Quick Hits: Not Roadkill - Underwriting the Tech Stack that Sits on Top of Epic

At Cain Brothers’ 13th Annual Private Company Healthcare Conference, Cain Brothers Head Wyatt Ritchie and KeyBanc Capital Markets Director Matthew Gilmor convened a panel of Washington insiders to discuss the upcoming midterms. Brian Blase, President, Paragon Health Institute, Andrew McKechnie, Partner, Tiber Creek Group and Ipsita Smolinski, Founder & Managing Director, Capitol Street shed light on how politics and policy will shape healthcare markets over the next few years. Cain Brothers is a division of KeyBanc Capital Markets.

Today, the bar for Epic integration is higher than ever. Cain Brothers Director Rishi Soni talks with Dave about the hurdles vendors must clear for sponsors and investors looking at EMR optimization, alignment, usability, and feature customization. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers’ Managing Director Jason Moran joins host David Johnson to talk about why pharma services M&A is at record levels but deal count is down and AI is everywhere but not everywhere at once. Cain Brothers is a division of KeyBanc Capital Markets.

Medicaid Managed Care is experiencing unprecedented turbulence as it exits a pandemic-fueled boom and encounters the reality of reduced funding, a 20% unwind in enrollment, and a rate environment that hasn’t caught up to the more complex care needs of a sicker population. Cain Brothers Managing Director Mike Elizondo joins Dave Johnson to explain what happened, what’s next, and why there’s reason for optimism. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers’ Managing Directors Mike Tierney and Dan Gold join Dave Johnson to discuss why the Nashville conference hit the mark with healthcare leaders and why collaboration between health systems and PE is accelerating. Cain Brothers is a division of KeyBanc Capital Markets.

Six months ago, AI was all about deployment and enablement. Today, the focus has shifted to ROI. Cain Brothers' Thad Davis and Rishi Soni join Dave Johnson  to map the journey from exuberance to impact. Cain Brothers is a division of KeyBanc Capital Markets.

Where is the market for menopause? With 75 million American women in perimenopause, menopause, or post-menopause, and 6,000 entering menopause every day, the lack of a robust market for menopause care services is a healthcare mystery. Stacy Guffanti and Alexandra Clemens unpack the reasons — and the market opportunity. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers’ Managing Director Patrick Allen talks with Dave about the new role that urgent care centers are playing as comprehensive outpatient hubs – and why they’re poised to capture a bigger share of the care continuum. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers Wyatt Ritchie and Managing Director Carl Hardie talk with Dave about the 3rd Annual MedTech, Pharma Services & Life Sciences CEO Summit held recently in Aspen, Colorado. Attended by over 60 healthcare CEOs, investors, and executives, the two-and-a-half-day agenda featured presentations and panel discussions spanning a range of challenges reshaping life sciences, including the impact of GLP-1s and AI to the China’s rise in the global market and exit trends in the current M&A environment. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers Director Dan Gold joins Dave Johnson to push back on the assumption that private equity and health system investment horizons are misaligned. Cain Brothers is a division of KeyBanc Capital Markets.