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Driving the Deal | HPE Miami Recap with Bailey & Co.’s Rebecca Springer

McDermott Will & Schulte Health Law Podcast

Release Date: 04/10/2025

Driving the Deal | Employer-Sponsored Healthcare Heats Up with Trey Marinello & Kate McDonald show art Driving the Deal | Employer-Sponsored Healthcare Heats Up with Trey Marinello & Kate McDonald

McDermott Will & Schulte Health Law Podcast

Employer-sponsored healthcare is quickly becoming one of the most active areas in healthcare M&A. In this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Trey Marinello, Managing Director in Houlihan Lokey’s Healthcare Group, and by colleague, Kate McDonald, Partner and co-chair of McDermott Will & Schulte’s managed care group. The group discusses where capital is flowing across the employer health ecosystem, including TPAs, cost containment, and alternative health plans, as well as forces shaping the market, from...

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Driving the Deal | AI’s Impact on Healthcare M&A - Real Value or Just Hype? with Dudley Baker & Luiz Greca show art Driving the Deal | AI’s Impact on Healthcare M&A - Real Value or Just Hype? with Dudley Baker & Luiz Greca

McDermott Will & Schulte Health Law Podcast

In this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Dudley Baker and Luiz Greca, Managing Directors in Houlihan Lokey’s Healthcare Group and co-leads of the firm’s Healthcare Technology (HCIT) practice. Framed around where AI is productive, disruptive, and overhyped, the conversation explores how AI is driving efficiencies across administrative workflows, revenue cycle management, and payer operations, while also becoming a key diligence and valuation consideration in nearly every deal. The group also discusses where...

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Governing Health | Building defensible governance frameworks for physician compensation compliance show art Governing Health | Building defensible governance frameworks for physician compensation compliance

McDermott Will & Schulte Health Law Podcast

This special series of the Governing Health podcast with SullivanCotter highlights developments in physician compensation governance and offers insight to healthcare organizations navigating the complex regulatory landscape of physician compensation arrangements. In this episode, Monica Wallace, Partner at McDermott Will & Schulte, and Tom Trachtman, Principal at SullivanCotter, discuss how organizations can build mature, defensible governance frameworks in an era of heightened enforcement. They explore the "Big Three" federal laws (Physician Self-Referral Law a/k/a the Stark Law,...

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Driving the Deal | Insights from HPE Miami 2026 with Piper Sandler’s Scott Kremeier show art Driving the Deal | Insights from HPE Miami 2026 with Piper Sandler’s Scott Kremeier

McDermott Will & Schulte Health Law Podcast

In this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, unpacks McDermott Will & Schulte’s HPE Miami 2026 Conference, with Scott Kremeier, Managing Director at Piper Sandler. Together, they discuss what they saw on the ground in Miami and what it means for the rest of 2026. They dive into: A noticeable shift in investor sentiment Rising pitch activity and a steady return of deals to market Renewed interest in healthcare services after a quieter stretch Why middle-market activity is leading the rebound How AI is driving efficiency From...

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Driving the Deal | Behavioral Health, Post-Acute & the Deal Pickup with Brentwood’s L.A. Galyon IV & Burk Lindsey show art Driving the Deal | Behavioral Health, Post-Acute & the Deal Pickup with Brentwood’s L.A. Galyon IV & Burk Lindsey

McDermott Will & Schulte Health Law Podcast

In this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, welcomes L.A. Galyon IV, Managing Partner, and Burk Lindsey, Managing Director, of Brentwood Capital Advisors to explore where healthcare M&A activity is gaining real traction. They dive into the sectors driving momentum, particularly behavioral health and post-acute care, and unpack why supply-demand imbalances, evolving care models, and labor dynamics are shaping investment decisions. The conversation also touches on trends in outpatient care, hybrid delivery models, and how...

