For strategic acquirers, growth remains the central theme. Blau emphasized that the number of scaled, high-growth public medtech assets has narrowed considerably in recent years, creating scarcity for large strategic buyers seeking assets that can move the needle. “We sit here today where when you look at all of the public assets that exist in medtech out there, they’re not enough really to collectively move the top line profile of some of the acquirers,” Blau said. That scarcity matters because growth is increasingly tied to valuation. According to Blau, every one percentage point of revenue growth in the pre-COVID period corresponded to roughly one to one and a half turns of EBITDA valuation. Today, he said, that same point of growth may be worth closer to two and a half to three turns of EBITDA. For more information visit here: https://www.slideshare.net/slideshow/why-growth-is-driving-medtech-m-a-2026/289572660