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April 14, 2022
Authors
David W. Johnson Stacy Guffanti Mike Elizondo
Topics
Economics
Channels
4sight Radio & TV Podcasts

Cain Brothers House Calls Podcast: Fishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater Risk

How are healthcare investors navigating the increasingly competitive and dynamic healthcare investment marketplace? Cain Brothers’ Directors Stacy Guffanti and Mike Elizondo join 4sight Health’s David Johnson to talk about what they learned from seasoned investors at leading PE and VC firms. Cain Brothers is a division of KeyBanc Capital Markets.

Listen to this episode on Apple Podcasts, Spotify, and Google Podcasts

Read the commentary Fishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater Risk.

 

About the Authors

David W. Johnson

David Johnson is the CEO of 4sight Health, an advisory company working at the intersection of healthcare strategy, economics, innovation. Johnson is a healthcare thought leader, keynote speaker, and strategic advisor to organizations busting the status-quo to reform our healthcare system. He is the author of Market vs. Medicine: America’s Epic Fight for Better, Affordable Healthcare, and his second book, The Customer Revolution in Healthcare: Delivering Kinder, Smarter, Affordable Care for All (McGraw-Hill 2019). As a speaker, Dave plays the role of rebel, challenger, industry historian, investor and company evaluator to push audiences forward. (Watch bio video.) Johnson applies his 25+ years of investment banking in healthcare to identify ways the healthcare industry must change to deliver better care. He received a Masters in Public Policy from Harvard Kennedy School, an English degree from Colgate University, and served in the African Peace Corp service. Join over 10k+ healthcare executives who read our weekly insights and commentary on www.4sighthealth.com. His third book, Less Healthcare, More Health: The Prescription for a Happier, More Equitable and Productive America, will publish in 2024.

Stacy Guffanti

Stacy Guffanti is a Director in the Firm’s Corporate M&A practice. Ms. Guffanti joined Cain Brothers in 2017 and brings 8 years of investment banking experience advising both public and private companies in a variety of merger and acquisition, capital raising, and strategic advisory transactions. Ms. Guffanti’s recent transactions include the sale of TARGET PharmaSolutions to Norwest Venture Partners.

Prior to joining Cain Brothers, Ms. Guffanti was a Vice President in Goldman Sachs’ Global Consumer Retail and Healthcare Investment Banking Group. She also worked in healthcare equity research at Citigroup, where she covered the Managed Care sector. Ms. Guffanti received her BA in Mathematical Economics from Colgate University and her MBA from the Tuck School of Business at Dartmouth. She is also a CFA charterholder.

Mike Elizondo

Mike Elizondo is a Cain Brothers director focused on mergers and acquisitions and capital raising for clients in the payers, payer services and risk-bearing organizations industry. Mike joined Cain Brothers in 2007 and has over 15 years of experience advising both public and private companies in a variety of merger and acquisition, capital raising, and strategic advisory transactions. Mike’s notable transactions include Vestar Capital Partners’ investment in Friday Health Plans, the sale of Steward Health Choice Utah to University of Utah Health Insurance Plans, the sale of Steward Health Choice Arizona to BlueCross BlueShield of Arizona, the sale of Trusted Health Plan to CareFirst, the acquisition of Care1st Health Plans by Blue Shield of California and the lead left $1.45 billion financing for Vision Service Plan’s acquisition of Visionworks.

Prior to joining Cain Brothers, Mike was at Financial Technology Partners, where he focused on supporting M&A advisory and that company’s business development efforts. Mike graduated from Loyola Marymount University with a Bachelor of Business Administration (Finance) and a Bachelor of Arts in Economics.

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