Private equity firms Carlyle, Longshore Capital Partners, and Serent Capital are rallying behind revenue cycle management (RCM) platforms as rising healthcare costs push patients toward outpatient specialties that need specialized billing solutions. 2026 has seen a surge in deals-Mail‑in and AI‑driven automation to reduce denials, verify payments, and navigate an increasingly complex reimbursement landscape.timezone

In July, Longshore invested in Prochant, a Charlotte‑based technology‑enabled RCM provider for home‑care, to scale services and add AI capabilities. The same month, Serent’s Raintree acquired Spike Technologies, an AI voice platform for rehabilitation practices, to deepen its automation offerings.

Private equity is also active in price transparency. SEVA’s minority stake in Serif Health, a San Francisco data‑intelligence firm, reflects growing federal mandates that hospitals disclose negotiated rates. Serif’s AI tool, Signal Ask, translates complex pricing data into plain language for patients.

These moves illustrate a clear trend: PE is targeting niche RCM businesses that remain resilient to AI disruption while expanding into the price‑transparency arena to meet regulatory and consumer demands.