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Service Line Disruptors 2026: Pay-Viders, PE, and the Threat You're Not Watching
In this episode, we share highlights from a recent Strategy Catalyst webinar where Liz Jones, Research Director, walked strategy leaders through three disruptors reshaping service lines in 2026 and tested a few intentionally provocative predictions. We cover why payvider M&A slowdowns don't mean reduced threat, what the PE retreat from care delivery means for acquisition timing, and why distributors—the disruptor that worried this group least—might deserve more attention.
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The skinny
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