Alex Bateman is a highly-accomplished and results driven healthcare leader with 20 years of development and operations experience in multi-state, multi-site healthcare services organizations. A proven talent and team builder who has consistently demonstrated the ability to adapt and thrive in the changing healthcare space. Analytical and data driven, confident in challenging environments, and regarded as a top company performer in both leadership and growth/development.

Before joining Resurgens Orthopaedics and United Musculoskeletal Partners, Mr. Bateman served as Market President with United Surgical Partners International, running operations for more than 60 ambulatory surgical centers over seven states in the East and Southeast divisions. Mr. Bateman also held a leadership role with DaVita as their Director of Corporate Development, leading teams through multiple JV and acquisition transactions.

He holds a Bachelor’s of Science in Finance from Virginia Tech and a MBA from Johns Hopkins.

Alex lives in Atlanta, GA, with his wife and two sons. He is a big fan of baseball, and on most weekends you can find him at a ballpark cheering on the Braves or coaching his son’s little league team.

Amber Walsh is the former Chairwoman of the firm’s Healthcare Department, one of the largest healthcare practices in the United States. She sits on the firm’s Executive Committee and is Chairwoman of the firm’s Lateral Partner Integration Committee, and is a recognized leader in promoting the advancement of women in the private equity sector.

She founded and leads McGuireWoods’ Women in Private Equity & Finance Initiative and sits on the board of The Leverage Network.

Focusing her practice on corporate healthcare transactional work and regulatory matters, she represents healthcare providers such as hospitals, health systems, dialysis facilities, multi- and single-specialty medical practices, specialty hospitals, ambulatory surgery centers, and a variety of healthcare industry entrepreneurs, in sales and acquisitions, joint ventures, general corporate matters, contracting, securities, and regulatory matters.

Her work includes negotiating and drafting transaction documents and counseling clients with regard to the legal aspects of day-to-day operations, including general corporate matters; anti-kickback and Stark issues; self-referral, corporate practice of medicine and fee-splitting prohibitions; HIPAA, certificate of need and licensure requirements; and state and federal securities matters. In 2017, Amber was named to Mergers & Acquisitions magazine’s list of “The Most Influential Women in Mid-Market M&A.”

As one of the principal drivers behind McGuireWoods’ healthcare private equity initiatives, Amber co-chairs the firm’s annual Healthcare and Life Sciences Private Equity and Finance Conference, one of the largest private equity events in the U.S. healthcare market, which facilitates deals by connecting investors with surgery centers, dialysis facilities, physician practices and other industry players.

A recognized thought-leader in the healthcare/M&A and private equity arenas, Amber co-authors a regular Law360 column covering middle market healthcare and life sciences deals, co-writes McGuireWoods’ The Healthcare Investor blog, and is the lead author on a series which spotlights women private equity leaders.

Andre currently serves as Chief Executive Officer for the Illinois Bone and Joint Institute LLC, a multispecialty Orthopedic practice in the greater Chicago area.

The practice consists of approximately 165 Physicians with specialties in Orthopedics, Rheumatology, Pain Management, Physiatry, Podiatry and Geriatrics. IBJI also employs ~ 275 Physical and Occupational Therapists and 125 midlevel Providers with a total employee count of ~ 2,250. He reports directly to the Board of Managers of IBJI and supervises both strategic and operational aspects of the organization. IBJI has ~$300m in Clinical Revenues/year, with an additional ~$200m in Ancillary and ASC Income.

He serves on the Value Based Committee for the OrthoForum group and also oversees IBJI’s “OrthoSync” program, a convener organization that serves clients in CMS’s BPCI-A Model as well as CJR models on behalf of primarily Orthopedic Practices.

Previous to his CEO role, Andre served as Director of Ancillary and Value Based Medicine Service lines for IBJI. Along with these responsibilities, he was the CEO and Managing Member of Elevate LLC, a healthcare consulting and services company formed in 2010, specializing in Ancillary and Value service line initiation and expansion with specific alignment to Bundled Payment and Risk models and strategies.

Between 2005 and 2010 he was the Director of IBJI’s Rehabilitation Services network, the 3^rd largest outpatient Physical Therapy provider in the Chicagoland area.

Professional Philosophy

Andre’s professional passion focuses on modern day healthcare redesign strategies. He believes strongly in an “agile” management style so leaders can develop and function to their fullest capacity, and teams can adapt to rapid market fluctuations in a similar fashion.

He is an advocate for transformational and transparent activities beyond the current state of healthcare, along with a renewed mindset towards truly integrated practice patterns, all designed in a Patient centric manner.

From an actuarial perspective, Andre believes that the future models for effective healthcare delivery platforms are yet to be developed. As such, one has the ability to be truly creative and innovative, as long as you operate from a sound foundational platform. Data and Informatics are key determinants of success when effectively integrated with applied and timely execution of qualitative management decisions.

Growth creates strain – it is a normal component of healthy environments. The ability to navigate opportunities and simultaneously achieve consistent and optimal outcomes should always define organizational success.

   Additional

• Andre is also a frequent speaker in various forums, primarily centered around conceptual redesign of modern healthcare payment methodologies – both from a Federal as well as Commercial standpoint.
• During the period from 1996 to 2001, he was also a member of the United States National Rugby Team – first as a player, including 1999 Rugby World Cup Squad member and thereafter as part of the Coaching team at the 2003 RWC.
• Andre continues serving on USA Rugby’s Medical Advisory Board as of 2023
• Pastime favorites include Travel with his Family, Golf and College Sports.

Andrew Mintz has extensive experience in executive leadership roles in the healthcare industry. Andrew currently serves as the Chief Executive Officer of The Smilist Management, a dental care company with over 60 offices in the Northeast. Andrew is responsible for ensuring an exceptional patient experience and driving innovation in clinical care and technology.

