Provident's Healthcare Dealcast

Join us for an engaging discussion covering Healthcare Private Equity with speakers Steven Grassa, Director at Provident Healthcare Partners, and Geoffrey Cockrell, Partner at McGuireWoods and host of The Corner Series, which focuses on the intersection of Healthcare and Private Equity.

In this insightful conversation, Craig Sager and  Tommy Spiegel   sit down with Sean Hickey , Director at White Oak Healthcare Finance , to break down debt financing and its crucial role in M&A markets and the healthcare ecosystem. They discuss (i) the current state of the debt and credit markets, (ii) what it means for healthcare services M&A, (iii) what types of debt products are becoming more o...

In this episode, Provident's Craig Sager and Dan O'Brien sit down with Chris Bove , CEO of Clean Slate Centers . Together they examine the world of Medication Assisted Treatment ("MAT"), exploring the challenges MAT aims to address, the related operational and payor dynamics, and key components in driving outcomes for those struggling with addiction.

In today's dynamic healthcare M&A landscape, navigating new antitrust challenges and evolving noncompete regulations have become crucial considerations for shareholders, investors, and providers pursuing transactions. In this episode, Provident's Director, AJ Shekar , is joined by Katherine Douglas , Shareholder of Fredrikson , who brings extensive experience in guiding healthcare stakeholders thr...

Technology advancement, adoption, and integration into ABA therapy is revolutionizing the autism services space. The value technology provides has become increasingly important, not only for optimizing operations, but also to improve care delivery and track outcomes. In this episode, Provident's Vice President, Tommy Spiegel , is joined by Rick Loewenstein , CEO and Co-Founder of TeamGame Advisors...

Over the last 12-18 months, the healthcare services market has shown remarkable dynamism.  While many headwinds remain, the sector is not experiencing the same resistance as in 2023. The prevailing perception suggests that interest rates will either remain stable or gradually decline. Despite a cooling inflation rate, the industry continues to grapple with escalating costs, impacting margins and l...

Establishing a robust payor relationship platform has become increasingly important within today's business landscape. In this episode, Provident's Vice Presidents, Steven Grassa  and  Tommy Spiegel , are joined by  Rick Loewenstein , CEO and co-founder of  TeamGame Advisors . TeamGame advises ABA and behavioral health providers in overcoming the intricacies of the evolving ABA business environmen...

Aesthetic Medicine and MedSpa organizations have been attracting considerable attention and investor interest over the last several quarters. In this episode, Provident's AJ Shekar and Steven Grassa are joined by Craig Woods and Dean Gould of Dykema , a leading national law firm, to discuss investor activity in the space. The conversation will cover topics such as consolidation drivers, transactio...

The Substance Use Disorder and Eating Disorder verticals have seen accelerated investor interest over the past five years with over 50 private equity platform investments and over 150 add-on transactions. In this episode, Provident's behavioral health team members Craig Sager and Dan O'Brien are joined by David Green , Co-Founder and CEO of Sanford Behavioral Health, and Rae Green , Co-Founder and...

Primary care is arguably the most dynamic vertical across the healthcare industry. In this episode, Provident's Primary Care team led by Craig Sager and Dustin Thompson are joined by Jonah Broulette , a Principal at Milliman , one of the leading Medicare actuarial firms in the country. Their conversation unpacks the history of primary care and its current state of affairs; value based care, taking...

Debt has been a key financing source for healthcare M&A transactions. The availability of debt capital markets with the attractive rate environment has been a key reason for the heightened deal volume we have experienced within healthcare.  Macroeconomic changes in the last few months have impacted deal activity across the economy, including specific areas within healthcare services. In this episo...

Several factors separate great ABA/Autism Services practices from the rest. In this episode, Rayni McMahon, BCBA , Managing Principal of  Consulting for Human Services , joins Provident's Craig Sager and Tommy Spiegel to discuss the playbook for practices to stand out both clinically and operationally.  

