Helping Businesses Keep Both ii's On The BIG Picture For Over 16 Years!
Healthcare M&A Nashville

October 13-14, 2022

Loews Vanderbilt
Nashville, TN


Applications are now being reviewed from executives who wish to become members of our Executive Speaking Faculty. To apply to become a member of the speaking faculty, and to indicate agenda topics of interest, please complete our online JOIN OUR FACULTY application or contact:

Don Buford, Founder & CEO, iiBIG 
Phone: 212-300-2521 | Email:

the faculty line-up for the 2022 conference is final.

meet your speakers below:

AJ BahouA.J. Bahou, Partner, Waller

A.J. Bahou is the go-to attorney for IP, Technology, and Cybersecurity at Waller.  A.J. is an intellectual property attorney who focuses on the intersection of law and technology. A registered patent attorney and trial lawyer, A.J. has extensive experience in the areas of electrical and computer engineering technologies, including cybersecurity, artificial intelligence, virtual reality, computer hardware, software, and Internet security systems. With 20+ years of experience, A.J. handles the full spectrum of technology litigation from pre-complaint investigation through trial and appeal involving patents, copyrights, trademarks, trade secrets, and cybersecurity matters. He has represented both plaintiffs and defendants in litigation in jurisdictions across the United States, including the U.S. Federal Circuit and U.S. Supreme Court. A.J. has litigated cases with over a billion dollars of products at issue.  A.J. often serves as outside general counsel for companies that value his knowledge of networking security and cybersecurity technologies, as well with the drafting of employment and independent contractor agreements that are critical tools in the protection of intellectual property and electronic data assets. A significant segment of A.J.’s practice involves emerging technologies and cybersecurity, most notably incident response and data security policies. He has advised financial institutions and various organizations regarding data privacy in financial and healthcare contexts.

Brian BonaviriBrian Bonaviri, Managing Director/Advisory, Grant Thornton

With more than 10 years of advisory experience, Brian Bonaviri is a managing director in Grant Thornton’s Strategy and Transactions practice located in Charlotte, N.C. His areas of specialization include strategic planning and review, independent business plan review, business plan development and assessment, cash management, financial modeling and forecasting, and corporate bankruptcy advisory. Bonaviri has extensive experience in international business, including advising clients onsite in China, Israel and Saudi Arabia. He primarily advises clients in the healthcare and higher education sectors, although his advisory experience covers a wider range of industries including financial services, manufacturing, transportation, food and beverage, software, commercial real estate and not-for-profit.

Ryan BuckleyRyan Buckley, Partner, Livingstone Partners

Ryan Buckley is a Partner at Livingstone, an international mid-market M&A and debt advisory firm of 90+ professionals across eight offices in the U.S., Europe, and Asia. Each year Livingstone closes 60+ transactions globally across five core sectors: Business Services, Consumer, Healthcare, Industrial and Media & Technology. Ryan co-heads Livingstone’s Healthcare practice and has extensive expertise in multi-unit outpatient healthcare, dental products and services, physician practice management and outsourced services. Ryan is among the most active M&A advisors to the physical therapy industry, advising on nearly 20 sale and refinancing transactions with private practices, public companies, private equity-backed strategic buyers, and private equity investors. Ryan is one of Livingstone’s most tenured employees in the US, joining the firm at its inception, and has been instrumental in supporting Livingstone’s growth and deal activity within the U.S. Executing more than 50 transactions totaling over $3.0 billion of deal value, Ryan’s transaction experience extends across both sell-side and buy-side M&A advisory, capital raises consisting of debt and equity securities, special situation advisory, and the rendering of both fairness and solvency opinions. His experience also includes advising on numerous cross-border transactions. Ryan holds a BBA from the Stephen M. Ross School of Business at the University of Michigan. He is series 63 and 79 licensed.

