Amedisys
ongoing
Amedisys is one of the largest US home health and hospice operators, with a sustained operating focus on home health, hospice, and high-acuity-care services. The company has been a defining publicly traded home-care operator and is in a long-running strategic process involving a proposed transaction with UnitedHealth Group's Optum, with the strategic frame being the integration of home-care operating capability with the broader payer-and-care-delivery platform.
Lesson
Home-care operating economics are increasingly integrated with the payer-and-care-delivery platform. The scaled home-care operators are strategic targets for vertically integrated payers, and the operating model that wins is the one that integrates home-care delivery with the broader population-health and value-based-care frame.