Episodes

  • Restoring the Roar: Private Equity’s Insights on the Recovering M&A Markets and Unique Investment Perspectives for 2025
    Dec 23 2024

    At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Managing Director Matt Margulies led a panel discussion with private equity leaders about a range of strategic issues including Medicare Advantage, value-based care, PBM and pharmacy market dynamics, opportunities in pediatric home health, and challenges with provider investments. Cain Brothers is a division of KeyBanc Capital Markets.

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    52 mins
  • Disruptive Healthcare Purchasing by Self-Insured Employers
    Dec 16 2024

    At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Dave Johnson, CEO of 4sight Health spoke with Donald Trigg, CEO of apree health and Glenn Tullman, CEO of Transcarent about the power of self-insured employers to transform the experience and cost of healthcare. Cain Brothers is a division of KeyBanc Capital Markets.

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    58 mins
  • Quick Hits: Back to the Future - Self-Directed Care in the U.S.
    Nov 7 2024

    Cain Brothers’ Managing Director Matt Margulies talks about the emerging self-directed care market, and why it’s the fastest growing segment of the US home health care sector. Cain Brothers is a division of KeyBanc Capital Markets.

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    12 mins
  • What’s Happening to Medicare Advantage? A Panel Discussion
    Oct 22 2024

    Between lawsuits, recalculated payments, and health plans leaving markets, Medicare Advantage has been in the news a lot recently. The Cain Brothers Managed Care team digs in on what’s happening, why, and how MA will likely evolve over next year and beyond. Cain Brothers is a division of KeyBanc Capital Markets.

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    44 mins
  • Health Systems, Private Equity, and the Government: It’s Complicated
    Sep 5 2024

    Is PE the cause of or solution to all of healthcare’s problems? Managing Director and Head of Cain Brothers Wyatt Ritchie joins Dave for an adult conversation about PE’s role in healthcare transformation. Cain Brothers is a division of KeyBanc Capital Markets.

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    25 mins
  • Quick Hits: Opportunities in School-Based Healthcare Services in the United States
    Aug 29 2024

    Cain Brothers’ Director Jenny Watson talks about the massive need for school-based healthcare services including dental care, primary care, and behavioral health. Cain Brothers is a division of KeyBanc Capital Markets.

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    7 mins
  • Quick Hits: Current Challenges & Trends Impacting the Medical Manufacturing Market
    Aug 22 2024

    In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Carl Hardie about the outsourced medical manufacturing market’s “crazy ride”, how industry leaders are navigating a host of operating challenges, and why the sector is stronger than ever and continues to grow. Cain Brothers is a division of KeyBanc Capital Markets.

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    8 mins
  • Quick Hits: Medicare Redo or Delay?
    Aug 15 2024

    In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Mike Elizondo about tumult in the Medicare Advantage market and why this could be an historic opportunity for health plans to drive growth. Cain Brothers is a division of KeyBanc Capital Markets.

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    13 mins