Hosted by DealFlow Events
November 15-16, 2023
The Edison Ballroom • New York City
Immerse yourself in a dynamic environment where you’ll have access to both investment professionals and operating executives focused on healthcare services. The Healthcare Services Investment Conference hosted by DealFlow Events brings together the industry’s stakeholders for two full days of networking, education and deal-making.
Attendees will get valuable insights through in-depth discussions on the latest trends shaping the industry and will have unique access to evaluate new investment and business development opportunities.
Senior & Mezzanine Lenders
Private Equity Investors
MSO Management Teams
Physicians Across Different Specialties
Accounting & Financial Professionals
Practice Management at Healthcare Companies
Hospital Management Teams
240 W 47th Street
New York, NY 10036
Phone: (212) 201-7650
The Edison Ballroom serves as our 2023 venue, right in the heart of New York City. Originally opened in the 1930’s as the Grand Ballroom of the adjacent Edison Hotel, this historical venue recently completed a multi-million dollar renovation that preserved its original flair and art deco style.
240 W 47th Street
New York, NY 10036
Phone: (212) 201-7650
The Edison Ballroom is a private event space in New York City that’s perfect for corporate functions. Originally opened in the 1930’s as the Grand Ballroom of the adjacent Edison Hotel, this historical venue reopened in 2008 after a multi-million dollar renovation that preserved its original flair and art deco style.
The Healthcare Services Investment Conference brings together the largest gathering of professionals in the sector. In addition to finance professionals, lawyers, accountants and investors, this event will be well attended by physicians and executives who manage healthcare companies. We attract the medical community by delivering what they want – a high-value curriculum delivered by expert speakers and the opportunity to meet those speakers in a format designed for networking.
General Counsel and Chief Compliance Officer
Cory is an experienced attorney with a background in mergers and acquisitions, healthcare compliance, corporate governance, managed care, provider contracting and population health. Cory has served in a variety of leadership roles within the healthcare sector.
Today, Cory serves as the General Counsel and Chief Compliance Officer of OFFOR Health, a late-stage healthcare technology startup based in Columbus, Ohio.
OFFOR accelerates care delivery and improves outcomes for underserved communities by leveraging its vertically integrated platform of clinical processes, logistics infrastructure, and technology. The company’s core service is SmileMD which utilizes its platform to deliver pediatric dental anesthesia by creating an OR environment in dental offices.
Cross Keys Capital
Roy Barnes is an investment banker on the healthcare services team at Cross Keys Capital, a leading middle market healthcare focused investment bank based out of Fort Lauderdale, Florida, whose team is comprised of seasoned bankers and board-certified physicians with decades of experience. Cross Keys Capital has completed over 100 healthcare transactions and is a leader in representing private healthcare service providers throughout the U.S. sell their practices. Roy has years of experience executing physician practice valuations and transactions across a multitude of specialties on both the buy-side and sell-side. In his current role, Roy assists senior bankers in the valuation, marketing, due-diligence, and closing of healthcare services transactions.
Senior Managing Director
Neil Borg joined Ziegler in 2006. As a senior managing director, he is responsible for the management of the firm’s M&A advisory practice focusing on healthcare services and information technology. Neil also focuses on Ziegler’s for-profit strategic advisory and principal investing efforts and is a managing partner of the Ziegler Linkage Longevity Fund.
Prior to joining Ziegler, Neil was in the Healthcare Services Investment Banking divisions of J.P. Morgan (previously Chase H&Q and Hambrecht & Quist) and Friedman, Billings, Ramsey & Co. While at Hambrecht & Quist, Neil was a partner in an affiliated venture capital fund, H&Q Serv*s Ventures, focused on early stage healthcare investments on behalf of Hambrecht & Quist and Johnson & Johnson.
