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Nelson Advisors > European HealthTech & MedTech


How could the Software sell off and AI bubble in early 2026 affect Digital Health, HealthTech and MedTech funding and M&A for the rest of 2026?
The global financial landscape in the first quarter of 2026 underwent a profound transformation, characterised by an aggressive re-rating of software valuations and a critical interrogation of the artificial intelligence investment cycle. By late February 2026, the North American Tech Software Index had declined approximately 30% from its mid-September 2025 peak, a volatility primarily driven by the emergence of autonomous "agentic" tools capable of automating high-level cogn
Feb 2613 min read


HealthTech and MedTech Mergers and Acquisitions Predictions for 2026
The Mergers and Acquisitions (M&A) landscape for HealthTech and MedTech is poised for a significant strategic acceleration in 2026, transitioning from cautious, volume-driven dealmaking witnessed in previous years to high-value, transformative transactions.
This resurgence is supported by stabilising credit markets, renewed corporate confidence, and a critical, anticipated pivot in US. antitrust enforcement policy, which is expected to facilitate large, strategic combinat
Nov 10, 202516 min read


HealthTech and MedTech IPO predictions 2026
The Initial Public Offering (IPO) landscape for the HealthTech and MedTech sectors is projected to undergo a significant recovery in 2026. Following a period of volatility and retrenchment between 2022 and 2024, the confluence of stabilising macroeconomic conditions, investor appetite for disruptive technology and a substantial backlog of highly mature companies suggests that 2026 will be the most active year for public offerings since the market peaks of 2021.
Oct 18, 202514 min read


The Symbiotic Relationship Between MedTech and DefenceTech
The relationship between medical technology (MedTech) and defence technology has historically been characterised by an ad hoc, one-directional flow of innovation, often described as a "spin-out" effect where military research unexpectedly finds civilian applications. However, a contemporary analysis reveals a more complex, mutually beneficial, and increasingly institutionalized symbiosis. This interdependence is no longer a matter of serendipitous discovery but a deliberate,
Sep 10, 202518 min read
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