Season 6, Episode 1, Healthcare Transactions and Consumer Healthcare

Welcome to season 6 of the JTaylor Healthcare Podcast. In this episode, Kyle and Herd are joined by Mark and Stephen from CFGI for a panel discussion on several key trends shaping healthcare in 2026.The group revisits the rise and pullback of retail healthcare, including why large players struggled to make the model work. They also discuss the continued shift toward consumer-driven healthcare, the role of virtual care, and how AI is beginning to influence both access and decision-making across the industry.The conversation wraps with an update on healthcare M&A activity, including current deal trends, valuation dynamics, and a discussion on why transactions fail in today’s more disciplined environment.