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Our Latest Insights
The Consumers Strike Back: Corporate America’s AI-Driven Conundrum
The rapid advancement of AI and its near ubiquity will have underappreciated consequences for consumer-facing regulated businesses—developments the industry may not be ready for. Already, ChatGPT, Claude, and other large language models (LLMs) reduce not...
Healthcare Billing Vendors Will Benefit from New Regulatory Landscape
Capstone believes investors should focus on four key regulatory dynamics that separate signal from noise in the RCM landscape. Amid regulatory flux that includes Medicaid work requirements, ACA subsidy expiration, and AI restrictions, RCM vendors face a dramatic...
New California Law Signals a Shift Away from PE Healthcare Ownership Laws
Capstone's PE Scrutiny Legislation Tracker Capstone believes California’s recent passage of a corporate practice of medicine (CPOM) law and legislation expanding healthcare transaction notice laws signal that state-level appetite for more onerous restrictions around...
