The provider services M&A market is probably approaching 50% of peak deal volume — well below historical norms — yet J. Kyle Brown sees real momentum building. Kyle is managing director and lead of the provider services group at Brown Gibbons Lang & Company.
In this conversation with McGuireWoods partner and host Geoff Cockrell, Kyle unpacks how, after holding over a hundred private equity provider services assets for six years, demand finally feels different — the first real shift since early 2023.
They examine the evolution from TopCo MSO equity to near-term incentive structures and discuss which subsectors — ASCs, infusion, ENT and interventional pain — are drawing the most investor attention.