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.

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.

On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by David Schuppan, Senior Partner and Co-Head of Healthcare at The Vistria Group, for the very first episode of our Fund Founders series. They set off on an insightful discussion on healthcare trends, investments, and innovation. David shares his perspective on the themes that have driven his career, the businesses he's proud of, and subsectors that have transformed the industry. Tune in as we explore where healthcare is headed, highlighting areas primed for future disruption and meaningful change.

On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Eugene Goldenberg, Managing Director at Edgemont Partners. Together, they explore the dynamic post-acute care sector and the latest trends in healthcare M&A. Eugene offers a deep dive into the current state of the market, highlighting key trends in personal care, hospice, and home health. Brian and Eugene discuss what’s driving M&A activity, explore valuation trends, and uncover the challenges and opportunities investors face in this space. The conversation also touches on the broader healthcare M&A landscape, including the impact of regulatory changes. Finally, Eugene shares his insights and predictions for the future of post-acute care.

On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by his colleague, Paul Hughes, co-head of the McDermott Will & Emery’s practices focusing on Supreme Court & Appellate Litigation as well as Government & Regulatory Litigation. Together, they explore the recent Loper Bright decision that ended Chevron deference. Paul breaks down the ruling, discusses its implications in the healthcare space, and considers how it might impact existing regulations. Key areas of focus include potential changes for healthcare providers, the effect on private equity investments, and what stakeholders should prepare for in this new legal landscape. Tune in to understand how this ruling could reshape healthcare and investment strategies.

Today’s podcast examines whether board compensation, if appropriate, is legally feasible and whether healthcare organizations need to implement such programs in order to recruit, retain, and recognize board members. Host Michael Peregrine is joined by guest Bruce Greenblatt, Managing Director at Sullivan Carter. Together they cover a range of considerations for not-for-profit healthcare organizations on the adoption and design of a board compensation program.

Bruce believes that the board compensation programs are both beneficial and necessary, and during the conversation, he shares insights on:

• Why these programs are experiencing a resurgence in examination and implementation

• The single greatest factor prompting this discussion

• Common themes of incorporating this rationale with a strong fact-base

• Key options for boards at the onset of the design process

• Compensation options that have proved effective

• Establishing the reasonableness of a board compensation package

• Addressing organizational reluctance to adopt director compensation programs

Additional Resources:

McDermott Will & Emery

On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Baxter Lee, CFO of Clearwater Security, to discuss the escalating issue of cybersecurity in the healthcare sector. Baxter sheds light on recent cyber-attacks, including the Change Healthcare breach, and examines their financial, operational, and privacy impacts. He explains how Clearwater collaborates with healthcare organizations to enhance their cybersecurity posture and offers insights into the future of healthcare security. Baxter also shares best practices for defending against cyber-attacks, emphasizing strategic financial planning, compliance, and regular assessments. Tune in for a riveting discussion on safeguarding healthcare against cyber threats.

On this episode, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by Farragut’s own Assistant Vice President, Holly Stokes. Holly breaks down the newly released Physician Fee Schedule (PFS) rule for 2025, discussing the PFS mechanics, key proposals, and anticipated pressures. They review the net cut to the conversion factor and its impact on stakeholders, including potential Congressional interventions and pandemic telehealth flexibilities. Additionally, the conversation highlights bright spots in primary care, gastroenterology, and behavioral health.