Episodios

  • The Kids Aren’t Alright: Addressing the Behavioral Health Crisis Among Adolescents and Young Adults
    Jun 26 2025

    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.

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    17 m
  • Quick Hits: The Future is Now - The Increasing Prevalence of Augmented, Virtual, and Mixed Reality in Orthopedic Surgery
    May 29 2025

    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.

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    12 m
  • Quick Hits: Now It’s Medicaid’s Turn
    May 22 2025

    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.

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    11 m
  • Quick Hits: History Repeats Itself - No Margin, No Mission, Therefore Reality Drives Healthcare M&A
    May 15 2025

    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.

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    12 m
  • Quick Hits: The Intersection Of Specialty Cancer Care And Private Equity Investment
    Apr 2 2025

    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.

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    13 m
  • Quick Hits: The Duals Opportunity
    Feb 26 2025

    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.

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    13 m
  • Quick Hits: The Rate of Hospital Consolidation in the US - Too Little, Too Slow.
    Feb 19 2025

    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.

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    12 m
  • 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 m