Over his career, Neil has completed over 70 transactions including strategic advisory assignments, public and private equity financings and equity investments principally for emerging growth, middle market companies in the healthcare services and healthcare information technology sectors. In addition, Neil was most recently on the Board of Directors of Auditz, LLC prior to its sale to Transunion, LLC in 2016; on the Board of Directors of Ingenios, LLC prior to its sale to Almost Family in 2015; and on the Board of Directors of Certify Data Systems, Inc. prior to its sale to Humana Inc. in 2012.
Neil earned an M.B.A. from Columbia Business School and a B.A. in economics and minor in philosophy (cum laude) from Denison University.
Anagenesis Capital Partners
Ms. Melanie Brensinger is a Founder and Managing Partner of Anagenesis Capital Partners. She is a member of the Investment Committee and is responsible for the general management of the firm as well as originating, executing, and managing investments. Ms. Brensinger serves on the Boards of various Anagenesis’ portfolio companies. In addition, she is a Board member of the SBIA Board of Governors, Advisory Board member for the Kayo Credit Series and on the Board of The PIT Foundation.
Chief Executive Officer
American Orthopedic Partners
Dr. Jay Bronner is a neuroradiologist trained at Johns Hopkins University where he attended medical school, residency and completed his fellowship. Dr. Bronner practiced in Chicago for over 30 years and became the CEO of Radiology Imaging Consultants, a practice which he helped grow from 8 physicians to 88 to become the platform practice of Radiology Partners in 2013. He served as the President and Chief Medical Officer at RP from 2013 until 2020 where he focused on incorporating evidence-based guidelines into clinical practice to drive patient outcomes and lower cost at scale. He also focused on general clinical operations and development. In 2020, Dr. Bronner started American Orthopedic Partners based on many of the attributes of the proven RP model which he helped to develop as a founder. He also served as the CEO of Team Radiology at Team Health after receiving his MBA from Kellogg School of Management at Northwestern University.
Brown Gibbons Lang & Company
Kyle Brown is a Managing Director and senior member of BGL’s Healthcare & Life Sciences team, focusing on Provider Services. He advises clients on mergers and acquisitions, recapitalizations, private placements, and other strategic assignments across several healthcare services sectors. In particular, Kyle brings significant experience in advising specialty physician practices within retail medicine, outsourced clinical services, single disease state focused specialties, and primary care. Outside of Provider Services, Kyle has amassed experience in pharmaceutical services, payor services, diagnostics, research tools, wellness, and health facilities, among others. Prior to joining BGL, Kyle was a member of Wellspring Partners, the healthcare arm of Huron Consulting Group.
Principal - The Hargan Group
Former US Dept. of Health and Human Services Senior Official
Ken Callahan is currently a Principal at the Hargan Group where he does healthcare consulting, regulatory analysis and business development for healthcare providers, digital health, medical device and home health companies. Prior to that he was the Chief of Staff for the Deputy Secretary Eric Hargan (#2 official) in the Immediate Office of the Secretary (IOS) at the US Department of Health and Human Services (HHS). The Deputy Secretary's office plays the role of Chief Operating Officer for a department that has 27 agencies, 80,000 employees and an annual budget of $1.3 trillion. In this role, Callahan was responsible for executing the HHS/CMS payment rules and the allocation and distribution of $175 billion from the Provider Relief Fund. He also played major roles in department wide initiatives such as telehealth expansion during COVID-19, Stark and Anti-kickback reform, the Rural Health Action Plan, Interoperability rules and launching LymeX – the largest public-private partnership to combat Lyme disease in history. He began his career on Capitol Hill working for Congressman David Joyce (R-OH), then Congressman Mike Gallagher (R-WI) before joining HHS in January of 2018. Callahan received his BA from Ohio Wesleyan University and his Masters in Health Administration from Cornell University.
