Latest news with #MSSP
Yahoo
5 days ago
- Business
- Yahoo
Marsh McLennan's Oliver Wyman to Acquire Healthcare Analytics Business Validate Health
NEW YORK, June 25, 2025--(BUSINESS WIRE)--Oliver Wyman, a global leader in management consulting and a business of Marsh McLennan (NYSE: MMC), today announced an agreement to acquire Validate Health, a healthcare analytics business that enables healthcare providers and Accountable Care Organizations (ACOs) to better manage costs, risk, and performance. The terms of the transaction, expected to close in summer 2025, were not disclosed. Validate Health will join Oliver Wyman Actuarial, a specialized business within Oliver Wyman that provides actuarial services to insurers, investors, healthcare providers, corporates and other clients. The acquisition strengthens the business through powerful analytic and technology solutions that help clients grow market size, increase margins, optimize programs, manage risk, and secure investments and funding, while also enhancing patient outcomes. "Healthcare is a complex and critical industry featuring a unique set of challenges, and it is undergoing a seismic shift," said David Weinsier, Partner, Global Life and Health Leader for Oliver Wyman Actuarial. "This acquisition allows us to not only meet that moment but lead it. By combining our deep actuarial and policy expertise with Validate Health's data-driven solutions, we are at the forefront of building an analytics platform that helps clients improve healthcare delivery and drive efficiency." Andrew Webster, Validate Health Co-Founder, added, "This is a milestone moment for us. From the start, our mission has been to make healthcare better through data. Joining forces with Oliver Wyman gives us the reach, actuarial and insurance expertise, and complementary skillsets to supercharge that mission. Our clients – and their patients – stand to gain the most." For more information about Oliver Wyman Actuarial services, visit our Actuarial Consulting website. About Oliver Wyman Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit follow us on LinkedIn and X. About Validate Health Validate Health provides ongoing actuarial and financial optimization services customized for Accountable Care Organizations (ACOs). It reconstructs the Centers for Medicare and Medicaid Services (CMS) methodology using computer models for MSSP, REACH, Medicare Advantage, and other accountable care programs. Depending on the decision needed, Validate Health simulates the impact of multiple scenarios at different organizational levels, time horizons, and decision frequencies. View source version on Contacts Danielle Arceneaux1 (212) 345 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
5 days ago
- Business
- Business Wire
Marsh McLennan's Oliver Wyman to Acquire Healthcare Analytics Business Validate Health
NEW YORK--(BUSINESS WIRE)--Oliver Wyman, a global leader in management consulting and a business of Marsh McLennan (NYSE: MMC), today announced an agreement to acquire Validate Health, a healthcare analytics business that enables healthcare providers and Accountable Care Organizations (ACOs) to better manage costs, risk, and performance. The terms of the transaction, expected to close in summer 2025, were not disclosed. Validate Health will join Oliver Wyman Actuarial, a specialized business within Oliver Wyman that provides actuarial services to insurers, investors, healthcare providers, corporates and other clients. The acquisition strengthens the business through powerful analytic and technology solutions that help clients grow market size, increase margins, optimize programs, manage risk, and secure investments and funding, while also enhancing patient outcomes. 'Healthcare is a complex and critical industry featuring a unique set of challenges, and it is undergoing a seismic shift,' said David Weinsier, Partner, Global Life and Health Leader for Oliver Wyman Actuarial. 'This acquisition allows us to not only meet that moment but lead it. By combining our deep actuarial and policy expertise with Validate Health's data-driven solutions, we are at the forefront of building an analytics platform that helps clients improve healthcare delivery and drive efficiency.' Andrew Webster, Validate Health Co-Founder, added, 'This is a milestone moment for us. From the start, our mission has been to make healthcare better through data. Joining forces with Oliver Wyman gives us the reach, actuarial and insurance expertise, and complementary skillsets to supercharge that mission. Our clients – and their patients – stand to gain the most.' For more information about Oliver Wyman Actuarial services, visit our Actuarial Consulting website. About Oliver Wyman Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit follow us on LinkedIn and X. About Validate Health Validate Health provides ongoing actuarial and financial optimization services customized for Accountable Care Organizations (ACOs). It reconstructs the Centers for Medicare and Medicaid Services (CMS) methodology using computer models for MSSP, REACH, Medicare Advantage, and other accountable care programs. Depending on the decision needed, Validate Health simulates the impact of multiple scenarios at different organizational levels, time horizons, and decision frequencies.
