Market Insights

At the 11th Annual Cain Brothers Private Company Healthcare Conference in New York, Matt Margulies, Managing Director at Cain Brothers, moderated a panel about recovering M&A markets and unique private equity investment perspectives for 2025.

In the post-pandemic era, healthcare organizations find themselves facing a new set of challenges, including skilled worker burnout, high turnover, and increasing expenses. Many are turning to innovations such as artificial intelligence (AI) and automation, not only to overcome these obstacles but to help streamline operations and simplify internal processes.

See how our leading experts interpret the news, trends, and opportunities this year already brings. In our 2025 market outlook, our Key Wealth Chief Investment Office team delves into the latest research and insights to help you navigate our evolving political landscape, inflation, tariffs, immigration, deregulation, tax policy, interest rates, and market and economic data so you can make informed decisions and grow your portfolio.

Regardless of where rates are headed, lenders must quote deals in multiple ways to meet the client’s needs.

Heading into 2025, a variety of factors could reinforce or derail positive sentiment among business leaders, including shifts in political power, decreasing interest rates, geopolitical turmoil and others.

Each quarter, KeyBank’s Director of Applied Economics and Analytics Ben Demko breaks down recent data focused on macroeconomic, industry, and market risks for stress testing, loss estimation, asset management, resource allocation, and profit planning. The results are used in our Economic Outlook newsletter.

Inflation is pushing business leaders to make tough decisions about how to move forward. Rising costs and shrinking profit margins are creating uncertainty, while the need for increased productivity through technology and process improvements is more crucial than ever. 

Medicare Advantage is in the news. A once highly attractive, fast-growing market has whipsawed dramatically, leaving stakeholders uncertain about immediate prospects, longer-term consequences, and the future of the program. To discuss these developments, we enlisted leaders from Cain Brothers’ managed care team.

If you’ve ever booked a ride with Uber or shopped on Amazon, you’ve used embedded payments. Rather than manually entering credit card information or leaving the merchant’s website or app to complete a transaction, users pay with embedded payments by clicking a button, like Apple Pay or Google Pay.

The pharmaceutical market is broken down into two categories: small-molecule drugs, which are derived from chemicals created in a lab, and large-molecule drugs, which are extracted from living organisms. 

Is private equity the cause of or the solution to all of healthcare’s problems? Wyatt Ritchie, Group Head and Managing Director of Cain Brothers, a division of KeyBanc Capital Markets, joins Dave Johnson, CEO of 4sight Health, for a conversation about private equity’s role in healthcare transformation.

At the intersection of business growth, climate change and unprecedented power demand, it’s imperative to revolutionize our power infrastructure. But what does that look like? Here we explore the current state of load growth, critical resources to meet the demand, and challenges that must be addressed before it’s too late.