MTBC: The Healthcare IT Roll-Up King

  • Operating in a fragmented market the company has developed a well-rehearsed acquisition playbook that turns companies around quickly.
  • The acquisitions also add numerous cross-selling opportunities and the company is gradually turning into a more sophisticated, integrated healthcare IT platform.
  • The shares are attractively priced although the acquisitions are mostly financed through high-yielding preferred shares, a little unconventional and the jury is still out on that.
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