Becker’s Healthcare Podcast How Healthcare Organizations Are Approaching Financial, Operational, and Strategic Decisions to Drive Long-term Value in a Challenging Economic Environment
Mar 27, 2026
Adam McDonald, KPMG deal advisory lead for healthcare M&A. Karishma Sharma, physician and KPMG leader focused on performance improvement. Ross Nelson, senior partner guiding healthcare growth and transactions. They discuss portfolio strategy, operational transformation, disciplined investment, deal activity, margin improvement, and what investors prioritize in a shifting market.
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Five Strategic Paths To Create Value
- Health care deal activity clusters into five strategic moves that create value beyond cost cuts.
- Ross Nelson lists expansion to new markets, new services, vertical integration, capability add-ons, and cost leverage with payer and JV examples.
Health Systems Use PE Joint Ventures For Nonacute Scale
- Health systems are entering joint ventures with private equity to capture non-acute scale, cost efficiencies, and operational expertise.
- Ross Nelson highlights physician-ownership alignment, increased payer leverage, cross-selling, and managed services consolidation as mechanisms.
Pair Revenue Actions With Cost Initiatives
- Combine revenue and cost actions in an integrated, service-line approach rather than isolated cost cuts.
- Karishma Sharma advises aligning demand, access, throughput and site-of-care with pricing, value-based contracts and variation reduction.