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.
We’ve taken our Healthcare MSO Conference and rebranded it to offer an expanded forum to cover all the issues that span the spectrum of investment in healthcare services.
This event will be held at one of the most prestigious country clubs in the country. By hosting this event at the Westchester Country Club, we provide an outdoor format in a high-end tented environment. Attendees are going to love this safe outdoor setup for dining, 1-on-1 meetings and casual networking opportunities.
Commercial Banks
Senior & Mezzanine Lenders
Private Equity Investors
Investment Bankers
MSO Management Teams
Physicians Across Different Specialties
Law Firms
Independent Sponsors
Deal Advisors
Venture Capitalists
Accounting & Financial Professionals
Advisory Firms
Practice Management at Healthcare Companies
Hospital Management Teams
Valuation Consultants
99 Biltmore Avenue
Rye, NY 10580
Phone: (914) 967-6000
Great events take place at high-quality venues and The Healthcare Services Investment Conference is no exception. We are thrilled to be hosting this conference at the Westchester Country Club where attendees will enjoy a safe, outdoor environment with plenty of areas for private 1-on-1 meetings.
99 Biltmore Avenue
Rye, NY 10580
Phone: (914) 967-6000
Great events take place at high-quality venues and The Healthcare Services Investment Conference is no exception. We are thrilled to be hosting this conference at the Westchester Country Club where attendees will enjoy a safe, outdoor environment with plenty of areas for private 1-on-1 meetings.
Offering the largest gathering of investors, bankers and management teams in the business. You can count on the best networking to maximize your business development.
Our panelists and presenters are thought leaders in the industry. This is your opportunity to get in front of the industry’s decision-makers.
3The Healthcare Services Investment Conference includes 1-on-1 meetings that you can schedule through our event app, allowing you to connect with conference attendees even before the event.
2Comprehensive discussions of investment strategies and trends, legal issues, M&A/rollups, tax and accounting issues, and practice management.
4Managing Partner/Co-Founder
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.
Partner and CEO
Cross Keys Capital
Bill is a Managing Director and co-founded Cross Keys Capital in 2006. Bill leads the healthcare practice and is responsible for successfully closing 50 physician practice management transactions since 2010. He has over 25 years of experience in M&A including divestitures, acquisitions, restructurings, and capital raises for a broad range of clients both domestically and internationally. Prior to founding the firm, Bill worked at Outsource International, where he raised private capital, took the company public and led over 40 transactions. He has also worked at Ryder System, where he participated in a leveraged buyout of the truck rental unit, and began his career in the investment banking department at Morgan Stanley.
Bill received an M.B.A. from University of Pennsylvania’s Wharton Business School, and graduated first in his class, summa cum laude, with a B.S. in Business and Chemistry from the University of Richmond.
Managing Director
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 HHS Chief of Staff
The Hargan Group
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.
Principal
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 Managing Director
Ziegler
Andrew Colbert joined Ziegler in 2006 as a founding member of Ziegler’s Corporate Finance Healthcare practice. He specializes in advising healthcare services and healthcare information technology companies on a spectrum of strategic and financing alternatives including mergers and acquisitions, capital raising transactions and partnership development. Andrew is also involved in Ziegler’s principal investing efforts and serves on the Strategic Leadership Committee at Ziegler.
Andrew takes pride in developing long-term relationships with his clients and brings creative structuring insights and deep domain expertise to achieve premium outcomes. He has been engaged in over 50 transactions totaling over $3 billion in value; including sell-side and buy-side representation, strategic partnerships, public equity financings, private placements, joint ventures, leveraged buyouts and fairness opinions.
Senior Healthcare Executive
Optum
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.
COO
American Orthopedic Partners
As Chief Operating Officer of American Orthopedic Partners (AOP), Michael helps orthopedic practice partners position themselves to provide the highest level of care most efficiently and benefit from AOP's scale. He is excited about the opportunity to lead a physician-led enterprise that focuses on value and best-in-class performance.
With close to 25 years’ experience in healthcare operations and business development, Michael has a proven track record of transforming healthcare organizations into value-based payment models that align with patient outcomes more closely. His strategic approach to leveraging technology and modernization solutions has consistently improved patient care, driven revenue gains, and supported financial stability.
