Service Line Disruptors 2026: Pay-Viders, PE, and the Threat You're Not Watching

In this episode, we share highlights from a recent Strategy Catalyst webinar where Liz Jones, Research Director, walked strategy leaders through three disruptors reshaping service lines in 2026 and tested a few intentionally provocative predictions. We cover why payvider M&A slowdowns don't mean reduced threat, what the PE retreat from care delivery means for acquisition timing, and why distributors—the disruptor that worried this group least—might deserve more attention.

Want to hear the full discussion, including the polls and live Q&A? Strategy Catalyst members can access the complete webinar recording on our website here. And for a deeper dive on the Cencora-One Oncology deal referenced in this episode, read our analysis in The Strategist here and check out our disruptor response guide here.