Theodore I. Blum, Managing Shareholder, Greenberg Traurig LLP
Ted Blum serves as Managing Shareholder of the Atlanta office and Chair of the Atlanta Corporate Practice for Greenberg Traurig LLP. He leads and advises a team with the strategic business, legal and market experience needed to manage and close complex transactions, as well as to provide counsel on day-to-day operations. Ted concentrates his practice in the areas of corporate and business law, mergers and acquisitions, venture capital, and corporate finance. He has experience representing buyers and sellers in the structuring and negotiation of complex, multimillion-dollar mergers, acquisitions and divestitures of public and privately held companies. These transactions include leveraged buyouts, tax-free reorganizations, stock redemptions and acquisitions of financially troubled or insolvent companies. Ted also works closely with growth companies raising equity or debt capital in private placements and other transactions exempt from the registration requirements of the federal and state securities laws. These transactions include the structuring and negotiation of rights, privileges and preferences of common stock, preferred stock, convertible debt, warrants and other equity or debt arrangements (including preemptive rights, anti-dilution protections, liquidation and dividend preferences, registration rights, rights of first refusal, co-sale rights, puts, calls, voting rights and board representation, capital calls, and other rights). He represents companies in structuring and negotiating joint venture, partnership and other strategic arrangements, licensing and development agreements, distribution and supply agreements, shareholder agreements, option and warrant agreements, employment and consulting agreements, and non-competition, non-disclosure and proprietary rights agreements.
Kathryn Burton-Gray, Senior Managing Director, Senior Housing & Healthcare, Hunt Mortgage Group
KATHRYN BURTON GRAY is Head of Health Care and Senior Managing Director for Hunt Real Estate Capital. She joined Hunt Real Estate Capital in January 2018. She is responsible for overseeing Hunt’s financing and private placement activities in the health care sector, including real estate proprietary bridge lending and FHA loans. Her areas of expertise include the long-term care sector of the health care industry with a focus on underwriting and portfolio responsibilities. Ms. Burton Gray has over 34 years of banking experience in both large commercial banking platforms, including Wells Fargo Bank, as well as smaller regional and community banks. Prior to joining HUNT, she worked for finance companies, including CIT Group, GE, Finova Capital, and most recently Red Capital Group/ORIX where she led the national Seniors and Healthcare real estate platform in the Commercial Finance Division and was responsible for originations in the seniors housing and skilled nursing space. Ms. Burton Gray serves on many industry-specific boards including Executive Board positions with ASHA (American Senior Housing Association), and ULI’s Seniors Housing council (Urban Land Institute). Her past board memberships have included HCap, LTC 100, CALA, ALFA-Argentum, and the NIC. Advisory Committee.
Isaac Dole, Founder / Managing Principal, Birchwood Healthcare Properties
Isaac Dole is the Founder & CEO of Birchwood Healthcare Partners. He has spent the majority of his career in the post-acute healthcare industry. He started in brokerage within the National Senior Housing Group at Marcus and Millichap. From there, he moved to Managing Director of Acquisitions at Aviv REIT (now Omega Healthcare Investors (OHI)) where he helped grow the portfolio from 175 communities when he started to 325 communities at the time of his departure. The company went public in 2013 and eventually sold to Omega in 2015. In 2014, he started Birchwood Healthcare Partners, which owns and operates senior housing communities, nursing homes and ancillary company businesses like hospice, home health and a nurse practitioner business. Isaac has completed hundreds of millions of dollars of post-acute healthcare transactions throughout his career. He is currently on the board of the Oklahoma Association of Health Care Providers and completed the American Health Care Association’s Future Leaders program. Isaac received a BA in Economics from Tufts University and an MBA from Northwestern University’s Kellogg School of Management.
