Dentistry is a fragmented $140+ billion market that continues to benefit from increasing utilization due to expanded payor coverage, favorable reimbursement dynamics, and strong demographic tailwinds, as well as opportunities for expansion across a range of specialties that offer higher margins and more out-of-pocket payments (e.g., orthodontics and oral surgery). At the same time, the sector has faced declining reimbursement rates for over a decade and, during the recent pandemic, confronted more severe volume challenges than most other clinic-based providers.

Read more