Prior to their current role, Andrew was the Chief Executive Officer of Pinnacle Fertility from 2021 to 2022. Andrew provided leadership to the company, focusing on fertility services.

As Chair of the Healthcare Practice Group and Co-Chair of the Healthcare Private Equity Team, Angela Humphreys leads the firm’s national healthcare practice. Angela is a go-to lawyer for private equity firms on complex transactions in the healthcare industry. She began her career in public accounting and has more than 20 years of experience working exclusively in the healthcare M&A space. With both deep corporate and healthcare regulatory experience, Angela is highly skilled in developing innovative solutions to help clients achieve their business goals while navigating the complex healthcare regulatory, tax and employee benefits landscape. She has counseled on hundreds of transactions in the healthcare industry, including physician practice management platforms, ambulatory surgery centers, health plans, healthcare information technology companies, behavioral health, home health, hospice, clinical research organizations and hospitals and health systems, among others. She has been recognized nationally for her work in the healthcare private equity space, including by Mergers and Acquisitions Magazine as one of the Most Influential Women in Mid-Market M&A and by Law360 as Health Law MVP of the Year.

In my previous role at OrthoIllinois, I provided oversight in a variety of ways. From our value-based care initiatives to the work of our physician assistants to our new surgery center projects, overseeing these areas prepared me to be the catalyst to move our organization forward and help our teams truly impact and improve healthcare in our region.

We recognize that a high-quality subspecialty can make a significant difference in a person’s quality of life. We also understand that healthcare debt is real and is a burden for individuals. Our goal is to address these issues with a focus on the combined approach of providing excellent, affordable service for impactful healthcare outcomes. Our goal is to get our patients back to enjoying life.

By offering our services through our own independent practices and expanding our services into the hometowns of the patients who turn to us for help– from the full range of bone and joint care to surgery to rehabilitation – we are able to substantially impact individuals’ health and we’ve found it a much better way to deliver quality care.

Our dynamic group of physicians continue to lead the industry in advanced approaches and procedures. We serve our patients today with a ready eye on the future. Because we are at the forefront of innovative orthopedic trends, we are able to provide the communities we serve with the best quality healthcare capabilities.

Co – Founder at StrideCare and was CEO from inception until February 2024.  StrideCare is the leading multi-specialty group in lower extremity care, helping over 83,000 unique patients per year receive coordinated care.  Prior to founding StrideCare, he had significant start-up and venture capital experience.  He was also previously the Head of US Event Driven Arbitrage at HBK Investments.

Ben serves as Chairman of the Board for StrideCare and is on the boards of MedCentric Search, Super Chix and the Dallas Jewish Federation.  Ben graduated Phi Beta Kappa with a degree in Applied Mathematics from Harvard.  He lives in Dallas, TX with his wife and two children.

Bob Trinh serves as the CEO for The Villages Health, a multi-specialty group with 150 clinicians caring for over 55,000 patients including over 28,000 full-risk Medicare Advantage lives in The Villages, FL. The Villages, FL is the largest and fastest growing adult living community in the country.

Prior to The Villages Health, Bob served as Division President for the Illinois market at Oak Street Health overseeing 18 clinics, 96 clinicians and serving over 30,000 patients. He also served as Market Vice President for Orlando and South Florida at DaVita Medical Group responsible for 29 clinics, 69 physicians and 22,000+ Medicare Advantage patients.  He holds an MBA from The Harvard Business School and a BA in Accounting and Finance from The University of South Florida.  

With 20 years of progressive executive experience in physician practice management, Cara brings both operational skill and aspirational vision to First Fertility.   In particular, she has a history of managing through change and rapid growth while prioritizing patient care and instilling a culture of excellence. Prior to joining First Fertility, Ms. Reymann was President of a leading Midwestern fertility practice.  Before entering the fertility sector, she was Market President of PEGI Solutions where she led growth strategy and operations for the company’s largest single specialty practice, Capital Digestive Care from 2010 to 2022.  During that time, the group grew from 57 physicians to more than 100 and was recognized as one of the largest and most esteemed GI specialty groups in the country. 

Carl Whitmer, Founder & CEO, ArchWell Health, brings more than 25 years of executive leadership experience from a diverse background in healthcare services, including managed care, acute care, behavioral health, and physician practice and IPA management. He has deep experience leading a national, multi-division, multi-state healthcare services company, integrating both acute, post-acute, managed care, and other value-based care arrangements, serving a diverse set of communities, physicians, payors, and consumers. Whitmer has consistently provided strategic vision and motivational leadership in his roles with highly successful value-conscious healthcare organizations.

Having served on the Board of Directors since 2021, Chris became CEO of Allergy Partners in 2023. Chris’ proficiencies included culture and operations change management, P&L management, strategic sales, acquisition and integration, executive team recruiting and development, administrative, federal, and state legislative and regulatory advocacy, regulatory compliance, revenue cycle management, marketing, sales, operations management, corporate communications, training, and development. Chris firmly believes that healthy cultures and strong business outcomes are inextricably linked, and that psychological safety and performance-oriented cultures matter now more than ever. That, at the end of the day, our people and how they learn to work well together, makes all the difference.As Allergy Partners CEO, Chris empowers physicians and employees to deliver the best allergy and asthma care in the country through empathetic leadership, mutual respect, and shared success.

Dr. David Cook has spent 30 years in the medical field developing transformative practices and unique healthcare delivery systems. As a physician executive for 26 years, he has been instrumental in creating an environment where quality, service and cost come together to improve the patient experience and the healthcare culture. Integration, innovation, and strategic growth have been his main areas of focus working with both large and small medical groups, private practices, hospitals, and healthcare systems helping them to achieve success in the fee-for-service and value-based environments, as well as, in the transition. David founded the current Novant Health Family Medicine Residency program which began in 2015.