Michael Friedman, Partner, Chapman & Cutler LLP
Michael Friedman is a partner and the Co-Practice Group Leader of the Bankruptcy and Restructuring Group at Chapman and Cutler LLP. Michael focuses his practice on special situation transactions, bankruptcy, and financial restructurings including the representation of investors and debt holders in event driven merger and acquisition transactions, debt financings, financial restructurings, and bankruptcy proceedings. Michael regularly represents hedge funds, private equity funds, alternative lenders, investment banks, and financial institutions. Michael’s broad finance, M&A, bankruptcy, and restructuring experience allows him to help clients structure event driven and special situation investments in a manner that will allow them to achieve their business objectives in the most efficient and cost-effective manner. Michael regularly speaks at industry conferences on distressed investing and restructuring topics and also lectures to undergraduate business and MBA students on restructuring topics. He is currently an adjunct professor teaching a class on corporate restructurings at Yeshiva University. In addition, Michael has co-authored three case studies, one of which has been published, which highlight restructuring concepts in both for profit and not for profit entities and have been presented in business schools and at industry conferences.
John Geis, Principal, Cresset Partners
John Geis serves as Principal of Cresset Partners where he leads the firm’s private investment activities in healthcare. Prior to joining Cresset, John served as general manager of Medline Industries, which is the largest privately held manufacturer and distributor of medical supplies in North America. John began his career in the investment banking group of BMO Capital Markets. John received his MBA from Northwestern University’s Kellogg School of Management and holds a B.S. from Babson College.
Larry Gilmore, Senior Director, VSP Global
Larry Gilmore, Senior Director at VSP Global is an entrepreneurial-minded, senior executive in corporate strategy and development, as well as organizational effectiveness, with global experience leading mission critical, trajectory changing initiatives across all lines of business for a diverse range of industries and organizations. He has proven experience uncovering and identifying emerging and middle market, growth company opportunities, solidifying business models and building leadership and management teams. Employ industry leading methodologies to improve organizational efficiency and create workforce engagement. Larry also has international experience in identifying emerging and middle market growth opportunities, solidifying the business model to make it bankable, developing corporate structures and governance, raising growth capital and building leadership teams. Larry resided in China for six years and is conversational in Mandarin.
Christopher Helmrath, Founder & Managing Director, SC&H Capital
Since joining the firm in 2005, Christopher Helmrath prides himself on the team he has built at SC&H Capital – the investment banking and advisory practice of SC&H. As the Founder and Managing Director of SC&H Capital, Chris preaches that everything the practice does needs to be about what is in the best of the client, and that the root of everything is in the strategy to exceed every clients’ expectations. In addition to his 30+ years of investment banking experience, Chris has served as a corporate strategy professor in two graduate schools of business; the Loyola University Sellinger School of Business and the Johns Hopkins University Carey Business School, where he served as the Director of the M.B.A. Capstone Program for over 10 years. With experience spanning various industries — including healthcare, Chris’ transactional and advisory service engagements have reached over $8 billion, in aggregate. Chris is also involved in organizations promoting health, education and community support serving on the board of the American Heart Association (AHA), the Johns Hopkins University Heart and Vascular Institute, and has served as Chairman of the Board of Trustees at Wheeling Jesuit University and on several committees supporting the Archdiocese of Baltimore.
Michelle King, Partner, Chapman & Cutler LLP
Michelle King is a partner in Banking and Financial Services Department of Chapman and Cutler LLP and is a member of the Commercial Lending Practice Group. Michelle’s practice focuses on advising banks and other financial institutions in documenting and structuring credit transactions, including asset-based financings, cash flow loans, cross-border secured transactions and multi-currency credit facilities, with a focus on acquisition financing and sponsor finance. Michelle also has extensive experience in representing lenders in secured and unsecured credit facilities to private equity funds and their portfolio companies. Michelle has considerable experience negotiating various types of debt and equity structures, including first lien/second lien financings, last-out and unitranche facilities, and mezzanine financings for transactions spanning a number of industries, including health care (service providers, device manufacturers, pharmaceutical services, healthcare IT, and clinical services), accounting, industrials, agriculture, food and consumer manufacturers and retailers, consulting and business services, education, technology, and insurance. Michelle and her team are active participants in the financing of health care entities, representing large lending institutions in debt offerings.
