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
Employee Retirement Income Security Act (ERISA)
Affordable Care Act

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

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Our Latest Insights

The Regulatory Screws on Regional Banks are Tightening

The Regulatory Screws on Regional Banks are Tightening

August 28, 2023 By Keegan Ferguson, Capstone Financial Services analyst A tough year for regional banks is about to get tougher. On Tuesday, August 29th, the Federal Deposit Insurance Corporation (FDIC) will announce new, more onerous rules for large regional banks...

The Great Renewable Conundrum

The Great Renewable Conundrum

August 20, 2023 By Josh Price and Alyssa Lu Policy goals are nice, but the reality is almost always messier, and more complicated. We’re seeing that conflict play out in the great energy policy tug-of-war between transitioning to renewable energy and grid reliability....