Dave’s views on DSO market trends, strategy and execution are informed by his uniquely holistic vantage point having served in a variety of roles across a number of DSOs including: CEO; COO; CIO; and leadership roles within dental RCM, specialty operations, and lab service lines. Dave joined Absolute Dental in 2016.  Absolute Dental operates nearly 40 practices across Nevada, and today is proudly the largest Medicaid provider in Nevada.  Absolute Dental also offers holistic dental care under the mantra of “all dentistry one place,” to help deliver high quality, coordinated care to patients as efficiently and conveniently as possible. 

Dave Fitzgerald is a visionary and strategic chief executive with proven skills building and scaling healthcare organizations through solid decision-making in all functional areas of physician companies. Dave is the CEO of OrthoNY, a multi-specialty orthopedic practice in Upstate New York.  In his role, he is responsible for the continued growth of OrthoNY while ensuring the quality of patient care and corporate culture remain at the highest level across the organization’s eight orthopedic clinics and three surgery centers.

Dave has held multiple C-suite roles in his career. Previous to OrthoNY, Dave served as a Principal at Burst Advisors focusing on helping his clients with independent physician strategy, growth, strategic partnerships, group and ASC market share, orthopedic payment bundling, medical device purchasing bundling, and market consolidation. He also works with private equity firms to develop and execute their specialty physician platform initiatives. During 2019, led the operations for USMD Health System and WellMed to rebuild specialty services, expand cancer treatment operations and restore growth to their surgical hospitals. He also oversaw operations for the $2B DFW market in Medicare Advantage (Value Based Care) with over 100k lives and the only 5-star plan in DFW.

Dave was also the CEO at Frontier Derm Partners where he led multi-state physician platform of 100+ dermatology providers in over 40 locations. He built strategy to focus on clinical quality in tandem with efficient and accountable operations. He drove vision of rapid and controlled change and developed dual branding strategy for regional areas. Dave also strengthened and enhanced ACGME Accredited Dermatology Residency Program to enhance provider experience and augment recruitment opportunity. Dave has lead teams through reorganization of field operations to scale for growth and efficiency and developed provider scorecard to provide transparent metrics for professional development and efficiency.

Dave earned a Bachelor of Science in Accounting from Brigham Young University and a Master of Business Administration from the University of Utah.

Since 2022, Erich has been leading the development of the only community oncology management and provider platform specifically designed and built for value-based care and disruptive payment models. The innovative company, Oncology Care Partners is backed by Valtruis, the value-based investment arm of Welsh Carson, a $ 30 billion private equity company. Prior to Oncology Care Partners, Mr. Mounce served as the founding Chief Operations Officer for OneOncology, a large national private equity backed community oncology practice organization, where he participated in the roll up and scale operationalization of several large and well-known community oncology practices.  Prior to OneOncology, he served as the Chief Executive Officer of The West Clinic / West Cancer Center, one of the nation’s top community oncology practices. During his tenure with OneOncology and West Cancer Center, he gained a national reputation for private practice innovation and the development of collaborative multidisciplinary operating models with partnerships, such as hospital systems and payers, as well as operational experience with participation in early value-based oncology programs and care models.

Before his time in Oncology, Erich was the Chief Operating Officer of Lakeside Health Systems / Lakeside Comprehensive Healthcare in Glendale, CA, a community healthcare organization that included a 105-physician multispecialty medical group, a 2000-member physician IPA with 200,000 members and a Medicare Advantage Plan. As past President and COO of Envision Hospital Corporation, he has served on numerous Leadership and Advisory Boards while managing a 2000 bed acute care hospital company. During his tenure with Envision Hospital Corporation, Erich was instrumental in the development of the DC Healthcare Alliance, a public private partnership to care for Washington, DC’s indigent population.

Mr. Mounce began his healthcare career with the Los Angeles City Fire Department where he proudly served as a fire paramedic for 10 years.

Gary Katz is a healthcare entrepreneur with proven expertise and success in the physical therapy space.

In 2000, Gary took a leap of faith and left his position as Regional Vice President at HealthSouth to open his own physical therapy practice. Gary grew Maryland SportsCare & Rehab from a sole outpatient clinic to over 30 locations plus an athletic training outreach program that served school districts and youth sports organizations throughout Maryland. At the same time, Gary co-founded and operated PT Network, a partnership of other privately-owned physical therapy practices, which grew to over 20 locations throughout Delaware, Northern Virginia, Washington, DC and West Virginia.

In 2013, Gary orchestrated a private equity investment of Maryland SportsCare & Rehab and PT Network which resulted in the creation of Pivot Health Solutions. Pivot has a current national footprint of over 250 outpatient physical therapy clinics and an occupational health division which was acquired by Athletico in 2022. Gary served as Pivot’s first Chief Executive Officer before shifting to Chief Growth Officer and Senior Executive Advisor. Gary also served on Pivot’s Board of Directors.

Gary is currently co-founder of Kinect Partners which manages and operates a partnership of physical therapy practices in Florida and New England.  In addition to outpatient clinics, the partnership includes rehabilitation services at senior living communities.

Gary’s success comes from his strong business acumen and ability to network for the mutual good. He is an active investor in emerging healthcare technologies and services and is a strong supporter of the Diabetes Research Institute and D-Skate, a program that supports youth hockey players with Type 1 diabetes. Earlier in his career, Gary was a consulting physical therapist to the Washington Capitals of the National Hockey League.

Gary graduated from the University of Connecticut with a Bachelor of Science degree in Physical Therapy and Athletic Training.

