Provident's Healthcare Dealcast artwork

Provident's Healthcare Dealcast

26 episodes - English - Latest episode: 26 days ago - ★★★★★ - 30 ratings

Provident Healthcare Partners discuss various topics in healthcare mergers and acquisitions, including trends we are seeing within the industry and exploring a process. For additional information, visit www.providenthp.com or email [email protected].

Investing Business Health & Fitness provident capitalraising healthcare healthcareinvestmentbank healthcarema mergersandacquisitions physiciantransactions privateequity selling transactionadvisor
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Episodes

Healthcare M&A 2023 Recap and 2024 Outlook

April 01, 2024 09:00 - 25 minutes - 35.1 MB

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 labor dynamics across various sectors. In this episode, Provident’s Managing Director, Scott Dav...

Autism Services – Building a Payor Relations Platform

March 18, 2024 09:00 - 22 minutes - 30.9 MB

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 environment by developing sustainable growth strategies, including reimbursement rate negotiations. Steve, Tommy, ...

Examining Investor Interest in Aesthetic Medicine

October 06, 2023 09:00 - 47 minutes - 64.7 MB

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 Grassaare 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, transaction structures, and how best to prepare your business for a sale.  

Sanford Behavioral Health in the Spotlight – The Path to In-Network Status and Building a Full Continuum in Substance Use Disorder (SUD) and Eating Disorder (ED) organizations

August 22, 2023 09:00 - 29 minutes - 40.3 MB

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 President of Sanford Behavioral Health. Sanford Behavioral Health is one of the leading substanc...

The Evolving Primary Care Landscape – The Transition to Risk and the Value of a Covered Life

July 13, 2023 09:00 - 38 minutes - 52.8 MB

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 risk and why it matters; and closely examining valuations across the sector.

An Update on the Debt Capital Markets: Trends to Consider for Healthcare Companies

April 10, 2023 10:00 - 42 minutes - 58.6 MB

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 episode, Provident’s Scott Davis and AJ Shekar are joined by Pete Coffin of Twin Brook Capital Pa...

Autism in the Spotlight: Key differentiators that will set you apart from the competition (Ep.19)

March 28, 2023 10:30 - 37 minutes - 50.8 MB

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.  

Analyzing Key Developments in the Behavioral Health Space (Autism Services, Addiction Treatment, and Mental Health)

September 29, 2022 14:29 - 46 minutes - 64.5 MB

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 miss future episodes.

Healthcare Services M&A Activity: 2021 Recap and Looking Ahead to 2022 (Ep. 17)

April 05, 2022 11:00 - 20 minutes - 28.7 MB

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 subscribe so you do not miss future episodes.  

Considerations When Selling a Healthcare Organization: How to Prepare and What to Expect (Ep. 16)

October 25, 2021 15:40 - 40 minutes - 55.1 MB

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.

Healthcare M&A and Private Equity Review (Ep. 15)

June 10, 2021 09:00 - 32 minutes - 45.4 MB

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.

Transaction Considerations for Home Health & Hospice Agencies (Ep. 14)

December 21, 2020 10:00 - 34 minutes - 47.9 MB

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 (Ep. 13)

September 23, 2020 09:00 - 27 minutes - 38 MB

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.

How Covid-19 is Impacting M&A Activity Within Healthcare Services (Ep. 12)

June 09, 2020 10:00 - 22 minutes - 31 MB

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.

Overview of the Quality of Earnings Process (Ep. 11)

March 23, 2020 09:00 - 28 minutes - 39.6 MB

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.  

Use of Third Party Debt in Private Equity Transactions (Ep. 10)

December 05, 2019 10:00 - 30 minutes - 41.5 MB

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.

Use of Third Party Debt in Private Equity Transactions

December 05, 2019 10:00 - 30 minutes - 41.5 MB

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.

Aligning Incentives –Creating Stability & Growth with a Private Equity Partner (Ep. 9)

June 18, 2019 09:00 - 29 minutes - 40.5 MB

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 private equity-backed ownership structure.

Healthcare Services M&A: A 2018 Recap and Expectations for 2019 (Ep. 8)

February 25, 2019 14:46 - 20 minutes - 28.1 MB

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 37th Annual JP Morgan Healthcare Conference.

What to Expect in a Due Diligence Process (Ep.7)

November 26, 2018 14:11 - 11 minutes - 16.3 MB

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 include how to prepare, what to expect, common pitfalls, and how best to ensure a successful close.

What Are The Key Financial Factors To Focus On When Undergoing A Process? (Ep. 6)

October 22, 2018 09:00 - 26 minutes - 36 MB

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 for a transaction process.

What are some of the factors driving consolidation within physician services? (Ep. 5)

September 24, 2018 01:59 - 23 minutes - 32.7 MB

Dating back to the 90’s, physician services has seen consolidation across a number of specialties, which is continuing today within new subsectors. In this podcast episode, Provident Healthcare Partners’ Steven Grassa, Eric Major, and Ajeya Shekar answer the most common questions we receive from physician groups.  Topics include the genesis of investment within physician services and the factors driving consolidation, transaction options available to groups, how deals are structured, how to ...

What is Private Equity? (Ep. 4)

August 27, 2018 09:00 - 30 minutes - 42.1 MB

Given its increasing involvement in healthcare today, private equity (PE) continues to draw curiosity and intrigue from healthcare providers and managers.  In this podcast episode, Provident Healthcare Partners’ Robert Aprill, Kevin Palamara, and Ajeya Shekar answer the most common questions we receive about PE by providing an overview of the model and its objectives, while also discussing how deals are structured, how value is created, and what life looks like post-PE transaction among othe...

What Types of Transactions Could be Right for my Healthcare Services Business? (Ep. 3)

July 10, 2018 16:35 - 28 minutes - 39.5 MB

In today’s M&A market, there are many options for organizations interested in pursuing a transaction.  In this podcast episode, Provident Healthcare Partners’ Eric Major and AJ Shekar discuss the pros and cons of each type of transaction partner, including strategic acquirers, private equity firms, health systems, and payors.  

What are the Benefits of Hiring an Investment Banking Firm? (Ep. 2)

July 10, 2018 16:35 - 31 minutes - 42.6 MB

There are numerous benefits to hiring an investment bank to explore transaction options.  In this podcast episode, Provident Healthcare Partners’ Eric Major and AJ Shekar discuss the right timing for businesses to engage an investment bank, how to find an investment bank that is the right fit for your company, and the value an investment bank adds to a process.

Why Is Healthcare Consolidating? (Ep. 1)

July 09, 2018 22:56 - 24 minutes - 33.5 MB

The healthcare services sector has always been attractive to investors and consolidators.  In this podcast episode,  Provident Healthcare Partners’ Eric Major and AJ Shekar discuss factors influencing consolidation, why the space is so attractive, and where the market is going.