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

CONFERENCE AGENDA

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: donb@iibig.com

DAY ONE: THURSDAY, OCTOBER 13, 2022

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.

Nick Donkar  Burk Lindsey  John McGrath

Moderator:

  • Nick Donkar, Healthcare Deals Leader,
    PwC – Atlanta, GA

Panelists:

  • Burk Lindsey, Partner,
    Raymond JamesNashville, TN
  • John McGrath, Partner,
    Troutman Pepper LLPPhiladelphia, 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?

Asher Funk  Joe Cashia

Moderator:

  • Asher Funk, Counsel,
    Troutman Pepper LLPPhiladelphia, PA

Panelists:

  • Joe Cashia, Founder,
    Renal Care 360º – Franklin, TN

2:20PM
PM NETWORKING BREAK REFRESHMENTS &
INFORMAL DISCUSSIONS  SPONSORED BY:       Clear Deal

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  Ryan Buckley  Kevin Desai  Zachary Evett

Moderator:

  • 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 FinanceChicago, IL
  • Others TBA
    3:30PM
    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.

    Nancy Peterman  Brian Bonaviri  Jennifer Meyerowitz  Robert Milam  John Reese

    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 HealthcareRiverwoods, IL
    • Robert Milam, Director,
      Summit Investment Management  Denver, CO
    • John Reese, Managing Director,
      Health SolutionsBrentwood, 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?

      William Glass  Dan Farrell  Joshua Kaye  Jonathan Paisner  Patrick Price

      Moderator:

      • William Glass, Head of Emerging Markets,
        Ntracts Chattanooga, TN

      Panelists:

      • Daniel Farrell, Partner-Healthcare Deals,
        PwC – Philadelphia, PA
      • Joshua Kaye, Managing Partner,
        DLA Piper LLP – Miami, FL
      • Jonathan Paisner, Principal,
        BrandExperienced, LLC – New York
      • Patrick Price, Director,
        Brentwood Capital AdvisorsFranklin, TN
      11:05AM
      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?

      Craig Woods  Scott Gallin  Jared Langus

      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?

      Mark Johnston  Dan Farrell  Scott Gallin  

      Moderator:

      • Mark Johnston, Principal,
        ECG Management Consultants – San Diego, CA

      Panelists:

      • Daniel Farrell, Partner-Healthcare Deals,
        PwC – Philadelphia, PA
      • Scott Gallin, Partner,
        Linden Structured Finance – Chicago, IL
      • Others TBA

      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?

      AJ Bahou  Hunter Bane

      Moderator:

      • A.J. Bahou, Partner,
        Waller LLPNashville, TN

      Panelists:

      • Bane Hunter, CEO,
        Directive Health LLCChattanooga, 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.

      CE CreditsInternational 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.