Gavin Setzen entered the practice of medicine with a single overriding purpose…to improve the lives and access of those who need care. That meant not only ensuring medical care was provided to the best of his abilities, but also to identify ways to improve how his chosen specialty was being practiced, so that patients and practitioners alike would benefit from enhancements, innovations, and leadership.

Dr. Setzen initially earned his medical degree from the University of Witwatersrand in his native South Africa, then emigrated to the States and spent 2.5 years in general surgery at North Shore University Hospital, Cornell University Medical College. He then completed a five-year residency in Otolaryngology-Head and Neck Surgery at Albany Medical Center, Albany NY. It is where he chose to put down roots, raise a family, and become a full-fledged contributing member of the Capital Region.

His practice of treating adult and pediatric disorders of the ear, nose, throat, and related head and neck structures is comprehensive, and his focus on continually improving the tools, techniques, and protocols available to him and his colleagues motivated him to seek-and be elected-to the presidency of the American Academy of Otolaryngology-Head and Neck Surgery (AAO-HNS). During the term of his leadership, the organization advanced along several meaningful lines.

Since that time, Dr. Setzen has remained active with the AAO-HNS and has been honored with its highest awards (President’s Award and Inaugural inductee into the Hall of Distinction). He has also actively pursued resident teaching, clinical research and serves as a member of several local and national medical and non-medical organizations. He stands as a Clinical Associate Professor of Otolaryngology at Albany Medical Center, and a Fellow of the American Academy of Otolaryngologic Allergy, the American College of Surgeons, the American Rhinologic Society, the American Head & Neck Society, and as a Diplomat of the American Board of Otolaryngology.

His experience over the years, coupled with leadership skills and proximity to cutting-edge thinking and technology in the medical space, has uniquely positioned him to recognize, prepare for and manage the myriad changes the field is continually undergoing, and to view matters on a forward basis. As President of Albany ENT and Allergy Service (40+ medical professionals), he is currently leading that practice in the creation of an MSO that best serves physician and community needs. He is also heading the charge toward establishing a network of ENT specific urgent care centers that provide the immediate access many patients and prospects require in the calendar cluttered world in which we all live. He remains focused on improving patient access, the patient journey, and patient outcomes, while lowering the cost of care.

It is Gavin Setzen’s underlying belief that getting in front of change and helping to direct it to best meet the needs of providers and patients, is what we must all do. Today and tomorrow…

Geoff is a senior healthcare management leader with a successful finance and business development track record across multiple healthcare sectors, in both operating companies and private investment firms. His primary focus has been on multi-site services and physician practices with complex operating environments involving multiple stakeholders.

Geoff is the former CEO of Urology America in Dallas, TX where he was responsible for building an acquisition pipeline and organic growth plans.  Previously, he was the CEO of US Dermatology Partners where he was the first corporate employee of the private equity-backed practice management company.  He lef the formation and evolution of the organization, which grew from three locations to nearly 100, and $15mm in revenue to #300mm.  Geoff has held senior leadership positions at American Institute of Gastric Banding, Behavioral Health Group, Service Equity Partners, and Plains Capital Corporation.

Geoff graduated with a Bachelor of Business Administration, magna cum laude, in Finance and Accounting from Texas Tech University and received his MBA from Harvard Business School.  He is currently the Executive Chairman for Advantage Surgical and Wound Care.

Ira Kornbluth, MD, MA, FAAPMR is the President of Clearway Pain Solutions. He attended Jefferson Medical College in Philadelphia. After his chief residency at Thomas Jefferson University Hospital, he completed a fellowship in pain management at the Washington Hospital Center. He is Board Certified in pain management and physical medicine and rehabilitation (PMR).

Dr. Kornbluth began at a large private practice in Maryland and left soon after becoming a partner to start SMART Pain Management in 2008. SMART grew into a sizeable practice with several physicians and sites. SMART Pain Management and Kure Pain Management merged in 2017 with the backing of New Harbor Capital to form KureSMART Pain Management. KureSMART developed one of the largest pain platforms and became Clearway Pain Solutions after transacting with NexPhase Capital in 2019. Clearway is now the largest pain management platform in the country. Clearway operates in several states and maintains a very solid reputation.

Dr. Kornbluth oversees several aspects of the practice including compliance, ancillary programs, provider recruitment, development and is deeply involved in provider management and M&A discussion. He keeps up to date on the latest developments in pain management by serving as a reviewer for multiple pain management journals. He has served on the Board of Physicians in Maryland for several years. Most of all, he treasures the time he spends with his wife and four amazing children.

Jason carries nearly 30 years of experience in the Healthcare Industry. Most recently, he served as President and COO of Sound Physicians, a hospital-based physician practice with 350 programs and 4,500 clinicians across 42 states. Jason has deep experience developing leaders and enhancing systems and processes that make it easier for caregivers to reach and care for patients. Having begun his career as a Physical Therapist, Jason remains focused on the simple mission of delivering high quality care to patients who are often at their most vulnerable state.

Jerry J. Sokol concentrates his national practice on the business aspects of healthcare law with an emphasis on mergers and acquisitions, private equity and various contractual arrangements in the healthcare industry. Jerry is the global head of McDermott’s Healthcare Practice Group.

Jerry has a robust healthcare private equity practice with a focus on leveraged buyout transactions. Jerry and his team are uniquely qualified to perform the acquisition and finance components of these transactions, as well as the healthcare-specific due diligence and regulatory aspects of deals.

This unique combination of first-rate healthcare regulatory expertise and top-tier private equity corporate practice expertise provides private equity fund clients, as well as clients who are selling to private equity, a distinct advantage in the transaction process, as opposed to the large number of transactions in which these two critical legal components are bifurcated between firms.

Jon Harol is a highly accomplished individual with a rich history in the medical laboratory industry. Serving as the President of Lighthouse Lab Services since September 2003, he has dedicated over 20 years to the mission of making quality lab testing more accessible. Based in Apex, NC, Lighthouse Lab Services addresses the shortage of qualified medical lab scientists by providing comprehensive recruiting and staffing solutions, catering to various roles from Phlebotomists to Lab Directors.

Under Jon’s leadership, Lighthouse Lab Services has built a robust network of over 150 Medical Laboratory Directors, overseeing High Complexity CLIA labs across the nation. The company specializes in setting up new CLIA labs from scratch, with a team of experienced PhDs, bench-level scientists, and credentialing personnel guiding the turnkey process.

Recognizing the need for laboratory innovation, Jon’s team at Lighthouse Lab Services excels in the validation of Laboratory Developed Tests (LDTs) and offers specimen collectors to clinics, streamlining the registration process and removing administrative burdens. Moreover, the Physician of Record Program ensures that a network of MD Pathologists, licensed across all 50 states, Puerto Rico, and DC, is available to authorize lab test orders.

In addition to his role at Lighthouse Lab Services, Jon Harol is the Founder of Laboratory Nexus, established in June 2017. This venture connects buyers and sellers of CLIA accredited clinical diagnostic labs, facilitating seven-figure exits for distressed lab owners. Jon’s expertise extends to managing the intricate process of obtaining in-network status with commercial payors and diversifying federal billing strategies through strategic lab acquisitions.

Beyond the business realm, Jon Harol serves as a Board Member for SuNica, a non-profit organization dedicated to improving the lives of Nicaraguans through education, clean water, and discipleship. He is also the Founder of The Coworking Station, a community workplace providing flexible office spaces in Holly Springs, NC, and Walpole, MA. Additionally, Jon is a Partner at MALBEC PROPERTIES, LLC, contributing to its success since March 2017.

With a diverse portfolio spanning the medical, non-profit, and entrepreneurial sectors, Jon Harol has demonstrated a commitment to making a positive impact in various facets of the community.

Jon Moore is an experienced professional with a background in privacy and security law, technology and healthcare. As Chief Risk Officer and Head of Consulting Services and Client Success at Clearwater, Jon works with healthcare leaders to safeguard their patients’ health, health information, corporate capital and earnings through the creation and development of strong, proactive privacy and cybersecurity programs. Together with his colleagues at Clearwater, Jon provides the strategic advice, services, training and tools needed for a complete cybersecurity and compliance solution.

During an eight-year tenure with PricewaterhouseCoopers (PwC), Jon served in multiple roles. He was a leader of the Federal Healthcare Practice, Federal Practice IT Operational Leader, and a member of the Federal Practice’s Operational Leadership Team. Among the major federal clients supported by Moore and his team were the National Institute of Standards and Technology (NIST), National Institutes of Health (NIH), Indian Health Service (IHS), Department of Health and Human Services (HHS), U.S. Nuclear Regulatory Commission (NRC), Environmental Protection Agency (EPA), and Administration for Children and Families (ACF).

Jon holds a BA in Economics from Haverford College, a law degree from Penn State University’s Dickinson Law, and an MS in Electronic Commerce from Carnegie Mellon’s School of Computer Science and Tepper School of Business.

Prior to serving as CEO of Genuine Health Group, Joe co-founded Preferred Care Partners, a Medicare Advantage plan. As the company’s chief executive, he helped grow membership to 55,000 and generate sales in excess of $750 million.

For more than a dozen years he practiced corporate healthcare law, representing physicians, hospital systems, health care delivery networks, ancillary providers and health plans.

In 2004, Florida International University inducted him into its College of Business Entrepreneurial Hall of Fame. The following year he was honored as the 2005 Ernst and Young Health Care Entrepreneur of the Year for the State on Florida, the South Florida Business Journal’s Healthcare CEO of the Year, and as one of the Top 100 Most Influential Hispanics in the U.S. by Hispanic Business Magazine.

Joe served on the Florida Board of Governors, which oversees the State’s public universities and served on the Governor’s Blue Ribbon Task Force on Higher Education. He is a former board member for Florida Polytechnic University and Florida International University.

Lew Little joined Giving Home Health Care in August 2022 as President and CEO. Giving Home is a health care coordinator and chronic care manager dedicated to advocating for and serving individuals with conditions contracted while working in nuclear energy programs for the Department of Energy.   Through the EEOICPA and RECA programs, Giving Home coordinates care in eight states. 

Before joining Giving Home, Little had been involved in the healthcare industry for over 20 years.  During that time, he served as CEO and Co-Founder of Harden Healthcare.  Harden initially operated as a long-term care company and later expanded into a post-acute company by incorporating home care services including Medicaid Home Health, Medicare Home Health and Hospice.  At the time of the sale of the home care business to Gentiva in 2013, the company’s revenue had grown to $800 million with 230 locations in fifteen states.  After Harden, Little was CEO of Covenant Surgical Partners for over four years as the company experienced rapid growth.  He also served as the Executive Chair of a healthcare SPAC that raised $220 million but was unable to find a suitable target and returned the capital to shareholders.  Finally, Little has served on several healthcare service companies and numerous not for profit Boards.

Little began his career in commercial banking and spent 18 years in that industry.  A native of Austin, he resides there with his wife of over 40 years, three married children, and six grandchildren.

Marcello’s career was grounded in successful retail companies before introduced him to the healthcare industry. He has held roles in both large professional organizations as well as start-up ventures.

Marcello currently serves as the CEO of Atlantic Vision Partners, LLC, a Richmond, VA based full service Ophthalmic based business. Marcello has built two companies’ corporate offices from scratch, which included implementing all requisite systems and staffing. He led Claris Vision, a PE-backed eye-care investment that he successfully integrated, grew, and sold. He also created a nationwide brand of Audiology clinics, Connect Hearing. Prior to that, he led LCA Vision (LasikPlus). Prior companies include FedEx Kinko’s, where he earned the FedEx 5-Star award, and Enterprise Rent-A-Car.