David Klementz, Chief Strategy & Development Officer, Encompass Health
David Klementz is the chief strategy and development officer of Encompass Health, a 130-hospital health system headquartered in Birmingham, Alabama. His job has two components: strategy and business development. On the strategy side, Klementz looks at lines of business, technology and how to position Encompass for the future of healthcare. On the business development side, he runs a group that focuses on new hospitals, acquisitions and growing the rehabilitation section of the business.
A former senior vice president and chief financial officer for Progress Rail, Klementz received his bachelor’s degree in finance from James Madison University. He got his certification in procurement and contract administration from the University of Virginia and completed Duke University’s Fuqua School of Business’ Leadership Development Program. He is a certified public accountant.
Suzanne Koenig, President, SAK Management Services LLC
Suzanne Koenig is president and founder of SAK Management Services LLC, a nationally recognized Long-Term Care Management and Healthcare Consulting Services company. With over thirty years of extensive experience as an owner and operator, Ms. Koenig offers specialized skills in operations improvement, staff development and quality assurance, with particular expertise in marketing, census development as well as operations enhancement for the whole spectrum of Senior Housing, Long-Term Care and other Healthcare Entities requiring Turnaround Services. Ms. Koenig’s professional experience has included executive positions in marketing, development and operations management for both regional and national health care providers representing property portfolios throughout the United States. Recently Suzanne has been appointed as the Examiner Patient Care Ombudsman, Receiver and Chapter 11 Trustee in several of the new Health Care Bankruptcy Filings (Chapter 11 and Chapter 7) with the advent of the (BAPCPA) Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 including Health Care Entities such as: Physician Practices and Hospitals. In addition, Ms Koenig has served in an advisory and consulting capacity for numerous client engagements involving bankruptcy proceedings as well as in turnaround management situations. She is a Licensed Nursing Home Administrator and a Licensed Social Worker in multiple states where she has worked. Ms. Koenig serves on the Board of Directors of the Summit Healthcare REIT, Inc.; she was recently elected to the Global Turnaround Management Association Board of Trustee; and serves on the Board of Directors for the School of Social Work at the University of Illinois, Champaign-Urbana. Suzanne is the Co-Chair of the American Bankruptcy Institute’s (ABI) Health Care Insolvency Committee and Co-Chair for the Steering Committee of the Midwest Turnaround Management Association (TMA). She is a frequent speaker for various healthcare industry associations and business affiliates where she conducts continuing education and training programs. She holds a Master of Science Degree from Spertus College, Illinois, and a Bachelor of Social Work Degree from the University of Illinois, Champaign-Urbana, Illinois.
Ken Mann, Managing Director, SC&H Capital
Ken is a Managing Director with SC&H Capital, where he provides distressed merger and acquisitions advisory to private company business owners. He has personally handled unique sets of circumstances and found appropriate, innovative solutions for more than 300 middle market businesses. With more than 25 years of experience, Ken specializes in everything from driving go-to-market strategies for engagements, interfacing with lenders and attorneys, negotiating offers and purchase agreements, conducting auctions, to testifying in court in support of the firm’s clients’ transactions. Outside of the office, Ken serves as a member of the Salisbury University Executive Advisory Council and is on the board of the Chesapeake Bay Maritime Museum as well as a Co-Chair to their Finance Committee. Ken is an active member of the American Bankruptcy Institute (ABI) and is a member of the Asset Sales and the Investment Banking Committees. Ken earned his bachelor’s in business administration with a marketing concentration from Salisbury University. He is a registered Real Estate Agent in the state of Florida and holds hundreds of hours of continuing education related to commercial real estate, bankruptcy/insolvency, and maximizing return in the sale of troubled companies.
Walter Olshanski, Managing Director, Healthcare Services, KPMG Corporate Finance
Walter Olshanski is a Managing Director for KPMG Corporate Finance LLC’s Healthcare Services Group, and is based in the New York office. He has over 20 years of healthcare and banking experience. Walter has extensive experience acting as a financial advisor specializing in Mergers & Acquisitions, strategic advisory, valuation and financing options services to the healthcare services sector. Before joining KPMG CF LLC, Walter held positions at another Big Four firm, along with KeyBanc Capital Markets Inc., Cain Brothers, Morgan Keegan’s Health Care Investment Banking Group (previously Shattuck Hammond Partners and now Raymond James), and Aetna’s corporate development/M&A group. Walter holds a Bachelors degree in Psychology from Hofstra University, and an MBA in Business from the University of Rochester.
