Healthcare PE Capital Rotation: Navigating Antitrust, GLP-1s, and State-Level Regulatory Risks

Healthcare private equity is undergoing a significant capital rotation driven by antitrust enforcement, the rise of GLP-1 drugs, and complex state-level regulations. This issue explores where smart money is flowing, outlines new diligence requirements, and offers strategies for GPs to adapt their investment theses and deal structures to the evolving landscape.