Joe CashiaJoe Cashia, Founder, Renal Care 360º

Joe Cashia is a 35-plus-year veteran of the healthcare industry who has partnered with physicians and hospitals across the country and has created, acquired and managed more than 1,000 healthcare centers.  Nationally and regionally awarded for his healthcare leadership, Cashia founded Compliance Partners, Vivere Health LLC, National Renal Alliance, National Nephrology Associates LLC and Renal Care Group. Serving as Chief Executive Officer or Chief Operating Officer of these companies, he led successful business strategies including private equity and initial public offerings, using both public and private debt. His current venture is Renal Care 360° has developed a unique model centered on early detection of unidentified chronic conditions using proprietary data analytics.  Once medical conditions are identified, the Company offers early interventions through its affiliated physician practices with personalized education, real-time engagement, local and virtual clinic options, and dedicated care coordination to slow disease progression and improve outcomes for chronic kidney disease (“CKD”), end stage kidney disease (“ESKD”), and other co-morbidities. Renal Care 360° is also raising awareness and improving education of kidney disease in areas most impacted by inequities in access to care, enabling its health system and physician group partners to proactively engage and care for their patient. He is also on the board of Servis First Bank of Nashville, TN. Cashia holds a bachelor’s degree in history from the University of Alabama, a Bachelor of Science in Nursing from Samford University, and a Master of Business Administration from Vanderbilt University’s Owen School of Management.

Michael CordaroMichael Cordaro, VP, KPMG Corporate Finance

Michael Cordaro is a Vice President at KPMG’s Corporate Finance and part of the firm’s Healthcare Services group. He predominately focuses on providing M&A advisory services to middle market companies operating across the healthcare services industry. Prior to joining KPMG Corporate Finance LLC, Michael was with in the healthcare investment banking group at PwC Corporate Finance where he provided M&A and capital raising advisory to clients across the healthcare services and life sciences industries. Michael holds a bachelor’s degree in applied accounting in Finance from Fordham University.


Kevin DesaiKevin Desai, Healthcare Deals Partner – PE, PwC

Kevin Desai is an experienced deal professional that has assisted private equity and corporate clients in over 100 transactions (acquisitions, divestitures, joint ventures), ranging in size from $5M to $2B, primarily in various healthcare industries (pharmaceuticals, life sciences, medical devices, hospitals, pharmacies, medical/dental providers, healthcare IT, and other healthcare services). As part of the Advisory Deals practice, Kevin leads xLOS engagements advising clients pursuing acquisitions and divestitures, with a focus on financial due diligence. As partner, he will continue to grow the Deals service offerings across Health Industries. Kevin also serves as Board President of the NorthShore University Health System.

Nick DonkarNick Donkar, US Deals Leader – Healthcare, PwC

As a Partner in the PwC’s Deals Practice, Nick Donkar has been involved in more than 650+ merger, acquisition, spin-off, divestiture, carve-out and corporate finance transactions, working for both strategic/corporate and private equity clients. Additionally, Nick leads the US Health Services Sector for PwC’s Deals practice, bringing forth over 19 years of transactional experience to both provider, payer and PLS related opportunities. The Health Services practice at PwC is comprised of over 20+ Partners across the deal continuum that focus exclusively on provider/payer deals throughout the US. Nick has assisted on buy-side and sell-side diligence for domestic and international companies and is experienced in healthcare, including extensive experience in a variety of the various sub-sectors within each of these areas. Nick has served as an organizing member of PwC’s Healthcare Corporate Roundtable, an annual provider/payer conference for senior level client executives.   Nick has participated as both a moderator and speaker on multiple healthcare panels throughout the US, instructed at Duke’s MBA program via a due diligence “Boot Camp” and formerly served as the lead Director for PwC’s Financial Diligence Orientation for North America (2-year rotation). Nick was recognized as a Top 40 Under 40 Deals professional for the U.S. based on his extensive activity within the mergers and acquisitions community. Nick graduated from the Goizueta Business School at Emory University with a BBA in Finance and received a Master of Business Administration, with Honors, from the Terry College of Business at the University of Georgia. Nick is a CPA in Georgia and California and a member of the AICPA.

Kyle DukeKyle Duke, Chief Information Officer, Evidence Care

Kyle Duke has 25 years of experience in healthcare and healthcare technology. He has held various executive roles in multiple healthcare companies including several start-up/early-stage companies. Kyle serves as Chief Information Officer for EvidenceCare. EvidenceCare helps health systems by optimizing clinician workflows in the EHR to improve care, increase revenue and reduce cost. Kyle became CIO of EvidenceCare in 2021 when EvidenceCare acquired Healthcare Value Analytics where he served as President. As President of HVA, Kyle was responsible for developing and leading strategies to continue to develop HVA’s technology platform ValueBar and grow the company. Kyle holds a BA in Computer Science from Maryville College and an MBA from Lipscomb University. He also studied accounting at the University of Mississippi Patterson School of Accounting. Kyle is a Certified Public Accountant (Inactive).

