House Calls
Cain Brothers, a division of KeyBanc Capital Markets
Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation as he and a Cain Brothers banker examine many fascinating corners of healthcare undergoing market-driven change.
The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC.
KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC.
KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
Episodes
Mentioned books
Feb 9, 2023 • 21min
Reimagining Healthcare Staffing: Partnership-focused, Data-informed, Nurse-centric
Volatile labor costs, increased margin pressures, an ever-growing competition for nurses… what’s a health system to do? Cain Brothers’ Managing Director Andy Goldberg joins Dave to talk about health systems’ need for more dynamic, comprehensive workforce strategies, and the innovative staffing companies helping them meet the challenges to come. Cain Brothers is a division of KeyBanc Capital Markets.
Jan 5, 2023 • 20min
Overlooked and Underfunded: Dental Care’s Massive Potential to Serve Disadvantaged Populations
Millions of Medicare and Medicaid beneficiaries lack access to dental care – a situation that not only affects their health and well-being but also increases America’s overall healthcare costs. Cain Brothers’ Director Jenny Watson joins Dave to talk about the role that private equity- and venture-backed dental providers and benefits administrators are playing in helping to expand access to quality dental care services for disadvantaged populations. Cain Brothers is a division of KeyBanc Capital Markets.
Nov 30, 2022 • 30min
Home Medical Equipment Providers and the Promise of Value-Based Care
Stephen Griggs, the CEO of AdaptHealth, joins Cain Brothers’ Managing Director Andy Goldberg and Dave Johnson for a lively discussion about the important role that home medical equipment providers can play in supporting value-based care delivery in the home. Cain Brothers is a division of KeyBanc Capital Markets.
Oct 6, 2022 • 30min
Home is Where the Healing Happens: Uniting Medicare Advantage Payers and Providers to Create Value
The market for home-based care delivery is growing rapidly, but what do providers and payers need to succeed in delivering high-quality care that serves patients/beneficiaries in the home? Cain Brothers’ Managing Director Matt Margulies joins Dave to talk about the challenging referral and payment dynamics impeding better care, and new models for bringing payers and providers into alignment. Cain Brothers is a division of KeyBanc Capital Markets.
Aug 25, 2022 • 25min
Learning to Thrive: Integrating Mental Health Services within K-12 Education
How can we better meet the mental, emotional and behavioral health needs of America’s children and teenagers? Cain Brothers’ Director Erika Haanpaa joins Dave to discuss the surge in mental health conditions in young people and the innovative mental health provider organizations offering high-quality services through schools. Cain Brothers is a division of KeyBanc Capital Markets.
Jun 9, 2022 • 24min
Fixing America’s Aching Backs, Bones and Joints: Orthopedic Care in the Digital Health Era by Ricky Ng and Dave Johnson
Oh, my aching back! Cain Brothers’ Director Ricky Ng joins Dave to discuss the new wave of digital companies working to meet U.S. healthcare’s enormous need for earlier, more effective musculoskeletal (MSK) care. Cain Brothers is a division of KeyBanc Capital Markets.
Apr 14, 2022 • 33min
Fishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater Risk
How are healthcare investors navigating the increasingly competitive and dynamic healthcare investment marketplace? Cain Brothers’ Directors Stacy Guffanti and Mike Elizondo join Dave to talk about what they learned from seasoned investors at leading PE and VC firms. Cain Brothers is a division of KeyBanc Capital Markets.
Mar 3, 2022 • 25min
Looking Back, Looking Forward: A Golden Age of Healthcare Innovation?
Cain Brothers’ President Rob Fraiman and Dave look back on 2021, another remarkable year in U.S. healthcare investment and M&A activity, and debate the trends and market dynamics driving industry investment and innovation in 2022 and beyond. Cain Brothers is a division of KeyBanc Capital Markets.
Jan 20, 2022 • 21min
The Many Roads to Value Part IV: Building The Last Mile to the Patient
On our last talk on the road to value, Cain Brothers’ Managing Director Bryan Cloncs and Dave cross the digital bridge to patient communication and connection, and gaze toward the future of true patient engagement and tech-enabled consumer-focused healthcare. Cain Brothers is a division of KeyBanc Capital Markets.
Dec 1, 2021 • 22min
All Roads Lead to Value Part III: Making Inroads in Rural America
Taking the scenic route on the road to value, Cain Brothers’ director Colby Kittrell joins Dave to talk about promising public and privately-funded initiatives bringing value-based care to underserved communities in rural America. Cain Brothers is a division of KeyBanc Capital Markets.
