House Calls

Cain Brothers’ Managing Director Dave Morlock talks with Dave about the financial predicament that health systems are in and how innovative systems are leveraging new revenue streams and strategic partnerships. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers’ Vice President Joe Baggett talks with Dave about the rapidly growing Longevity market, the services and business models gaining traction with consumers and investors, and the long-term potential of this concierge approach to prevention and health optimization. Cain Brothers is a division of KeyBanc Capital Markets.

Cain Brothers’ Managing Director Todd Rudsenske talks with Dave about why US healthcare needs less Steve Jobs (innovation) and more Tim Cook (efficiency) to achieve a better future with higher productivity, lower costs, and improved outcomes. Cain Brothers is a division of KeyBanc Capital Markets.

Wyatt Ritchie, the head of Cain Brothers, talks with Dave Johnson about the recent JP Morgan Healthcare Conference and the outlook for healthcare markets, capital raising, strategic transactions, regulatory policy, AI, and more in the year ahead. Cain Brothers is a division of KeyBanc Capital Markets.

What will AI-enabled healthcare look like? Cain Brothers Managing Directors Stacy Guffanti and Thad Davis discussed the industry’s AI future with Marina Kusserow, Operating Partner at a16z, Asif Dhanani, Partner at Rubicon Founders, and Tod Pesses, Principal at Silversmith Capital Partners at the 2025 Cain Brothers’ Private Company Healthcare Conference. Cain Brothers is a division of KeyBanc Capital Markets.

At the recent Cain Brothers’ Private Company Healthcare Conference, Dr. Michael Chernew, Chairman of the Medicare Payment Advisory Commission (MedPAC), joined Dave Johnson to debate fundamental assumptions about U.S. healthcare and strategies for reducing costs, improving outcomes, and enhancing consumer experience. Cain Brothers is a division of KeyBanc Capital Markets.
Note: this episode contains adult language.

With new fiscal pressures hitting Medicare, Medicaid, and commercial insurance markets at once, is U.S. healthcare finally reaching a limit on available resources? The House Calls panel untangles this complicated knot and debates the impact on stakeholders and potential paths forward. Cain Brothers is a division of KeyBanc Capital Markets.

With an aim to cut $1 trillion from Medicaid over the next decade, the “One Big Beautiful Bill” significantly intensifies the pressure skilled nursing facilities are already feeling from reduced reimbursement rates and rising costs. Cain Brothers’ Managing Director Andy Goldberg talks about how operators are responding to this shifting landscape in real time and why their future viability hinges on investing in the right partnerships, embracing new care models, and innovating to improve operational resiliency. Cain Brothers is a division of KeyBanc Capital Markets.

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 Capital Markets.

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.