Marianne is co-founder and CEO of Karma Health, an exclusive physician network dedicated to partnering with physicians in growing their practices. With over 17 years of experience in building and growing successful companies in the healthcare and wellness industries, Marianne is driving the nationwide expansion of the Karma Health network. Before joining Karma Health, Marianne was Vice President of Expansion for Sollis Health. She was responsible for the company’s expansion into new markets, from feasibility through construction and turnover of new facilities. During her tenure, she led cross-functional teams in the opening of 9 corporate locations, expanding the company’s footprint into two new markets and driving a 22% increase in memberships. Her previous positions include Founder/CEO of Alma Community and head of Global Real Estate for GEM-family office. Her diverse background includes international real estate finance, business development and business management. She earned a BS degree at Cornell University’s School of Hotel Administration and her MBA from the University of Miami.
Meridian Research Group
Sam is a healthcare public policy specialist at Meridian Research Group, which provides legislative and regulatory due diligence to hedge funds, private equity firms, and other alternative asset managers. Prior to his work with Meridian, Sam served on the lobbying team at Chamber Hill Strategies, a boutique government relations firm representing healthcare clients in the corporate and association sectors. Before his time with Chamber Hill, Sam advised private equity and hedge fund clients with Marwood Group, a healthcare and financial services firm. Sam has also previously worked with the American Action Forum (AAF), developing health-economics research which appeared in numerous print and online outlets. Sam received his BA from Randolph-Macon College and his JD from the University of Richmond School of Law.
Senior Healthcare Executive
A healthcare executive with deep experience in leading change in complex healthcare organizations, Dr. Consuelos, Vice President, Strategy, Growth and Innovation Consulting for Optum Advisory Services, provides clients with informed guidance on innovative clinical programming and go-to-market strategies. Skilled in facilitating strategic planning, he has successfully enabled organizations to launch new business lines from concept to full implementation in difficult markets and evolving payment models. He has led teams through the important stages of discovery, development, deployment, measurement, and refinement to launch new healthcare products and services. Dr. Consuelos has served traditional healthcare providers, technology companies, payers, and global retailers. He enjoys helping clients find creative approaches to complex challenges with the goal of growing their business.
As a Partner in the PwC’s Deals Practice, Nick has been involved in more than 800+ 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 20+ years of transactional experience to both provider, payer and PLS related opportunities. The Health Services practice at PwC is comprised of over 20+ Partners/Managing Directors 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 Masters 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.
Kirkland & Ellis
Chad D. Ehrenkranz is a corporate partner in the New York office of Kirkland & Ellis LLP. Chad’s focus is on healthcare transactional, regulatory and enforcement matters, frequently on behalf of private equity sponsors and their portfolio companies. He regularly represents healthcare clients in structuring and negotiating mergers, acquisitions, joint ventures, affiliations, compliance matters and investigations, employment and consulting arrangements, and contractual, corporate, regulatory, real estate and risk management healthcare legal issues.
Chad regularly counsels clients on the corporate practice of medicine and professionals, state and federal fraud and abuse laws, which includes but is not limited to, Stark Law, Anti-Kickback Statute, False Claims Act, state anti-referral and anti-kickback laws and related regulatory issues. Chad is experienced in federal and state healthcare regulatory and licensure, enrollment and reimbursement matters. Chad also provides healthcare regulatory guidance to numerous insurers. Chad actively represents clients on a national and international basis.
Chad was recognized in Chambers USA for his transactional work in Healthcare, where clients commented "[Chad] is very intellectually sharp; in really complex issues, he drills down to the problem." In the 2022 edition of Chambers USA, clients noted, "Chad is fabulous. He is extremely knowledgeable, knows the industry and is always there to help.”
Craig Evans is a financial advisor working in New York, New York, with a total of 22 years in the industry. Evans is an employee of Citigroup Global Markets Inc. Throughout their career, Evans has worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Citibank. Evans maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in New Jersey.
Managing Director, Healthcare
Matt has had an extensive financial career working with middle market companies across the healthcare industry. Matt will be responsible for our healthcare lending efforts in addition to originating cash flow and enterprise value based loans in private equity sponsored and non-sponsored transactions.
