Across the Table

A Healthcare Private Equity Podcast

Ongoing Series


Podcast

This series provides timely and relevant discussions with specialists and professionals of the healthcare private equity and finance industry. We’ll share latest developments, provide insight, identify issues and offer takeaways.

Hosts: Holly Buckley, Geoff Cockrell and Amber Walsh


Episode 17: September 14, 2021

Join host Geoff Cockrell and Argosy Healthcare Partners managing partner Paul Barrett for insight on how to navigate the deal sourcing market. Hear about business strategy that doesn’t shy away from less sophisticated founders, the important of knowing subsectors and trends, the “boomer” effect and what the future of funding may hold for healthcare entrepreneurship.


Episode 16: August 25, 2021

The importance of a good relationship between a borrower and lender, especially in the healthcare investment space, cannot be overstated. Clear communication and transparency are essential for successful deals. McGuireWoods partners Penny Zacharias, Yuan-Ying Hsu and Clayton Stallbaumer, who work on sponsor-backed lending transactions in the healthcare space, join partner Amber Walsh to discuss how professionals in the industry can form and strengthen borrower-lender relationships.

Join Penny, Ying and Clayton as they discuss the value of flexibility and how to keep legal fees to a minimum. Hear about the "swinging pendulum" between borrower and lender and cultivating a mutually beneficial long-term relationship. Finally, learn how to determine when it’s time to refinance.


Episode 15: July 30, 2021

Investment in the healthcare sector is as strong as ever. Doctors want reassurance and investors want lucrative deals. Join host Geoff Cockrell and Cascade Partners founder and managing director Rajesh Kothari as they discuss what consolidation and other major industry trends mean for the healthcare investor.

Gain insight on the consolidation process, specific sector growth and the challenges associated with potential partnerships. Learn about what investors can do to ensure a quality deal in a seller’s market and about the impending upheaval in a year of tax law change.


Episode 14: May 28, 2021

Healthcare investing is experiencing a gold rush. On this episode, Becker’s Healthcare founder and McGuireWoods partner Scott Becker joins hosts Amber Walsh and Holly Buckley to discuss healthcare private equity investment trends, including healthcare tech, subscription-based services, and asset-light businesses versus asset-heavy businesses. Scott also talks about the increase of provider-driven transactions as well as the competitive pressures health systems face in light of the recent surge of urgent care centers.


Episode 13: April 22, 2021

In this episode of Across the Table, McGuireWoods hosts Amber Walsh and Holly Buckley are joined by Zelis executive adviser and board member Eric Schaefer and president of payments Yusuf Qasim. They discuss the healthcare industry’s increasing dependence on technology and Zelis’ digital strategy, which focuses on simplifying processes and increasing efficiency for payers, providers and health plan members.

Eric and Yusuf expound on the healthcare industry’s move away from manual processes, Zelis’ payments division and its progress toward helping payers and providers receive 100 percent electronic payments, an ultimately less costly and exponentially more efficient model for the industry. They conclude by discussing the creation of Zelis Assembly, an exciting platform that delivers bite-sized information and thought leadership to clients and partners.


Episode 12: February 24, 2021

The past year fast-tracked an already expanding telehealth industry providing convenience for healthcare consumers. In Episode 12, hosts Holly Buckley and Amber Walsh are joined by McGuireWoods partners Janice Suchyta and Andrea Linna to discuss the complexities of digital healthcare. They explore the areas of increased private equity investment in digital health, emerging trends in healthcare technology and artificial intelligence, the importance of data security, and regulatory reform that investors must consider.


Episode 11: January 28, 2021

For this episode of Across the Table, host Geoff Cockrell is joined by Lincoln International's Barry Freeman and McGuireWoods associate Trey Andrews. Their discussion focuses on the growing shift toward home health catalyzed by the pandemic, including the increase of joint venture relationships between hospitals and home healthcare operators. They provide insight into value-based care and the appeal of diversified models, and conclude with a look at the future of the industry and the promise of home health.


Episode 10: December 21, 2020

In this episode of Across the Table, host Geoff Cockrell is joined by McGuireWoods partner Kate Hardey for a discussion on pharmacy services and pharmacy benefit management. During this informative discussion, Kate talks about the role of PBMs, the difference between 503A and 503B pharmacies, investment activity and diligence.


