The Agenda

Our Philosophy: The Program Always Comes First

Friday, October 22

October 22, 2021

8:00 AM  -  8:40 AM

08:40 AM  -  09:00 AM

9:05 AM  -  9:30 AM

MSOs: Structuring Private Equity Investments and Acquisitions

  • Exploring the rationale for MSO development
  • Examining different structures and their advantages
  • Success stories and lessons learned
  • Trends for various specialties

Speakers

Angela HumphreysAngela Humphreys

Chair, Healthcare Practice Group, Co-Chair Healthcare Private Equity Group

Bass, Berry & Sims

Speaker

9:35 AM  -  10:00 AM

The Pros and Cons of Using Debt Capital to Grow your MSO

  • Current state of the debt markets and M&A activity
  • Challenges for early stage platforms looking for capital
  • What MSO’s need to know when approaching debt providers
  • Success stories, lessons learned, and pitfalls to avoid

Speakers

Craig EvansCraig Evans

Healthcare Banker

Citi Commercial Bank

Speaker

10:05 AM  -  10:30 AM

Fortifying Physician Recruitment and Retention

  • Understanding the benefits of a well executed recruitment/retention program
  • Incorporating physician needs including autonomy, mastery of clinical skills, sense of purpose, engagement
  • The value of building a program outline for mutually beneficial, long standing working relationships
  • Addressing multiple employers competing for limited physician demand

Speakers

Steve StrausSteve Straus

Head of Private Equity Coverage

SCALE Healthcare

Speaker

10:30 AM  -  11:00 AM

11:00 AM  -  11:30 AM

Prioritizing ‘FWA’ Compliance Programs

  • Why a strong Fraud, Waste & Abuse compliance program presents an obstacle to enforcement action and payor audits
  • Understanding how investors can mitigate their risk by implementing relatively inexpensive controls
  • How to identify effective and ineffective FWA compliance programs
  • What actions you should prioritize to quickly improve the efficacy of a FWA compliance program

Speakers

Michael ElliottMichael Elliott

Co-Founder & Partner

Elliott Sauter

Speaker

Mindy SauterMindy Sauter

Co-Founder & Partner

Elliott Sauter

Speaker

11:35 AM  -  12:00 PM

Inside an MSO Transaction: Real World Obstacles and How to Avoid Them

  • Real life examples of issues that have scuttled deals
  • Clearing the path through sell side diligence to manage avoidable obstacles
  • Areas of heightened enforcement

Speakers

Michael SchnipperMichael Schnipper

Partner

Nixon Peabody

Speaker

Michele MasucciMichele Masucci

Partner

Nixon Peabody

Speaker

12:05 PM  -  12:30 PM

How to Build a Strong Cybersecurity and HIPAA Compliance Program for Your MSO

  • Latest insight on cyberattacks and regulatory changes impacting MSOs
  • Key issues and roadblocks to overcome
  • What a best practice cybersecurity and HIPAA compliance program looks like
  • Understanding the benefits your organization reaps by being prepared

Speakers

Jon MooreJon Moore

Senior Vice President & Chief Risk Officer

Clearwater

Speaker

12:35 PM  -  1:00 PM

Fair Market Valuations for Healthcare MSO Arrangements

  • Discussing the shelf life of a fair market valuation
  • Why compensation arrangements may require FMVs
  • Understanding why and when a FMV is needed
  • Trends in market comparables of healthcare MSO operations

Speakers

Adam PortacciAdam Portacci

Director, Valuation Services

Weaver

Speaker

1:00 PM  -  2:00 PM

2:00 PM  -  2:25 PM

Five Ways to Accelerate MSO Enterprise Growth

  • Techniques to vet deals quickly in order to beat your competition to the LOI
  • How to increase your accuracy of projected return on investment
  • The importance of starting the integration process within weeks of the transaction
  • Keeping providers productive to maximize cash flow during integration
  • Learning how to measure and manage clinic profitability post-integration

Speakers

Scott FergusonScott Ferguson

CEO

Aesto Health

Speaker

2:30 PM  -  2:55 PM

M&A Market Outlook for Physician Practices

  • Key forces driving change across the physician practice landscape
  • How those forces are accelerating the evolution towards “managed consumerism”
  • Latest markets update: Where the investment dollars are flowing, and where valuations are trending
  • The market outlook for physician practice M&A

Speakers

Andrew ColbertAndrew Colbert

Senior Managing Director

Ziegler

Speaker

2:55 PM  -  3:30 PM

3:30 PM  -  3:55 PM

Preparing for Life After Entering a Private Equity Partnership

  • Understanding exactly what autonomy you are about to give up
  • Negotiating the impact of good leaver/bad leaver provisions
  • Assessing the potential of a “second bite of the apple”

Speakers

Rajesh KothariRajesh Kothari

Founder & Managing Director

Cascade Partners

Speaker

4:00 PM  -  4:25 PM

Physician Practice Transactions: Capital is Seeking the ‘Right’ Deal

  • How physicians should engage with capital providers
  • Understanding which sectors of medical services are of interest to investors and why
  • An overview of the structures that investors prefer when making investments
  • Terms to know: “Comp Scrape” and “Income Repair”

Speakers

David BakerDavid Baker

Managing Director

Capstone Partners

Speaker

4:30 PM  -  4:55 PM

The Role of MSOs in Private Equity Transactions

  • Understanding the role, structure, and financial ramifications of MSOs in PE transactions
  • Real life examples of how to apply MSOs to PE transactions and their economic contributions
  • Success story examples and lessons learned from those transactions
  • Transcending the theoretical and strategic to the practical and tactical within MSO structures

Speakers

Max ReiboldtMax Reiboldt

CEO

Coker Group

Speaker

5:00 PM  -  5:25 PM

Seeing Around Corners During the M&A Process

  • A review of case studies showing the impact of issues like payer/channel changes and Covid adjustments on valuation
  • A detailed look at how unforeseen changes impact a PE firm’s growth model and ultimately your MSO’s valuation

Speakers

Gary GroteGary Grote

Managing Director

Bridgepoint

Speaker

5:30 PM  -  5:55 PM

The Future Landscape of Healthcare Services: Private Practice, Health Systems & MSOs

  • Understanding the future employment landscape at private practices, hospitals and other companies
  • Predictions about what MSOs and medical services companies will look like in 10 years
  • What current trends suggest from a tactical perspective
  • Appropriate planning for the future and other considerations for forward-thinking medical providers

Speakers

Roy BejaranoRoy Bejarano

Co-Founder & CEO

SCALE Healthcare

Speaker