Zachary EvettZachary Evett, Director, Healthcare Sponsor Finance, BMO Sponsor Finance

Zach Evett is a Director on the BMO Sponsor Finance Healthcare Team, where he originates, underwrites and manages credit investments in private equity-backed healthcare companies. Mr. Evett joined BMO in 2010 and has been investing in healthcare for 10+ years across healthcare providers, payor and provider services and medical products and services. He holds undergraduate degrees in Finance and Economics from the University of Iowa.

Asher FunkAsher Funk, Partner, Troutman Pepper LLP

Asher Funk is a partner in the Health Sciences Department at Troutman Pepper.  Asher maintains a truly diverse practice, representing health care and life sciences clients during regulatory, transactional, strategic, and government enforcement matters. His clients span the continuum of care, and include hospitals, health systems, skilled nursing facilities, rehabilitation providers, home health and hospice companies, pharmacies, durable medical equipment suppliers, digital health entities, and behavioral health providers.

Scott GallinScott Gallin, Partner, Linden Stuctured Capital

Scott Gallin has been involved in principal investing and consulting since 1996. Prior to Linden, he was a Managing Director at PineBridge Investments where he sourced, evaluated, and executed Structured Capital investment opportunities across various industries. Before joining PineBridge in 2002, Mr. Gallin worked for Kluge & Co., the private equity arm of Metromedia Company, and was a Business Analyst in Andersen Consulting’s Strategic Services Group. Mr. Gallin holds a Bachelor of Arts in Regional Science and History, magna cum laude, and a Master of Arts in Regional Science from the University of Pennsylvania and an MBA in Finance from the Columbia Business School, where he has taught since 2003 as an Adjunct Professor of Finance and Economics. Mr. Gallin also received a Fulbright Scholarship and attended McGill University, where he studied Health Economics.

Stewart GandolfStewart Gandolf, CEO, Healthcare Success

Over the past 20 years, Stewart Gandolf, MBA, has personally marketed and consulted with more than 1,500 healthcare clients, including major hospital systems, PE-owned multilocation practices, and other healthcare corporations. Stewart is also the co-founder and CEO of Healthcare Success, one of the nation’s leading healthcare marketing agencies. A frequent speaker, Stewart has shared his expertise at over 200 venues nationwide. Stewart has also written for many leading industry publications as an author and expert resource.

William GlassWilliam Glass, Head of Emerging Markets, Ntracts, Inc.

With a decade of bringing new healthcare products, technologies, and services to market, William has grown revenue for everyone from small, independent practices to the private equity shop built by the first owners of the Dallas Cowboys. He excels at drawing up unexpected revenue campaigns and leading teams that have delivered rapid revenue growth even in uncertain post-merger transition phases. His teams have been responsible for over $50M in added revenue to companies in multiple healthcare subsectors. He has written and spoken on market trends for some of the largest provider and practitioner communities in and around healthcare. William is a graduate of University of Florida, Southern Methodist University, and Duke, he has served as a go-to-market and development advisor on the boards of several companies and non-profits in Chattanooga, where he and his family (wife and infant daughter) now make their home.

Cari GriebCari Grieb, Partner, Chapman and Cutler LLP

Cari Grieb is a partner in the Banking and Financial Services Department of Chapman and Cutler LLP. She focuses her practice on acquisition financing, sponsor finance, commercial lending, cross-border lending, franchisee financings, and leveraged finance transactions for a wide range of client and across a broad spectrum of industries. Cari manages a significant health care finance practice, serving as sponsor finance counsel to direct lenders and loan funds.

James HoffmanJames (Jay) Hoffman, VP Strategic Business Development, Henry Ford Health System

James (Jay) C. Hoffman is the Vice President of Strategic Business Development for Henry Ford Health (HFH).  Mr. Hoffman has more than 40 years of healthcare management and investment experience and has been involved with more than 80 acute care hospital transactions and numerous healthcare business investments in both domestic and international markets.  Prior to HFHS he was the Senior Vice President of Business Development for IASIS Healthcare from 2010 to 2017. Prior to IASIS he was the Senior Vice President of Acquisitions for Signature Hospital Corporation From 1994 to 2006, he was a partner at both Richland Ventures and Coleman Swenson Hoffman Booth, Inc. – two venture capital firms focused on investing in early stage healthcare service, technology and medical device businesses.  Hoffman started his career at Hospital Corporation of America where he spent more than 12 years in various business development leadership roles including Vice President of Acquisitions.  He has a M.B.A. from the Owen Graduate School of Vanderbilt University and a B. A. from Swarthmore College where he was a McCabe Scholar. 

