In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Gorup sits down with Liz Fowler, co-founder of Health Transformation Strategies, and former Director of the Center for Medicare and Medicaid Innovation (CMMI) for a timely conversation on the healthcare policy issues taking shape in Washington.

Liz discusses the growing momentum around health reform, including the evolving Medicare Part D market, the impact of the Inflation Reduction Act, the continued growth of Medicare Advantage, and the challenges facing beneficiaries in the standalone market. They also explore the state of the ACA exchanges, affordability and coverage, and what the healthcare system has learned from years of value-based care experimentation at CMMI.

As Washington begins thinking more seriously about what comes next, Liz offers her perspective on where the biggest opportunities and challenges may lie.

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group, is joined by colleague Holly Stokes, Vice President of Government Policy, to break down Medicare's proposed CY 2027 Physician Fee Schedule.

They discuss the proposed conversion factor cut, changes to Practice Expense RVU methodology, and how these changes could create meaningful reimbursement tailwinds and headwinds across specialties. Holly shares insights on key proposals around Modifier 25, remote monitoring, and SNFist reimbursement, as well as what the proposed rule could mean for healthcare businesses and investors.

Finally, they look ahead to potential Congressional action and the longer-term policy signals CMS is sending around primary care, care management, global surgery, and site-of-service reimbursement.

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group is joined by Joel White, Partner at Monument Advocacy, leading their health practice and President of the Council for Affordable Health Coverage (CAHC), to discuss the healthcare policy changes shaping Washington and what they could mean for the industry.

Brian and Joel explore the legislative outlook ahead of the midterm elections, including healthcare affordability, Medicare physician payment, drug pricing reform, and the prospects for additional reconciliation legislation. They also examine the growing focus on healthcare consolidation, competition, and antitrust enforcement, highlighting the policy shifts that could reshape healthcare delivery and reimbursement in the years ahead. Tune in for an insider's perspective on the evolving policy landscape and the key healthcare changes stakeholders should be watching.

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group is joined by Dan Beuerlein, Managing Director at Brentwood Capital Advisors, and Kyle West, CEO of Behavioral Framework, for a discussion on the evolving autism therapy services market and the future of applied behavior analysis (ABA).

Together, they explore the strong investor interest driving autism services M&A, the workforce strategies helping providers scale, and the innovations transforming care delivery, from clinician development and AI-enabled operations to individualized treatment models and expanding care continuums. The conversation also examines payer expectations, reimbursement trends, and how leading providers are adapting to a more sophisticated regulatory and operational environment.

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group sits down with Erika Haanpaa, Managing Director at Cain Brothers, a division of KeyBanc Capital Markets, to discuss the current state of behavioral health M&A. Together, they explore why investor interest remains strong despite a more measured transaction environment, what distinguishes high-quality assets in today's market, and how buyers and sellers are navigating evolving reimbursement dynamics, labor challenges, and operational complexity.

Tune in for an insightful discussion on transaction trends, emerging opportunities across behavioral health subsectors, and why the sector's long-term fundamentals continue to support investment and growth.

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director at Farragut Square Group is joined by Jeanne Proia, Managing Director and President of Healthcare Services at Cross Keys Capital, to discuss the evolving M&A landscape across physician practice management (PPM), ambulatory surgery centers (ASCs), and outpatient services. Together, they explore improving market sentiment, valuation expectations, and the specialties attracting the most investor interest, including oncology, ophthalmology, pain management, anesthesia, and infusion services.

Jeanne also shares her perspective on today's more disciplined diligence environment, the impact of evolving state regulatory requirements, and the trends shaping healthcare services transactions through the remainder of the year.

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director of Farragut Square Group, is joined by Hope Amsterdam, Vice President at Farragut Square Group, and Jeffrey Davis, Senior Director at McDermott+ and author of Regs & Eggs, to unpack the 2027 Medicare Advantage final rate announcement and the policy debates shaping the future of the program.

The conversation covers the dramatic shift from the initial proposed flat update to the stronger final rate increase, the ongoing evolution of risk adjustment and V28, and what CMS's approach signals for MA plans moving forward. The group also discusses enrollment trends, plan strategy, auto-enrollment concepts, and emerging policy questions around Part D and GLP-1 coverage.

Tune in for a timely discussion on one of the most closely watched healthcare policy developments of the year.

In this episode of Driving the Deal, Brian Fortune, Senior Managing Director of Farragut Square Group is joined by Hope Amsterdam, Vice President at Farragut Square Group, and Jeffrey Davis, Senior Director at McDermott+ and author of Regs & Eggs, for a recap of the major CMS spring regulatory updates impacting providers across the healthcare landscape.

Together, they break down key developments in hospice, skilled nursing, inpatient psych, and hospital payment policy, including FY rate updates, evolving CMS oversight priorities, and the proposed nationwide expansion of the CJR model.

The conversation also explores what these rules signal about the future of value-based care, mandatory payment models, and regulatory direction heading into the next rulemaking cycle.