Yahoo
5 days ago
- Business
- Yahoo
Marsh McLennan's Oliver Wyman to Acquire Healthcare Analytics Business Validate Health
NEW YORK, June 25, 2025--(BUSINESS WIRE)--Oliver Wyman, a global leader in management consulting and a business of Marsh McLennan (NYSE: MMC), today announced an agreement to acquire Validate Health, a healthcare analytics business that enables healthcare providers and Accountable Care Organizations (ACOs) to better manage costs, risk, and performance. The terms of the transaction, expected to close in summer 2025, were not disclosed. Validate Health will join Oliver Wyman Actuarial, a specialized business within Oliver Wyman that provides actuarial services to insurers, investors, healthcare providers, corporates and other clients. The acquisition strengthens the business through powerful analytic and technology solutions that help clients grow market size, increase margins, optimize programs, manage risk, and secure investments and funding, while also enhancing patient outcomes. "Healthcare is a complex and critical industry featuring a unique set of challenges, and it is undergoing a seismic shift," said David Weinsier, Partner, Global Life and Health Leader for Oliver Wyman Actuarial. "This acquisition allows us to not only meet that moment but lead it. By combining our deep actuarial and policy expertise with Validate Health's data-driven solutions, we are at the forefront of building an analytics platform that helps clients improve healthcare delivery and drive efficiency." Andrew Webster, Validate Health Co-Founder, added, "This is a milestone moment for us. From the start, our mission has been to make healthcare better through data. Joining forces with Oliver Wyman gives us the reach, actuarial and insurance expertise, and complementary skillsets to supercharge that mission. Our clients – and their patients – stand to gain the most." For more information about Oliver Wyman Actuarial services, visit our Actuarial Consulting website. About Oliver Wyman Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit follow us on LinkedIn and X. About Validate Health Validate Health provides ongoing actuarial and financial optimization services customized for Accountable Care Organizations (ACOs). It reconstructs the Centers for Medicare and Medicaid Services (CMS) methodology using computer models for MSSP, REACH, Medicare Advantage, and other accountable care programs. Depending on the decision needed, Validate Health simulates the impact of multiple scenarios at different organizational levels, time horizons, and decision frequencies. View source version on Contacts Danielle Arceneaux1 (212) 345 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
6 days ago
- Business
- Business Wire
Aledade Acquires More Michigan Value-Based Care Operations
BETHESDA, Md.--(BUSINESS WIRE)-- Aledade, the nation's largest network of independent primary care, today announced its acquisition of the Michigan-based value-based care operations of CCA Holding Company, Inc. 'This move further expands value-based care in Michigan, empowering more independent primary care organizations to continue providing high quality care in communities they serve," said Ahmed Haque, chief performance officer at Aledade. This acquisition includes an Accountable Care Organization (ACO) and Physician Organization operating in Southeast Michigan and all related employees, further expanding Aledade's existing expertise and presence across the state. Aledade currently supports more than 1,500 physician partners across more than 180 primary care practices and community health centers statewide, reflecting additional growth including last year's acquisition of Medical Advantage, a Michigan-based provider of practice performance improvement and value-based care enablement solutions. 'We are excited to welcome these physician-led organizations into Aledade,' said Ahmed Haque, chief performance officer at Aledade. 'This move further expands value-based care in Michigan, empowering more independent primary care organizations to continue providing high quality care in communities they serve.' In the 2023 Medicare Shared Savings Program (MSSP) performance year, Aledade ACOs generated a record $801 million in savings, surpassing all other accountable care partners nationwide, and achieved quality scores higher than average non-Aledade MSSP participants. Aledade's physician-led ACOs were among the top performers in MSSP, with 93% achieving savings compared to under 70% among non-Aledade participants. Since 2014, Aledade and its partners have saved more than $2 billion in health care for U.S. taxpayers. 'As part of Aledade, the value-based care operations of CCA Holding Company, Inc. will have the ideal platform to continue successfully serving over 500 independent primary care and specialty offices in Southeast Michigan,' said David Klein, Chair of the CCA Holding Company, Inc. About Aledade Aledade, a public benefit corporation, is the largest network of independent primary care in the country, helping independent practices, health centers and clinics deliver better care to their patients and thrive in value-based care. Through its proven, scalable model, which includes cutting-edge data analytics, user-friendly guided workflows, health care policy expertise, strong payer relationships and integrated care solutions, Aledade empowers physicians to succeed financially by keeping people healthy. Together with more than 2,400 practices, federally-qualified health centers and community health centers in 46 states and the District of Columbia, Aledade shares in the risk and reward across more than 200 value-based contracts representing nearly 3.0 million patient lives under management. To learn more, visit or follow on X (Twitter), Facebook or LinkedIn.
