
Sector Brief - September 2, 2025
As healthcare spending continues to rise in the U.S., payers and employers are actively exploring care models and solutions to lower costs while maintaining high-quality outcomes. Their efforts are driven by the growing challenges of escalating medical expenses, fueled by the prevalence of chronic illnesses, rising specialty drug prices, and an aging population. Access our Q3 brief for more insights from the payer and employer tech and services sector, including:
Outlook on government funded health plans impacted by the current administration
Rapid growth of alternative health plan models
Factors driving consolidation behind employer health platforms