Prior to Monroe, Matt was a Principal at Beverly Capital, a healthcare focused private equity firm. He was formerly a Vice President in the Healthcare Leveraged Finance group at Madison Capital where he originated, structured and underwrote debt financing for private equity sponsored transactions. Prior to Madison Capital, Mr. Evans worked in Merrill Lynch Capital’s Healthcare Finance leveraged lending group.
"Ferg" provides leadership in healthcare technology, data analytics, and strategic growth gathered across 26 years of serving in the role of CEO for a diverse group of organizations.
Today he serves as the CEO of Aesto Health, which provides Software as a Service and Data as a Service for private-equity-backed healthcare groups leveraging technology and data to grow faster.
Over 41,000 healthcare executives, providers, and support staff utilize Aesto solutions to exchange, organize, and analyze healthcare data.
The company’s enterprise software suite provides tools that accelerate healthcare acquisitions, migrate patient data, and uncover opportunities for multiplying EBITDA.
As an extension of his responsibilities within Aesto Health, he serves as an advisor to many of the fastest-growing healthcare companies in the US. His book, "The Enterprise Healthcare Playbook," is scheduled for publication in Q422.
Jena Grady is an associate in Nixon Peabody’s Healthcare group. She assists clients in healthcare transactions including joint ventures and contractual arrangements, and also guides private equity firms seeking investments within the healthcare field including mental health. Additionally, Jena provides guidance to clients on how to comply with the Anti-Kickback Statute, the federal Stark law and state law equivalents. Before joining Nixon Peabody, Jena worked at the Arizona Department of Health Services Division of Behavioral Health Services and assisted with the creation of the $500 million RFP seeking a managed behavioral healthcare organization to in part deliver integrated care to individuals with serious mental illness in one of the largest public behavioral health systems in the country.
Winter Street Ventures
Arvin is the Managing Director for Winter Street Ventures, the venture arm for Commonwealth Care Alliance (an integrated care system with $2.5B in revenue).
Prior to CCA, Arvin co-led the investment team for Epsilon Health Investors. While at Epsilon, Arvin led investments including Health Gorilla, Luma Health, wayForward (acquired by Dario Health), and Marigold Health. Arvin began his career as an investment banker with NewOak Capital, and later worked with Deutsche Bank and Robert W. Baird specializing in M&A for tech-enabled services businesses.
Vice President - Associate General Counsel
Robbie Hinz is a Vice President – Associate General Counsel at VillageMD and where he is the lead counsel for Village Medical. Robbie previously served as the Corporate Secretary and Senior Counsel for Walmart Health and as the Arkansas market general counsel for Mercy Health.
As CEO, Mr. Kallish leads Encoda’s corporate strategy and growth. Mr. Kallish’s career in healthcare IT spans 25 years, including operations management, business strategy development, acquisitions, sales and sales management. Prior to Encoda, Mr. Kallish led business development for RemitDATA, Inc., a venture funded, healthcare IT company focused on comparative revenue cycle management (RCM) analytics (acquired by eSolutions).
Prior to RemitDATA, Mr. Kallish led corporate development at Medical Present Value, Inc. (MPV) a healthcare IT company focused on developing SaaS-based RCM and patient access solutions (acquired by Experian). Prior to MPV, Mr. Kallish held senior management positions at leading physician practice management and billing software companies including WebMD Practice Services and Medical Manager Corp. (now part of Greenway Health).
Executive Director for Strategic Partnerships
Michael Kovach is the Executive Director for Strategic Partnerships at athenahealth where he focuses on unlocking the potential of the network by focusing on platform-to-platform integrations. He has led several teams and initiatives over his tenure at athenahealth, including the incubation and subsequent launch of Platform Solutions & Services in 2021 to support builders and innovators, with a focus on aggregators and augmented primary care service delivery models.
