Charles Egoville

🚀 AI is reshaping healthcare—and private equity-backed organizations are leading the charge. In the latest episode of AI Factor's AI Unleashed, Javier Rojas, Founder & Managing Partner at Savant Growth, dives into how AI is driving transformation across PE-backed healthcare organizations. From streamlining operations to reducing costs and delivering measurable outcomes, the impact is real and growing. 💡 Javier shares firsthand insights from Savant Growth’s portfolio, including why DSOs and multi-location providers are at the forefront—and what PE firms and founders should prioritize to unlock transformational value. 🎧 Tune in for data-backed strategies, actionable takeaways, and a compelling look at how AI is becoming a critical lever for healthcare growth. Listen here: https://bit.ly/3IiPu5O #AIUnleashed #HealthcareInnovation #PrivateEquity #AIinHealthcare #AIFactor

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Institutions don’t fail all at once. They fail when design can’t keep up with change. In Davos this week, I’ll be joining the inaugural gathering of the Institutional Research Network, a new initiative convened by The Digital Economist. The focus is not another set of conversations but the patient work of connecting research, markets, and governance so ideas can take institutional form and hold under real-world pressure. Some initiatives are about visibility. This one is about durability. #Davos2026 #InstitutionalDesign #IRN #TheDigitalEconomist

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Strategic Analysis of Epic MyChart’s Market Leadership in Patient Engagement The sustained market leading position of Epic MyChart is not attributable solely to superior user experience or functionality, but rather represents a direct, structural consequence of Epic Systems’ foundational dominance in the enterprise Electronic Health Record (EHR) market, particularly among large Integrated Delivery Networks (IDNs). This EHR control provides an insurmountable competitive barrier, securing MyChart’s deployment across vast healthcare ecosystems. This foundational leverage, combined with demonstrable operational Return on Investment (ROI), evidenced by metrics such as reduced appointment no-shows and increased revenue cycle efficiency and accelerated adoption driven by regulatory mandates like the 21st Century Cures Act, creates a powerful competitive moat that effectively marginalises both EHR-tethered rivals and standalone patient portal solutions. https://lnkd.in/epWGEi6e

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Private equity is changing its playbook. The era of the simple 'roll-up' is ending. Investors are now looking at leadership alignment and operational excellence as the true drivers of valuation for physician groups. Burnout and disruptive behavior aren't just HR issues anymore: they’re financial liabilities. We’ve seen firsthand how targeted executive coaching and mentoring can turn a struggling group into a high-value asset by fixing the team dynamics at the core. Investing in your leaders is the most direct path to increasing your valuation. #PrivateEquity #PhysicianLeadership #ExecutiveCoaching #HealthcareROI

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The #SVBHealthcare team’s annual report examines how key investment and exit trends are impacting the VC-backed healthcare ecosystem. Check out this year’s report for a: - Ranking of the most active LSHC venture investors - Breakdown of the recent surge in AI healthcare investment - Special section on longevity and healthspan innovation Read the report here: https://lnkd.in/g93SSfwp

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Is private equity quietly becoming the operating system of global healthcare? As healthcare scales under demographic pressure and fiscal constraints, PE is moving beyond capital deployment into platform design, consolidation, and technology-led orchestration. Our report - 𝐓𝐡𝐞 $191 𝐁𝐢𝐥𝐥𝐢𝐨𝐧 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧, analyzes how this shift is changing investment theses, operating models, and exit pathways across healthcare. 📥 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭: https://lnkd.in/gayxbYRC   👇𝐂𝐨𝐦𝐦𝐞𝐧𝐭 𝐛𝐞𝐥𝐨𝐰: Where do you see the strongest healthcare PE returns ahead? #PrivateEquity #Healthcare #HealthcareInvesting #FutureOfHealthcare #Report #Benori 

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#Digitalisation is a critical key to #automation and successfully leveraging #artificialintelligence - but not all digitalisations are equal. This is an interesting article on data cleansing you should read before you start, if you haven't yet

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In private equity, time is money, and a bad executive hire burns both. The wrong CEO, COO, or CRO can stall value creation faster than you can say “EBITDA.” Our latest guide shows how private equity sponsors and PE portfolio companies can land leaders who actually move the needle. Full article here: https://lnkd.in/gm_z5JZU

