Driving the Deal | Behavioral Health Series Part II: Investing in SUDs with Brentwood’s L.A. Galyon IV
McDermott Will & Emery Health Law Podcast
Release Date: 06/14/2023
McDermott Will & Emery Health Law Podcast
In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group and Krist Werling, Partner & Global Head, Health & Life Sciences at McDermott Will & Emery are joined by three very special guests from J.P. Morgan, Matt Wedge, Managing Director & Co-Head of Middle Market Healthcare Investment Banking; Michael Smith, Executive Director; and Trey Hanlan, Managing Director. Together, they discuss signals shaping the healthcare investment landscape, from M&A momentum to sector hot spots, and share what they’re watching as we head into the...
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On this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Jackie Williams, Director of Research, and Hope Amsterdam, Lead Post-Acute Care Analyst, to unpack the key takeaways from our recent webinar on the 2025 outlook for Home Health, Hospice, Home Care, HME, and Home Medical Supplies. This episode covers deal volume and valuation trends, regulatory and reimbursement developments, growth and consolidation opportunities, and what’s driving strategy and risk across sectors. From PDGM and Medicaid reforms to labor pressures and due...
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In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, and Krist Werling, Partner & Global Head of Health & Life Sciences at McDermott Will & Emery, are joined by Rebecca Springer, Director of Market Development at Bailey & Company, to break down the biggest takeaways from HPE Miami. They dive into the 2025 deal outlook, key macroeconomic drivers and challenges, lender sentiment, emerging deal strategies, and what recent activity reveals about the health of the market. Tune in for expert insights on the risks and opportunities...
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This special quarterly series of the Governing Health podcast with SullivanCotter highlights developments in and offers support to the board’s executive compensation committee in light of the many complex operational, technical, and strategic issues that the committee confronts. In this episode, Michael Peregrine, Tim Cotter, Bruce Greenblatt, Kathy Hastings, and Jeff Holdvogt offer recommendations for the committee to focus on in 2025, including: Establishing appropriate incentive goals in an evolving health system Prioritizing executive succession planning/leadership...
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We’re delighted to offer the latest episode in the Governing Health: Board Dialogue series, featuring Ken Kaufman, co-founder and managing director of healthcare management consulting firm Kaufman Hall. In this episode, Ken and podcast host Michael Peregrine examine some of the most bewildering challenges facing hospital administration in recent years. Against this backdrop of rapid change, a well-informed and prepared board is more critical now than ever before. Ken shares his insight on: Tackling current hospital operation complexities Issues that relentlessly plague hospital...
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The first episode of the new season of Driving the Deal is here! In this episode, Brian Fortune, Senior Managing Director at Farragut Square Group is joined by Carlos Orantes, CEO of Alcanza Clinical Research, and Erik Kistler, Managing Director of Houlihan Lokey’s Healthcare Group, to dive deep into the world of clinical research sites and their growing appeal in the private equity space. They’ll be providing an overview of the clinical research site landscape, covering topics such as: Insights into why private equity has targeted this sector, including key financial trends and...
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On this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, sits down with Vikram Sithian, Managing Director and Head of Healthcare Financial Sponsors Coverage at Cantor Fitzgerald, to explore the key trends shaping the healthcare private equity landscape. They discuss the latest in healthcare services dealmaking, delve into subsector activity among sponsors, and highlight the most active areas and emerging themes. The conversation also touches on varying sponsor strategies, the new players entering the healthcare space, and the current state of the...
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On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Trey Marinello, Managing Director for Houlihan Lokey’s Healthcare Group, and Chad Schulz, Executive Vice President and Managing Director at Alliant Insurance Services. Live from the Houlihan Lokey Global Healthcare Conference in New York City, they embark on a riveting conversation on the booming private equity interest in employer-sponsored healthcare (ESHC). They discuss the macro drivers attracting investors, key attributes of ESHC companies, and strategies for standing out in a crowded market....
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On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Mark Francis, Managing Director and Global Head of the Healthcare Group at Houlihan Lokey. They discuss the state of healthcare private equity in 2024. Mark shares insights on deal activity, key market impacts, emerging opportunities, and the influence of digital healthcare. He also highlights the big challenges and trends shaping the industry. Finally, we wrap up with Mark’s thoughts on what to expect for the rest of the year.
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In this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by his colleague, Sharon Lamb, Partner and head of the U.K. Healthcare Practice Group at McDermott Will & Emery. Together, they debrief the HPE Europe 2024 conference in London, covering key trends, including selective deal activity, biotech and pharma services growth, and the rise of medtech driven by AI. Sharon also highlights the challenges of navigating exits and the regulatory landscape in medtech, as well as the outlook for bioscience deals over the next two years.
info_outlineDuring this episode, host Brian Fortune, senior managing director at Farragut Square Group, is joined by L.A. Galyon IV, managing partner at Brentwood Capital Advisors, for part two in our three-part behavioral health series. Together, they delve into the substance use disorder (SUD) space and its macro environment. They also share their thoughts on the evolving demand for relevant services in recent years and provide valuable insights on investment opportunities within the SUD sector.