Dealmaking in at-home care is becoming increasingly complex as payers, policymakers and market forces reshape the sector at unprecedented speed. Shifting reimbursement models, midterm politics and the potential for stroke-of-the-pen risk due to regulatory changes are creating new layers of uncertainty for investors, operators and strategic buyers. Leaders from home care and home health organizations will share how these pressures are influencing valuation, deal structure, risk assessment and operational integration.

De novo growth and successful M&A depend on a clear understanding of labor supply, wage trends and market-level clinical capacity. This session explores how leading home-based care operators assess workforce feasibility in target markets, translating labor dynamics into smarter investment decisions and sustainable growth.

From financing conditions to valuation shifts to policy ripple effects, today’s M&A and financing landscape is best understood through the numerical clues shaping buyer, seller and capital provider behavior. Panelists will share whichever data points they believe matter most – whether market-wide indicators, payer dynamics, deal pipeline volume, or company-specific trends. The result: a clearer sense of what the numbers say about momentum, timing and opportunity in home-based care.

From Medicare rate cuts to evolving Medicaid waivers and shifting Medicare Advantage contracting dynamics, home-based care providers are operating amid unprecedented payment pressure and policy uncertainty. This session brings together leaders who are adapting operating models, rethinking service line mix, strengthening data capabilities and leveraging technology to maintain margins and position for sustainable growth in a rapidly changing environment.

AI is rapidly evolving from a backend efficiency tool to a market disruptor capable of reshaping competitive advantage, cost structures and even valuation models in home-based care. This session explores how emerging AI capabilities – from automated onboarding to intelligent scheduling and documentation reduction – are influencing provider expansion strategies, integration plans and dealmaking.

Buyers increasingly scrutinize operational fundamentals like workforce stability, documentation rigor and measurable outcomes when evaluating home-based care assets. This panel breaks down how leaders can package these elements into a cohesive narrative that signals readiness, reduces diligence friction and strengthens the organization’s overall investment thesis.

Today’s most successful M&A strategies focus on striking the right balance between expanding reach and deepening operational density. As reimbursement pressures rise, state regulations diverge, and integration challenges multiply, providers are learning that scaling wisely, not just widely, is the key to sustainable performance. In this session, industry leaders and dealmakers will explore how organizations are rethinking their approach to acquisitions and de novo growth.

As patient needs grow more complex, home care providers are increasingly delivering higher-acuity services. This evolution demands new operational models, deeper caregiver capabilities, stronger care coordination and enhanced technology infrastructure. In this session, leaders from across the complex home care ecosystem will break down what it takes to level up.

As payers, health systems and post-acute providers increasingly consolidate capabilities across the care continuum, the structure and competitive dynamics of home health are undergoing rapid transformation. This panel brings together experts and operators to unpack what vertical integration truly means for access, referral pathways, reimbursement, operational design and long-term sustainability.