Helping Businesses Keep Both ii's On The BIG Picture For Over 13 Years!
Investment & M&A Opportunities in HEALTHCARE

SEPT. 20-21, 2021

Loews Vanderbilt Hotel
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:


Exhibition Set-up

Refreshments and Networking (in Exhibit Hall)

Welcome to 13th Annual Healthcare M&A: Introductions

Don Buford

Don Buford, Founder & CEO,
iiBIG LLC – New York


The conference opens with a Keynote panel on the “State of the Industry” from the proverbial ’30-thousand feet.’ The panel will be made up of leading healthcare experts with first-hand information on the latest from Washington; real-world experiences from the front-line of our healthcare system, and the future of healthcare, with a special focus on middle-market M&A and Joint Venture transaction activity expected in the next 12 to 18 months, especially in the aftermath of Covid-19.

Bill Luallen  Don Adam  John W Jones


  • Bill Luallen, Partner–Healthcare,
    PwCNashville, TN


  • Don Adam, Managing Director,
    Site Point PartnersFrisco, TX
  • John W. Jones, Jr., Partner,
    Troutman Pepper LLPPhiladelphia, PA
Hospital & Other Providers Roundtable

The emergency measures due to Covid-19 have caused a serious blow to bottom lines in the Hospital Sector. With elective procedures at a halt, what does 2021 hold in store for roll-ups in the for-profit and non-profit provider sectors? Will drastic loss of jobs – and the loss of health insurance coverage that result – will Hospital emergency room become inundated? Will reimbursements from Medicare, Medicaid, and private health insurance be driven down? Will this disruption be good or bad in terms of generating deal-flow? What are the prospects for M&A deal-flow – and strategic acquisitions – in the 12- to 24-months that lie ahead?

Larry Gilmore  Christopher Helmrath  David Klementz  John W Jones


  • John W. Jones, Jr., Partner,
    Troutman Pepper LLP – Philadelphia, PA


  • Larry Gilmore, Senior Director,
    VSP Global – Rancho Cordova, CA
  • Christopher Helmrath, Founder & Managing Director,
    SC&H Capital – Baltimore, MD
  • David Klementz, Chief Strategy & Development Officer,
    Encompass Health – Birmingham, AL
  • Others TBA

Afternoon Networking Break

Private Investors Roundtable: Healthcare Investing From the POV of Private Equity, VCs, ESOPs, REITs and Other Financial Buyers

Healthcare investing from the POV of private equity, VCs, ESOPs, REITs, Investment Bankers and other financial buyers. 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 2020? With ‘dry-powder’ in abundance, are investment periods being extended for PE and other GPs?

David Marks  John Geis    John Patterson


  • David Marks, Partner,
    Waller – Nashville, TN


  • John Geis, Principal,
    Cresset Partners – Chicago, IL
  • Mark Miller, Co-Head,
    Susquehanna Private Capital LLC – Bala Cynwyd, PA
  • John Patterson, Managing Director,
    Amherst Partners – Birmingham, MI
  • Others TBA
    Healthcare Partnerships & Joint Ventures Roundtable

    When does it make more sense to enter into joint ventures and partnerships than engaging in outright mergers or acquisitions? How are these transactions and business models being structured? How will the Covid-19 crisis affect the decisions to merge vs. entering into partnerships and joint ventures?
    Doug Griswold  Tom Lillis  Craig Woods


    • Doug Griswold, Shareholder,
      Chambliss, Bahner & Stophel, PC – Chattanooga, TN
    • Tom Lillis, Partner,
      Stoneridge Partners – Louisville, KY
    • Craig Woods, Attorney,
      Dykema – Dallas, TX
    • Others TBA

