David Bryden, President, TechMD
“There are very few industries out there where a company can make 20%-30% net profit, and PE firms are well aware of the opportunity in our space. They also know that our space will become more heavily regulated by the federal government in the next few years, which will create huge opportunities for the big guys, and the little guys won’t be able to sustain the demands.
“Success in terms of these investments has not yet been proven. The current round of rollups is too immature to see whether they will succeed, and at what profit margin. I believe they will be, but there are many different models for these rollups and none has had enough time to prove its efficacy.”
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