Healthcare Investment Models with Dan Hosler of DuneGlass Capital

On this episode of The Capital Corner, McGuireWoods' Geoff Cockrell sits down with Dan Hosler, Managing Partner and Founder at DuneGlass Capital, to discuss the trends for healthcare services companies that are interested in using the private equity playbook to surcharge their growth. 

Dan discusses how the doctor equity model works to provide alignment among all stakeholders, including patients, staff, doctors, and investors. The model starts with knowledge sharing so doctors have a strong base understanding of private equity, before moving on to strategizing on how to keep incentives aligned over time. Aligning incentives is crucial when creating a true alternative to traditional private equity investments. 

“To us, doctor equity starts with knowledge-sharing with all our partners.” Dan says. 

Dan and Geoff also review which subsectors and specialties could be interesting investment areas. Two areas Dan and his team are researching are the biotech and pharmaceutical spaces. Both are areas where there’s an opportunity to reduce costs in the healthcare system while improving patient care. They also talk through investment opportunities in value-based care, an area that has also seen an uptick in interest in recent years, and the complexity and risk-taking that can come along with those investments.

Featured Guest

Name: Dan Hosler

What he does: As Managing Partner and Founder at DuneGlass Capital, Dan has both operational experiences, having started three companies before business school, as well as deep deal experience, having spent 15+ years in private equity. Most recently he led M&A for an eye care rollup where he closed 10 deals in under two years.

Organization: DuneGlass Capital

Connect: LinkedIn

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