Driving the Deal | McDermott HealthEx Series: Pharma and DME Market Trends
McDermott Will & Emery Health Law Podcast
Release Date: 05/20/2025
McDermott Will & Emery Health Law Podcast
In this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, is joined again by Rodney Whitlock, Vice President at McDermott+ and longtime Capitol Hill health policy expert for a rapid-fire Medicaid update recorded Friday, June 27. As the Senate eyes a final vote on the “One Big Beautiful Bill” Act (OBBBA), Rodney offers a real-time look at where things stood at the end of the week. They break down the Senate parliamentarian’s rulings striking several Medicaid provisions, including restrictions on eligibility and changes to provider taxes,...
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In our final episode of our McDermott HealthEx series, Brian Fortune, Senior Managing Director at Farragut Square Group, and Krist Werling, Partner & Global Head of Health & Life Sciences at McDermott Will & Emery, welcome Robbie Allen, CEO of US Heart & Vascular, for a candid conversation on the state of physician practice management. They explore the shifting dynamics of the PPM market, what it takes to build a truly integrated and high-performing platform, and how evolving physician expectations, new tech, and regulatory pressures are shaping the future of the space.
info_outlineMcDermott Will & Emery Health Law Podcast
In our third episode of our HealthEx series, live from the inaugural McDermott HealthEx conference in Nashville, TN, 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 Gaurav Bhattacharyya, Chief Executive Officer of Geode Health, and Amanda Jester, Partner at McDermott Will & Emery. The group dives into the evolving behavioral health landscape, including consolidation trends, access and reimbursement challenges, workforce dynamics, and the future of...
info_outlineMcDermott Will & Emery Health Law Podcast
We continue our HealthEx series, live from the inaugural McDermott HealthEx conference in Nashville, TN. On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group sits down with Sarah Kitchell, Partner at McDermott Will & Emery, and Michael Zawadski, CEO of Collabrios Health, to explore trends and deal dynamics in the evolving post-acute care landscape. They discuss the resurgence of M&A activity, the impact of value-based care and Medicare Advantage, technology’s growing role, and the importance of scalable, integrated networks.
info_outlineMcDermott Will & Emery Health Law Podcast
Kicking off our HealthEx series, Driving the Deal is live from the inaugural McDermott HealthEx conference in Nashville, TN! 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 Farragut’s own Director or Research, Jackie Williams and Colby Catania, Senior Vice President in Houlihan Lokey's Healthcare Group. They dive into current investment trends and market dynamics in the pharmacy and durable medical equipment (DME) sectors, with a spotlight on the booming...
info_outlineMcDermott Will & Emery Health Law Podcast
On 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...
info_outlineMcDermott Will & Emery Health Law Podcast
In this episode of Driving the Deal, host Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Rodney Whitlock, Vice President at McDermott+ and a longtime Capitol Hill health policy expert. Together, they unpack why Medicaid has become a political flashpoint in 2025. With the concurrent budget resolution passed earlier in April, they explore what’s driving urgency in Congress, the complex dynamics between the House, Senate, and White House. They also break down the policies most likely to advance, including work requirements and targeted savings efforts, and...
info_outlineMcDermott 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...
info_outlineMcDermott Will & Emery Health Law Podcast
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...
info_outlineMcDermott 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 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...
info_outlineKicking off our HealthEx series, Driving the Deal is live from the inaugural McDermott HealthEx conference in Nashville, TN! 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 Farragut’s own Director or Research, Jackie Williams and Colby Catania, Senior Vice President in Houlihan Lokey's Healthcare Group. They dive into current investment trends and market dynamics in the pharmacy and durable medical equipment (DME) sectors, with a spotlight on the booming infusion therapy space. They discuss payer and reimbursement landscapes, regulatory tailwinds, the impact of inflation on DME rates, and why investor interest in healthcare services remains high. Tune in for insights on deal activity, the evolving pharmacy supply chain, and what’s ahead for the rest of the year.