The Healthcare MSO Conference
Management Services Organizations | Sept. 27, 2019 | NYC | A DealFlow Event

A Forum for Discussion of Management Services Organizations in Healthcare

Bringing together investors, physicians, and service providers for a day of networking and education.

Finally, a forum to share valuable ideas and discuss unique investment strategies in management services organizations.

The use of Management Services Organizations (MSOs) has grown in popularity across the healthcare landscape. While private equity investors are drawn to the highly fragmented field of medical services because of high profit margins and strong growth, physicians also see benefits in joining or creating their own MSO because of the move toward a value-based healthcare system where the MSO structure can improve patient care and create financial benefits.

The Healthcare MSO Conference hosted by DealFlow Events brings together investors, physicians, and service providers for a day of networking, education, and deal-making. We’ve developed a forum that aims to share valuable and unique ideas, while answering all the questions surrounding MSOs – including corporate finance structure, accounting, legal and regulatory, and operational issues.

Who’s Attending

This event draws investors, physicians, and service providers looking to grow their network and learn about the latest trends in finance, legal structures, and operational issues in healthcare MSOs.
  • Private Equity Investors
  • Investment Bankers
  • MSO Management Teams
  • Physicians Across Different Specialties
  • Law Firms
  • Practice Management at Healthcare Companies
  • Hospital Management Teams
  • Physician Compensation Consultants
  • Valuation Consultants
  • Deal Advisors & Business
    Brokers
  • Accounting & Financial
    Advisory Firms

Event Speakers

Ben Wallace

Ben Wallace

Managing Director

Goldman Sachs

Luba Greenwood of Google

Luba Greenwood

Strategic Business Development and Corporate Ventures

Google

Pete Zippelius

Pete Zippelius

Partner

Leonard Green & Partners

Dr. Nedal Shami

Dr. Nedal Shami

Chief Growth Officer & Co-founder

CityMD Urgent Care

Marc Cabrera

Marc Cabrera

Co-Head of Healthcare Investment Banking

Oppenheimer & Co.

Bo Crowell

Bo Crowell

Managing Director, Head of U.S. Healthcare Services

Macquarie Capital

Matt Jameson

Matt Jameson

Managing Director

BlueMountain Capital Management

Gareth Petsch

Gareth Petsch

National Director for the Healthcare Specialty Group Division

Citi Commercial Bank

Zahy Abou-Atme

Zahy Abou-Atme

Associate Partner

McKinsey & Company

D. Patrick Easterling

D. Patrick Easterling

Senior VP

Novant Health

Dr. Sailesh Konda

Sailesh Konda, MD, FAAD, FACMS

Medical Director & Director of Mohs Surgery and Surgical Dermatology

University of Florida Health Dermatology

James Bonomo

James Bonomo

President and CEO

CaduceusHealth

Paul Barrett

Paul Barrett

Managing Director

BelHealth Investment Partners

Michael Elliott

Michael Elliott

Co-Founder & Partner

Elliott Sauter

Anthony Hayes

Anthony Hayes

Vice President

Revelstoke Capital Partners

Michael Schnipper

Michael Schnipper

Partner

Nixon Peabody

Michele Masucci

Michele Masucci

Partner

Nixon Peabody

Henry Bloom

Henry Bloom

Founder & President

The Bloom Organization

Chris Quinlan

Chris Quinlan

Associate

Elliott Sauter

Philip Zoarski

Philip Zaorski

Principal

Frazier Healthcare Partners

Paul Murphy

Paul Murphy

Partner

Sentinel Capital Partners

Hugh Lytle

Founder & CEO

Equality Health

Arun Prasad

Arun Prasad

Managing Director

Moelis & Company

Dr. Jay Pruzanksy

Dr. Jay Pruzansky

Vice President

Merritt Healthcare Advisors

Comprehensive Education

Great events begin with timely programming and exceptional speakers. That’s why we like to say, “The program always comes first.”