Marcello’s strengths include building/leading companies’ management teams, building functional infrastructure, managing day to day operations, integrating businesses, developing further business, and ensuring best-in-class patient experiences.

Marcello is both a hands-on manager with attention to detail, as well as a strategic leader with focus on differentiation and sharing a shared vision with his team.

Dr. Marlow Hernandez, is the Chief Executive Officer of Soran Health, a value-based specialty medical company he co-founded. Previously, Dr. Hernandez founded and served as Chief Executive Officer of Cano Health, a company he grew from scratch to 170 medical centers and nearly 400,000 lives by the time he left in June 2023. A native of Cuba, Dr. Hernandez immigrated to the U.S. with his family in 1993. Driven by a life-long calling for Medicine, he completed his Bachelor’s in Neuroscience from the University of Miami and his medical degree from Nova Southeastern University. Dr. Hernandez specializes in Internal Medicine, training at the Cleveland Clinic Foundation. Along the way, he also earned an MBA and a Master’s degree in Public Health, multiple faculty appointments, three Board certifications, and a fellowship from the American College of Physicians. Dr. Hernandez has been recognized for his healthcare contributions with a United States Capitol flag, a proclamation by the State of Nevada, and a lifetime achievement award by the South Florida Hispanic Chamber of Commerce.

Michele focuses on private equity transactions within the health care industry. She serves as general and special counsel to private equity firms and other investors looking to make investments in health care. Michele also helps companies address evolving concepts and capitalize on opportunities emerging from the accelerating convergence of health care and technology.

Michele focuses her practice almost exclusively on representing for-profit health care entities in private equity and other corporate transactions. Currently, she represents health care-focused middle-market private equity firms through their initial acquisitions and various add-ons of portfolio companies.

She advises health care providers on joint ventures, mergers and acquisitions, and contractual arrangements. As a former in-house counsel at a hospital, Michele’s uniquely holistic perspective helps her guide health care clients juggling day-to-day operational issues and new business ventures.

In her work with middle-market private equity firms, Michele is routinely helping clients with their investments in health care management companies. She understands the health care laws and regulations that place restrictions on certain private equity investments.

With the Accountable Care movement in full effect, it’s more important than ever for providers to participate in alternative delivery systems that drive efficiencies and contain costs. Michele advises her clients from the initial analysis of their existing models through the formation and implementation of new operational models, such as value-based contracting, ACOs, bundled payments, and medical homes.

By identifying transaction structures most likely to attract attention from state and federal regulatory agencies, Michele helps her clients address the underlying licensure, fraud and abuse, and other issues that often stand in the way in New York. Local and out-of-state clients involved in health care M&A turn to her to navigate the New York regulatory environment and minimize the risk of regulatory challenges.

The President for MaxHealth, Michelle Leslie, guides the organization toward being the absolute best high-quality, integrated primary care service provider group in Florida and beyond. Over the last 11 years, Michelle has worked in the value based primary care space in various leadership roles including network management, strategy, integrations, and population health.

Her passion for healthcare comes from firsthand experience of multiple siblings at a very young age requiring intensive treatments and witnessing the impact of coordinated vs not coordinated care. Seeing the impact of well-coordinated care in comparison to care not coordinated and the impact on the patient, the family and the care team is remarkable. We all deserve to have care teams who focus on allowing us to live our healthiest lives and when we unfortunately do become ill, we deserve the highest level of coordinated and compassionate care.

Michelle previously held the following positions:

Senior Vice President of Population Health – MaxHealth

Vice President of Integrations – MaxHealth

Chief Strategy Officer – Optum Health Local Care Delivery

Vice President of Strategic Implementations – Optum Health Local Care Delivery

Director of Market Operations – Optum Health Local Care Delivery

Peter McCann is the chief executive officer of Growth Orthopedics, a national managed service organization focused on keeping private orthopedic groups independent and privately managed. Prior to joining Growth Orthopedics, McCann enjoyed a 30-year career in healthcare with a specific focus on physician practices. He has held senior leadership positions in Henry Schein, Compass One Healthcare and Darby Healthcare, along with managing his own physician consulting firm. For the past 10 years, McCann has worked with large physician groups of varied specialty to design their plan with private equity investors.

Dr. Billing founded Transform Health Partners and Transform Weight Loss with the goal of disrupting commercial weight loss programs. Transform uses a combination of telehealth services, in-office biometric testing, nutritional therapy, physician medical supervision, GLP1 medications, and day case weight loss procedures.  Our goal is to transform lives with sustainable weight loss solutions.  

Dr. Billing is a Mayo trained metabolic bariatric surgeon, entrepreneur and clinical investigator. He did the first day-case sleeve gastrectomy in a free-standing ambulatory surgery center in 2008. The team has performed thousands of ASC outpatient bariatric surgeries and is internationally known and has several sentinel publications that are changing the industry. He has shown that ambulatory day-case bariatric surgery is safe, affordable, and increases access to care. It’s the future of metabolic bariatric surgery, similar to what has happened in orthopedic spine and total joint procedures moving to the ASC.

Metabolic syndrome and insulin resistance are the primary cause of obesity, and it is closely tied to diabetes. The newest weight loss medications Ozempic, Wegovy, and Mounjaro are game changers. Transform monitors lean body mass through office based DEXA scanning. These biometric results are used to create and monitor treatment for long term success and weaning medications.  Transform offers the best in class for medical and surgical weight loss in retail locations in the Pacific Northwest.”

