Not admitted · Not a forecast
Rules 1.1.0 · as of 14 Sep 2026
Owen Scott Muir · Said 20 Jul 2023 · owen-0637
Quote
Not a forecast
“The business model of private equity roll ups is suffering. It's suffering, and it's arbitrage, it's not adding value, they don't know how to do it, they couldn't do it if you gave them every emergency medicine doctor and ruin the entire sub specialty in the process.”
After APP's closure and Envision's Chapter 11, the author argues PE roll-ups of emergency medicine staffing cannot be run profitably once surprise billing was banned by the No Surprises Act; they would fail even with every EM doctor.
Descriptive, retrospective, or a statement of preference; no future state asserted.