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May 2021

Healthcare – Specialty Care

Through 2020, many specialty care providers were negatively impacted, as services were unable to be offered during the height of the pandemic leading to widespread cancelations and postponement of high-margin procedures. While the initial impact shocked the specialty care provider system, particularly those with volume-driven fee-for-service models, it also accelerated a shift to value-based care adoption. Perceived pent up demand and an anticipated return to pre-COVID patient volumes is expected to drive investor opportunities and optimism through Q2 2021, providing tailwinds to the Specialty Care sector.