Angela Humphreys, Chair Healthcare Practice Group & Co-chair, Healthcare Private Equity Team, Bass, Berry & Sims PLC

As chair of the Healthcare Practice Group and co-chair of the Healthcare Private Equity Team, Angela Humphreys leads the firm’s national healthcare practice. With more than 20 years of experience, she has counseled national healthcare organizations on hundreds of transactions in the healthcare industry, including hospitals and health systems, health plans, surgery centers, physician practice management companies, dental service organizations, laboratories and healthcare information technology companies, among others. She also leads interdisciplinary teams to provide clients with creative solutions to the operational and regulatory issues they face while working within an ever-changing, complex regulatory environment. Angela is known for providing business-minded, proactive advice and guidance to her clients. She is often cited by clients for her responsiveness and ability to understand the big picture. Her clients include private equity firms and their portfolio companies, publicly traded companies and nonprofit institutions.  Angela’s practice includes: Healthcare Mergers, Acquisition & Dispositions; Contracting, Regulatory & Operational Matters; and, Healthcare Finance.

Hunter BaneBane Hunter, CEO, Directive Health LLC

“With over 20 years of driving data-driven innovation, Bane has built a career on delivering value through designing and improving products, solving complex problems, and building the best teams around him. Bane’s career has spanned fintech, media and entertainment, venture technology, SaaS and now digital healthcare. Prior to Directive Health, Bane held a number of positions – he  was Chief Project Officer at MTV Networks, where among many accomplishments he designed and managed Viacom’s first digital content protection efforts. He later helped shape the strategic direction of media companies such as A&E and Conde Nast. Bane was a board member of startup accelerator BlueChilli Group, which invests in young companies and powers them with products, partners, and marketing. He also served as Chairman of the supervisory board at Logo, a government services provider, whilst at GSW Bane identified and executed  opportunities all over the globe to revolutionize how companies manage their SaaS needs. Currently he is the Chief Product and Executive Officer at Directive Health, where under the leadership of the Chairman of the company Bobby Huffaker and working within the framework of the 21st Century CURES Act he and his team have designed and launched a platform for whole-patient treatment encompassing communications and medical records among other functions.  Directive Health has been designed to fully adhere to the administrative, technical, and physical safeguards required under the HIPAA Security Rule, specifically around the access controls, authentication protocols, and data transmission security. Bane holds a MBA, as well as PMP, CSM, ITIL and a number of other qualifications. He is also a passionate advocate for veterans and first responders.”

Mark JohnstonMark Johnston, Principal, ECG Management Consultants

Mark Johnston, is a Principal with ECG Management Consultants.  Mark’s strong command of corporate strategy and background in financial planning are key drivers to his success in business planning for hospitals and physician enterprises, particularly in the context of mergers, acquisitions, and partnerships. He has structured and negotiated a range of strategic transactions within the healthcare provider space, including medical group mergers, single- and multispecialty clinic acquisitions, professional and management services agreements, and a variety of joint ventures among hospitals, physicians, private equity firms, and other healthcare organizations. Mark understands the complexities of bringing together disparate governance models as well as the necessity of developing sustainable financial terms. This critical insight allows him to deliver successful and enduring partnerships for his clients. Mark has a master of business administration degree, with concentrations in finance and healthcare, as well as a bachelor of science degree in management science from the University of California, San Diego.

Joshua KayeJoshua Kaye, Managing Partner, DLA Piper LLP

Joshua Kaye, Managing Partner in DLA Piper’s Miami office, concentrates his practice in healthcare mergers and acquisitions and the development of innovative business models within the healthcare industry. Joshua advises clients in all aspects of federal and state healthcare regulatory matters, including anti-kickback, self-referral laws, state licensure, Corporate Practice of Medicine and Dentistry, Certificate of Need, insurance laws and HIPAA.

