2011 Deal Making in Healthcare (New York)
Tuesday, December 6, 2011
New York, NY
Donald Adam
SVP / Chief Development Officer
LHC Group
Don Adam was named Senior Vice President and Chief Development Officer for LHC Group (LHCG:NASDAQ), a leading national provider of home health and hospice services, in August 2011. In his role, he is responsible for the advancement of LHC’s corporate vision through the identification and negotiation of joint venture partnerships, mergers, acquisitions, and other combinations with acute care health systems and other providers to optimize their home health and hospice service lines. Prior to joining LHC, from 1999-2011, Don served in a similar role for RehabCare, a $1.4B post-acute healthcare company that provided acute rehabilitation, long term acute care, and skilled nursing rehabilitation services. RehabCare was acquired by Kindred Healthcare (KND:NYSE) in June 2011. Before joining RehabCare in 1999, he enjoyed a successful career in Corporate Banking. He holds a Bachelor’s Degree in Finance from Penn State, and a MBA from the University of Pittsburgh.
Steve Adkin
Partner
Apposite Capital
Steve is responsible for Apposite's Healthcare Services investments. A founding member of Apposite, Steve was previously co-head of healthcare corporate finance at Nomura International, where he led a wide range of M&A deals and financings for emerging healthcare companies between 1998 and 2005. Prior to this, he was a consultant at ZS Associates, a leading pharmaceutical consultancy firm, where he worked with most of the world's leading groups on a range of sales and marketing projects across Europe and the US. Before joining ZS Associates, he worked as an analyst in the aerospace industry. Steve has a master’s degree in Engineering, Economics and Management from Oxford University.
David Allen
Director, Healthcare Strategy & Innovation
PricewaterhouseCoopers
David is a Director in the PwC Healthcare Strategy & Innovation team. David is based in Houston, TX. David has 11 years of experience in corporate strategy development, M&A strategy and commercial due diligence assignments across a variety of industry sectors, with a focus on Healthcare since transferring to the US in 2004.
David advises clients on the healthcare technology and healthcare services sectors in the US. He has led multiple strategy development and due diligence assignments in the space – including in the following specialty areas: mHealth & remote patient monitoring, clinical informatics, healthcare business services/ RCM, Interoperability between HC IT solutions, and healthcare supply chain.
David's particular area of focus is in helping a wide variety of technology and business services clients, often relatively recent entrants to the healthcare environment, to navigate the development of novel business models to meet the needs of rapidly changing 'consumers' of healthcare, both from a corporate perspective and from the perspective of personalized delivery of care for patients.
Prior to joining PwC, David worked with KPMG before joining the Coba Group, a boutique strategy consultancy in London. David holds a Bachelors degree in Law from the University of Cambridge.
Robert Byrne
Senior Partner
A.T. Kearney
Mr. Byrne is a Senior Partner of A.T. Kearney.
He has served clients across most industries – including substantial work in the Health Care Sector – and has over twenty-five years of management consulting experience in the United States, Latin America, and Europe. His experience spans a wide range of issues of concern to Chief Executives of domestic and multinational companies. He has assisted numerous clients on issues of corporate, business unit, and functional strategies, diversification planning, and organization.
Mr. Byrne has a particular depth of experience in M&A and merger integration. He has assisted both financial and strategic buyers in identifying and valuing acquisition targets – and he has supported integration efforts of small acquisitions up to multi-billion dollar situations.
Before joining A.T. Kearney, Mr. Byrne was Executive Director of a private investment bank in London with a M&A focus and a Partner in the New York and Copenhagen offices of another major international consulting firm.
Mr. Byrne received a Bachelor of Arts degree from the Virginia Military Institute and a Master of Business Administration degree from the Harvard Business School.
Modassir Choudhry, M.D.
