4:00 – 4:30
Agenda for Orthopedic & Spine PTC
March 13, 2025 from 4:30 – 8:30pm (reception to follow)
Skybox DiamondView Tower, San Diego CA
Registration and Cocktails
4:30 – 4:40
Introduction & Latest Trends in Orthopedic Group Transactions and Outlook for 2025
Gary Herschman, Member, Epstein Becker & Green
4:40 – 5:10
Why Orthopedic & Spine Groups Are Pursuing Different Strategic Options
Moderator:
Dana Jacoby, CEO, Vector Medical Group
Panelists:
Alejandro Fernandez, CEO, Synergy Orthopedic Specialists
Mark Getelman, M.D., President, Southern California Orthopedic Institute
Michael Meneghini, M.D. Indiana Joint Replacement Institute (HOPCo, Naples FL)
Matthew Searles, Senior Managing Director, Merritt Healthcare Advisors
5:10 – 5:45
How Orthopedic & Spine Groups Are Valued and How to Maximize Practice Value by Getting Your House in Order
Moderator:
Anjana Patel, Member, Epstein Becker & Green
Panelists:
Kieran Higgins, Partner, Citrin Cooperman
Gregory Seigel, Managing Director, Seigel Advisory Services
Rob Swisher, CEO, MedRevenu
5:45 – 6:00
A New Strategic Option to Consider – ESOPs for Medical Groups
Moderator:
Gary Herschman, Member, Epstein, Becker & Green
Panelists:
Robert Goettling, Principal, The Bloom Organization
Michael Bannon, Vice President, CSG Partners
6:00 – 6:20
How to “Extricate” from a Hospital PSA or Employment Agreement that is Not “Working Out” to Participate in a Strategic Transaction
Presenters:
Dana Jacoby, Member, Vector Medical Group
Glenn Prives, Member, Epstein, Becker & Green
6:20 – 6:25
Brief Break
6:25 – 6:40
How to Maximize the Value of Your Medical Real Estate
Collin Hart, CEO & Managing Director, ERE Healthcare Real Estate Advisors
6:40 – 6:55
Wealth Planning Strategies to Implement Before a Strategic Transaction
Brad Quick, Partner, President & COO, Vestia Personal Wealth Advisors
6:55 – 7:25
How “Income Repair” and “Second Bite Transactions” Work
Moderator:
Dana Jacoby, CEO, Vector Medical Group
Panelists:
Andrew Carlson, Director of Growth & Strategy, Growth Orthopedics
David Jacofsky, M.D., CEO, HOPCo
Jeff Friedman, Private Equity Engagement Director, Modernizing Medicine
Robert Goettling, Principal, The Bloom Organization
7:25 – 7:55
Anatomy of a Partnership Transaction: What to Expect at Each Stage
Presenters:
Jay Pruzansky, DPM, MBA, Managing Dir., Merritt Healthcare Advisors
Nivedita Patel, Member, Epstein, Becker & Green
Margaret Shanley, Principal, CohnReznick
7:55 – 8:30
Keynote Panel: “Life After Closing” of a Partnership Transaction from the Perspective of Orthopedic Surgeons Who Pursued Different Strategic Options
Moderator:
Gary Herschman, Member, Epstein, Becker & Green
Panelists:
Damon Adamany, M.D. – The Core Institute (HOPCo)
Jeff Richmond, M.D. – Orthopedic Associates of Manhasset (Spire Orthopedic Partners)
Daniel C. Kim, M.D., Andrews Sports Medicine & Orthopaedic Center (U.S. Orthopaedic Partners)
Ray Kim, M.D. The Steadman Clinic (Orthopedic Care Partners)
William Pennington, M.D. The Orthopedic Inst. of Wisconsin (Surgery Partners)
8:30