Michele Masucci is a partner in Nixon Peabody’s Healthcare group, where she also served as practice group leader from 2010 to 2016. Michele represents healthcare companies and middle-market private equity firms in connection with their transactions and regulatory needs. She has particular expertise in dermatology, dental, ophthalmology, physical therapy, infusion, dialysis and pharmacy. Michele advises these providers on joint ventures, mergers and acquisitions and contractual arrangements. She also helps her clients address the underlying licensure, fraud and abuse and other issues. Local and out-of-state clients involved in healthcare M&A turn to Michele when navigating the regulatory environment and to minimize the risk of regulatory challenges.
Lynda has spent her career successfully leading groups through growth into new markets as well as implementation of new products and services for multiple organizations. Lynda has held senior leadership positions at both regional and national healthcare providers and healthcare insurance companies. She has been chosen to lead large and small physician organizations as well as clinical operations in health systems. Lynda has directed the development and expansion of health care service lines across numerous specialties and has experience with all phases of healthcare organization development from facility planning and construction management to operational procedures, financing and restructurings. She has led significant merger and integration activity across the clinical sector.
Prior to SCALE, Lynda was a Principal at Mischel and Associates responsible for providing consulting services to numerous organizations seeking business development guidance, readiness assessments, change management and operational performance improvement, and restructuring of organizations to maximize profitability, efficiency and poise clinical organizations for growth. Clients include healthcare services companies, independent physician organizations and health systems.
Chief Risk Officer and Head of Consulting
Jon Moore is an experienced professional with a background in privacy and security law, technologyand healthcare. During an eight-year tenure with PricewaterhouseCoopers (PwC), Moore served in multiple roles. He was a leader of the Federal Healthcare Practice, Federal Practice IT Operational Leader, and a member of the Federal Practice’s Operational Leadership Team. Among the major federal clients supported by Moore and his engagements are the National Institute of Standards and Technology (NIST), National Institutes of Health (NIH), Indian Health Service (IHS), Department of Health and Human Services (HHS), U.S. Nuclear Regulatory Commission (NRC), Environmental Protection Agency (EPA), and Administration for Children and Families (ACF). Moore holds a BA in Economics from Haverford College, a law degree from Penn State University’s Dickinson Law, and an MS in Electronic Commerce from Carnegie Mellon’s School of Computer Science and Tepper School of Business.
Vipul Patel joined Aon’s Transaction Solutions team in 2015 as a senior vice president. In this role, he advises clients in the areas of representations and warranties insurance, tax indemnity insurance, and other transaction-related coverage, specializing in health care transactions. Prior to joining Aon, Vipul most recently was a vice president in the health care investment banking group at Robert W. Baird, where he focused on mergers, acquisitions and capital-raising transactions. Prior to that, Vipul was an associate in the health care investment banking group at Deutsche Bank. Before his career in investment banking, Vipul was a corporate attorney with O’Melveny & Myers and Jones Day, focusing on mergers, acquisitions, leveraged buyouts and securities offerings.
Co-Lead of Healthcare IT
Rahul Rekhi is head of Lazard’s Special Opportunities team and co-leads Lazard’s coverage of healthcare IT in conjunction with the Global Technology Group. He advises clients on a range of M&A and strategic advisory assignments with a particular focus on healthcare services, digital health, and consumer health. Since joining Lazard, Rahul has advised on a range of complex financial and strategic assignments, including Aetna on its merger with CVS, Express Scripts on its sale to Cigna, the Argentine government on its sovereign debt restructuring, and the Canadian government on its post-COVID financing and airline support program, among others.
Rahul was previously an economist at the President’s Council of Economic Advisers in the Obama White House, an adviser to England’s Chief Medical Officer, and a consultant for the World Bank. He was previously named a Truman Scholar, a World Economic Forum Global Shaper, a member of the Forbes “30 under 30,” and one of Business Insider’s “top bankers in digital health,” and his writings have appeared in a range of publications, including NEJM Catalyst, Health Affairs, The International Economy, and The Guardian.
