At the recent Cain Brothers’ Private Company Healthcare Conference, Dr. Michael Chernew, Chairman of the Medicare Payment Advisory Commission (MedPAC), joined Dave Johnson to debate fundamental assumptions about U.S. healthcare and strategies for reducing costs, improving outcomes, and enhancing consumer experience. Cain Brothers is a division of KeyBanc Capital Markets.Note: this episode contains adult language.
With new fiscal pressures hitting Medicare, Medicaid, and commercial insurance markets at once, is U.S. healthcare finally reaching a limit on available resources? The House Calls panel untangles this complicated knot and debates the impact on stakeholders and potential paths forward. Cain Brothers is a division of KeyBanc Capital Markets.
With an aim to cut $1 trillion from Medicaid over the next decade, the “One Big Beautiful Bill” significantly intensifies the pressure skilled nursing facilities are already feeling from reduced reimbursement rates and rising costs. Cain Brothers’ Managing Director Andy Goldberg talks about how operators are responding to this shifting landscape in real time and why their future viability hinges on investing in the right partnerships, embracing new care models, and innovating to improve operational resiliency. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Director Jonah Schutzman talks with Dave Johnson about a new trend in the provider consolidation market. Private equity, payers, and other traditional buyers and partners of specialty provider organizations are scaling back and large healthcare distributors are stepping in as full acquirers, offering liquidity, strategic partnerships, and operating infrastructure. How will this impact providers, distributors, and traditional investors? Cain Brothers is a division of KeyBanc Capital Markets.
Today’s adolescents and young adults face unique challenges affecting their development and mental health. Cain Brothers’ Managing Director Erika Haanpaa talks with Dave about the factors driving the rising demand for age-appropriate mental health services and the new generation of innovative service providers leading the way with highly effective and scalable care models. Cain Brothers is a division of KeyBanc Capital Markets. Read the companion article on Key.com.
Cain Brothers’ Vice President JP Mills talks about exciting technological advances in orthopedic surgery – including augmented reality, mixed reality, virtual reality and surgical robots – and the potential impact on health outcomes, healthcare costs, and access. Cain Brothers is a division of KeyBanc Capital Markets.
Big changes are clearly coming to Medicaid. Cain Brothers’ Managing Director Mike Elizondo discusses why Medicaid funding is so complex, how states might respond to funding cuts, and where investors should be looking for opportunities. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Managing Director Todd Rudsenske talks with Dave about the debate over the impact of for-profit enterprises on healthcare in the early 1990s – and why the same challenges, trends, and market needs are still in play today. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Managing Director Patrick Allen talks about the growing role of private equity in the $209 billion cancer care market. As treatments become increasing specialized, complex and costly, the need to coordinate specialty physicians and ancillary care services has created compelling opportunities for investment. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Managing Director Stacy Guffanti talks about the challenges of delivering and administering care for the nation’s 12.8 million dual eligible beneficiaries and how new policy initiatives will increase market interest in Medicaid M&A and higher acuity programs. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Managing Director David Cohen talks about the rate of hospital consolidation in the US and why hospital operates are unlikely to match the level of concentration of managed care organizations. Cain Brothers is a division of KeyBanc Capital Markets.
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.
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.
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.
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.
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.
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.
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.
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.
In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director and Head of M&A John Soden about the recent MedTech and Life Sciences CEO Summit he hosted in Aspen, Colorado which brought innovative leaders together to discuss the complex challenges they’re facing today. Cain Brothers is a division of KeyBanc Capital Markets.