Gordian Group President and Head of Restructuring and Distressed M&A, Peter S. Kaufman, and CEO Henry Owsley, are guests on Waller Law’s Point By Point Podcast. Waller partners Tyler Layne and Jesse Neil discuss the senior living facilities outlook in the wake of COVID-19 with Peter and Henry.
Key Topics discussed and questions answered in this senior living facilities outlook interview include:
- How would you assess where we are right now with senior living facilities across the country?
- What are you seeing and hearing from your senior living clients at this time as it relates to distress in this space?
- Can you help us understand the reimbursement and regulation arena for senior living?
- What advice do you have for senior living facilities around assessing their true fiscal health? And what restructuring or turnaround opportunities are available to those in need?
- A related distressed industry in the post acute care sector is home health. Can you provide some more information and background on what’s happening to grow the home health space?
- Who are the winners here and what are you seeing in the space? Who is in a position to acquire these facilities?
- What are we going to see in this space over the next 6 to 12 months?
- As you all are working with clients right now, is there anything interesting or new that you’re seeing as firms are acquiring these senior living facilities?
- Can you speak to the political arena and the increased scrutiny on private equity investments in healthcare and any particular implications for this?
Listen now! Use the timestamp below to replay parts of the discussion.
00:00 | Intros
00:48 | Morgan Ribero, Waller’s Chief Business Development Officer and the host of the podcast: Recently read the Gordian Group article re “Senior Living, A Tale of Two Outcomes – Distressed or Opportunity”
01:11 | Please share your thoughts on distress overall in the senior living space and what you’re currently seeing with your clients?
01:56 |What are you seeing with your clients as it relates to distress in this space?
03:31 | Can you help us understand the reimbursement and regulation arena for senior living?
05:34 | As a follow up to that, there are some variables because not all facilities are alike. Would you touch on those nuances for our listeners?
07:10 | Do you have advice for senior living facilities around assessing their true fiscal health? And what restructuring or turnaround opportunities are available to those in need?
09:25 | A related industry in the post acute care sector is home health. There’s a lot of distress in that area. Can you provide some more information on and background on what’s happening to grow to home health space?
10:30 | Who are the winners here and what are you seeing in the space and who’s in a position to acquire these facilities?
12:44 | I’d love to know the crystal ball. We’ve been anticipating a lot of activity in this space – and I think to some of the earlier points made, that the government stimulus funds have certainly put a Band-Aid on this – what we anticipate will be more distressed activity. Any thoughts on timing or what we’re going to see here over the next six to 12 months?
15:32 | As you all are working with clients right now, is there anything interesting or new that you’re seeing as firms are acquiring these senior living facilities?
16:47 | We have been tracking more the political arena and the increased scrutiny on private equity investments in healthcare. Can you speak specifically to some of that and in any particular implications for this?
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Gordian Group specializes in just this type of advice for Private Equity firms and other companies for which equity results matter. We welcome the opportunity to discuss how we may be of assistance in the senior living space. We look forward to our conversation. To set up a call, please contact Leslie Glassman.