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Why Now Is the Best Time Ever to Invest in Healthcare AI Startups By Andy Reid, Managing Partner, M3A Healthcare Ventures We are entering a once-in-a-generation window for investing in Healthcare AI—one where timing, technology, and major shifts in care are aligning to create outsized opportunities for early-stage venture capital. At M3A Healthcare Ventures, we believe this is the moment to invest boldly. 1. Healthcare Is Ripe for Disruption—And It Has To Be U.S. healthcare costs are projected to hit $7.2 trillion by 2031, yet outcomes lag behind every other developed nation. Workforce shortages, and fractured data systems create inefficiencies that AI is uniquely positioned to solve. • 25% of U.S. healthcare spending is administrative waste. • 90% of hospitals face staffing shortages in key roles. • Doctors spend 2 hours on documentation for every 1 hour with patients. AI isn’t a “nice to have” anymore. It’s becoming a critical tool for cost control, productivity, and quality improvement. 2. We’ve Entered the Platform Shift Era Apple Intelligence, OpenAI, and other foundation models have catalyzed a new generation of startups. In healthcare, this means real-time ambient documentation, predictive care, smart inventory management, and even AI-generated clinical trial design—all happening today. This is akin to investing in SaaS in 2006 or mobile apps in 2011. Except this time, the TAM is $4 trillion larger. 3. Buyers Are Ready—and They’re Buying Just five years ago, hospitals were wary of AI. Today, they’re budgeting for it. Health systems, ASCs, pharma, and insurers are deploying capital to integrate AI that: • Shortens revenue cycles • Boosts clinician efficiency • Reduces preventable readmissions • Enhances training and education with immersive tools In short: the demand isn’t theoretical—it’s contractually real. 4. Healthcare AI Has Multiple High-Value Exit Paths M&A activity is accelerating, and healthcare AI companies are being acquired by: • Strategics like Stryker (e.g., $130M for care.ai) • PE-backed rollups seeking operational efficiency • Big Tech, which is aggressively moving into healthcare These aren’t just tech exits. They’re life sciences, SaaS, and data infrastructure exits rolled into one—often with 3–5x higher revenue multiples. 5. We Have the Talent, Data, and Infrastructure The convergence of: • Open health data regulations (ONC Cures Act) • AI-native medical founders trained in both tech and care delivery • Decreasing costs and better modeling We finally have a clear runway to build and scale. The Next MedTech Unicorns Will Be AI-First The next wave will be built on data, AI, and automation. Investors who move now will back the next Teladoc, Intuitive, or Epic—except leaner, faster, and born in the AI-native era. #HealthcareAI #HealthTech #VentureCapital #DigitalHealth #AIinHealthcare #MedTech #ArtificialIntelligence #StartupInvestment #HealthTechStartups #VCFunding #AIStartup

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For the last decade, tech companies optimized for scale: repeatable hiring plans, functional specialization, predictable org charts. I think the next decade will be defined by something harder to achieve: leverage.  The defining trait of AI-first companies won’t necessarily be how much AI they deploy. It will be how willing they are to revisit long-held assumptions about what work exists, who should do it, and how organizations should be structured in the first place. Very excited to finally share the thought piece we at ICONIQ have been working on. Thank you to the many contributors Anu Bharadwaj Dennis Lyandres Diane K. Adams Kipp Bodnar Matt Eccleston Michael Curtis Michelle Morris Jesse Collins Patrick Forquer Rob Bernshteyn who shared their perspectives. This space is evolving faster than any single perspective can capture. If you’re experimenting with new workforce models, seeing something different in your organization, or simply disagree with parts of this thesis, I’d love to hear from you! https://lnkd.in/g66NxYVK

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"Interim CFOs bring discipline and clarity to investor-backed healthcare companies. Beyond stabilizing reporting, they act as strategic partners to founder CEOs..." - Sandeep P., a private equity-backed interim CFO First institutional capital investments in healthcare face unique challenges where financial gaps can fracture value creation plans. We identify five critical risk areas in these critical transitions:   ·      Financial reporting opacity ·      Infrastructure and scalability constraints ·      Margin and pricing erosion ·      Exit readiness deficits ·      Compliance landmines Learn more about how interim and on-demand solutions transform financial challenges into value creation opportunities:   #InvestorBackedHealthcare #FinanceLeadership #InterimSolutions

