The Corner Series

Episode 121: New and Evolving Investor Theses, With Rebecca Springer

Jan 12, 2026
Guest
Rebecca Springer
Rebecca Springer, director of market development at Bailey & Company and former PitchBook journalist, shares a 2026 outlook. She highlights healthcare consumerization and the rise of cash-pay services. Short takes cover scaling affordable consumer health, employer-driven demand via HSAs, and medical equipment servicing as an emerging private equity theme.
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INSIGHT

Healthcare Consumerization Is Rising

  • Healthcare consumerization is emerging as a major investor theme focusing on cash-pay services.
  • Investors see this as a way to avoid reimbursement and 'stroke-of-the-pen' regulatory risk.
INSIGHT

Patients Behave Like Consumers

  • Patients increasingly seek alternatives to traditional healthcare and treat services as consumer purchases.
  • This creates a spectrum from high-acuity care to wellness and lifestyle-focused cash offerings.
INSIGHT

Therapies Move From Niche To Wellness

  • A wide set of therapies and tech (TMS, hyperbaric oxygen, CGMs, full-body MRI) are migrating into wellness use-cases.
  • Investors must identify scalable revenue models and consolidation opportunities in these emerging categories.
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