October 13-14, 2022
Loews Vanderbilt
Nashville, TN
12:00
Welcome to Nashville – Introductions
Speaker:
Don Buford, Founder & CEO,
iiBIG LLC – New York
12:15PM
STATE of the HEALTHCARE M&A INDUSTRY
The conference opens with a Keynote panel discussion on the “State of the Healthcare M&A Industry” from the perspective of the proverbial ’30-thousand feet.’ Leading healthcare experts with first-hand information will focus this discussion on:
- The latest on State-level and Washington policy.
- The critical role of cybersecurity in adding value and operational excellence to healthcare enterprises.
- Real-world experiences from the front lines of our healthcare delivery system; and,
- The outlook for healthcare middle-market M&A and Partnerships transactions in the next 12 to 18 months, especially with respect to the affects that Covid-19 continues to have on deal-making.
Moderator:
- Nick Donkar, Healthcare Deals Leader,
PwC – Atlanta, GA
Panelists:
- Burk Lindsey, Partner,
Raymond James – Nashville, TN - John McGrath, Partner,
Troutman Pepper LLP – Philadelphia, PA
1:20PM
Hospital & Other Providers Roundtable
The emergency measures due to Covid-19 was a serious blow to bottom lines in the Hospital Sector, to say nothing of ancillary providers like home healthcare providers and, medical supply companies and others. With elective procedures beginning to make a comeback, what does 2023 hold in store for roll-ups in the for-profit and non-profit provider sectors? How will IT disruptions, and efforts to overcome them, affect buyers and sellers of healthcare provider enterprises?
Moderator:
- Asher Funk, Partner,
Troutman Pepper LLP – Chicago, IL
Panelists:
- Joe Cashia, Founder,
Renal Care 360º – Franklin, TN - James (Jay) Hoffman, VP Strategic Business Development, Henry Ford Health System – Detroit, MI
- Angela Humphreys, Chair Healthcare Practice Group
& Co-chair, Healthcare Private Equity Team,
Bass, Berry & Sims PLC – Nashville, TN
2:20PM
PM NETWORKING BREAK REFRESHMENTS &
INFORMAL DISCUSSIONS SPONSORED BY: 
2:30PM
Healthcare Private Investment & Lending Roundtable
- Regarding brick-and-mortar and alternative lenders, what are the key considerations to be taken into account when marshalling leverage in today’s healthcare environment?
- How are financial investors sizing up deal-flow opportunities in the next 12- to 24-months? Which sectors will be dominating transaction deal-flow in 2023?
- Cari Grieb, Partner, Partner,
Chapman and Cutler LLP – Chicago, IL
Panelists:
- Ryan Buckley, Partner,
Livingstone Partners – Chicago, IL - Kevin R. Desai, Healthcare Deals Partner – PE,
PwC – Chicago, IL - Zachary Evett, Director, Healthcare Sponsor Finance,
BMO Sponsor Finance – Chicago, IL - Others TBA
Distressed & Turnaround Opportunities in Healthcare
Healthcare leads all other enterprise verticals in distressed and bankruptcy situations from Hospitals to the Senior Housing sector. Disruption in this market produces both distress but also opportunity. This roundtable discussion will focus on how opportunity investors, bankruptcy and turnaround specialists and others assess the landscape for ROI in investing in the distressed healthcare space.
Moderator:
- Nancy Peterman, Chair, Chicago Restructuring and Bankruptcy Practice, Greenberg Traurig LLP – Chicago, IL
Panelists:
- Brian Bonaviri, Managing Director/Advisory,
Grant Thornton – Charlotte, NC - Jennifer Meyerowitz, Chief Growth Officer & General Counsel,
SAK Healthcare – Riverwoods, IL - Robert Milam, Director,
Summit Investment Management – Denver, CO - John Reese, Managing Director,
Health Solutions – Brentwood, TN
4:30
DAY ONE CONFERENCE SESSIONS CONCLUDE
4:30
Evening Networking Reception
DAY TWO: FRIDAY, OCTOBER 14, 2022
9:00AM
REGISTRATION & CONTINENTAL BREAKFAST
10:00AM
Transaction Services Roundtable
An examination of best practices in enhancing seller valuations, regulatory compliance, due diligence and more. To be covered: The “dos and don’ts” before, during and after the healthcare transaction will be examined. Will 2022 – 2023 be a ‘Buyers’ or a ‘Sellers’ Market?
Moderator:
- William Glass, Head of Emerging Markets,
Ntracts – Chattanooga, TN
Panelists:
- Joshua Kaye, Managing Partner,
DLA Piper LLP – Miami, FL - Jonathan Paisner, Principal,
BrandExperienced, LLC – New York - Patrick Price, Director,
Brentwood Capital Advisors – Franklin, TN
Healthcare Partnerships & Joint Ventures Roundtable
When does it make more sense to enter into joint ventures and partnerships than to execute outright mergers or acquisitions? How are these transactions and business models being structured? How has the Covid-19 crisis affected the decisions to merge vs. entering into partnerships and joint ventures?
Moderator:
- Craig Woods, Attorney,
Dykema – Dallas, TX
Panelists:
- Scott Gallin, Partner,
Linden Structured Finance – Chicago, IL - Jared Langus, Partner,
ECG Management Consultants – San Diego, CA - Others TBA
12:05PM
LUNCHEON FOR ALL CONFERENCE PARTICIPANTS
1:15PM
Roll-Ups and Multi-Physician Practices
Will deal-flow in the multi-physician practice space continue to surge in the aftermath of Covid-19? Among other things, burn-out over increasingly complex administration headaches, multi-physician practices were already driving roll-up deal flow at a rapid pace. Now, with the loss of revenue in the midst of the Covid-19 crisis, will financial distress drive more deals? In this atmosphere, have specialty practices, (e.g. mental health, dental, vision, etc.) become leaders of rollup deal-flow?
Moderator:
- Mark Johnston, Principal,
ECG Management Consultants – San Diego, CA
Panelists:
- Michael Cordaro, VP,
KPMG Corporate Finance – New York, NY - Scott Gallin, Partner,
Linden Structured Finance – Chicago, IL - Stewart Gandolf, CEO,
Healthcare Success – Irvine, CA
2:25PM
Cybersecurity & Digitization in Healthcare: Building Valuations & Deal Flow
- The digitization of Healthcare data makes workflow and patient care more efficient.
- Picking the right service provider is critical because effective IT performance also drives up valuations and deal-flow for those
- Healthcare enterprises that choose vendors wisely. With a focus on growth, what role does the adoption of cybersecurity and digitization solutions play in building and holding higher valuations?
Moderator:
- A.J. Bahou, Partner,
Waller LLP – Nashville, TN
Panelists:
- Kyle, Duke, Chief Information Officer,
Evidence Care – Nashville, TN - Bane Hunter, CEO,
Directive Health LLC – Chattanooga, TN - Others TBA
3:30PM
Conference Concludes
iiBIG Thanks ALL OF OUR clients, for over THIRTEEN Years of Healthcare Deal-Making Leadership!
CONTINUING EDUCATION CREDITS
Continuing Education Credits (e.g. CLE, CPE, CME, etc.) may be available for iiBIG conference attendees. Upon request conference attendees will be provided with a “Certificate of Attendance” and a copy of the conference agenda, showing topics, length of sessions, and name(s) and professional affiliation(s) of presenter(s) for each session. Attendees wishing to apply for continuing education credits for attending this conference may submit this documentation to the relevant organization in his/her state when applying for such credits.
International Institute for Business Information & Growth LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.