Good morning, ! It’s Thursday and we’re diving into the sustained growth of the Healthcare Staffing market, M&A preparing for a comeback in 2025, and VR and AR transforming the industry.

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DATA DIVE

A Decade of Demand: Healthcare Staffing’s $82B Surge

The U.S. healthcare staffing market is no longer riding a temporary wave, it’s building a structural tsunami. Set to nearly double from $42B in 2024 to $82B by 2034, this sector’s rise is reshaping how hospitals manage labor, cost, and continuity of care.

Burnout, labor gaps, and aging demographics are driving demand, but so is something more fundamental: a shift toward flexible, scalable staffing models that align with outpatient growth, value-based care, and digital health trends. Private equity and strategic investors are responding, betting big on platforms, marketplaces, and tech-enabled staffing ecosystems.

This deep-dive report breaks down the market’s growth curve, structural labor shortages, RN turnover trends, and specialty-specific workforce dynamics. (Listen or Read Full Report)

TREND OF THE WEEK

The Comeback Kid

Trend of the Week: Healthcare & Life Sciences are gearing up for a blockbuster M&A year in 2025. Execs, still riding the JPMorgan Healthcare Conference buzz, are chasing $10B+ deals thanks to lower antitrust risk, a friendlier macro backdrop, and looming patent cliffs. Johnson & Johnson’s $14.6B bid for Intra-Cellular Therapies is an early flex. Throw in AI-driven R&D, PE’s biotech hunger, and the GLP-1 gold rush (forecasted $200B by 2031)—and the stage is set. But beware: tariffs and stagflation still threaten. Winners will lean on data smarts, strategic M&A, and resilient supply chains. (More)

PRESENTED BY BUILD WEALTH

WSJ Bestselling Author Walker Deibel’s BuildEnergy Fund Leverages 4-Decade Track Record (Over 80% Subscribed!)

​B​uildEnergy Fund I is officially open to accredited investors​! This $100 million cashflowing fund offers family office terms and 30%+ IRR to its investors. 

Why ​i​nvest? ​Walker Deibel, the serial entrepreneur, WSJ bestselling author, and founder of Build Wealth sees this fund as hitting all facets of his Growth Predictor Framework:

• Experienced Operating Team – A 4-decade / 6-fund track record of strong returns, including IRRs averaging 50%

• Attractive Returns – Prior fund is already cash flowing 15% cash-on-cash, and estimated 35% IRR only 18 months in.

• Institutional-Level Terms – Direct access to a $5M family office buy-in structure, reflecting a 7% immediate paper gain on a minimum $50,000 investment.

• Focused Sector Approach – A strategic, supply / demand imbalance play, acquiring $100 million roll-up of oil wells during a buyer’s market.

​If you’re an accredited investor, you can get access to the data room here:

Discover the deal 

For questions, reach out to Mike Brown, Head of Investor Relations: [email protected]

MARKET MOVERS

HEALTHTECH CORNER

Reality Check: VR and AR Are Set to Transform Healthcare

Healthcare’s reality is about to get a serious upgrade, virtually and augmentedly. The market for augmented and virtual reality (AR/VR) in healthcare is on track to skyrocket from $3.4B in 2024 to a staggering $18.38B by 2034

What’s powering this surge? Think surgical precision, immersive training, and patient engagement tools that were sci-fi dreams just a decade ago. Hospitals and medtech players are betting big on VR for pre-op planning and clinician education, while AR is making waves in physical therapy, diagnostics, and even patient-facing applications.

This explosive growth, adding roughly $1.5B in market value per year by the early 2030s, isn’t just hype. It’s a signal that immersive technologies are becoming critical infrastructure in the next generation of healthcare delivery.

Bottom line: As AR/VR tech matures, expect it to leap from niche to necessity. Investors, innovators, and health systems alike should be strapping in for this reality-bending ride… (More)

TOGETHER WITH RYSE

Tariffs Surge — This Tech Disruptor Moves Faster Than Global Shifts

Consumer electronics may have dodged the tariff bullet, but one smart home disruptor isn’t waiting for luck.

They’ve strategically secured production outside China, staying ahead of the global manufacturing shift.

That’s exactly how this company has hit 200% year-over-year growth while expanding into over 120 major retail locations.

Their smart shade technology is reshaping home automation, protected by patents and backed by powerful retail partnerships.

Smart investors spot the pattern: companies that turn global challenges into strategic wins often deliver the biggest returns.

At just $1.90 per share, you’re looking at a company that’s not just prepared for supply chain shifts — it’s already capitalizing on them.

INVEST NOW BEFORE THIS OPPORTUNITY ENDS

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DEAL OF THE WEEK

Grifols and IBL: Diagnosing the Future, One Molecule at a Time

Grifols is doubling down on diagnostics, teaming with IBL International to turbocharge precision testing. The partnership fuses Grifols’ ultra-sensitive single molecule counting (SMC) technology with IBL’s custom assays, giving clinical labs a next-gen edge. The combo promises multiplexing power, enabling analysis of multiple biomarkers at once—a game-changer for early detection in neurological and oncological diseases. For Grifols, the deal builds on its expansion beyond blood plasma into clinical diagnostics, joining a portfolio that includes AlphaID genetic tests and Promonitor assays. Bottom line: Grifols and IBL are betting better diagnostics can improve patient outcomes—and pay dividends downstream. (More)

REGIONAL FOCUS

Latin America’s AI Healthcare Surge: Doctors Brace for Transformation

AI isn’t knocking on Latin America’s healthcare door—it’s already in the waiting room. According to a survey conducted by Global Health Intelligence, a striking 80% of doctors in the region expect AI to fully or partially transform their medical practice in the coming years.

It’s not just the clinicians feeling the shift. Pharma reps, brace yourselves: 56% of doctors predict AI will revolutionize pharma visits over the next decade, from smarter rep interactions to personalized treatment pathways. Meanwhile, opinions remain balanced on AI’s net impact, with 53% acknowledging both positive and negative outcomes in daily practice.

What about patients? The trust curve is climbing, albeit slower. Around 37% of physicians say their patients are very or quite comfortable with AI-assisted consultations, signaling early adoption momentum, but plenty of room to grow.

Bottom line: AI is no longer theoretical in Latin America’s healthcare system. It's tangible, inevitable, and reshaping the provider-patient dynamic. For healthtech investors and innovators eyeing regional plays, this is a market watching AI move from pilot phase to prime time… (More)

INTERESTING ARTICLES

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Twist Bioscience’s Q2 Results Drop May 5—What Should Investors Watch For?

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