John Patterson, Managing Director, Amherst Partners
John Patterson is a long-time senior investment banking executive with extensive experience in raising capital for, and providing advisory services to, health care services companies of all sizes. Over the course of his 30+ year investment banking career, he has completed well over 100 transactions representing more than $10 billion in total value, many involving publicly traded companies. In addition to his corporate clients, John has extensive relationships within the private equity community, including with many of those most active in the middle market health care services industry. John has served as a Managing Director in the health care groups at several leading Wall Street investment banking firms, including Donaldson, Lufkin & Jenrette, Deutsche Bank and RBC Capital Markets, among others. John also has significant operating experience as a senior management team member and board director for a technology startup in the digital media space, as a founder of a dental services organization focused on pediatric oral health, and as a board member for a behavioral health company treating patients with substance abuse issues. John has a BA in Economics from Bucknell University and a MBA in Finance from The Wharton School, University of Pennsylvania. He is registered with FINRA as a General Securities Principal and has Series 7, 24, 63 and 79 licenses.
Nancy Peterman, Chair, Chicago Restructuring & Bankruptcy Practice, Greenberg Traurig LLP
Nancy A. Peterman is Chair of Greenberg Traurig’s Chicago Restructuring & Bankruptcy Practice. She focuses her practice on corporate restructurings, bankruptcy and creditors’ rights law, and has a wide range of experience representing debtors, purchasers of assets, committees and secured creditors. Nancy has substantial experience in distressed health care transactions and has played central roles in numerous health care cases. She was instrumental in enacting the health care insolvency provisions of the U.S. Bankruptcy Code. Nancy has lectured and spoken extensively on health care bankruptcy issues, including co-authoring the American Bankruptcy Institute’s Health Care Insolvency Manual. She is also a former Co-Chair of the American Bankruptcy Institute’s Committee on Health Care Insolvency.
Neil Pickett, Vice President & Deputy Chief of Staff, Indiana University Health
Neil Pickett is Vice President and Deputy Chief of Staff at Indiana University Health, the largest health system in Indiana. In this capacity, he supports IU Health’s Chief Executive Officer and Chief Operating Officer, and serves as a member of the 16-hospital system’s executive leadership team. Mr. Pickett works with IU Health’s senior leaders to develop and communicate the system’s goals, define and prioritize strategic options, and manage operational performance. He is also responsible for CEO communications. From 2013-2016, Mr. Pickett served as IU Health’s Executive Director for Strategy, Policy and Market Analytics. In this role, he was responsible for managing IU Health’s system-wide and regional strategic planning processes, for overseeing the system’s strategic operating and capital investments, and for supervising the team which conducted quantitative and qualitative market research studies for the system. From 2009-13, Mr. Pickett was IU Health’s Director of Policy & Planning. He was responsible for helping to develop IU Health’s positions on key public policy issues, especially the Affordable Care Act, and for assessing the impact of policy developments and other environmental trends on the health system. From 2012-2016, Mr. Pickett also served as chief of staff of the IU Health Accountable Care Organization (ACO), and from 2012-2014, he also led IU Health’s Community Outreach and Engagement team. Prior to joining IU Health, Mr. Pickett served for four years as Senior Policy Director in the Office of Indiana Governor Mitchell E. Daniels, Jr. Mr. Pickett was responsible for the development and implementation of the Governor’s policy and legislative agendas, as well as for managing liaison activities between the Governor’s Office and the Executive Branch agencies. He also served as the Governor’s liaison to Indiana’s colleges and universities, and was director of the state’s Information for Indiana data project. Before joining the Governor’s office, Mr. Pickett worked for 10 years at Eli Lilly and Company, the Indianapolis-based pharmaceutical company. Mr. Pickett held a number of corporate affairs and corporate strategy positions at Lilly, and his career there included assignments in London, England and Washington, D.C. Before joining Lilly in 1995, Mr. Pickett worked at the Hudson Institute, a public policy research organization, or “think tank.” Mr. Pickett began his career at Hudson as research assistant to the Institute’s founder, Herman Kahn, and then served in a number of research and research management positions, culminating in his appointment as Hudson’s Director of Research in 1992. Before joining Hudson, Mr. Pickett spent two years working as a journalist for the New Republic and the National Law Journal. Mr. Pickett holds a B.A. (summa cum laude) from Brandeis University, and an M. Phil. in International Politics and Economics from Oxford University (St. Antony’s College). He has also studied at the Sorbonne in Paris. Mr. Pickett has served as a member of the Indiana State Board of Education (2009-2012), and as a member of the Indiana Career Council (2012-2015).