With more than 40 years of knowledge and executive experience in Fortune 500 and private healthcare services companies, Richard “Rick” Hall provides visionary leadership and strong strategy execution. A former U.S. Marine, Mr. Hall has a unique combination of organization, discipline, leadership skills and wisdom to help companies reach their goals. In addition, he has a proven track record of building high-performing teams and is a natural networker, seamlessly connecting people together.

Mr. Hall joined USOSM as president and CEO in February of 2018 as employee No. 3 and has shepherded the company through its early growth and continued development, helping to shape USOSM’s vision and trajectory. Under his leadership, USOSM has grown to include 99 partner practices, 225 surgeons, with 197 clinical locations, across 26 states. The company completed a very successful recapitalization event in 2021. Previously, Mr. Hall served as president and CEO of Oncology Services International, the world’s largest independent service organization specializing in radiation therapy equipment. Mr. Hall guided the company through a significant transformation and successful sale to a prominent, private equity firm. Over the course of his career, he has held 9 executive level roles in venture capital or private equity organizations and has worked with 13 different firms.

He served as president of Alliance Oncology and senior vice president of business development, marketing and physician recruitment for US Oncology. Prior to that, he served as COO of PatientKeeper, president of the acute care division at McKesson Corporation and owner/chairman of BrightStar Care. Mr. Hall began his career with American Hospital Supply, a company well respected for developing healthcare services leaders. Mr. Hall currently serves on the Board of US Oral Surgery Management and Sevaredent. In addition, he is a member of the Executive Commmittee of the ADSO and Healthcare Services Advisory Council for Riverglade Capital.

Mr. Hall is involved with several nonprofit organizations and is a board member with Christine’s Hope for Kids. He actively supports causes that support veterans and the families of fallen and disabled service members, including Folds of Honor, The Marine Corps Scholarship Foundation and Operation Restore Oral Health. In addition, he was recently recognized with the Patriot Award from the U.S. Office of the Secretary of Defense and the Employer Support of the Guard and Reserve. The award honors individuals and companies that actively support employee participation in America’s National Guard and Reserve.

Mr. Hall earned his bachelor’s degree in healthcare administration from Penn State University. In addition, he is a graduate of the executive healthcare program at Duke University.

Robert E. McCartney, MSW, “Rob,” is the Chief Executive Officer for The James Barry-Robinson Institute, historically known as The Barry Robinson Center, a behavioral health system in Norfolk, Virginia. Rob has led the growth of The James Barry-Robinson Institute to be recognized internationally for the work that they provide military youth and their families. Under Mr. McCartney’s leadership, the “Institute” has also experienced significant growth in their foster care program and has become a leader in Hampton Roads in the treatment of substance abuse for youth and young adults. Rob has also been instrumental in the development and opening of Next Step To Success, a high-priority initiative to address chronic poverty in Norfolk.

The Barry Robinson Center has transitioned from a typical residential treatment center to a premier program whose primary mission is to help military-connected children and their families heal. Since 2013, The Barry Robinson Center has provided care to over 500 military children, adolescents, and their families from over 35 states and four countries. Rob will tell you, “We don’t get it right all the time, but we do get it right most of the time. Go look at the smiles.”

As the son of a CPA and a Professor of Nursing, Rob says he was destined to become a social worker. He started his journey of helping young people while in college, working at a juvenile detention facility. After receiving his undergraduate degree from Michigan State University, Rob took time off to see the United States, but after several years of what his mother called “wanderlust,” he returned to Michigan State to earn his Master’s in Social Work.

The first half of his career was clinically focused, working in a variety of settings, including foster care, residential, hospitals, and outpatient, serving clients from ages 5 to 85. Those who know Rob will tell you he has never truly grown up, and that is why he always migrates back to working with children. In the second half of his career, Rob has focused on clinical and operational leadership. He has served as a Clinical Supervisor, Executive Director, Regional Director of Operations, Chief Operations Officer, and Chief Executive Officer. Rob has experienced success in starting up new programs and turning around struggling ones. He credits this success to the teams he has been able to develop. “I hire good people and try to stay out of their way.”

Rob’s professional life has been strongly influenced by his personal life: father of two boys, divorced, remarried, stepfather to two girls the same age as his sons, “The Brady Bunch without Alice,” and now “Papa.” Knowing he and Shirley (his wife) would have four kids in college at the same time, Rob moved to administration. The influence of family followed Rob to Hampton Roads, as he was closer to his grandchildren, two of whom are military-connected, their father being a Marine. When Rob assumed leadership at The Barry Robinson Center, one of his goals was to have a program good enough for his grandkids. He believes he has succeeded. He tells parents, “Kid tested. Grandparent approved.”

In summary, one of Rob’s colleagues says it best: “Rob is a compassionate leader who puts the clinical needs of children and families first. He has strong operational skills and can become laser-focused when needed. We have been successful because of his leadership.”

Roderick Place is the CEO and President of Great Expressions Dental Centers (GEDC), a leading DSO operating 250 practices with $400m in annual revenue and 600 affiliated providers. Mr. Place has extensive experience transforming private equity backed and lender owned healthcare companies through his strategic leadership, focus on operational excellence, supporting clinical partnerships and structuring operations and corporate support teams. Mr. Place is also accomplished in leading sponsors, boards, and executive teams through restructuring, expansive growth in mergers & acquisitions, diligence, and market consolidation. 

