5:00 – 5:30
Agenda for Cardiology PTC
March 29, 2025 from 5:00 – 9:30pm (reception to follow)
Revel Motor Row, Chicago IL
Registration and Cocktails
5:30 – 5:40
Introduction & Latest Trends in Cardiology Group Transactions and Outlook for 2025
Gary Herschman, Member, Epstein Becker & Green
5:40 – 6:15
Why Cardiology Groups Are Pursuing Different Strategic Options
Moderator:
Dana Jacoby, CEO, Vector Medical Group
Panelists:
Jerry Blackwell, M.D., MBA, FACC, President & CEO, MedAxiom
Matt Eakins, M.D., CEO, AtriaHealth
Jasen Gunderson, M.D., MBA, CEO, CardioOne
John Carron, MBA, Partner, Merritt Healthcare Advisors
6:15 – 6:50
How Cardiology Groups Are Valued and How to Maximize Practice Value by
Getting Your House in Order
Moderator:
Anjana Patel, Member, Epstein Becker & Green
Panelists:
Jennifer Cohen, Partner, Citrin Cooperman
Gregory Seigel, Managing Director, Seigel Advisory Services
Rob Swisher, CEO, MedRevenu
6:50 – 7:05
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
7:05 – 7:30
How to “Extricate” from a Hospital PSA or Employment Agreement that is Not “Working Out” to Participate in a Strategic Transaction
Presenters:
Bill Drekhoff, CEO, Heart & Vascular Partners
Dana Jacoby, CEO, Vector Medical Group
Glenn Prives, Member, Epstein, Becker & Green
7:30 – 7:35
Brief Break
7:35 – 7:50
How to Maximize the Value of Your Medical Real Estate
Collin Hart, CEO & Managing Director, ERE Healthcare Real Estate Advisors
7:50 – 8:05
Wealth Planning Strategies to Implement Before a Strategic Transaction
Lauren Oschman, Partner & CEO, Vestia Personal Wealth Advisers
8:05 – 8:25
How “Income Repair” and “Second Bite Transactions” Work
Moderator:
Dana Jacoby, CEO, Vector Medical Group
Panelists:
David Konur, CEO, Cardiovascular Logistics
Robert Goettling, Principal, The Bloom Organization
8:25 – 8:55
Anatomy of a Partnership Transaction: What to Expect at Each Stage
Presenters:
Chris Carlesi, Vice President, Merritt Healthcare Advisors
Anna Kostanian, Principal, CohnReznick
Nivedita Patel, Member, Epstein, Becker & Green
8:55 – 9:30
Keynote Panel: “Life After Closing” of a Partnership Transaction from the Perspective of Cardiologists Who Pursued Different Strategic Options
Moderator:
Gary Herschman, Member, Epstein, Becker & Green
Panelists:
Robert Armbruster, M.D., FACC, FSCAI
Group: Saint Louis Heart & Vascular
Partner: Heart & Vascular Partners
Yazan Khatib, M.D., FACC, FSCAI, FABVM, FSVM
Group: First Coast Cardiovascular Institute
Partner: Cardiovascular Logistics
Scott Shapiro, M.D., FACP, FCPP
Group: AMS Cardiology
Partner: AtriaHealth
9:30