Our Insights
The Investment Environment + Last Month in Borna Health Fund
Hospital Managements Leaping Forward with Medtech
Hospital administrators have traditionally let physicians take the lead in adding service offerings, but this has changed and they are asking sharp questions.
Niches Are Riches- Yet Major Medtech Companies Often Abandon Them
The smaller markets in medtech offer great opportunity for those willing to pursue them. Pediatrics orthopedic technology is a shining example.
Data: Medtech’s Emerging Asset. Is Acqui-Data to become the new Acqui-Hire?
For decades, the medtech industry has been seeking to capitalize on the value of data with limited success, but with improving data capture and the use of AI, the promise is turning into reality.
Investment Considerations for Medtech Mergers and Acquisitions
The ‘Borna M&A Framework’ (BMAF) compares acquisition strategy and execution to a management team holding a gun with two bullets. Each acquisition uses up a bullet. If the bullet is well utilized management gets another bullet.