May 23, 2019 8:30 AM - 10 AM EDT
THIS EVENT IS SOLD OUT!
THERE WILL BE NO ON-SITE REGISTRATION
Panelists will talk about the middle-market health care deal space. They will specifically address the dynamics of the market in 2019, developments in financing, risks and rewards, what subsectors are getting more interest than others, the types of transactions that have occurred and what might be interesting in the future.
Moderator, Ari J. Markenson, Partner, Winston & Strawn LLP
William Douglass, Managing Director & Group Head, CIT Healthcare Finance
Burk Lindsey, Managing Director, Health Care Services Investment Banking, Raymond James
John McKernan, Principal, The Riverside Company
Jennifer Meyers, Managing Director, Marwood Group
8:30am - 9:00am - Breakfast/Networking
9:00am - 9:10am - Introductions
9:10am - 10:00am - Program followed by Q&A
Moderator, Ari Markenson
Ari Markenson has over 20 years of experience in the areas of health care, law, and business. He advises health care industry clients, including providers and payers, on a broad range of matters with significant experience in the representation of health care providers and suppliers. He represents private equity firms on health care transactions, including significant regulatory, M&A, and portfolio company work, including working in an outside general counsel role. He advises clients on mergers, acquisitions and divestitures, due diligence, corporate matters, legal and regulatory compliance issues, including requirements and conditions for participation; fraud and abuse; HIPAA; and survey, certification, and enforcement issues. Ari assists clients with Medicare, Medicaid, managed care, and private insurance reimbursement issues, and he represents providers in administrative proceedings, acquisitions, obtaining certificate of need approval and state licensure.
Ari writes frequently for industry publications and teaches healthcare law and other health care management and policy topics at the Columbia University Mailman School of Public Health and the School of Health Sciences Practice at New York Medical College.
William Douglass is Managing Director and Group Head of CIT Healthcare Finance. He is responsible for overseeing CIT's financing and advisory activities in the healthcare sector, including syndicated cash flow financings, asset based loans and real estate financings.
Areas of Expertise:
- Healthcare Lending
- Leveraged Finance
- Buy-side and sell-side financing
- Credit analysis, underwriting and deal execution
Prior to joining CIT in 2009, Douglass spent 10 years with Citigroup, focused on middle market leverage lending and junior debt, covering multiple industries with responsibilities including origination, underwriting, and portfolio management. From 2000 to 2005, he worked in the Business Finance Group, providing senior debt financing to companies located throughout the U.S. (leverage finance, asset based and investment grade). In 2006, he joined Citi Special Situations, a multi-strategy principal investment group, to help launch the fund’s middle market junior debt strategy providing capital solutions including unitranche, second lien, mezzanine and equity co-investments. Douglass began his career with SouthTrust Bank.
He received a BA in Managerial Economics from Hampden-Sydney College and an MBA from Samford University School of Business.
Burk Lindsey co-leads Raymond James’ coverage of the health care services and provider segment. He focuses on mergers and acquisitions as well as private and public financing transactions. He has significant experience in alternate site, behavioral health, distribution, senior care, home health, and hospice and particular expertise working with health care focused private equity firms as both buyers and sellers. Over a 23-year career, he has advised on over 150 transactions with aggregate value in excess of $15 billion. Prior to joining Raymond James, he held investment banking and merchant banking positions with Equitable Securities Corporation and ING Capital Corporation, respectively, focusing on health care with both groups.
Raymond James & Associates is the largest investment banking firm based outside of New York and the nation’s largest independently-owned firm. The Firm has been one of the nation’s leading middle market M&A advisors for transactions under $500 million over the last five years. The Firm’s Health Care Investment Banking Group is one of the nation’s oldest, largest, and most successful middle-market health care-focused advisory services practices. Over the past three years, the Firm’s Health Care Group has advised on over 85 transactions with an aggregate value of over $11 billion. The Firm’s Health Care Investment Banking Group focuses on Health Care Services, Health Care Technology, Medical Technology, and Life Sciences, with offices in Nashville, New York, Chicago, Denver, and San Francisco. The Group’s bankers provide a broad range of advisory and capital-raising services to growing health care companies and health care-focused sponsor groups.
John is a Principal at The Riverside Company in New York where he has executed transactions in a wide variety of sectors including healthcare, subscription software, and business services. John currently serves on the board of Alsana, CertaSite, and The Dermatology Group. John was also involved with the firm’s investments in Arcos, NAVEX, and Soothe and previously served on the board of Grace Hill and IDOC. Prior to joining Riverside in 2010, John was an Associate at First Capital Partners.
Prior to First Capital Partners, John worked in Investment Banking with First National Mergers and Acquisitions.
John graduated from Creighton University with a B.S.B.A in Accounting and Finance and is a CFA Charter holder
Jennifer Meyers is a Managing Director at the Marwood Group, where she advises senior corporate executives and private equity clients on investments in the healthcare sector globally. She provides strategy consulting and diligence services to clients as they evaluate acquisitions, new geographic markets and service/product lines, regulatory and policy matters as well as other strategic initiatives. Her prior experience includes working extensively with privately held and publicly traded companies on a broad range of financial advisory transactions, including buy-sides, sell-sides, corporate divestitures, private placements and joint ventures across a variety of healthcare sectors. As an investment banker, Ms. Meyers closed over 30 transactions totaling more than $32 billion in aggregate value.
Prior to joining the Marwood Group, Ms. Meyers was a Principal in Healthcare Investment Banking at Morgan Joseph TriArtisan and a Director at Bank of America Merrill Lynch, where she served as a senior member of the firm’s M&A Group and primarily focused on transactions in healthcare services and medical technology. Previously, she held positions at JPMorgan Securities in the M&A Group; Prestwick Scientific Capital, a private biopharmaceutical company focused on early-stage treatments and technologies; CrossHill Financial Group, a boutique investment bank; and America’s Community Bankers, a national banking trade association.
Ms. Meyers received a Bachelor of Science, cum laude, in Business Administration from the University of North Carolina at Chapel Hill and an MBA from the Owen Graduate School of Management at Vanderbilt University.