Insights & Resources

In any health care segment, buyer concentration can have an effect on valuation pricing and is one of the key macro-dynamics that should be considered in a health care valuation analysis.

If FinCEN’s proposed rule is adopted, SEC Registered Investment Advisers and Exempt Reporting Advisers would be subject to FinCEN’s AML and CFT requirements.

Get ahead of the curve by looking back at emerging trends in 2023 that are likely to impact health care valuation in 2024 and beyond. Download Weaver Insights now.

The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.

Changing Medicare populations, staffing shortages and other issues create challenges for valuations of home health care agencies.

Considerations for current and future valuations of for-profit freestanding inpatient rehabilitation facilities.

The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.

The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.

The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.

The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.