Healthcare

What makes us different?

The government’s ever-increasing role as both regulator and payer is increasingly opaque, with massive implications for companies and investors alike. Legislators and regulators make critical decisions every day on healthcare issues that affect communities, and Capstone’s access to the policy world allows us to provide an array of insights. From micro studies of medical facilities to macro views of healthcare technology policy trends on the horizon, we provide clients differentiated investment ideas as well as deep-dive regulatory due diligence.

We live in the weeds.

Corporations and investors lean on Capstone’s expertise in healthcare policy to gain valuable insights on regulatory risks and global opportunities. Our process is designed to uncover innovative policy-driven ideas, advising private equity firms, corporations, and investors on the impact of regulation on potential and existing investments. We leverage our ability to wade through public records of existing and proposed regulation, legislation, and other policy efforts. We combine that with our relationships with major industry associations, as well as senior policymakers and influential experts, to add value and identify opportunities for investment growth.

Selected Issues

Managed care
Providers
Medicaid
Employee Retirement Income Security Act (ERISA)
Affordable Care Act

Pharmaceutical supply chain
Health IT
Long-term care
Healthcare financial services
Behavioral health

Connect with us

Our Latest Insights

Trade Policy’s Coming Bipartisan Moment

Trade Policy’s Coming Bipartisan Moment

By: Andrew Gier, Capstone Energy and Trade Analyst November 20, 2022 - For much of this year, congressional Democrats and staff worked furiously on a reconciliation package incorporating a long wish list of healthcare, climate, and tax provisions. The pressure to pass...

What a Republican-led House Would Mean for US Foreign Policy

What a Republican-led House Would Mean for US Foreign Policy

By: Daniel Silverberg, Head of Capstone's Corporate Practice and National Security Team November 13, 2022 - The surprising election result this past week could signal a repudiation of former President Trump’s influence in the Republican party, which would have a...

The Double-Edged Sword of Pandemic Mortgage Market Relief

The Double-Edged Sword of Pandemic Mortgage Market Relief

By: Makenzy Mohrman, Capstone Financial Services Analyst November 6, 2022 - Nothing in life is free, a lesson we expect the mortgage industry will learn following government intervention during the pandemic.  At the end of March 2020, Congress signed into law the...