Updates
nov17

Update 17 November 2021

Update 17 November 2021

I hope that you are doing well. As in other countries the Netherlands is again tightening COVID19-related restrictions such as requiring masks in shops, reduced opening hours for bars and restaurants and asking people to work from home. The new rules have been put in place for the next three weeks with the goal of reducing the level of infections. This will hopefully reduce the number of corona-patients taking up space in intensive care departments thereby increasing the ability of hospitals to carry out other (plannable) operations. Let us hope that these interventions work. Other healthcare related news from the Netherlands includes:

  • Report  highlights how senior executives in the Dutch healthcare sector expect to lose market share but stay financially viable. What does this entail for innovative commercial companies?
  • Financing of light homecare to be revised due to increasing costs. What will be the consequences for homecare companies?
  • In our snapshot we give an overview of Clinium, a provider of sterilization services for hospitals
nov02

Update 2 November 2021

Update 2 November 2021

Autumn has definitely come to the Netherlands with a mixture of gray and rainy days and days where we can enjoy the incredible fall colors. Not my favorite time of the year, but it has its charms. In this update on the Dutch healthcare sector, we cover:

  • Insurance companies do not want to transfer catch-up activities to commercial clinics. What will be the effect on waiting times for non-critical operations?
  • Another acquisition by Bergman Clinics. Are they moving into Equipe’s key market segment?
  • Three rehab clinics to work closer together. First step to a merger?
okt19

Update 19 October 2021

Update 19 October 2021

Welcome back to another update on the Dutch healthcare sector. In this update a mixture of news and the key results of a recent study we have conducted on consolidation in the commercial nursing home sector:

  • Mediq expands medical home care activities to Belgium. Will further international expansion follow?
  • Insurance companies and Healthcare Authorities growing more positive to commercial specialized clinics. Are clinics becoming an accepted part of the Dutch healthcare ecosystem?
  • Rapid growth and consolidation in the Dutch commercial nursing home sector in the last three years. Will the trend continue?
okt06

Update 6 October 2021

Healtech difficult to upscale in the Netherlands

The days are getting shorter and shorter, and I have seen the first Christmas decorations (actually for Sinterklaas, celebrated by the Dutch on 5 December). It has been quiet in the Dutch healthcare sector lately, but there are always interesting studies to present to you.

In this update we cover:

  • Dutch Healthtech startups have problems with scaling up. Is this an opportunity for international early investors?
  • Commercial Dutch youth care providers  outperform traditional organizations. Is this an attractive sector for international investors?
  • In our snapshot we give an overview of Arts en Zorg, a chain providing primary healthcare in twenty-one locations in the Netherlands
sept21

Update 21 September 2021

Update 21 September 2021

It is now noticeable that the days are getting shorter, but we are currently enjoying nice autumn  weather here in the Netherlands. I hope that you are also enjoying a nice transition from summer to fall.

News from the Dutch healthcare sector includes:

  • Orpea in process of developing large-scale location near Amersfoort. Is this a change in strategy for the Dutch market?
  • Private equity invests for the first time in Dutch homecare sector. Will others follow?
  • In our snapshot we give an overview of Oranjeborg, a provider of long term care to complex clients
sept07

Update 7 September 2021

Update 7 September 2021

Even though it is now officially autumn we are finally getting some summer weather here in the Netherlands. I hope that you are also enjoying a nice transition from summer to fall.

It is still relatively quiet in the Dutch healthcare sector but there is still news to report:

  • Process for deciding new government still ongoing. What can be expected for the healthcare sector?
  • Less M&A activity in the Dutch healthcare sector. What are the key reasons for the decline?
  • Dutch Healthcare Authority (NZA) positive to private equity investments. What is their thinking?
aug24

Update 24 August 2021

Update 24 August 2021

I am back from my holidays. First we had a week in Italy which was very beautiful but also incredibly hot and crowded. We therefore came back a week earlier than planned and went bicycling on the Hoge Vennbahn (can be highly recommended) and walking in the Netherlands. Different weather from Italy but also very nice.

The Dutch healthcare sector has not stood still during the summer months. In this update we cover:

  • Canadian REIT invests in Dutch hospital real estate. Will more hospitals and investors follow this new trend?
  • Traditional providers of nursing home care are not planning to develop sufficient new capacity to meet expected demand. Opportunity for commercial providers and real estate investors?
  • Move towards VPT financing (where the client pays real estate costs directly) gain traction with traditional providers. What are advantages and disadvantages?
  • Managing GP-chain more complex than expected, Quin to sell GP-practices. How will e-health solutions be sold?
aug03

Update 3 August 2021

Update 3 August 2021

I hope that you are in a place where the weather is treating you well (not too hot, no fires, not too much rain, etc.). Here in the Netherlands, we are having a very wet summer so far, but I am shortly off to sunny Italy.