Portfolio Manager
Passport Capital
Dr. Choudhry leads the global healthcare investing strategy at Passport Capital. He is a board-certified surgeon and completed his cardiothoracic surgery training at the Massachusetts General Hospital-Harvard Medical School. Modassir trained in general, trauma, and cancer surgery at The New York Presbyterian Hospital-Cornell and the Memorial Sloan Kettering Cancer Center. A recipient of a National Cancer Institute research fellowship, he performed basic science and clinical research at Sloan Kettering and the Rockefeller Institute.
C. Taylor Cole, Jr.
Managing Director
Charterhouse Group
Mr. Cole joined Charterhouse Group in 1998 and has been a Partner of the firm since 2003. During that time, he has invested in a broad range of industries including healthcare, specialty distribution and consumer goods. Since 2001, Mr. Cole’s primary focus has been on the evaluation and execution of platform and add-on investments and on monitoring portfolio company activities, all within the Healthcare Services sector.
Prior to joining Charterhouse, Mr. Cole was a member of the Investment Banking Division of Morgan Stanley & Co. in New York and Hong Kong. While at Morgan Stanley, he was involved in a wide array of M&A transactions as well as public and private financings and recapitalizations.
Mr. Cole currently serves as a member of the Board of Directors of The Camelot Schools, Cross Country Healthcare and Upstream Rehabilitation.
Mr. Cole holds an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia and a B.A. from the University of Virginia.
Mac Crawford
Partner
Crawford-Ross Joint Venture
Throughout his nearly 40-year career, Mac Crawford has led turnarounds at struggling companies by identifying and capitalizing on the best growth platforms, driving margin improvements, eliminating unnecessary costs, and pursuing strategic transactions. His experience includes serving as a hands-on operator, CEO of publicly traded companies, and as a catalyst for financial restructurings and strategy shifts for businesses in transition. He currently is a partner in Crawford-Ross, LLC, a joint venture with the private equity firm WL Ross & Co., LLC.
Prior to his venture with Mr. Ross, Mr. Crawford served as Chairman of CVSCaremark, Inc., a Fortune 20 company formed by the 2007 merger of CVS and Caremark. In 1998, he joined the country’s then largest physician practice management company, Med Partners (later renamed Caremark), which was struggling amid operating losses, debt obligations of $1.8 billion and major changes in the healthcare industry. He made the strategic decision to sell assets and focus on the small but growing pharmacy benefits management (“PBM”) business. Mr. Crawford oversaw dramatic growth of the PBM business, increasing revenues to $9 billion by 2003, while significantly lowering Caremark’s debt. In 2004, he orchestrated the acquisition of AdvancePCS, which made Caremark the second-largest PBM, generating over $23 billion in annual revenue. By 2007, Caremark had grown to be a $37 billion PBM managing over 600 million prescriptions when Mr. Crawford led the company through the strategic merger with drug chain CVS amid a hostile proxy solicitation and rival offer from Express Scripts. Mr. Crawford was named Institutional Investor’s Best CEO in Healthcare Technology and Distribution for 2005, 2006 and 2007.
Previously, Mr. Crawford was Chairman and CEO of Magellan Health Services. After joining the company’s predecessor, Charter Medical Corporation, as EVP Hospital Operations in 1990, he led the company through a financial restructuring and Chapter 11 bankruptcy from which it successfully emerged in 1992. He was appointed President and COO in 1992, and Chairman and CEO in 1993. Under his leadership, Charter sold its psychiatric and acute-care hospitals and transformed itself into a managed-care behavioral healthcare company through an acquisition of Green Spring Health Services. Magellan continued to grow this business and eventually became the nation’s largest managed-care behavioral healthcare firm.
Before Magellan, Mr. Crawford was CFO of several private firms and President of Mulberry Street Investment Company, where he managed real estate, venture capital and oil and gas investments. He began his career as a CPA with Arthur Young & Company.
Mac and his wife of 41years, Linda, reside in Nashville, Tennessee. Mac graduated from Auburn University with a degree in Business with a major in Accounting in 1971. He attended Auburn on an athletic scholarship. Mac and Linda have two children, Andrew and Ellen, and 4 grandchildren. Mac was born in Lake City, Florida in 1949.