Rahul is a board member of the Schuyler Center for Analysis and Advocacy, a Council on Foreign Relations Corporate Leader, an Economic Club of New York Fellow, and an Atlantik-Brücke Young Leader, and he served as an outside policy adviser for the Biden-Harris presidential campaign. Outside Lazard, he directs the Next Bretton Woods Group at the Peterson Institute for International Economics, an international forum for policymakers, financial professionals, and academics focused on global economic and financial
Managing Director, Science and Innovation Policy, Mayo Clinic
Former Sr. Advisor to the FDA Commissioner
Colin Rom is currently Managing Director of Science and Innovation Policy at Mayo Clinic. The portfolio includes issues related to regulatory and policy landscapes facing Mayo Clinic Labs, Ventures, Platform, , Research and Mayo Clinic’s Cancer Center. Prior to Mayo, Colin served as the Senior Advisor to Commissioner Stephen Hahn at the U.S. Food & Drug Administration and also spent a year in FDA’s office of policy managing agency-wide initiatives around drug pricing, innovation and advanced manufacturing. Before FDA, Colin worked for a year at the White House Office of Management and Budget helping to manage, develop and negotiate the federal healthcare budget and spent five years in the U.S. Senate including two years on the Senate HELP Committee working on life sciences policy.
Chief Strategy Officer
Mr. Rosado is a true pioneer in the field of Internet Marketing; yet, he considers himself "a student of the market.” He founded his digital marketing agency, Karma Snack, in 2006 and achieved more than 10,000,000 page-one rankings on Google, managed the top 15 Nielsen net rating websites, and earned his clients more than $3 billion over the course of 15 years. Mr. Rosado holds over 20 certifications in Internet Marketing and puts that strategy into action for AT&T, Comcast, Time-Warner, Verizon, HSBC, ING, HP, Bank of America, and Nike, to name a few. As chief strategy officer for Karma Health, a firm oriented to cost control and expense monitoring, performance audits, marketing needs, and expansion strategies of physician practices.
His favorite quote is: "The way to get started is to quit talking and begin doing".-Walt Disney.
Rebecca Springer is a private equity analyst at PitchBook. She leads the PE team’s healthcare coverage and contributes to PitchBook’s quarterly PE and M&A core reports. Springer’s insights have been cited in numerous publications including Business Insider, Buyouts and Modern Healthcare. Prior to PitchBook, Springer was an analyst at Ithaka S+R, a strategy and research consultancy to the higher education and information science sectors. She was also a college lecturer at the University of Oxford.
Springer earned a bachelor’s degree from Yale University, a master’s degree from the University of Cambridge, and a doctorate from the University of Oxford. She is based in PitchBook’s Seattle office.
Thompson Coburn LLP
Eric advises health care clients on a wide range of business-critical transactional and operational matters. He is a former executive and senior in-house counsel for the largest health care system in Illinois.
As the former vice president and associate general counsel for Advocate Health Care, Eric spent 16 years serving as a key business counselor and advisor to the system's leadership team and system boards on mergers and acquisitions, fraud and abuse compliance, physician practice acquisitions, financing, litigation, and corporate governance. He led mergers and acquisitions and joint ventures in excess of $15 billion and worked extensively with the system's nationally recognized population health management and managed care initiatives. He also served as primary counsel to a 1,500-physician medical group.
We’re excited to launch a significant add-on to the event in 2023. The MSO Bootcamp, which will take place in the morning session on Day 2, offers technical workshops geared for medical providers and MSO management.
Our sponsors are thought-leaders in the industry. Corporate sponsorship provides unmatched exposure during a lengthy promotional campaign and the conference itself. Benefits include pre-conference publicity, logo and literature placement, exhibit space, online ad placement, and complimentary registration.
To become a sponsor, contact Charlie Napolitano at (516) 876-8006 ext 20 or email@example.com.