The Healthcare M&A Podcast

In this episode, Jarrod Barraza sits down with Phil Kim, healthcare attorney and partner at Sheppard Mullin, for a candid conversation on what’s driving — and slowing — deal activity in today’s market. From private equity’s evolving exit strategies to the rise of AI in health care platforms, they unpack key trends across dental, behavioral health, home health, digital health, and more.

In this episode of The Healthcare M&A Podcast, host Jarrod Barraza sits down with fellow HORNE colleague Matt Van Drunen to explore the recent uncertainty surrounding Medicare and Medicaid financing in the federal budget. This episode breaks down Medicaid financing, FMAP dynamics, potential policy shifts such as work requirements, and the broader impact on providers and state budgets – and how all of these considerations are affecting healthcare M&A.

In this episode, George Crawford, a healthcare transactions attorney at Butler Snow, joins the discussion to analyze 2024's deal flow trends, extended due diligence periods, valuation challenges, and the impact of the U.S. election on M&A activity. The episode delves into emerging investor interests, including provider service businesses, value-based care, AI's potential in healthcare, and anticipated regulatory changes in 2025.

Matt Johnson, partner at SeaCap Advisors, discusses the lack of discernable trends and patterns in the current healthcare M&A environment. They also discuss where pipelines are headed in 2025 and what factors might affect changes (plus a quick war story at the end!).

Matt Wolf, director of healthcare valuation and senior analyst at RSM, joins Jarrod to discuss where we are in the current M&A environment from the standpoint of macroeconomic conditions, and how those conditions might change and impact the healthcare M&A environment.