September 27, 2019

07:30 AM  -  08:30 AM
TKP New York Conference Center
08:35 AM  -  08:45AM
TKP New York Conference Center
08:50 AM  -  09:35 AM
TKP New York Conference Center

State of the MSO Market

Panel 

  • Recap of current market dynamics and 2020 forecast
  • Understanding the evolution of management services organizations in healthcare
  • What the future landscape of consolidation looks like
Click for more information on 'State of the MSO Market'
Bo CrowellBo Crowell

Managing Director, Head of U.S. Healthcare Services

Macquarie Capital

Panelist

D. Patrick EasterlingD. Patrick Easterling

Senior VP

Novant Health

Panelist

Henry BloomHenry Bloom

Founder & President

The Bloom Organization

Moderator

Hugh Lytle

Founder & CEO

Equality Health

Panelist

09:40 AM  -  10:00 AM
TKP New York Conference Center

Healthcare M&A: Recent Trends, Outlook and Implications for Management Services Organizations

Presentation 

  • Review of recent M&A activity and underlying drivers, with a focus on healthcare services
  • Outlook for future deal activity and potential catalysts/deterrents arising from market and regulatory forces
  • Discussion of how M&A activity, in particular vertical integration and disruptive platforms, could impact the MSO space
Click for more information on 'Healthcare M&A: Recent Trends, Outlook and Implications for Management Services Organizations'
Ben WallaceBen Wallace

Managing Director

Goldman Sachs

Speaker

10:05 AM  -  10:25 AM
TKP New York Conference Center

MSO Growth Strategies

Presentation 

  • The four pillars: Market access, financial access, infrastructure, and intellectual property
  • De novo vs. M&A expansion – pros and cons of each strategy
  • Universal consumerism and brand promise
Click for more information on 'MSO Growth Strategies'
Dr. Nedal ShamiDr. Nedal Shami

Chief Growth Officer & Co-founder

CityMD Urgent Care

Speaker

10:30 AM  -  10:50 AM
TKP New York Conference Center

The Risks in Physician-Owned MSOs

Presentation 

  • Overview of how these corporate models work
  • Relevant regulations – Stark Law, Antikickback Statute, Eliminating Kickbacks in Recovery Act, Analogous State Laws
  • Common pitfalls and recent enforcement trends
  • Practical advice to identify and mitigate risk
Click for more information on 'The Risks in Physician-Owned MSOs'
Chris QuinlanChris Quinlan

Associate

Elliott Sauter

Speaker

Michael ElliottMichael Elliott

Co-Founder & Partner

Elliott Sauter

Speaker

10:50 AM  -  11:10 AM
TKP New York Conference Center
11:10 AM  -  11:30 AM
TKP New York Conference Center

Financing Your MSO Using Debt or Equity

Presentation 

  • The pros and cons of using debt vs. equity
  • How to find the right lender or equity partner
  • Properly capitalizing your MSO
Click for more information on 'Financing Your MSO Using Debt or Equity'
Gareth PetschGareth Petsch

National Director for the Healthcare Specialty Group Division

Citi Commercial Bank

Speaker

11:35 AM  -  11:55 AM
TKP New York Conference Center

Unique Corporate and Regulatory Issues in Structuring Healthcare MSO Transactions

Presentation 

  • Dealing with restrictions on corporate practice of medicine and its impact on structure and financial relationships
  • How to approach the unique challenges of dealing with founders
  • Scope of due diligence – both regulatory and corporate
  • Creating a legal entity that is positioned for growth – aligning the incentives of the healthcare providers and the management company
Click for more information on 'Unique Corporate and Regulatory Issues in Structuring Healthcare MSO Transactions'
Michael SchnipperMichael Schnipper

Partner

Nixon Peabody

Speaker

Michele MasucciMichele Masucci

Partner

Nixon Peabody

Speaker

12:00 PM  -  12:20 PM
TKP New York Conference Center

Understanding the Market and Key Players

Presentation 

  • Overview of the physician group market
  • Drivers of risk in the marketplace
  • MSO services that enable risk
Click for more information on 'Understanding the Market and Key Players'
Zahy Abou-AtmeZahy Abou-Atme

Associate Partner

McKinsey & Company

Speaker

12:25 PM  -  12:45 PM
TKP New York Conference Center

Private Equity Investment in Physician MSOs: Investment Trends and Drivers

Presentation 

  • Which specialties are growing in popularity with investors
  • Why the physician sector is attractive for private equity
  • Analyzing recent MSO deals in the private equity sector
Click for more information on 'Private Equity Investment in Physician MSOs: Investment Trends and Drivers'
Pete ZippeliusPete Zippelius