      Evening Networking Reception

      DAY TWO: SEPTEMBER 21, 2021

      Continental Breakfast and Networking

      Continental Breakfast and Networking

      Transaction Services Roundtable

      An examination of best practices in enhancing seller valuations, regulatory compliance, due diligence and more. The “dos and don’ts” before, during and after the healthcare transaction will be examined. With valuations coming back down-to-earth will 2020 be a Buyers’ Market?
      Joshua Kaye  Brian Bruenderman  Vipul Patel  Stephen Sapletal  
      Rob Sprague

      Joshua Kaye, Managing Partner,
      DLA Piper LLP – Miami, FL


      • Brian Bruenderman, Partner & EVP,
        Stoneridge Partners – Louisville, KY
      • Vipul Patel, Senior VP,
        Aon – Chicago, IL
      • Steve Sapletal, Partner, Strategy/M&A Services,
        KPMGSan Francisco, CA
      • Rob Sprague, EVP Producer,
        Lockton Companies LLCKansas City, MO
      Roll-Ups and Multi-Physician Practices
      Will deal-flow in the multi-physician practice continue to surge in the aftermath of Covid-19? Burn-out in multi-physician practices were already driving roll-ups. 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, (dental, vision, etc. dodged the Covid-19 bullets?

      Walter Olshanski  Theodore I. Blum  Don Crane  Larry Gilmore  Morgan Ivey  Mike Segal

      Walter Olshanski, Managing Director, Healthcare Services, KPMG – New York, NY


      • Theodore I. Blum, Managing Shareholder,
        Greenberg Traurig – Atlanta, GA
      • Don Crane, President and CEO,
        America’s Physician Groups – Los Angeles, CA
      • Larry Gilmore, Senior Director,
        VSP Global – Rancho Cordova, CA
      • Morgan Ivey, Associate,
        Waller – Nashville, TN
      • Mike Segal, Partner,
        Nelson Mullins LLP – Miami, FL

      AM Networking Break

      Healthcare Lenders Roundtable

      Hear from lenders on traditional vs. alternative sources of capital for completing healthcare transactions. What the key considerations to be taken into account when marshalling leverage in today’s healthcare environment?
      Michelle King Michael Taylor

      Michelle King, Partner,
      Chapman and Cutler LLPChicago, IL


      • Michael Taylor, Head of Healthcare Lending,
        First Midwest Bank – Chicago, IL
      • Others TBA

      Luncheon for All Conference Attendees

      Distressed & Turnaround Opportunities in Healthcare Roundtable

      Healthcare leads all other enterprise verticals in distressed and bankruptcy situations. 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 A. Peterman  Suzanne Koenig Ken Mann  Stephen Tetro

      Nancy A. Peterman, Chair, Chicago Restructuring & Bankruptcy Practice, Greenberg Traurig LLP – Chicago, IL


      • Suzanne Koenig, President,
        SAK Management– Chicago, IL
      • Ken Mann, Managing Director,
        SC&H CapitalBaltimore, MD
      • Stephen Tetro, Partner,
        Chapman and Cutler LLP – New York, NY
      • Others TBA

      Healthcare Real Estate & Senior Housing Roundtable
      Senior housing, assisted-living and skilled nursing centers have been hit hard by the Covid-19 crisis. In early-March valuations in this sector were at all-time highs. Now, with occupancy-rates falling along with valuations, what will it take for this sector to recover? Aid in the form of grants and loans from Washington has been flowing to healthcare providers. What portion of this aid will end up in the senior housing sector, and what flexibility will operators have in putting this aid to work?

      Isaac Dole Kathryn Burton Gray Joe Weisenburger


      • Isaac Dole, Founder/Managing Principal,
        Birchwood Healthcare Properties – Chicago, IL
      • Kathryn Burton Gray, Senior Managing Director Seniors Housing, Hunt Real Estate Capital – Irvine, CA
      • Joe Weisenburger, SVP Relationship Manager – Seniors Housing, Welltower – Toledo, OH
      • Others TBA

      Conference Concludes
      iiBIG Thanks ALL OF OUR clients, for over THIRTEEN Years of Healthcare Deal-Making Leadership!


      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: