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Indhold leveret af Cain Brothers, a division of KeyBanc Capital Markets, Cain Brothers, and A division of KeyBanc Capital Markets. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Cain Brothers, a division of KeyBanc Capital Markets, Cain Brothers, and A division of KeyBanc Capital Markets eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Data-powered Innovation Jam
40:51
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40:51Knock, knock, Neo. Think Agents are a thing of the future? Look again at the iconic movie, The Matrix—they've been hiding in plain sight. In the first episode of 2025, hosts Ron Tolido, Weiwei Feng, and Robert Engels venture down the digital rabbit hole of Virtual Twins with Morgan Zimmerman, CEO of NETVIBES at Dassault Systèmes. It’s a fascinating world where physical science meets data science, a world of both red and blue pills. Virtual Twins take the concept of Digital Twins to the next level, transforming static representations of products, devices, and systems into living, breathing "Dream Theaters" of simulations, predictions, and what-if scenarios. Fueled by AI and immersive technology, they don’t just capture life—they reimagine it. But what happens when Virtual Twins evolve to encompass entire organizations and industries? Imagine bending not just spoons, but entire realities. The Matrix has you—are you ready to see how deep the twin-powered innovation goes? You're in The Matrix ! Tune into our latest Data-powered Innovation Jam podcast episode now! Timestamps: 00:35 – Ron and Robert dive into the iconic world of The Matrix , drawing parallels to digital innovation. 04:55 – Morgan shares insights into Dassault Systèmes' legacy and the evolution of Virtual Twins. 10:00 – Exploring the connection between ontologies and their applications in the real world. 20:03 – How Digital Twins, Virtual Twins, and the Metaverse are transforming real-world use cases. 36:15 – Redefining interaction with the digital world in ways that feel natural yet futuristic. Connect with our guest Morgan Zimmermann and our hosts Ron Tolido , Robert Engels , and Weiwei Feng on LinkedIn.…
House Calls
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Indhold leveret af Cain Brothers, a division of KeyBanc Capital Markets, Cain Brothers, and A division of KeyBanc Capital Markets. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Cain Brothers, a division of KeyBanc Capital Markets, Cain Brothers, and A division of KeyBanc Capital Markets eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation as he and a Cain Brothers banker examine many fascinating corners of healthcare undergoing market-driven change. The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC. KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
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60 episoder
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Manage series 2784634
Indhold leveret af Cain Brothers, a division of KeyBanc Capital Markets, Cain Brothers, and A division of KeyBanc Capital Markets. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Cain Brothers, a division of KeyBanc Capital Markets, Cain Brothers, and A division of KeyBanc Capital Markets eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation as he and a Cain Brothers banker examine many fascinating corners of healthcare undergoing market-driven change. The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC. KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
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60 episoder
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House Calls
1 Restoring the Roar: Private Equity’s Insights on the Recovering M&A Markets and Unique Investment Perspectives for 2025 52:14
52:14
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52:14At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Managing Director Matt Margulies led a panel discussion with private equity leaders about a range of strategic issues including Medicare Advantage, value-based care, PBM and pharmacy market dynamics, opportunities in pediatric home health, and challenges with provider investments. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Disruptive Healthcare Purchasing by Self-Insured Employers 58:29
58:29
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58:29At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Dave Johnson, CEO of 4sight Health spoke with Donald Trigg, CEO of apree health and Glenn Tullman, CEO of Transcarent about the power of self-insured employers to transform the experience and cost of healthcare. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Quick Hits: Back to the Future - Self-Directed Care in the U.S. 12:04
12:04
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12:04Cain Brothers’ Managing Director Matt Margulies talks about the emerging self-directed care market, and why it’s the fastest growing segment of the US home health care sector. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 What’s Happening to Medicare Advantage? A Panel Discussion 43:49
43:49
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43:49Between lawsuits, recalculated payments, and health plans leaving markets, Medicare Advantage has been in the news a lot recently. The Cain Brothers Managed Care team digs in on what’s happening, why, and how MA will likely evolve over next year and beyond. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Health Systems, Private Equity, and the Government: It’s Complicated 25:04
25:04
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25:04Is PE the cause of or solution to all of healthcare’s problems? Managing Director and Head of Cain Brothers Wyatt Ritchie joins Dave for an adult conversation about PE’s role in healthcare transformation. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 Quick Hits: Opportunities in School-Based Healthcare Services in the United States 7:06
7:06
