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The Private Equity Stakeholder Project (PESP) released a report titled "Private equity’s joint venture takeover of nonprofit healthcare".
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The PESP report details more than 500 joint ventures between private equity firms and nonprofit healthcare providers.
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The joint ventures detailed in the PESP report include rural hospitals, religiously affiliated health systems, and hospice care providers.
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PESP argues that joint ventures between private equity firms and nonprofit healthcare providers could present risks to patients, payers, and employees.
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PESP argues that risks from these joint ventures could include profit extraction and a decline in quality of care.
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Jim Baker is the founder and executive director of the Private Equity Stakeholder Project.
Jim Baker, founder and executive director of the Private Equity Stakeholder Project
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"This is the challenge with private equity – it’s private, so they don’t have to report what they own."
Jim Baker, founder and executive director of the Private Equity Stakeholder Project
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"We think this just scratches the surface."
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Researchers at New York University state that private equity funds invested more than $1tn in debt-financed healthcare deals in the last decade.
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PESP reports that 488 hospitals, or 8.5% of all private hospitals, are owned by private equity.
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Erin Fuse Brown is a health policy professor at Brown University School of Public Health.
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Erin Fuse Brown authored a recent article on private equity in healthcare published in the Stanford Law Review.
Erin Fuse Brown, health policy professor at Brown University School of Public Health
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"I don’t think it’s an irrelevant question to ask whether there’s some tension between a nonprofit hospital and a for-profit investor group joining forces."
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The private equity industry employs more than 13 million American workers, according to the industry’s account.
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The private equity industry contributes $2tn to US GDP across diverse industries, according to the industry’s account.
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According to the Securities and Exchange Commission, private equity funds are typically made up of accredited investors, including high net-worth individuals, institutional investors, university endowments, insurance companies, and pension funds.
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Joint ventures between private equity-owned healthcare companies and nonprofit healthcare providers are governed by two Internal Revenue Service decisions from 1998 and 2004.
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The Internal Revenue Service ruled that nonprofit organizations could keep their tax-exempt status in joint ventures if they maintain control over their mission, prioritize community health over profits, and ensure the venture furthers charitable purposes.
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Steward Health Care was the largest private for-profit hospital system in the US in 2017.
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Steward Health Care entered bankruptcy court in 2024 with $9bn in debt.
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Steward Health Care was backed by private equity firm Cerberus Capital Management and real estate investment trust Medical Properties Trust.
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Hundreds of millions in profit was extracted from Steward Health Care for investors, including the company’s CEO, prior to its bankruptcy.
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Steward Health Care’s bankruptcy led to the closure of a hospital in the Dorchester neighborhood of Boston.
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Steward Health Care’s bankruptcy led to the closure of a hospital in Pennsylvania.
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In a sale-leaseback transaction, a healthcare provider sells property to a real estate investment trust and leases it back.
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Private equity firm Apollo Global Management acquired LifePoint Health in 2018.
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Nine hospitals in joint ventures with LifePoint Health sold property to real estate investment trusts shortly after Apollo Global Management acquired LifePoint.
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Duke Lifepoint Healthcare bought a controlling stake in Wilson Medical Center in 2014.
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Wilson Medical Center is located in Wilson County, North Carolina.
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The Centers for Medicare and Medicaid Services investigated Wilson Medical Center into two patient deaths following issues in 2022-23.
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The North Carolina Department of Justice wrote a letter to Wilson Medical Center expressing concern about patient care and alleged violations of laws requiring hospitals to treat all emergent patients.
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Kimberley Sirk is the director of marketing and communications for Wilson Medical Center.
Kimberley Sirk, director of marketing and communications for Wilson Medical Center
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"The matters referenced in your inquiry relate to issues that were addressed years ago, and Wilson Medical Center has been in full compliance with Centers for Medicare & Medicaid Services requirements since 2024."
Kimberley Sirk, director of marketing and communications for Wilson Medical Center
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"The hospital has undertaken extensive efforts to strengthen process, accountability and oversight."
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A JAMA study suggested private equity buy-outs can lead to more serious medical errors.
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