House Calls

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.

Donald Trigg, CEO of apree health, and Glenn Tullman, CEO of Transcarent, share their insights on how self-insured employers can reshape healthcare costs and experiences. They dive into innovative purchasing strategies that prioritize consumer empowerment and enhance transparency in the healthcare marketplace. The discussion highlights strategies to tackle the affordability crisis, the role of technology in improving access, and novel models like CB2E2 that promise better care outcomes. Their vision points towards a future where healthcare is truly consumer-driven.

Matt Margulies, Managing Director at Cain Brothers, dives into the booming self-directed care market in the U.S. home healthcare sector. He explores how this model empowers individuals to choose their caregivers, creating personalized care relationships. Margulies also highlights the economic impact of unpaid family caregiving, particularly as Medicaid expands. Additionally, he tackles the complexities of self-directed care in New York, focusing on Javon's Paradox, balancing efficiency with demands for access and quality.

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.

Wyatt Ritchie, Managing Director and Head of Cain Brothers, dives into the complex dynamics of private equity in healthcare. He discusses whether private equity is the root of healthcare's challenges or part of the solution. Ritchie explores specific partnerships, like Novant Health and TPG Capital, and the shift toward community-focused care. The conversation also emphasizes the need for innovative strategies and government intervention to enhance American healthcare, contrasting it with more centralized systems like Canada's.

Jenny Watson, a director at Cain Brothers, discusses the urgent need for school-based healthcare services across the U.S., including dental, primary, and behavioral health. She highlights innovative practices that can boost children's health and wellness while spotlighting gaps in accessibility compared to Canada. The conversation delves into the challenges of funding and integrating these services within schools, along with successful programs that have proven effective in reaching vulnerable children. Watson’s insights shine a light on the transformative potential of these healthcare initiatives.

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.