Paul Gomez and Tim Perrin of Polsinelli join Steven Grassa, Tommy Spiegel, and Dan O'Brien of Provident Healthcare Partners' to discuss the state of the behavioral health industry, including recent legislative and regulatory developments, transaction activity, and overall consolidation trends. Provident Healthcare Partners releases episodes on a quarterly basis. Be sure to subscribe so you do not...

Provident Healthcare Partners' Scott Davis , Eric Major ,   and Kevin McDermott discuss the key drivers for activity within healthcare services M&A this past year, the more active sectors in the space, challenges faced in 2021, what we can expect to see in 2022, and the key takeaways from the annual JP Morgan Healthcare conference. New episodes are released on a quarterly basis, make sure you subs...

Provident Healthcare Partners'  AJ Shekar  and  Eric Major  are joined by  Hal Katz , Partner at Husch Blackwell to discuss how to best prepare for all phases of a transaction, focusing on planning ahead for an optimal deal structure, regulatory considerations, and expectations for legal due diligence.

Provident Healthcare Partners' AJ Shekar and Kevin McDermott are joined by Kyle Lattner , Principal of Waud Capital Partners , to discuss how the pandemic has impacted healthcare deal volume and investment since COVID-19 started in March 2020, as well as private equity's outlook for the remainder of 2021.

Provident Healthcare Partners'  Kevin Palamara , AJ Shekar , and Jake Vesely  are joined by Les Levinson of Robinson and Cole to discuss the recent investment activity we've seen in the home health and hospice space, key transaction and legal considerations for groups considering a process, predictions for M&A activity and valuations going into 2021, and more.  

Tax Implications of a transaction are an important consideration for shareholders as they begin their planning and preparation process around a potential deal. In this episode, Provident Healthcare Partners '  AJ Shekar  and  Dustin Thompson  are joined by  Yaury Jattin , Principal at Kaufman Rossin , a full service CPA firm, to provide an overview of the key components of tax implications.

Since the lock downs took effect across the country in March, markets have tightened up and most processes were either put on hold or delayed. Provident Healthcare Partners'  Steven Grassa and Abe M'Bodj discuss the impact this pandemic has had on M&A activity and what we can expect to see moving forward.

Quality of Earnings is a process that is integrally involved in every one of the transactions run by Provident. In this episode, Provident Healthcare Partners'  Scott Davis  and  Dustin Thompson  are joined by  Aaron Cohen  of  Citrin Cooperman , an accounting firm that provides transaction advisory services, to provide an overview of the key components of a Quality of Earnings.  

The use of debt is instrumental to the PE Model.  In this episode, Provident Healthcare Partners' Scott Davis and Eric Major are joined by Matt Evans , Managing Director at Monroe Capital , a private credit asset management firm specializing in direct lending and opportunistic private credit investing, to answer some of the common questions around third party debt.

For many practice management organizations, there are a number of considerations from the shareholders and employees that can influence whether or not the timing is right for a private equity deal and what life looks like post transaction.  In this episode, Provident Healthcare Partners' Eric Major and AJ Shekar provide some insight on the transition for practice management organizations to a priv...

Strong deal flow highlighted the lower middle market in healthcare services in 2018, a trend we expect to continue into 2019. In this episode, Provident Healthcare Partners' Kevin Palamara, Scott Davis, and Eric Major look back at the trends and dynamics that drove the market in 2018, look ahead to 2019, and discuss some of the specific insights learned at the 37 th Annual JP Morgan Healthcare Con...

The due diligence phase of a transaction can be time consuming and difficult at points but a necessary step to a successful close. In this episode, Provident Healthcare Partners' Scott Davis, Rebecca Leiba, and Ajeya Shekar outline what goes into a typical due diligence process and answer some of the more frequently asked questions we receive from those considering a transaction. Specific topics i...

The financial components of a transaction can be complex. In this podcast episode, Provident Healthcare Partners' Eric Major, Ajeya Shekar, and Dustin Thompson answer the most common questions we receive around the financial aspects of a deal. Topics include how transactions are valued, the role of an investment banker when it comes to financials, and preparing your business' financial reporting f...