The Corner Series Episode 103: Hot Sectors in Health Tech Today, With Bill Watts
Jun 30, 2025
In this insightful discussion, Bill Watts, who leads the healthcare tech group at Brown Gibbons Lang & Company, dives into the booming sectors of health tech. He reveals that governance, risk, and compliance are hot markets, alongside opportunities in pharma supply chains and employer tech. Bill explains how the investment landscape has shifted post-pandemic, highlighting the rise of mixed business models. He also addresses the potential impacts of AI and the changing dynamics in investor priorities as they navigate this evolving industry.
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Key Health Tech Segments
- Healthcare tech can be segmented into provider tech, employer/payer cost tech, and pharma technology sectors.
- Each segment addresses specific problems, from care coordination to drug commercialization and employee benefits.
Strategics Favor Cash Flow and Contracts
- Strategic players prefer cash-flow businesses but also acquire tech solutions with long-term contracts.
- Mixed models exist where tech-enabled services require blending human intervention with software solutions.
Diverse and Competitive Investor Landscape
- Healthcare tech investors include traditional healthcare, tech-focused, and vertical SaaS private equity groups.
- The investor landscape has grown competitive, with varying focuses on tech-enabled versus pure SaaS models.