Jared LangusJared Langus, Partner, ECG Management Consultants

Jared Langus is a seasoned healthcare industry expert and M&A professional, whose perspective has been shaped by both his significant tenure providing client advisory services on a national level and his experience serving as a hospital executive at a top-ten academic medical center.  With over 20 years of corporate finance experience, Jared has led transactions spanning the healthcare sector.  His clients appreciate his ability to think creatively, distill complex organizational issues, and work across the organization to solve problems.   Jared is a Partner at ECG Management Consultants and leads the Mergers, Acquisitions and Partnerships at the firm.  Jared has led numerous buy-side and sell-side transactions for his nationally recognized health system clients.   Prior to joining ECG, Jared was an executive at Cedars-Sinai Health System, where he led and supported system-wide strategy and M&A initiatives, reporting directly to the Chief Strategy Officer. During his tenure at Cedars-Sinai, Jared directed the investment of over $1 billion in capital projects, which resulted in acquisitions and JVs across the care continuum – including imaging and surgery centers, hospitals, physical therapy facilities, and physician practices.  Jared is frequently called on by C-Suite executives to brainstorm and act as a trusted thought partner, on a host of issues including managed care, competitive positioning, long term financial sustainability, real estate and partnership opportunities. He is also often invited to speak on healthcare and transaction related topics and has led multiple healthcare panels across the country.  Before Cedars-Sinai, Jared served as vice president of M&A at Kaufman Hall and Hammond Hanlon Camp, where he advised health system clients across the country on strategy and M&A engagements.  Jared was also in the healthcare M&A group at Houlihan Lokey. Jared has a Master of Business Administration degree from the Robert H. Smith School of Business at the University of Maryland and a Bachelor of Business Administration degree from the Goizueta Business School at Emory University.

Burk LindseyBurk Lindsey, Managing, Director, Health Care Investment Banking Group, Raymond James & Associates, Inc.

Burk Lindsey advises on mergers and acquisitions as well as public and private growth financings for health care services companies.  He leads the Firm’s Health Care Services practice, which covers both provider-centric businesses and a series of ancillary segments including distribution, specialty pharmacy, and retail and consumer-oriented health care verticals.  He has significant experience in alternate site / multi-site health, post-acute care, and behavioral health.  He joined Raymond James in 2001; prior to joining the Firm, he held investment banking and merchant banking positions with SunTrust Equitable Securities and ING Barings, respectively, focusing on health care with both firms.  He has an MBA from Emory University.

John McGrathJohn McGrath, Partner, Troutman Pepper LLP

John McGrath represents health care clients in connection with a variety of business transactions, including without limitation, entity formation, capital raises, mergers and acquisitions, strategic joint ventures, reorganizations and dissolution. John is an experienced corporate attorney and counsels clients on corporate governance issues, securities matters, financings, commercial contracts and other legal and transactional matters. John represents private equity portfolio companies, retail, specialty and long-term care pharmacies, long-term care organizations (including skilled nursing and assisted living facilities), group purchasing organizations, health systems, physician practices and other health care clients on a variety of matters.  He works closely with the firm’s health care regulatory experts to counsel clients on regulatory issues under fraud and abuse laws (including the federal Anti-Kickback statute and related safe harbors), Stark, the federal False Claims Act, HIPAA and other applicable laws and regulations. Before joining the firm, John was a transactional attorney with another firm, representing public and private, for-profit and nonprofit, health care and non-health care clients in a broad corporate and transactional practice, including transactions and other business and legal matters from entity formation through dissolution, including domestic and cross-border mergers, acquisitions and divestitures, corporate governance issues and the negotiation and drafting of commercial agreements.  Before becoming an attorney, John was an institutional participant services associate with The Vanguard Group, where he assisted defined contribution and defined benefit plan participants with investment and plan education, tax issues and account problem resolution. During law school, he was an intern with then Delaware Supreme Court Justice Myron T. Steele.

Jennifer MeyerowitzJennifer Meyerowitz, Chief Growth Officer & General Counsel, SAK Healthcare

Jennifer Meyerowitz is Chief Growth Officer and General Counsel for SAK Healthcare. Ms. Meyerowitz’s experience in healthcare consulting, bankruptcy, restructuring, operational management and advisory services spans over 23 years and she has served as an attorney, consultant, investor, advisor, real estate professional and company leader. As Chief Growth Officer and General Counsel, Ms. Meyerowitz is responsible for implementing SAK’s growth strategy, managing operational reporting for facilities and client relations, overseeing the human resources and legal departments of SAK and providing executive level management to the company. Ms. Meyerowitz previously worked with Summit Investment Management and Keen-Summit Capital Partners buying distressed debt, selling distressed real estate and negotiating lease portfolios in bankruptcy and restructuring processes. Ms. Meyerowitz began her career as a practicing attorney at Alston & Bird LLP where, for nearly 10 years, she represented debtors, secured and unsecured creditors, creditors’ committees, landlords and tenants, banks and trustees in complex workouts, debt restructurings, commercial litigation, and chapter 11 bankruptcy proceedings. Ms. Meyerowitz earned her J.D. from Emory University and her B.A. from the University of Michigan. Ms. Meyerowitz is a former global chair of the International Women’s Insolvency and Restructuring Confederation and former chair and co-founder of its Georgia network. Ms. Meyerowitz currently serves on the boards of the American Bankruptcy Institute, the Association of Insolvency and Restructuring Advisors, and on the global executive board of the Turnaround Management Association.

