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 for potential investments.

We live in the weeds.

Investors lean on Capstone’s expertise in healthcare policy to gain valuable insights on the regulatory risks and global opportunities associated with a potential investment. Our process is designed to uncover innovative policy-driven investment ideas and to advise private equity firms 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, such as America’s Health Insurance Plans and the Pharmaceutical Care Management Association, as well as senior policymakers and influential experts, to add value and identify opportunities for investment growth. Our broad healthcare sector expertise positions us to assess the impact of regulations on healthcare companies and securities.

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