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

SEPT. 20-21, 2021

VIRTUAL CONFERENCE

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: MONDAY, SEPTEMBER 20, 2021

12:00
Welcome to 13th Annual Healthcare M&A: Introductions

Don Buford

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 Industry” from the perspective of the proverbial ’30-thousand feet.’ Leading healthcare experts with first-hand information will focus this discussion on the latest from Washington; real-world experiences from the front lines of our healthcare delivery system; and will focus in particular on the outlook for middle-market M&A and other transaction activity expected in the next 12 to 18 months, especially with respect to the affects that Covid-19 is having on deal-making.

Nick Donkar  John W Jones  Burk Lindsey  Michael Try  Neil Pickett

Moderator:

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

Panelists:

  • John W. Jones, Jr., Partner,
    Troutman Pepper LLPPhiladelphia, PA
  • Burk Lindsey, Managing Director,
    Raymond James – Nashville, TN
  • Michael Ory, Managing Director,
    Brentwood Capital Advisors – Franklin, TN
  • Neil Pickett, VP and Deputy Chief of Staff,
    Indiana University Health – Indianapolis, IN

1:20PM
Hospital & Other Providers Roundtable

The emergency measures due to Covid-19 have caused a serious blow to bottom lines in the Hospital Sector, to say nothing to ancillary providers like home healthcare providers and, medical supply companies. With elective procedures having experienced a slowdown, what does 2021 & 2022 hold in store for roll-ups in the for-profit and non-profit provider sectors? With loss of jobs – and the loss of health insurance coverage that have resulted – will Hospital emergency rooms see more uninsured patients? Will these disruptions be good or bad in terms of generating deal-flow? What are the prospects for M&A deal-flow in the Healthcare Provider sector – in the 12- to 18-months that lie ahead?

John W Jones  Jeff Aber  Larry Gilmore  Neil Pickett

Moderator:

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

Panelists:

  • Jeffrey M. Aber, Executive Director, Office of Strategy,
    University of Miami Health System – Miami, FL
  • Larry Gilmore, Senior Director,
    VSP Global – Rancho Cordova, CA
  • Neil Pickett, VP and Deputy Chief of Staff,
    Indiana University Health – Indianapolis, IN
  • Others TBA

2:20PM
PM BREAK ~ GENERAL DISCUSSION

2:30PM
Private Investors Roundtable

Healthcare investing from the POV of private equity, VCs, 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 2021? With ‘dry-powder’ in abundance, are investment periods being extended for PE and other GPs?

David Marks  Kevin Desai  Bobby Guy  

Moderator:

  • David Marks, Partner,
    Waller – Nashville, TN

Panelists:

  • Kevin R. Desai, Healthcare Deals Partner – PE,
    PwC – Chicago, IL
  • Bobby Guy, Shareholder,
    Polsinelli LLP – Nashville, TN
  • Mark Miller, Co-Head,
    Susquehanna Private Capital LLC – Bala Cynwyd, PA

    3:30PM
    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  Jeff Aber  Doug Griswold  Tom Lillis  

    Moderator:

    • Craig Woods, Attorney,
      Dykema – Dallas, TX

    Panelists:

    • Jeffrey M. Aber, Executive Director, Office of Strategy,
      University of Miami Health SystemMiami, FL
    • Doug Griswold, Shareholder,
      Chambliss, Bahner & Stophel, PC – Chattanooga, TN
    • Tom Lillis, Partner,
      Stoneridge Partners – Louisville, KY

      4:30
      DAY ONE CONCLUDES

      DAY TWO: TUESDAY, SEPTEMBER 21, 2021

      9:30AM
      Introductory Remarks & Re-Cap of Day One

      10:00AM
      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 2021 & 2022 be a Buyers Market?

      Brian Bruenderman  Dan Farell  Vipul Patel  Stephen Sapletal

      Moderator:
      Brian Bruenderman, Partner & EVP,
      Stoneridge Partners – Louisville, KY

      Panelists:

      • Daniel Farrell, Partner-Healthcare Deals,
        PwC – Philadelphia, PA (invitation pending)
      • Vipul Patel, Senior VP,
        Aon M&A & Transaction SolutionsChicago, IL
      • Steve Sapletal, Partner, Strategy/M&A Services,
        KPMGSan Francisco, CA

      11:05AM
      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   Morgan Ivey  Mike Segal

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

      Panelists:

      • Theodore I. Blum, Managing Shareholder,
        Greenberg Traurig – Atlanta, GA
      • Morgan Ivey, Associate,
        Waller – Nashville, TN
      • Mike Segal, Partner,
        Nelson Mullins LLP – Miami, FL

      12:05PM
      AM BREAK – GENERAL DISCUSSION

      12:20PM
      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 A. Peterman  Isaac Dole  Suzanne Koenig  Stephen Tetro

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

      Panelists:

      • Isaac Dole, Founder/Managing Principal,
        Birchwood Healthcare Properties – Chicago, IL
      • Suzanne Koenig, President,
        SAK Management– Chicago, IL
      • Stephen Tetro, Partner,
        Chapman and Cutler LLP – Chicago, IL

      1:30PM
      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.