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Spring Health's Alma Acquisition Is a Play for Market Structure
When you own both the employer contracts and the provider networks, you don't compete for market share—you become the market.
Feb 4
•
Pranav Ravikumar
January 2026
Has Medicare Advantage's Business Model Broken?
The gravy train might be leaving the station.
Jan 28
•
Pranav Ravikumar
2
PointClickCare: The Hidden Monopoly That Will Control America's Post-Acute Care Market
How a little-known Canadian company built the data infrastructure that makes value-based care work—and why it won't stay independent.
Jan 21
•
Pranav Ravikumar
1
Why Behavioral Health M&A Is Just Getting Started
Why PE is betting billions on mental health rollups while VC marketplaces struggle
Jan 14
•
Pranav Ravikumar
3
1
Welcome to Merge & Monitor
Healthcare deals and tech trends, decoded for everyone
Jan 8
•
Pranav Ravikumar
1
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