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7:06Cain Brothers’ Director Jenny Watson talks about the massive need for school-based healthcare services including dental care, primary care, and behavioral health. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 Quick Hits: Current Challenges & Trends Impacting the Medical Manufacturing Market 8:05
8:05
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8:05In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Carl Hardie about the outsourced medical manufacturing market’s “crazy ride”, how industry leaders are navigating a host of operating challenges, and why the sector is stronger than ever and continues to grow. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Mike Elizondo about tumult in the Medicare Advantage market and why this could be an historic opportunity for health plans to drive growth. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 Quick Hits: Rocky Mountain Highlights - Cain Brothers’ Inaugural MedTech & Life Sciences Summit 10:59
10:59
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10:59In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director and Head of M&A John Soden about the recent MedTech and Life Sciences CEO Summit he hosted in Aspen, Colorado which brought innovative leaders together to discuss the complex challenges they’re facing today. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Quick Hits: Leveraging AI to Drive Better Conversations with Patients 11:48
11:48
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11:48In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Jill Frew about the exciting potential of AI-powered tools to derive insights from physician-patient communications and reduce the burden of documentation, paving the way for more personalized care and greater administrative efficiency. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Quick Hits: The Intersection of Ambulatory Care, Health Systems, and Private Equity 12:31
12:31
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12:31In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Dave Morlock about health system turmoil and transformation, the role of private equity, and the upcoming Cain Brothers’ Health System and Private Equity Collaboration Conference on June 12-13 in Nashville. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Quick Hits: A Ground-Breaking Transaction 11:54
11:54
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11:54In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Andy Labovitz about General Catalyst’s proposed acquisition of Summa Health – and whether that transaction represents the future for more health systems around the country. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 Quick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care Providers 10:16
10:16
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10:16In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Dom Porretta about the intense pressure on skilled nursing facilities and health systems and the need for fresh thinking on joint ventures that reduce discharge bottlenecks and improve day-to-day operations and overall care quality. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Quick Hits: New Initiatives from CMS to Improve Access to Behavioral Health Services
7:32
7:32
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7:32In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Erika Haanpaa about exciting new developments in access to behavioral health care. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 MedTech Follows Pharma: The Rapid Growth of Outsourcing in Medical Device Manufacturing 32:40
32:40
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32:40Why did Indiana become a hotbed of modern medical device manufacturing? Why did Henry Ford build a city in the Amazon? Every manufacturing sector has its origin story. Most turn to outsourcing as processes and components become increasingly complex, costly, and challenging for compliance. Cain Brothers’ Managing Director Carl Hardie shares these stories with Dave as they discuss why it’s MedTech’s turn. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Kickstarting Innovation Part 2: Why Health Systems and PE Need Each Other 34:28
34:28
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34:28Why now? Once a rarity, today, health systems and private equity are increasingly working together to transform health system operations through new strategic partnerships. Cain Brothers’ President Wyatt Ritchie joins Dave to discuss the forces bringing private equity and health systems together to power value creation and system transformation. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Kickstarting Innovation Part 1: Bringing Health Systems and Private Equity Together for Good 35:50
35:50
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35:50How should health systems fundamentally rethink their strategies, capital sources and partnerships? Cain Brothers’ President Wyatt Ritchie and Managing Director Dave Morlock join Dave to discuss insights and perspectives from the first-ever health system private equity (PE) collaboration conference hosted by Cain Brothers in Nashville in June. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Promises and Perils of Healthcare Innovation: A Conversation with Dr. Zeke Emanuel 42:37
42:37
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42:37As one of the chief architects of the Affordable Care Act – signed into law 13 years ago last week – and a healthcare thought leader today, Dr. Zeke Emanuel understands how healthcare policy gets forged, how crisis continues to create opportunity, and how innovation can break through industry inertia to transform business and care delivery models. Last October, House Calls’ podcast host, Dave Johnson, held a fireside chat with Dr. Emanuel at Cain Brothers 9th Annual Private Company Healthcare Conference at the Lotte New York Palace Hotel. We think you’ll enjoy this replay of Dr. Emanuel’s engaging reflections on healthcare’s recent past and his bold predictions for its future. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 The Bold Predictions Podcast: U.S. Healthcare in 2023 and Beyond 33:27
33:27