Robert MilamRobert Milam, Director of Acquisitions, Summit Investment Management

Robert Milam is Managing Director for Originations at Summit Investment Management responsible for sourcing commercial distressed debt purchases from financial institutions and Special Situations lending. We primarily purchase stressed and distressed commercial debt. It can be direct loans, portfolios or pieces of syndicated credits. We buy C&I loans, commercial leases and debt secured by real estate including real estate with environmental issues. Former Positions – Vice President Bayside/HIG Capital. TD Bank – Senior Workout Officer responsible for all workouts in the Southeastern part of the US. South Financial Group – Director of Special Assets. Regions Bank – Director of Special Assets. SouthTrust Bank – Manager Commercial Special Assets Department. Education – MBA University of Alabama, BS Corporate Finance University of Alabama.

Jonathan PaisnerJonathan Paisner, Principle, BrandExperienced, LLC

Jonathan Paisner is Founder and Principal of BrandExperienced, a consultancy specialized in brand development for B2B mergers, acquisitions and spin-outs. Over the past 20+ years, Jonathan has worked with Fortune 1000 companies across a range of verticals to evolve and implement a corporate brand strategy that adapts for the changing dynamics of their business. M&A transactions typically trigger a whole slew of strategic challenges related to positioning, reputation, brand equity and brand architecture; Jonathan helps clients navigate these waters to create brands that help a merger or acquisition achieve its potential. Client relationships have included TIAA, Cisco Systems, International Paper, Aramark, Finseca, Goldman Sachs, Verifone, Navigant, LifePoint Health, Mount Sinai Health System, Citrix, VICI Properties, CIP Capital, Firserv, The Robert Wood Johnson Foundation, among others. Previously, Jonathan has held leadership and senior consulting roles at DeSantis Breindel, CoreBrand (now Tenet) and Siegel & Gale. Earlier in his career Jonathan created and ran the brand licensing division of A&E Television Networks. Columbia Business School (MBA) and Northwestern University (BS).

Nancy PetermanNancy 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.

Patrick PricePatrick Price, Director, Brentwood Capital Advisors

Patrick Price, Director, Brentwood Capital Advisors (BCA), leads deal execution for M&A, recapitalization and capital raising transactions. With 6+ years in investment banking, Patrick has completed 20+ advisory and capital raising transactions.  Prior to BCA, Patrick was with Ernst & Young.  He graduated from Birmingham-Southern College with a BS in Accounting; and he received his MBA from the Vanderbilt University Owen Graduate School of Management.

John ReeseJohn Reese, Managing Director, Health Solutions

John Reese has worked to bring standardized procedures and tools to a wide variety of healthcare subject areas. He advises clients to improve processes and create standardized tools in order to improve financial performance. Mr. Reese has consistently met client needs in a variety of organizations across the patient care spectrum. With a wide range of experience, most of his focus has been improving the effectiveness of sourcing and contract management to positively impact operations. His project results cover a wide array of operational subject areas including supply chain, workforce management, shared services, business intelligence and IT implementation. In addition to process improvement, diligence and cost reduction efforts, Mr. Reese evaluates and improves the policies and cultural norms that contribute to cost inflation. Mr. Reese’s relevant experience includes the establishment of a workforce optimization program systemwide resulting in productivity improvements and KPI standardization; nonlabor cost reduction in a large senior care organization; identification and implementation of synergies and EBITDA improvement opportunities in pharmaceutical, reference laboratory, medical supply sourcing and distribution in a large behavioral health provider merger integration; third party RFP administration for distribution and security services at a Regional Medical Center in the Northeast; and management of third party distribution contract negotiations. Prior to joining FTI Consulting, Mr. Reese worked as a Business Intelligence Manager at the Vanderbilt University Medical Center, where he advised perioperative, financial, and clinical leadership. John received his B.S. in Finance from Anderson University; his M.B.A. in Operations, from the Owen Graduate School of Management, Vanderbilt University. He is a Certified Six Sigma Green Belt.

Craig WoodsCraig 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.



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.

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