If you’ve ever wondered why DSO and MSO valuations exploded, stalled, and now look ready to move again, the answer is hiding in plain sight: SOFR.
In this 2026 kickoff episode, host Jamie West Falasz invites Polaris Founder & CEO, Diwakar Sinha back to the show for a breakdown of how changes in borrowing costs have driven valuation cycles, recap strategies and M&A activity from 2017 through today. From the pre-pandemic decline in borrowing costs, to the near-zero-rate frenzy that fueled record deal volume, to the post-pandemic reality of cashflow compression and failed transactions, SOFR has been the hidden lever behind it all. Tune in to learn about the recent downward trend in SOFR, why it signals a positive turning point for capital deployment, and why 2026 is shaping up to be a pivotal year for prepared founders and operators. Because in this market, timing helps – but readiness wins
Read Diwakar’s Article HERE: https://polarishealthcarepartners.com/capital-markets-sofr-and-the-recapitalization-of-msos-dsos-why-2026-could-be-the-year/
For more Information on the Secured Overnight Financing Rate and the cost of borrowing cash, click here: https://www.newyorkfed.org/markets/reference-rates/sofr