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Driving the Deal | Quantifying Pain – Transforming Care with AccendoWave CEO Martha Lawrence show art Driving the Deal | Quantifying Pain – Transforming Care with AccendoWave CEO Martha Lawrence

McDermott Will & Schulte Health Law Podcast

On this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, speaks with Martha Lawrence, CEO and Co-Founder of AccendoWave, a machine learning healthcare technology company focused on objectively measuring and managing pain. They discuss how brainwave-based data can transform pain measurement, address bias in care, and create new opportunities across healthcare, from hospitals and cancer care to workers’ compensation and women’s health. The conversation also explores how objective pain data could impact providers, payers, and healthcare...

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Driving the Deal | The Next Phase of Behavioral Health with Cain Brothers’ Todd Rudsenske show art Driving the Deal | The Next Phase of Behavioral Health with Cain Brothers’ Todd Rudsenske

McDermott Will & Schulte Health Law Podcast

In this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, speaks with Todd Rudsenske, Managing Director at Cain Brothers, about emerging trends shaping the behavioral health market. Behavioral health has been a major focus for investors for more than a decade, but the sector is entering a new phase. They discuss the rise of digital mental health tools, increasing provider specialization, evolving payment models, and how technology and traditional providers may converge in the next wave of behavioral health M&A.

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Driving the Deal | Inside the Healthcare Deal Market with DC Advisory’s Hector Torres show art Driving the Deal | Inside the Healthcare Deal Market with DC Advisory’s Hector Torres

McDermott Will & Schulte Health Law Podcast

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, welcomes Hector Torres, Managing Director of DC Advisory’s global healthcare team, for a conversation on the evolving healthcare M&A landscape. Drawing on more than two decades of healthcare investment banking experience, Hector shares insights into current investor sentiment, the state of deal activity, and the macro factors shaping healthcare services and related sectors. The discussion also explores how strategic buyers and private equity investors are approaching deployment, scale,...

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Driving the Deal | The Rise of ICHRAs with Bailey & Co.’s Rebecca Springer show art Driving the Deal | The Rise of ICHRAs with Bailey & Co.’s Rebecca Springer

McDermott Will & Schulte Health Law Podcast

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, sits down with Rebecca Springer, Director of Market Development at Bailey & Company, to discuss the rapid rise of Individual Coverage Health Reimbursement Arrangements (ICHRAs). They break down how ICHRAs work, why adoption is accelerating across employers of all sizes, and what the model means for healthcare costs, employee choice, and benefits strategy. The conversation also explores the expanding ICHRA ecosystem, including administrators, brokers, carriers, and HR platforms, and why...

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Driving the Deal | The Future of US Healthcare with David W. Johnson show art Driving the Deal | The Future of US Healthcare with David W. Johnson

McDermott Will & Schulte Health Law Podcast

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, welcomes David W. Johnson, CEO of 4sight Health and co-author of The Coming Healthcare Revolution: 10 Forces That Will Cure America’s Health Crisis. Together, they discuss the ideas behind the book and why the U.S. healthcare system is approaching a period of unprecedented change.   Johnson breaks down the major forces reshaping healthcare, from demographics and chronic disease to AI, synthetic biology, and pro-consumer reforms, and explains why the next decade may bring more...

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More Episodes

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 shaping healthcare private equity in the year ahead!

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The information conveyed during this interview is based on secondary market research, analysis of financial information available to or provided to Bailey & Company, and a range of interviews with industry participants. Bailey & Company has not independently verified the information provided or available to it and makes no representation or warranty, express or implied, regarding the accuracy or completeness of such information. Any projected market and financial information, analyses, or conclusions expressed during this interview are based on the aforementioned information and Bailey & Company’s judgment. These should not be construed as definitive forecasts or guarantees of future performance or results. The information and analysis presented do not constitute advice of any kind and are not intended for investment purposes. Neither Bailey & Company, its subsidiaries, nor their respective officers, directors, or employees accept any responsibility or liability for the use of or reliance on any information or analysis contained in this interview.  Securities are offered by and conducted through Bailey & Co. Securities, LLC, an SEC registered broker-dealer and member of FINRA and SIPC. Bailey & Co. Securities, LLC is a wholly owned subsidiary of Bailey & Company Parent, LLC dba Bailey & Company. Testimonials may not be representative of the experience of all clients. Testimonials are not a guarantee of future performance or success.