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33:27Value-based care, consolidation, digital transformation, healthcare-at-home… Cain Brothers’ President Rob Fraiman joins Dave to talk about bold predictions for healthcare in 2023 – and how health systems are rethinking their business models and capital formation strategies to survive and thrive in an era of turbulence and opportunity. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Reimagining Healthcare Staffing: Partnership-focused, Data-informed, Nurse-centric 21:27
21:27
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21:27Volatile labor costs, increased margin pressures, an ever-growing competition for nurses… what’s a health system to do? Cain Brothers’ Managing Director Andy Goldberg joins Dave to talk about health systems’ need for more dynamic, comprehensive workforce strategies, and the innovative staffing companies helping them meet the challenges to come. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Overlooked and Underfunded: Dental Care’s Massive Potential to Serve Disadvantaged Populations 19:55
19:55
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19:55Millions of Medicare and Medicaid beneficiaries lack access to dental care – a situation that not only affects their health and well-being but also increases America’s overall healthcare costs. Cain Brothers’ Director Jenny Watson joins Dave to talk about the role that private equity- and venture-backed dental providers and benefits administrators are playing in helping to expand access to quality dental care services for disadvantaged populations. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Home Medical Equipment Providers and the Promise of Value-Based Care 29:49
29:49
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29:49Stephen Griggs, the CEO of AdaptHealth, joins Cain Brothers’ Managing Director Andy Goldberg and Dave Johnson for a lively discussion about the important role that home medical equipment providers can play in supporting value-based care delivery in the home. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Home is Where the Healing Happens: Uniting Medicare Advantage Payers and Providers to Create Value 29:46
29:46
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29:46The market for home-based care delivery is growing rapidly, but what do providers and payers need to succeed in delivering high-quality care that serves patients/beneficiaries in the home? Cain Brothers’ Managing Director Matt Margulies joins Dave to talk about the challenging referral and payment dynamics impeding better care, and new models for bringing payers and providers into alignment. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Learning to Thrive: Integrating Mental Health Services within K-12 Education 24:53
24:53
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24:53How can we better meet the mental, emotional and behavioral health needs of America’s children and teenagers? Cain Brothers’ Director Erika Haanpaa joins Dave to discuss the surge in mental health conditions in young people and the innovative mental health provider organizations offering high-quality services through schools. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Fixing America’s Aching Backs, Bones and Joints: Orthopedic Care in the Digital Health Era by Ricky Ng and Dave Johnson 24:07
24:07
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24:07Oh, my aching back! Cain Brothers’ Director Ricky Ng joins Dave to discuss the new wave of digital companies working to meet U.S. healthcare’s enormous need for earlier, more effective musculoskeletal (MSK) care. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 Fishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater Risk 33:21
33:21
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33:21How are healthcare investors navigating the increasingly competitive and dynamic healthcare investment marketplace? Cain Brothers’ Directors Stacy Guffanti and Mike Elizondo join Dave to talk about what they learned from seasoned investors at leading PE and VC firms. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 Looking Back, Looking Forward: A Golden Age of Healthcare Innovation? 25:29
25:29
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25:29Cain Brothers’ President Rob Fraiman and Dave look back on 2021, another remarkable year in U.S. healthcare investment and M&A activity, and debate the trends and market dynamics driving industry investment and innovation in 2022 and beyond. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 The Many Roads to Value Part IV: Building The Last Mile to the Patient 21:29
21:29
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21:29On our last talk on the road to value, Cain Brothers’ Managing Director Bryan Cloncs and Dave cross the digital bridge to patient communication and connection, and gaze toward the future of true patient engagement and tech-enabled consumer-focused healthcare. Cain Brothers is a division of KeyBanc Capital Markets.…
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House Calls
1 All Roads Lead to Value Part III: Making Inroads in Rural America 22:13
22:13
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22:13Taking the scenic route on the road to value, Cain Brothers’ director Colby Kittrell joins Dave to talk about promising public and privately-funded initiatives bringing value-based care to underserved communities in rural America. Cain Brothers is a division of KeyBanc Capital Markets.
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House Calls
1 Moving Healthcare Home and Beyond: A Conversation with Paul Kusserow, Chairman and CEO of Amedisys 46:59
46:59
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46:59As part of Cain Brothers’ 8th annual Healthcare Conference, Dave Johnson interviewed Amedisys CEO, Paul Kusserow, on his unusual approach to healthcare leadership and his company’s remarkable turnaround story in the dynamic home health sector. Cain Brothers is a division of KeyBanc Capital Markets.
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