PCP Lens Podcast

Podcast - VBC & PE: A Match Made in DC

March 26, 2026·15 min
Episode Description from the Publisher

DescriptionIn this episode, I discuss why Private Equity (PE) is so interested in funding Accountable Care Organizations (ACOs) participating in Value-Based Care (VBC) contracts. I break down the math to show why PE always wins at the expense of independent physicians.Chapter Markers* 00:00 - Intro* 00:33 - Step 1 to 3: Setup, Pot of Gold & Infrastructure* 03:11 - Step 4: Private Equity as Funder* 07:08 - Step 5: Outcomes* 10:51 - Step 6: Multi-Year Projections* 12:48 - Final ThoughtsLink to Written Article Link to VideoSubscribe to my YouTube Channel Please see the Disclaimer on the PCPLens "About" Page. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.pcplens.com

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