Episode 9: December 7, 2020

In this episode of Across the Table, McGuireWoods’ hosts Amber Walsh and Holly Buckley, and Physician Growth Partners’ Michael Kroin, provide an insightful discussion for buyers and physicians groups looking at a transaction. Michael talks about the uptick in transactions during the second half of 2020, pricing strategies to spread risk created by the COVID-19 pandemic, and the different types of sellers and buyers transacting. Finally, Michael gives his predictions for 2021.


Episode 8: November 6, 2020

In this episode of Across the Table, hosts Amber Walsh and Holly Buckley are joined by Dr. Jay Robinson III, clinical psychologist and hospital administrator at Kaiser Permanente. They address the evolution of care providers in the U.S. healthcare system generally evaluate and dig into the system’s specific game-changers aimed at enhancing quality at lower cost, positive patient experience, increased access and telemedicine. PE investors can better appreciate opportunities and trends by understanding the evolving role of systems in these advancements.


Episode 7: October 7, 2020

This podcast provides timely and relevant discussions with specialists and professionals of the healthcare private equity and finance industry. We share the latest developments, provide insight, identify issues and offer takeaways.

On this episode, McGuireWoods partner Scott Becker joins hosts Amber Walsh and Holly Buckley to discuss interesting trends in health systems investing in healthcare innovations in an effort to provide superior solutions and services.


Episode 6: June 30, 2020

On this episode, host Geoff Cockrell is joined by Grant Thornton's Glenn Barenbaum and Lance Beder as well as John Kerins of Cain Brothers to discuss M&A in the current healthcare environment. The group examines different aspects of M&A activity including the impact to buy-side and sell-side transactions, valuation concerns, conducting due diligence and debt financing. In addition, they explore ongoing developments of deal structuring, including the trend of private equity firms supporting portfolio companies.


Episode 5: June 14, 2020

In this episode of Across the Table, hosts Geoff Cockrell, Amber Walsh, are joined by Huron Consulting’s Laura Marcero and returning guest, McGuireWoods partner Mark Freedlander. During this interactive group discussion, they talk in-depth about distressed transactions in the healthcare space. The discussion focuses on the types of companies that may benefit from distressed transactions, including providers severely affected by the pandemic and those who are desperate to find liquidity sources. They also address deal dynamics and the factors likely to affect the success of this type of deal, including valuations and protection policies for both buyers and sellers.


Episode 4: June 8, 2020

As states are relaxing stay at home protocols and other coronavirus-related policies, many healthcare businesses are resuming operations. Healthcare providers that shuttered their practices during the pandemic are beginning to receive patients again. In Episode 4, McGuireWoods partners Holly Buckley, Amber Walsh and Scott Becker provide insight into the critical considerations healthcare providers face as they prepare to reopen. They also explore how to build patient and staff confidence by implementing systems to serve patients safely and efficiently. They conclude by discussing the rise of telemedicine and the future of healthcare businesses and patient experience.


Episode 3: May 21, 2020

In episode 3, hosts Geoff Cockrell and Amber Walsh are joined by Ryan Loehr, director at AMB, for a discussion about the factors that create healthcare subsector headwinds and tailwinds and the areas and businesses being impacted by the coronavirus. Hear about the trends investors are closely monitoring and the healthcare service providers likely to endure. Learn about telehealth and elective medical procedures and how the current crisis will effect these offerings in the long term.


Episode 2: April 20, 2020

It’s expected that distressed transactions in the healthcare sector will continue months after the economic decline resulting from the COVID-19 pandemic. In Episode 2, Charlotte partner Bart Walker discusses executing tuck-in transactions, including the effect on smaller practices, how to scale down the process, what sellers should look for in a potential partner and how platforms can rework their existing processes and systems to accommodate this type of acquisition. 


Episode 1: March 23, 2020

On Ep.1, Mark Freedlander, Pittsburgh partner, discusses distressed investing in the healthcare sector, including an overview of the out-of-court and formal-bankruptcy process, common issues in distressed M&A and the importance of diligence.

 

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