Home Health

• Highly fragmented industry

• Strong demographic trends lead to volume tailwinds

• Delivers cost savings and increased patient outcomes the the general healthcare system

Home Care

• Highly fragmented industry

• Increasing volumes due to boomers aging and increased coverage for individuals with developmental disabilities

• Strong private pay and growing insurance pay market

 Autism Therapy

• Strong insurance payer support due to proven improved patient outcomes and long-term cost containment

• Significant white-space for growth

Speech & Occupational Therapy

• Demand increasing due to better/earlier diagnosis and improving insurance payer support

• Oftentimes required by patients who are receiving home health and/or autism therapy

Vascular Access

• Niche high skill nursing service that provides significant value to customers

• Entry point into other outsourced hospital and subacute ancillary services

Infusion

• Strong volume growth tied to increased prevalence of complex drugs and therapies

• Tied strongly to the Vascular Access segment

• Home infusion preferred by many patients and payers

Healthcare PEO/Staffing

• Opportunity to provide staffing and back office services for small/medium sized provider groups

• Economies of scale

Clinical and Lab Diagnostics

• Increasing prevalence of in-home specimen retrieval for clinical and lab diagnostics

• COVID and advancements in testing increasing volumes

• Labs often prefer to outsource collections

Occupational Health

• Highly recurring revenue

• Mission critical service that is relatively small cost for the company client

• Increasing focus on workplace safety driving increased volumes