Hims & Hers: Ma Activity
Hims & Hers acquired their largest international competitor Eucalyptus for $1.5B, indicating major expansion and integration needs
Source: 20VC - Twenty Minute VC
The leadership read
Consolidation of this kind shifts demand toward integration and transformation leadership bench strength in digital health.
Market context: This lands while the Talent Market Index reads 98.6 (Neutral) — down 1.4 versus the prior month — and Americas signal share is easing (-2.6pts).
Hims & Hers: 1 signal in the last 90 days — in line with the Digital Health median of 1 across 64 tracked companies; 0.1% of MitchelLake's Americas signal flow.
MitchelLake in this thematic
Case study
Non Executive Director
SmilingMind
Our work · 2019
Jason Hinds, Americas Advisory, Digital
Ernst & Young, US Advisory Services
Americas · Professional Services · consulting · digital advisory
Our work · 2019
CEO
Everguard
Americas · Computer Vision Technology · computer vision · bcg digital ventures
From the MitchelLake archive
More signals across Digital Health
Ma Activity · Americas
ModMed →ModMed acquired Bonsai Health, an agentic AI patient engagement platform, to create an AI-Powered Practice offering. The acquisition combines ModMed's existing patient engagement suite (Klara) with Bonsai's specialized AI for patient reactivation and auto-scheduling.
Ma Activity · Americas
Covera Health →Covera Health and Medmo have combined to create a comprehensive radiology platform serving 6 million Americans, Fortune 10/100 employers, and major health plans. Insight Partners provided additional capital to accelerate growth.
Partnership · Americas
TELUS Digital →TELUS Digital is showcasing AI-powered customer experience solutions and partnership outcomes with Custom Ink at Customer Contact Week Las Vegas 2026, demonstrating expanded outsourcing partnerships driven by cultural alignment and NPS-driven feedback models.
Product Launch · Americas
Abridge →Abridge unveiled an AI-native clinician intelligence platform that transitions from passive documentation to active end-to-end clinical intelligence spanning pre-visit, intra-visit, and real-time billing. Enterprise-wide rollout announced at Northwestern Medicine with NVIDIA partnership for custom foundation model.
Restructuring · Americas
Doximity →Doximity facing significant challenges including May 2026 earnings miss, management flagging near-term margin pressure from AI spending increases, 23% single-day share drop, and ongoing securities law investigation
Partnership · Americas
Omada Health →Omada Health joins as title sponsor of Digital Medicine Society's Post-Contracting Operational initiative, leveraging its decade-long experience operating virtual care at scale
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