Provider-based services

The structures through which patient care is ultimately delivered to patients are undergoing continuous evolution, driven by new technology, innovative therapies, patient preference, and learning-curve improvements in the cost and safety of common procedures. For example, OnCure Medical, a prior MedEquity portfolio company, is one of the largest providers of outsourced radiation oncology care in the U.S. and benefits from patient and physician preference for performing both traditional and novel cancer treatments in an outpatient setting. We believe that attractive investment opportunities will continue to be presented by businesses that anticipate the migration of capacity and demand that are driven by these trends as well as by the shifts in reimbursement patterns that reflect them.