Steven Elek
Partner
PricewaterhouseCoopers
Steven Elek, Partner, leads the Healthcare Practice in the Transaction Services Group of PricewaterhouseCoopers LLP. He is responsible for delivering a wide range of merger, acquisition, divestiture and corporate finance-related services. Steve has over 25 years experience in a wide range of healthcare industry sectors that give him a broad understanding of the interrelationships amongst the sectors. His sector experience includes health insurance/managed care, general acute-care hospitals, psychiatric hospitals, integrated delivery systems, long-term care, rehabilitation centers, home care, clinical laboratories, medical device manufacturers and pharmaceutical companies.
Steve is an attorney and a Certified Public Accountant. He is a past President of the Association for Corporate Growth's Philadelphia Chapter and a past Chairman of its Board of Directors. He is a member of the HealthCare Financial Management Association, American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, the Pennsylvania Bar Association and the Philadelphia Bar Association. Steve has been a frequent speaker and author on various acquisition, divestiture and financing topics.
Patrick Fortune
Partner
Boston Millennia Partners
Dr. Fortune has over 30 years of experience in the healthcare, life sciences and information technology sectors including R&D, business development, manufacturing, information technology and general management responsibilities. He has been a Partner at Boston Millennia Partners since 2002. He was previously President and Chief Operating Officer of New Era of Networks (Nasdaq: NEON); Vice President at Monsanto; Vice President at Bristol Myers Squibb; Group President at Baxter International; and VP R&D at Baxter International. Dr. Fortune, currently serves on the boards of directors of CombinatoRx, Inc. (NasdaqGM: CRXX) and PAREXEL International Corp. (NasdaqGS: PRXL) as well as several private life sciences companies. He has been responsible for nurturing start-up activities from idea to prototype to standalone business and has been involved in some 30 M&A transactions from sourcing the company to closing the deal and ensuring successful integration. Dr. Fortune has also served on the engineering and scientific advisory boards of the University of Wisconsin, the University of Illinois, and the University of Chicago, and currently serves on the Industrial Advisory Board of the Cleveland Clinic Foundation and on the Commercial Advisory Board of the Global Cardiovascular Innovation Center of the Cleveland Clinic. He holds a B.A. from the University of Wisconsin, an MBA from Northwestern University, and a Ph.D. in Physical Chemistry from the University of Wisconsin.
Jonathan Henderson
Shareholder
Polsinelli Shughart PC
Jonathan K. Henderson is a shareholder with Polsinelli Shughart. He joined the firm in April 2011 to start the firm's first Texas office in Dallas. Jon is a member of the health care practice group which includes more than 85 lawyers and 15 policy advisors stretching from Los Angeles to Washington, D.C. The firm currently has 570 lawyers in total working collaboratively across 16 offices and multiple practice groups designed around clients and industries. In 2010, Modern Healthcare magazine ranked the firm as the 6th largest health care law firm in the nation.
Jon’s practice focuses on advising middle market health care service companies with business operations in multiple states and with multiple locations on mergers and acquisitions, joint ventures and other complex transactions in the health care industry, along with overseeing the firm's role as primary outside general counsel in many of these relationships. Currently ongoing projects and those closing within the last two years include home health and hospice, correctional health care, health care IT, IOM services, ambulatory surgery center, and dialysis service providers.
With 20 years of core experience as a corporate M&A lawyer and the last 12 of those years spent advising various types of health care providers and suppliers on transactional and related regulatory matters, Jon has the unique knowledge and experience base from which to design and execute health care service company transactions taking into account not only the traditional corporate and structuring dynamics but also licensure, provider enrollment and other health care regulatory specific issues.
He is the founder of the Southwest Healthcare Transactions Conference, now in its 5th year. Next year’s conference titled, Creativity & Change: Unlocking the Future of Healthcare, is scheduled for May 16-17, 2012 in Dallas, Texas.
