Driving the Deal | Healthcare Policy with Joel White
McDermott Will & Schulte Health Law Podcast
Release Date: 05/02/2025
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
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
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
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
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
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
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
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
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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Driving the Deal | 2025 Healthcare Insights and What’s Ahead for 2026 with Cantor’s Vikram Sithian
McDermott Will & Schulte Health Law Podcast
As the Driving the Deal kicks off the new year, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Vikram Sithian, Managing Director and Head of Healthcare Financial Sponsors Coverage at Cantor. They offer a look back at the key dynamics that shaped the 2025 healthcare deal market while setting the stage for what’s ahead in 2026. They discuss the most active healthcare services and HCIT subsectors, shifts in valuation multiples, real-world AI use cases, evolving financing structures, and EBITDA size dynamics. The conversation also explores what sponsors should be...
info_outlineOn this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, sits down with Joel White, President & CEO of Horizon Government Affairs, to unpack the evolving healthcare policy landscape on Capitol Hill. With Congress already in an ambitious legislative year, they explore:
- The top congressional priorities shaping the policy agenda
- How Medicaid reform may play into the broader budget strategy
- What else is on the table—from PBM reform to Medicare fixes
- The outlook for key players like pharma and physicians seeking relief
- The political dynamics at play across the House, Senate, and White House
Joel shares insights on what stakeholders should watch for, what ideas might actually move, and how the healthcare industry is responding.
*This episode was recorded before a few key developments in the Medicaid and Medicare space, but the insights remain highly relevant to understanding the broader context and motivations behind current proposals.*