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M&A deals fewer but costlier in 2013

M&A activity likely to remain strong in 2014
By Stephanie Bouchard

There were fewer merger and acquisition deals in the healthcare sector in 2013 than in 2012, but those deals cost more.

According to Irving Levin Associates’ Health Care M&A News, early M&A figures indicate that 1,002 deals were announced in 2013, down 8 percent (1,091) from 2012. Total deal value in 2013 is approximately $163.5 billion, compared to $143.7 billion the year before.

2013’s fourth quarter doesn’t reflect the year’s total deals, with deal value slowing in Q4 to $43.6 billion, down 16 percent from $51.6 billion in Q3.

Among the sectors of the healthcare industry with strong transactions last year were the pharmaceutical sector (151 deals) and the long-term care sector. Long-term care set a record for the sector with 223 deals.

[See also: Senior housing and care industry M&A driven by smaller operators.]

With healthcare reform putting a focus on improving patient outcomes, acquirers are increasingly focusing on the post-acute sector. Among the categories of this sector with gains in the number of deals in Q4 were long-term care (10 percent); home health and hospice (100 percent); and rehabilitation (50 percent).

The technology sector – encompassing pharmaceuticals, medical devices, eHealth and biotechnology – also gained in transactions from Q3 to Q4, partly due to an increased interest by providers in data analytics as a means to cut costs and improve patient outcomes.

Irving Levin Associates expects M&A to be strong in 2014, with the biggest influencers being regulatory changes, such as ICD-10, and the inflow of newly-insured.