Steve Sapletal, Partner, Healthcare Strategy & M&A, KPMG Corporate Finance
Steve is a seasoned leader and engagement partner with more than 24 years of experience leading large-scale programs in transaction advisory, strategy and operations consulting. He has led engagement teams through all aspects of the M&A life cycle in deal strategy, operations and synergy diligence, integration and separation readiness, planning and post-close execution, operational carve-out transactions and transformational business process implementations. Steve leads Integration and Separation offering nationally across all industry sectors and previously led our Healthcare & Life Sciences M&A & Strategy Services team. In his career he has been involved in over 300 deals
Mike Taylor, SVP, Head of Healthcare Lending Division, First Midwest Bank
Mike Taylor, Head of the Healthcare Lending Division at First Midwest Bank, is responsible for growing existing client relationships, as well as the Healthcare Lending platform in the Midwest. He is charged with leading the lending team that serves the non-profit and for-profit hospital, senior living, and service sectors of healthcare throughout the Midwest and nation-wide. Prior to joining First Midwest Bank, Mike spent 9 years as an investment banker specializing in healthcare finance at Ziegler. While at Ziegler, he worked on over $2.5 billion worth of taxable and tax-exempt financings for national borrowers. He is experienced in structuring and sizing new construction or start-up projects, repositioning or redevelopment projects, expansions of existing campuses, refinancing of existing debt, and sizing alternative capital structures. Mike is a graduate of the University of Illinois Urbana-Champaign and holds undergraduate degrees in Finance and Speech Communications, a Master’s Degree in Labor and Industrial Relations, as well as an MBA with a focus on Finance. In addition, Mike holds Series 7 and Series 63 licenses. He currently serves on the University of Illinois College of Liberal Arts and Sciences Alumni Association Board, where he is a member of the finance committee and the chair of the black tie planning committee.
Jeffry Whitcomb, Managing Director, Healthcare Strategy & M&A, KPMG Corporate Finance
Jeff is a Managing Director with KPMG primarily focused on strategic planning, mergers and acquisitions, and integration planning and execution in the health care industry. He has over 18 years of health care consulting experience, during which time he has facilitated deals between hospitals, physicians, and payors, performed financial and operational due diligence, led pre-merger strategy and post-merger integration efforts, conducted strategic planning and growth analyses, developed physician compensation and employment agreements, and performed other strategic and financial analyses.
Craig Woods, Attorney, Dykema
Craig Woods is a member of Dykema’s Dental Service Organizations Group with a focus on transactional matters, regulatory investigations and dispute resolution. He has considerable experience advising DSOs, MSOs, large practice groups, dentists and other health care providers in various corporate and regulatory matters, including the purchase and sale of companies and assets, forming regulatory compliant DSO structures, private equity investments, the negotiation of key commercial business agreements, and establishing equity incentive options for key employees. Peer-recognized as one of the top attorneys in Texas, Craig has substantial experience in complex commercial, business and health care law where he has advised and represented Fortune 500 and industry-leading dental, medical and health care companies. Craig’s national practice is devoted to developing and executing innovative strategies and solutions across a broad range of matters, including contractual disputes, breach of fiduciary duty, theft of trade secrets, unfair competition, covenants not to compete, injunctive actions, fraud and deceptive trade practices, products liability litigation, medical device litigation, financial services litigation and complex business litigation in venues across the country. By concentrating on his clients’ individual needs, Craig has created a value-based practice that emphasizes creative and cost-effective methods for each engagement.