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 Capita...
Aug 05, 2025•12 min•Ep. 67
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 ....
Jun 26, 2025•17 min•Ep. 66
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.
May 29, 2025•12 min•Ep. 65
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.
May 22, 2025•11 min•Ep. 64
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.
May 15, 2025•12 min•Ep. 63
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.
Apr 02, 2025•13 min•Ep. 62
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.
Feb 26, 2025•13 min•Ep. 61
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.
Feb 19, 2025•12 min•Ep. 60
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.
Dec 23, 2024•52 min•Ep. 59
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.
Dec 16, 2024•58 min•Ep. 58
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.
Nov 07, 2024•12 min•Ep. 57
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.
Oct 22, 2024•44 min•Ep. 56
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.
Sep 05, 2024•25 min•Ep. 55
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.
Aug 29, 2024•7 min•Ep. 54
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.
Aug 22, 2024•8 min•Ep. 53
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.
Aug 15, 2024•13 min•Ep. 52
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.
Jun 06, 2024•11 min•Ep. 51
In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Jill Frew about the exciting potential of AI-powered tools to derive insights from physician-patient communications and reduce the burden of documentation, paving the way for more personalized care and greater administrative efficiency. Cain Brothers is a division of KeyBanc Capital Markets.
May 13, 2024•12 min•Ep. 50
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Dave Morlock about health system turmoil and transformation, the role of private equity, and the upcoming Cain Brothers’ Health System and Private Equity Collaboration Conference on June 12-13 in Nashville. Cain Brothers is a division of KeyBanc Capital Markets.
May 09, 2024•13 min•Ep. 49
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Andy Labovitz about General Catalyst’s proposed acquisition of Summa Health – and whether that transaction represents the future for more health systems around the country. Cain Brothers is a division of KeyBanc Capital Markets.
Apr 05, 2024•12 min•Ep. 48
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Dom Porretta about the intense pressure on skilled nursing facilities and health systems and the need for fresh thinking on joint ventures that reduce discharge bottlenecks and improve day-to-day operations and overall care quality. Cain Brothers is a division of KeyBanc Capital Markets.
Mar 19, 2024•10 min•Ep. 47
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Erika Haanpaa about exciting new developments in access to behavioral health care. Cain Brothers is a division of KeyBanc Capital Markets.
Mar 11, 2024•8 min•Ep. 46
Why did Indiana become a hotbed of modern medical device manufacturing? Why did Henry Ford build a city in the Amazon? Every manufacturing sector has its origin story. Most turn to outsourcing as processes and components become increasingly complex, costly, and challenging for compliance. Cain Brothers’ Managing Director Carl Hardie shares these stories with Dave as they discuss why it’s MedTech’s turn. Cain Brothers is a division of KeyBanc Capital Markets.
Nov 16, 2023•33 min•Ep. 45
Why now? Once a rarity, today, health systems and private equity are increasingly working together to transform health system operations through new strategic partnerships. Cain Brothers’ President Wyatt Ritchie joins Dave to discuss the forces bringing private equity and health systems together to power value creation and system transformation. Cain Brothers is a division of KeyBanc Capital Markets.
Sep 05, 2023•34 min•Ep. 44
How should health systems fundamentally rethink their strategies, capital sources and partnerships? Cain Brothers’ President Wyatt Ritchie and Managing Director Dave Morlock join Dave to discuss insights and perspectives from the first-ever health system private equity (PE) collaboration conference hosted by Cain Brothers in Nashville in June. Cain Brothers is a division of KeyBanc Capital Markets.
Aug 01, 2023•36 min•Ep. 43
As one of the chief architects of the Affordable Care Act – signed into law 13 years ago last week – and a healthcare thought leader today, Dr. Zeke Emanuel understands how healthcare policy gets forged, how crisis continues to create opportunity, and how innovation can break through industry inertia to transform business and care delivery models. Last October, House Calls’ podcast host, Dave Johnson, held a fireside chat with Dr. Emanuel at Cain Brothers 9th Annual Private Company Healthcare Co...
Apr 04, 2023•43 min•Ep. 42
Value-based care, consolidation, digital transformation, healthcare-at-home… Cain Brothers’ President Rob Fraiman joins Dave to talk about bold predictions for healthcare in 2023 – and how health systems are rethinking their business models and capital formation strategies to survive and thrive in an era of turbulence and opportunity. Cain Brothers is a division of KeyBanc Capital Markets.
Mar 13, 2023•33 min•Ep. 41
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.
Feb 09, 2023•21 min•Ep. 40
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 ...
Jan 05, 2023•20 min•Ep. 39
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.
Nov 30, 2022•30 min•Ep. 38
