Mark Russell’s Posts

Update on Healthcare Revenue Cycle Management Activity

March 26th, 2013
RCM 2012

As we discussed in our year-end report, 2012 was a breakout year for revenue cycle management (RCM) service providers. M&A activity in this market increased substantially over the previous year, with 37 transactions completed representing $1.2 billion of total deal value in 2012 vs. only 10 transactions generating $159 million in deal value in 2011. […]

Update on M&A Activity in the ARM Industry

February 15th, 2013
Global ARM

The global ARM industry merger and acquisition (M&A) market experienced a pretty wild roller coaster ride over the past year due to changing market and economic trends, which have impacted buyer interest and market valuations. Here is a look at the level of M&A in 2012 compared to prior years.           […]

Update on M&A Activity Within the CRM Industry

December 17th, 2012
CRM Q3 2012

Despite the continued sluggish growth in the global customer relationship management (CRM) industry (< 5% per year), which consists of inbound and outbound call center activity and online relationship management solutions, M&A activity has increased substantially in 2012 within this market. In Q3, the CRM industry generated 7 transactions representing $445 million in total deal […]

Healthcare RCM Industry: Continuing to Attract Buyers

November 16th, 2012
RCM Deals

The healthcare Revenue Cycle Management (RCM) services industry has generated a lot of interest from strategic and financial buyers in 2012 as a result of projected double digit organic growth rates. This interest has caused merger and acquisition (M&A) activity within the healthcare RCM services industry to increase significantly in 2012, with 31 transactions completed […]

ARM in the Credit Card Sector – A New Opportunity Unfolding

September 27th, 2012
CC Placement Vol

Two weeks ago I attended the DCS conference in Las Vegas, a conference I hadn’t been to in a few years. If you’ve never attended it but have a current focus in or desire to enter the consumer financial services market, I would recommend it. The conference attracts both vendors and credit issuers focused on […]

Getting Current on M&A in the CRM Industry

September 20th, 2012
CRM Quarterly Deal Vol

The customer relationship management (CRM) industry consists of companies that: provide inbound customer service, help desk technology support, outbound telemarketing, direct response and related call center services. The CRM industry generated significant, double digit growth during the 1990’s and early 2000’s as a result of large U.S. and European corporations outsourcing these non-core services in […]

RCM Industry: Q2 2012 Overview

August 7th, 2012
untitledRCM Quarterly Deal Vol vs Deal Val

The U.S. healthcare revenue cycle management (RCM) industry continues to experience strong growth despite the challenging economic and market trends unfolding in the U.S. and abroad. This is not only driving interest from strategic and financial buyers, but it is also creating new opportunities for RCM companies to achieve organic growth in new markets and […]

How Do You Solve a Problem Like Student Loans?

May 30th, 2012

I have read numerous articles over the past two weeks that describe in detail the challenges that students, and in many cases their parents and other family members as well, are facing when trying to pay back their student loan debts. The primary reasons for these challenges have also been well documented – uncontrollable increase […]

M&A Activity Explodes in First Quarter of 2012

May 10th, 2012

Buyers of accounts receivable management and related outsourced business services (OBS) companies seem to have bucked the trend of declining merger and acquisition (M&A) activity in Q1 2012, and instead acquired the largest number of companies in a quarter in over year: 21 transactions completed representing $700 million in deal value. In comparison, only 8 […]

Even Business Publications are Getting it Wrong on Collectors

March 27th, 2012

Did you hear the one about the Bloomberg reporter ripping the entire student loan debt collection industry?  It is almost too outrageous to believe unless you read yesterday’s article written by Bloomberg News reporter John Hechinger and unless you’ve focused your business life on the affairs shaping the collection industry since before the start of […]

LATEST BLOGS

Where Does the ARM Industry Fit on the Endgame Curve?

August 26, 2015

Over the past few months, I have been asked repeatedly if the U.S. accounts receivable management (ARM) industry is consolidating. My short answer is yes, the ARM industry is in the midst of consolidation for the very first time.

I did some research about consolidating industries and stumbled upon A.T. Kearney's Merger Endgame methodology. The gl ....
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Outlook for the U.S. Health Insurance Market

August 18, 2015

The U.S. health insurance market is on the cusp of change: four of the five largest health insurance providers are attempting to merge and embrace economies of scale, and bad debt is on the rise.


Although the health insurance market isn't as consolidated as the cable and telecommu ....
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How Healthcare ARM Companies Can Take Advantage of Regional Economic Data

August 4, 2015

The healthcare industry is one of the largest market segments; many government officials talk about its impact in such all-encompassing terms that most citizens only consider it on a national level. Looking at broad economic data can have its benefits for politicians, think-tanks, and national health insurers. However, there are limitations for ARM and RCM companies.

Kaulkin Ginsberg recommends ARM companies focused on the healthcare vertical take a regional appro ....
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EVENTS

TRMA Fall Conference 2015

Grand Hyatt Denver
Denver, CO

September 1st-2nd, 2015

TRMA is an industry forum for risk management professionals from the Telecommunications, Pay TV, Utility, Waste Management and other industries to collaborate, understand, and share best practices related to acquisition risk management, customer life-cycle and uncollectible debt issues among its members.

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Debt Connection Symposium and Expo 2015

J.W. Marriott
Austin, TX
September 9th-11th, 2015

Dennis and Judy Hammond present Debt Connection Symposium and Expo 2015, focusing on networking and connecting with clients, service providers, product suppliers, agencies, attorneys - at a whole new level.

Mike Ginsberg, President and CEO of Kaulkin Ginsberg, will host a session on Thursday, ....

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FCIB 26th Annual Global Conference

Marriott Miami Biscayne Bay
Miami, FL
October 11th-13th, 2015

Join FCIB in Miami this October for three days of networking with your peers from around the world and educational sessions led by industry experts.

Dig deep into the most pressing issues facing international credit professionals ....

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