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Healthcare isn’t evolving gradually anymore. It’s being forced forward. That was the consistent message from the 300+ CEOs and healthcare leaders we had the privilege of hosting at our Wing at JPM Summit. Following the event, my teammate, Ansuman Satpathy, and I put together a 2026 predictions survey to capture how leaders across pharma, providers, payors, regulators, technologists, and investors see the next phase of healthcare unfolding. 👉 The therapeutic modality predicted to have the most impact in the next 5 years? CELL AND GENE THERAPIES, voted #1 by a whopping 44% of leaders (small molecules only got 12% of the votes). Take note, early-stage investors! 👉 Drug development is accelerating, with leaders predicting a 52% INCREASE in FDA approvals over the next decade 👉 Cost pressure is intensifying, with a median 15% expected reduction in administrative costs from AI within three years What excited me most wasn’t just the numbers. It's the shared belief that this moment will unlock truly personalized medicine, better interventions earlier in the care journey, and real progress on access that goes far beyond prescriptions. This is no longer an experimentation phase. It’s an acceleration moment for healthcare and biotech. See how healthcare leaders are thinking about 2026 in the full survey: https://lnkd.in/gt3YREWk @Wing Venture Capital

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MedTech and HealthIT drove record deal volume last year thanks to larger-than-average number of high-value transactions. All signs point to an active year for the sector as portfolios mature and exit pipelines build. Read more: https://okt.to/Ol62IX #healthcare #medtech #HealthIT #MergersAndAcquisitons

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Private equity-backed healthcare is evolving, and talent strategy is at the center of it. I’ve outlined 5 key trends we’re seeing across the sector. Read more here: https://lnkd.in/e_KKUwvv

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Refining Healthcare PE: When "Operational Certainty" Drives Alpha After several recent PMI reviews, one thing is clear: generating returns via information asymmetry or multiple expansion is over. As an Operating Partner, my focus is now on the "Post-1,000 Days"—shifting from deal selection to systemic re-engineering. 1. Scalability vs. Unit Economics "Buy-and-Build" now requires an efficiency-first logic. Without stress-tested unit economics, rapid scaling is just an exponential stacking of risks. Our priority is exporting a standardized "management language"—from procurement to Clinical Pathways. Scale only yields a premium when every "nerve ending" operates efficiently. 2. Digital Governance: Reclaiming Productivity I’m increasingly scrutinizing the "frictional costs" of digitalization. A true value creation model must unlock core productivity. Does AI genuinely reduce non-clinical hours? Can data-hubs drive synergy under complex regulations? If digital investment doesn’t structurally optimize EBITDA margins, it’s just a sunk cost. 3. The "Translator" Role A core moat for an Operating Partner is cross-contextual translation: converting financial KPIs into professional milestones that physicians and R&D teams rally behind. Helping investors see clinical outcomes as the ultimate moat is the prerequisite for any strategic execution. 4. The Quality Premium The market is re-rating enterprises that uphold clinical rigor. Embedding quality metrics directly into corporate governance is peak commercial rationality: superior clinical outcomes mean lower acquisition costs, stronger bargaining power, and natural brand barriers. Closing: In a volatile cycle, certainty is hidden within the most tedious operational details. That’s where real value is created. #HealthcareInvestment #PrivateEquity #OperatingPartner #ValueCreation #PMI #LifeSciences #MarketInsights

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In 2026, HLTHWorks has collaborated with over 25 healthcare board of directors - from start ups, mid-size, to $1-$10 billion dollar entities, and a select few in the pre-exit phase. Here is a bit of our work with health plan boards. #healthplan #healthcare #boardofdirectors https://lnkd.in/gSTNiYCs

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Over the weekend, alongside Sam Ulin of ClearView Healthcare Partners, I discussed how the rise of integrated direct-to-consumer (DTC) models marks a foundational shift for pharma, streamlining access, empowering patients, and redefining how treatments are promoted, prescribed, and delivered.   What started in obesity care is now expanding across therapeutic areas. The momentum is clear that patient-first models aren't just better for patients, they enable faster access and greater innovation.    Read the piece in BioCentury Inc.: https://lnkd.in/ejqJbhJh   #DTC #Innovation #Obesity #Healthcare #PatientFirst

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