As we approach the close of 2024, the CAS team remains focused on achieving a strong year-end finish, working diligently through the remainder of this year and into early 2025.
In this edition, we cover recent M&A trends, including a resurgence in consolidation across key markets within the Tech Enabled Outsourced Business Services (OBS) sector. Notably, we are seeing elevated mega-deal activity compared to previous quarters, especially within the healthcare RCM space. The newsletter also examines the ARM industry, where rising delinquency rates are impacting market dynamics, and we take a closer look at whether AI-enabled bots are proving more cost-effective than traditional agents. Additionally, we analyze the increasing frequency of data breaches and ransomware attacks affecting companies in the Tech-Enabled OBS sector, underscoring the critical need for robust cybersecurity measures.
Outside Tech-Enabled OBS sector-specific topics, this newsletter also explores broader market dynamics crucial to our clients. We analyze how potential presidential and congressional outcomes could shape not only the Tech-Enabled OBS sector but also influence wider market stability amid today’s complex geopolitical landscape. Both candidates’ stances could significantly impact the sector, with implications for regulatory and economic policies. Beyond the election, we discuss the recent Federal Reserve decision to begin rate cuts, examining how this could boost M&A activity and drive an elevated deal environment by the end of 2025.
Read the full newsletter here: Q3 CAS M&A Newsletter 2024.
