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McKesson Acquisition Buzz: Why Option Care Could Be a $5 Billion Game-Changer!

McKesson could be preparing for another major step in its specialty-care expansion. The healthcare distributor is reportedly in advanced discussions with private equity firm Clayton, Dubilier & Rice to acquire Option Care Health (NASDAQ), the home and alternate-site infusion provider, in a transaction valued at more than $5 billion including debt. Under the reported structure, CD&R would initially own 51% of Option Care while McKesson would hold the remaining stake, with McKesson retaining the right to acquire CD&R’s interest later. The potential transaction comes as McKesson is sharpening its portfolio around higher-growth healthcare services, including oncology, multispecialty care, specialty distribution and prescription technology, while separating its Medical-Surgical Solutions business. Option Care’s network of 184 care centers and its large at-home infusion operation could give McKesson another direct connection to specialty patients while extending its reach beyond drug distribution into the delivery of complex therapies closer to patients.