Yahoo
03-06-2025
- Business
- Yahoo
CrowdStrike's (NASDAQ:CRWD) Q1 Earnings Results: Revenue In Line With Expectations But Stock Drops
Cybersecurity company CrowdStrike (NASDAQ:CRWD) met Wall Street's revenue expectations in Q1 CY2025, with sales up 19.8% year on year to $1.10 billion. On the other hand, next quarter's revenue guidance of $1.15 billion was less impressive, coming in 1% below analysts' estimates. Its non-GAAP profit of $0.73 per share was 10.6% above analysts' consensus estimates. Is now the time to buy CrowdStrike? Find out in our full research report. Revenue: $1.10 billion vs analyst estimates of $1.11 billion (19.8% year-on-year growth, in line) Adjusted EPS: $0.73 vs analyst estimates of $0.66 (10.6% beat) Adjusted Operating Income: $201.1 million vs analyst estimates of $177.9 million (18.2% margin, 13.1% beat) The company reconfirmed its revenue guidance for the full year of $4.77 billion at the midpoint Adjusted EPS guidance for the full year is $3.50 at the midpoint, beating analyst estimates by 1.3% Operating Margin: -11.3%, down from 0.8% in the same quarter last year Free Cash Flow Margin: 25.3%, up from 22.7% in the previous quarter Annual Recurring Revenue: $4.4 billion at quarter end, up 20.7% year on year Market Capitalization: $119.3 billion 'We started the fiscal year with record Q1 large deal and MSSP momentum alongside sustained 97% gross retention and consistently strong net retention as the market consolidates on Falcon as its cybersecurity platform of choice for the agentic AI era,' said George Kurtz, Founder and CEO. Founded by George Kurtz, the former CTO of the antivirus company McAfee, CrowdStrike (NASDAQ:CRWD) provides cybersecurity software that protects companies from breaches and helps them detect and respond to cyber attacks. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Luckily, CrowdStrike's sales grew at an exceptional 36.2% compounded annual growth rate over the last three years. Its growth surpassed the average software company and shows its offerings resonate with customers, a great starting point for our analysis. This quarter, CrowdStrike's year-on-year revenue growth was 19.8%, and its $1.10 billion of revenue was in line with Wall Street's estimates. Company management is currently guiding for a 19.1% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 21.6% over the next 12 months, a deceleration versus the last three years. Still, this projection is commendable and indicates the market sees success for its products and services. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. While reported revenue for a software company can include low-margin items like implementation fees, annual recurring revenue (ARR) is a sum of the next 12 months of contracted revenue purely from software subscriptions, or the high-margin, predictable revenue streams that make SaaS businesses so valuable. CrowdStrike's ARR punched in at $4.4 billion in Q1, and over the last four quarters, its growth was impressive as it averaged 25.9% year-on-year increases. This performance aligned with its total sales growth and shows that customers are willing to take multi-year bets on the company's technology. Its growth also makes CrowdStrike a more predictable business, a tailwind for its valuation as investors typically prefer businesses with recurring revenue. The customer acquisition cost (CAC) payback period represents the months required to recover the cost of acquiring a new customer. Essentially, it's the break-even point for sales and marketing investments. A shorter CAC payback period is ideal, as it implies better returns on investment and business scalability. CrowdStrike is quite efficient at acquiring new customers, and its CAC payback period checked in at 33.2 months this quarter. The company's rapid recovery of its customer acquisition costs indicates it has a strong brand reputation, giving it more resources pursue new product initiatives while maintaining the flexibility to increase its sales and marketing investments. It was great to see CrowdStrike beat convincingly on operating profit this quarter. Looking ahead, guidance was solid. The company's EPS guidance for next quarter topped analysts' expectations, and its full-year EPS guidance slightly exceeded Wall Street's estimates as well. On the other hand, its revenue guidance for next quarter slightly missed and its full-year revenue guidance was just in line with Wall Street's estimates. Overall, this was a mixed quarter and not enough for the high expectations around the stock (as evidenced by the 52-week high right before reporting and a 40+% stock price appreciation year-to-date before the print). The stock traded down 6.2% to $458.72 immediately following the results. Is CrowdStrike an attractive investment opportunity at the current price? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here, it's free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