Partner

Leonard Green & Partners

Speaker

1:45 PM  -  2:05 PM
TKP New York Conference Center

Delivering Value as an MSO

Presentation 

  • Value proposition to physicians, payers, and patients
  • Pros/Cons of controlling physician practices or IPAs
  • Establishing a business for long-term strategic and economic success
Click for more information on 'Delivering Value as an MSO'
Arun PrasadArun Prasad

Managing Director

Moelis & Company

Speaker

2:35 PM  -  3:05 PM
TKP New York Conference Center

Fireside Chat: The Impact of MSOs & PE Investment in Healthcare Services

Fireside 

  • Physician duties and compensation issues
  • Consumer costs and maintaining the quality of healthcare
  • Impact on other medical professionals
Click for more information on 'Fireside Chat: The Impact of MSOs & PE Investment in Healthcare Services'
Dr. Jay PruzanksyDr. Jay Pruzansky

Vice President

Merritt Healthcare Advisors

Speaker

Dr. Sailesh KondaSailesh Konda, MD, FAAD, FACMS

Medical Director & Director of Mohs Surgery and Surgical Dermatology

University of Florida Health Dermatology

Speaker

2:10 PM  -  2:30 PM
TKP New York Conference Center

Strategic Alternatives for Independent Physician Groups

Presentation 

  • The forces that are driving physician consolidation
  • The alternatives that are available for independent groups
  • How consolidation is different today than it was in the 1990s
Click for more information on 'Strategic Alternatives for Independent Physician Groups'
Marc CabreraMarc Cabrera

Co-Head of Healthcare Investment Banking

Oppenheimer & Co.

Speaker

3:05 PM  -  3:30 PM
TKP New York Conference Center
3:30 PM  -  3:50 PM
TKP New York Conference Center

Health System Value Considerations

Presentation 

  • How to get new providers up and running with easy onboarding
  • Achieving a faster time to value creation
  • Standardizing data and technology across disparate systems
  • Tracking quality performance at the individual provider level
Click for more information on 'Health System Value Considerations'
James BonomoJames Bonomo

President and CEO

CaduceusHealth

Speaker

3:55 PM  -  4:15 PM
TKP New York Conference Center

Operational Considerations and Growth-Related Strategies

Presentation 

  • Recruiting and retaining physicians
  • Regional density vs. disparate geographies to drive organic growth
  • Corporate and clinical governance
Click for more information on 'Operational Considerations and Growth-Related Strategies'
Anthony HayesAnthony Hayes

Vice President

Revelstoke Capital Partners

Speaker

4:20 PM  -  5:05 PM
TKP New York Conference Center

Private Equity Investment Objectives & Structuring MSOs for an Exit

Panel 

  • Add-on acquisitions vs. platform investments
  • How to structure your MSO for an attractive exit
  • Dealing with negative PR associated with non-physician ownership
Click for more information on 'Private Equity Investment Objectives & Structuring MSOs for an Exit'
Matt JamesonMatt Jameson

Managing Director

BlueMountain Capital Management

Panelist

Paul BarrettPaul Barrett

Managing Director

BelHealth Investment Partners

Moderator

Paul MurphyPaul Murphy

Partner

Sentinel Capital Partners

Panelist

Philip ZoarskiPhilip Zaorski

Principal

Frazier Healthcare Partners

Panelist

5:10 PM  -  5:20 PM
TKP New York Conference Center
5:30 PM  -  6:30 PM
TKP New York Conference Center

Corporate Sponsors

Our sponsors are thought-leaders in the industry.

Event Sponsors

Mobile App Sponsor

athenahealth

Lunch Sponsor

Elliott Sauter

Cocktail Reception Sponsor

Equality Health

Silver Sponsors

Nixon Peabody
CSG Partners
RRBB
CureMD

Conference Location

The TKP Conference Center is conveniently located within walking distance of Grand Central Terminal, the Port Authority Bus Terminal, and Penn Station. For this event, we have contracted to rent the entire facility to accommodate our attendees and sponsors.

ADDRESS:

109 West 39th Street, New York, NY 10018

LOCATION:

TKP New York Conference Center

PHONE NUMBER:

(516) 876-8006

EMAIL ADDRESS:

team@dealflow.com