HCA Healthcare

“A wave of take-private and consortium bids in UK/European mid-cap sectors (Spire Healthcare, Gamma Communications, Ingenia Communities) suggests PE is aggressively targeting public companies perceived as undervalued.”

“In health systems like HCA, we've been able to add a couple hours to every physician's day. And this is a company that generates north of $100 billion in top-line revenue. So if you can add even a couple percentage points of juice to that, that is billions of dollars of operating cash flow.”