVID-19 infections in many countries has not been a good start. Let us hope that the ongoing vaccination programs will quickly get up to speed and allow us to move back to a “new normal”.

In the meanwhile, there have been several new developments in the Dutch healthcare sector. In this update we cover:

  • Apax France to acquire Mentaal Beter. Will investors look at other Dutch mental care operators?
  • Process related to Mediq is in the end phase. Who will be the new owner?
  • Largest Dutch provider of disabled care with innovative financing program. Will other organizations follow?
  • New report from insurance companies highlights need for large investments. Where will the financing come from?
  • Bergman continues growth in Dutch market. What is happening to the sales process?
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