In this update we cover:

  • Acquisition of Equipe finalized. Who will be the next private equity target in the Dutch healthcare market?
  • Bergman acquisition of Mauritskliniek faces opposition. What happens if the takeover is refused?
  • Buurtzorg agrees multi-year contract with final healthcare insurance company. Will multi-year contracts become the norm?
juni29

Update 29 June 2019

Update 29 June 2019

I hope that you and your family are doing well. After a slow start, corona-vaccination here in the Netherlands has picked up speed. I will get my second shot next week and even my daughters (1995 and 1997)  now have appointments for their first shots. I hope that the situation is also positive in your country.

In this update we cover:

  • Trend towards multi-year contracts continue. Is this good news for commercial providers of mental healthcare services?
  • Thomashuis opens first location in Belgium. Will other countries follow?
  • New law for registration of healthcare companies will be active as of 1 January 2022. What are the consequences?
  • In our snapshot we give an overview of FYEO an ophthalmologist chain
juni15

Update 15 June 2021

Update 15 June 2021

After skipping spring, we now have wonderful summer weather here in the Netherlands. I hope that you are also enjoying nice weather.

In this update we cover:

  • Hospitals report positive 2020 results. Good news, but are there dark clouds on the horizon?
  • Government provides €1.3 billion extra financing for youth care. Will this be enough to make the sector more attractive?
  • Government and key organizations agree to develop 160.000 new housing units for the elderly. How will this be carried out?
juni01

Update 1 June 2021

Update 1 June 2021

Here in the Netherlands, we seem to have skipped spring (even after my more positive notes in the last update). Hopefully, we will not skip summer -  The current, weather which sunny and hot, gives hope. The good news is that after a couple of very hot and dry years that resulted in extremely low water reserves, the extreme levels of rain during the last few months has resulted in water levels that are now  back to normal.

 In this update we cover:

  • Authority for Consumers and Markets require more information. Will Mediq acquisition of Eurocept Homecare take place?
  • Radiologists develop own expertise center. Local answer to international outsourcing of radiology services?
  • In our snapshot we give  an overview of NOK a chain of obesity clinics
mei18

Update 18 May 2021

Update 18 May 2021

Here in the Netherlands spring has finally arrived. Temperatures are still low and there is a steady mix of sunshine and rain, but nature has decided that it is time, and everything is green and beautiful.

 In this update we cover:

  • Another French giant enters the Dutch nursing home market. Are there further acquisition targets?
  • New law will make it easier for municipalities to purchase home and youth care. Good or bad news for the sector?
  • Dentist chains gaining market share. Will the trend continue?
  • In our snapshot we give  an overview of OCON a company running two orthopedic clinics
mei04

Update 4 May 2021

Update 4 May 2021

This has been the coldest April in 35 years here in the Netherlands. Hopefully, May will bring spring and the opportunity to enjoy the outdoor cafes that have now been allowed to open. In this update we cover:

  • Buyers of healthcare insurance more risk averse. Is this a permanent change?
  • General hospital stops provision of psychiatric care. Is this another step in the ongoing portfolio rationalization in the healthcare sector?
  • In our snapshot we give  an overview of DC Klinieken, a chain of specialized medical clinics
apr20

Update 20 April 2021

I hope that you have had a nice weekend and have enjoyed the nice weather. In this update we cover:

  • Mediq reports new financing. Has the sales process been stopped?
  • Dutch healthcare organizations expect positive results for 2020. What will be the situation in 2021?
  • New model for financing of mental healthcare defined. What will be effect on commercial providers?
apr06

Update 6 April 2021

I hope that you have had a nice Easter weekend. Here in the Netherlands the weekend  has been cold and wet (even with some snow) but hopefully you have had nice weather. In this update we cover:

  • High level of PE-driven transactions lately. What will be the next PE-owned company to be sold?
  • Orpea makes an acquisition in the mental healthcare sector. Are further acquisitions in the pipeline?
  • A hospital to be privatized. Will private hospitals be successful this time?
  • Number of commercial specialized clinics expected to double in the next five years. Where will the growth come from?
  • More real-estate investments required in the healthcare sector. How will this be financed?
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