4.10.1Segment

Allergy & Immunology

Allergy and clinical immunology practices providing testing, immunotherapy, and asthma management services.

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Verticals

Overview

Allergy & Immunology practices provide testing, immunotherapy, and asthma-management services. Immunotherapy (allergy shots and increasingly biologics) provides recurring, in-office revenue that supports attractive practice economics and emerging consolidation.

Demand is supported by rising allergy and asthma prevalence and the growth of biologic therapies for severe allergic and respiratory conditions. It is a fragmented specialty seeing early MSO and PE roll-up interest.

Market snapshot

FragmentationConsolidatingEstimate

Within Offices of Physicians (NAICS 621111); the Census Bureau does not split physician offices by specialty, so allergy and immunology is not separately sized.

Business model & economics

Revenue model

Testing, immunotherapy, and biologic-infusion reimbursement

Key economics

Recurring revenue
High

recurring immunotherapy visits

EBITDA margin
18–28%
Capex intensity
Low

Characteristics

  • Recurring in-office immunotherapy revenue.
  • Rising allergy/asthma prevalence and biologics.
  • Early MSO and PE roll-up interest.

M&A deal context

Deal activityModerate

Who’s acquiring

  • Emerging allergy MSO platforms
  • PE-backed consolidators
  • Multispecialty acquirers

What’s driving deals

  • Emerging allergy roll-up.
  • Allergy/asthma and biologics demand.
  • Recurring immunotherapy economics.

Verticals in this segment

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