Before joining GEDC, Mr. Place served as Co-Chief Executive Officer and Chief Operating Officer for InterDent Service Corporation and multiple executive level operations roles with Western Dental, MedQuest Associates and Alliance Healthcare. Mr. Place was the Managing Director and Co-Founder of MedSummit Solutions, LLC. which is a healthcare consulting firm. Roderick holds a Bachelor of Business Administration with an emphasis in Accounting from Grand Valley State University

Scott began his healthcare career in 1984 as a paramedic and first responder, 10 years before entering the home care field. Now pushing 30 years in home care, he has led some of the nation’s largest and most innovative companies, having held nearly every operating and administrative position in a home-based structure. Scott founded New Day Healthcare in July 2020, with a small group of home care professionals. The company adopted the tag line “Burn the Ships”, to rethink home care delivery, in light of the changing environment. Starting from scratch, in the middle of a global pandemic, New Day has grown tremendously and now touches near 110,000 patients annually, with over 7,000 team members in 29 locations. New Day serves multiple home-based business lines including Home Health, Hospice, Community Care, Pediatrics and Private Pay. New Day is setting the standard for continuum-based care with People, Process and Technology and is recognized as one of the most innovative companies in the home care delivery space. 

Scott has held executive leadership positions at Elara Caring, National Home Health Care, Jordan Health Services, Accellion Health, ​Harden Health Care Home Health/Hospice, North Mississippi Home Care and Via Christi Home Care.

Scott holds a BSN from Kansas Newman and an EMICT from the University of Kansas. HE served as a flight Nurse/Paramedic, Emergency Room and ICU Nurse, as well as a Home Health and Hospice clinician​.

Dr. Scott Wise, a U.S. Army veteran, is President and Chief Executive Officer for Valor Healthcare, Inc. A graduate of the University of Texas Southwestern Medical School at Dallas, he also holds an MBA with a Focus in Healthcare Administration from the Isenberg School of Management at UMass Amherst.

After leaving the Army in 1998, Dr. Wise was in private medical practice for 10 years before joining Valor in 2007. He has held successive roles at Valor beginning as a Clinic Medical Director before being named the company’s Chief Medical Officer/Chief of Staff, Chief Operating Officer, and now President/CEO since 2014.

Ted started with Unity MSK in October, 2021 as the Chief Operating Officer.  Ted was promoted to Chief Executive Officer in January of 2023.  He has 20+ years of experience as a multi-site healthcare operator with expertise in building profitable, scalable, multi-location healthcare services businesses with a strong customer service orientation/culture.  He previously led Concentra Urgent Care, the $1B+ national occupational health and urgent care provider, through multiple stages of growth and transitions in ownership.  He subsequently guided Solis Mammography through a high-growth phase that resulted in their exit from the Audax Group in 2018.  Ted has driven revenue acceleration and EBITDA growth by building exceptional teams, cost-effective infrastructure, exceptional operational consistency and enhancing customer loyalty.  Ted adds value to organizations by solving operational challenges with effective leadership and building cultures of integrity, accountability and fairness.

Ted’s track record demonstrates his ability to operate effectively in companies that have varying levels of EBITDA.   At both Concentra and Solis, Ted led teams that consistently exceeded same-store revenue growth and EBITDA targets while also building the process and outcomes metrics necessary to integrate over 300 acquisition, joint venture and denovo locations.

Tracy Bahl is a Managing Director of Valtruis and an Operating Partner at WCAS, having joined in 2021 focusing on healthcare investments. He was formerly the President and Chief Executive Officer of OneOncology, a company dedicated to serving all those living with cancer through a network of leading community oncology practices across the U.S.

Prior to OneOncology, Mr. Bahl served as Executive Vice President of Health Plans for CVS Health; Executive Chairman of Emdeon, an industry leading healthcare information and transaction services company; Special Advisor at General Atlantic; Chief Executive Officer of Uniprise, a UnitedHealth Group Company; and held various executive positions at CIGNA HealthCare. Mr. Bahl earned MBA degrees from Columbia University and the London Business School as well as a Bachelor of Arts degree from Gustavus Adolphus College.

Vincent Morra has over 35 years of healthcare experience. Before joining ARC Health, he served as President of the North Division at Alteon Healthcare for more than 11 years, leading a team of over 800 physicians and 400 advanced practice providers. Prior to Alteon Healthcare, Mr. Morra spent 24 years with NES Healthcare Group in various leadership positions, including serving as CEO for over 10 years. The doctor-partner model of ARC Health, first pioneered by Thurston Group companies in other sub-specialties of healthcare, emphasizes local autonomy on the clinical side combined with the competitive advantage of size and expertise on the business side. ARC Health is a premier group of mental health providers who have come together as partners while maintaining their individual identities. Their forward-thinking and supportive partnership of mental health providers is geared toward increasing accessibility via a collaborative network. The ARC Health business model is pioneering the space with a unified, provider-centric approach that reinforces clinical autonomy while also joining together as equity-owning partners. archealthpartners.com

Wyatt Ritchie is a Managing Director and the Head of Cain Brothers.  Wyatt assumed leadership in 2023 and is only the fourth leader of Cain Brothers since its founding in 1982.  Wyatt joined the firm in 2010 with over 20 years’ experience advising both public and private companies in a variety of merger and acquisition, capital raising, and strategic advisory transactions.  Prior to his current role, he focused on mergers & acquisitions and capital raising for clients in the physician practice management, multi-site healthcare services and post-acute care sectors.  He was also a member of the Firm’s Senior Management Team.  Select and recent transactions include TPG Growth’s joint venture partnership with Novant Health to expand MedQuest Associates, the sale of Cranial Technologies, Illinois Retina Associates’ affiliation with Retina Consultants of America, and the sale of Physicians Immediate Care to WellNow Urgent Care.

Prior Experience

Prior to joining Cain Brothers, Wyatt was at Jefferies & Company, responsible for that firm’s healthcare services practice. Prior to joining Jefferies, Wyatt was at CIBC Oppenheimer for eight years where he was responsible for that firm’s West Coast healthcare services investment banking practice and at Bank of America, where he was responsible for Bank of America’s healthcare leverage finance business.

Education

Wyatt earned BA in Economics from St. Olaf College and an MBA in Finance from the University of Chicago.