Healthcare Banker
Citi
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
Monroe Capital
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.
CEO
Aesto Health
Scott Ferguson is the CEO at Aesto Health based in United States. An entrepreneur and educator. Scott provides leadership for the growth of SaaS companies. A life-long entrepreneur, he began his professional career building internet-based business systems during the booming dot com era of the mid-nineties when he founded and served as Managing Partner of a media and technology firm that consulted for companies including Time Warner, Marriott, General Motors and a host of other international brands. A noted speaker, Ferguson is known for his engaging metaphors that entertain while conveying a concept fast. Today, he is the CEO of Aesto Health, a multinational company with a portfolio of tech solutions that reduce operational headaches in healthcare.
Healthcare Associate
Nixon Peabody
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.
CEO
Encoda
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).
Partner
Nixon Peabody
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.
Chief Risk Officer and Head of Consulting
Clearwater
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.
Managing Director
Aon
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.
Managing Partner, Science and Innovation Policy, Mayo Clinic Former Sr. Advisor to the FDA Commissioner
Mayo Clinic
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 Corporate Development Officer
HOPCo
Peter Slate serves as the Chief Corporate Development Officer of Healthcare Outcomes Performance Company (HOPCo), the leading developer and manager of value-based care programs that assists stakeholders in the musculoskeletal (MSK) care market to successfully go “at-risk” for MSK spend. With over 650 MSK providers under management, and operations in 31 States, Peter and his team focus on growing HOPCo’s platform throughout the U.S. through partnerships with MSK medical practices, national health systems, health plans and self-insured employers.
Prior to joining HOPCo, Peter was the Chief Executive Officer of Bonovo Orthopedics, Inc., a leading international manufacturer and distributor of orthopedic products, with offices in the U.S., Europe and Asia. He previously served as the founding Chief Executive Officer of Arizona Technology Enterprises (AzTE), an investment firm dedicated to investment in seed and early-stage medical device, healthcare IT and biotech start-ups. Peter also practiced as a corporate attorney with the law firm of Katten Muchin Rosenman, where he specialized in mergers and acquisitions, securities and private equity transactions. He has held senior executive positions with a number of healthcare companies including Baxter International and Primecare. Peter has served on a number of corporate Boards and as a strategic advisor to healthcare companies in the U.S., Asia, Europe and Israel.
Research Analyst
Pitchbook
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.
Head of Private Equity Coverage
SCALE Healthcare
Steve is Head of Private Equity Coverage at SCALE Healthcare, a business management consulting company that provides expertise to private equity sponsors, lenders, portfolio company management teams and independent physician practices across every discipline and clinical specialty within healthcare services.
He formerly founded The Altumeta Group, LLC, a healthcare management advisory firm specializing in assessing, strengthening and scaling alternate care healthcare services organizations in technologically innovative medical and surgical sectors. During the past 25+ years of his 40+ years healthcare career, Steve has served in practice management and multi-site facility executive roles (Independent Board Member, Executive Chairman, CEO, President, COO) of both private and public U.S. multi-state healthcare service companies including 22 dermatology/med spa practices, 158 medical spa’s, 71 Lasik surgery centers and 136 multi-specialty ASC's. He formerly worked at American Hospital Supply and Baxter Healthcare. Most recently, as Executive Chairman, Steve led a private equity sponsored medical spa business through COVID shutdown, retooling and reopening, propelling the revenue and EBITDA growth trajectory.
COO
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.
CFO
DAS Health
Joe has overall responsibility for leading the financial, human resources and administrative activities of the company.
Joe previously served as Chief Financial Officer for Encompass Onsite, where he led the team thru a period of rapid growth via acquisitions and new customer onboarding, while making improvements to the financial infrastructure of the business. Prior to that, Joe held previous positions in the healthcare industry as CFO with Private Equity backed companies, in each case successfully driving business improvement and integrating acquisitions, helping to create rapid growth, profitability and success.
Joe is a graduate of Florida Atlantic University, where he earned both his master’s in business administration, as well as his bachelor of science degree in finance. Joe and his wife live in Hillsboro Beach, Florida and have two children currently attending college. In his spare time, you will find Joe playing soccer, exercising, relaxing on the beach, or boating with family and friends.
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 charlie@dealflowevents.com.
