by John Moore | January 21, 2021
In our latest Hot Take, Founder and Managing Director John Moore Jr. sits with us to share his thoughts on what this recent mega-merger means for each of the companies as well as what it portends for the industry. Transcript (mostly generated by AI - please excuse typos): [00:00:00] Hello,
by John Moore III | January 05, 2021
Below you will find the reports, articles and webinars that fostered the greatest engagement from the community over the last twelve months, grouped by type of content. Did you have any particular highlights from the last year you'd like to share? Drop it (them?) in the comments! Top Chilmark Research
by John Moore | August 11, 2020
On August 5th, Teladoc (TDOC) announced that it would be acquiring fellow virtual care vendor Livongo (LVGO). And with that announcement the race to see who would become the virtual care platform vendor the market has been seeking may already be over. While some may balk at the premium paid
by John Moore | November 17, 2018
Our take on the recent athenahealth acquisition athenahealth was taken private on Monday, Nov. 11th by Veritas Capital and Evergreen Coast Capital (the PE arm of Elliot Management) following a long, drawn-out process. The real story is Veritas, who has deep expertise in the healthcare IT sector and adds athenahealth to several
by John Moore | April 13, 2018
At times it can be challenging to draft commentary on all that is happening across this industry sector. Rather than write short posts for each, I have created an amalgamation of commentary to some of the more newsworthy announcements. Roche Acquires Flatiron Wow, whoever knew that data could be such
by Chilmark Team | December 06, 2017
Over the weekend, CVS announced its intent to acquire Aetna for $69 billion. If approved, it would represent one of the largest M&A deals this decade, and the largest in the healthcare industry. The combined entity will have revenue of more than $220 billion and an EBITDA of $18.5 billion.
by John Moore | September 08, 2017
On Aug. 29th, Optum announced it will acquire The Advisory Board's (ABCO) healthcare business unit for about $1.3 billion. Rumors first began swirling about this acquisition in early July, though the Advisory Board had been "shopping" itself to the market since February. This is a significant play by the acquisitive
by John Moore | December 28, 2016
2016 is heading for the doors, 2017 readily awaits. But what will this New Year bring? One thing for sure, a new president and administration that appears intent on rewriting the rules, be they foreign policy, environmental or healthcare. But in the grand scheme of things in healthcare IT (HIT),