Jon is a frequent speaker and author on topics relating to health care M&A and related transactional regulatory issues.
Jon received his BBA in Finance from The Neeley School of Business at Texas Christian University in 1989 and his JD from St. Mary’s University in 1992.
M. Fazle Husain
Managing Director
Metalmark Capital
Fazle is responsible for investments in the healthcare sector at Metalmark Capital, a private equity firm managing over $5 billion in funds. He has a successful track record of investing in healthcare companies for over 20 years, including investments in the healthcare service, medical device, specialty pharmaceuticals and healthcare information technology sectors. Prior to joining Metalmark Capital, Fazle spent 18 years at Morgan Stanley Private Equity where he was Managing Director. Fazle has invested in and served on the Boards of several healthcare companies including Aegis Sciences, Vanguard Healthcare, Allscripts, National Healing, SouthernCare, Cross Country Healthcare, The Medicines Company, Quintiles and Suros Surgical.
Harris Hyman IV
Senior Principal
Flexpoint Ford
Harris Hyman IV is a Senior Principal of Flexpoint Ford, an industry focused private equity firm dedicated to the healthcare and financial services sectors. Mr. Hyman focuses on investments in the healthcare sector and has over 25 years of experience working with healthcare companies. He previously was a Managing Director at Credit Suisse First Boston, where he served as Co-Head of Healthcare Mergers & Acquisitions. During his years as an investment banker, Mr. Hyman advised companies in almost every subsector of healthcare services and medical products and served as financial advisor to many of the leading U.S. and European healthcare companies.
Mr. Hyman serves on the board of directors of MedAssets, Inc. and Eagle Hospital Physicians. He received a B.S.E., magna cum laude, from Princeton University and an M.B.A. from Harvard Business School.
Gary Jacobs
Senior Vice President - Corporate Development
Universal American Corp.
Gary attended and graduated from Boston University with a Bachelor of Arts Degree. Continuing his education, Gary received his Masters Degree in Public Administration from American University.
While attending graduate school, Gary became a program coordinator for the National Association of County Health Officers. This began his career in health care services. He initiated the National Technical Assistance Program for County Health Officers that contained alcohol, drug, and mental health programs. Subsequent to this project, Gary became Senior Project Director for the Group Health Association of America (GHAA). Here he innovated substance abuse and mental health outpatient programs in HMO settings. Later, under federal contract, Gary provided technical assistance to HMOs on a national basis for these programs.
In 1978, Gary became the Executive Director of Broward Community Health Plan that became Health Care of Broward, Broward County’s first federally qualified HMO. The company was sold to Health America Corporation in 1982 and Mr. Jacobs assumed the role of Senior Vice President of Development. HAC became the first national HMO management corporation. In the fall of 1984, Gary left HAC to start Health Management, Inc. (HMI), a managed care consulting and Management Company. Under his direction, the company went public in 1986 while pioneering innovative health care programs. In 1990, he acquired the Staff Builders Health Care Services franchise of Broward County, Florida. He grew it to a $15M operation and sold it in 1997.
In 1994, Gary formed Capitated Health Care Services, Inc., a management company specializing in long-term care systems. The company was sold in August of 2000, to Universal American Financial Corporation (UAM). Gary currently serves as President of CHCS Services, Inc., a third party administrator focusing on senior health insurance and non-insurance products.
In 2003, Gary was also given the title of Senior Vice President Corporate Development for UAM. In his capacity as Senior Vice President Corporate Development and Strategic Planning for Universal American, (UAM) he is responsible for implementing enterprise wide planning initiatives, strategic alliances, government affairs, and identification of acquisitions and new business opportunities.
Mr. Jacobs is a frequent speaker on insurance and healthcare products for Medicare Beneficiaries, “baby boomers” and senior issues. He serves on the following Boards: National Hispanic Council on Aging, Primary Care Patient Centered Collaborative, Physician Groups for Coordinated Care, Coral Springs Museum of Art and the TransforMed Board of Advisors.
David Jahns
Managing Partner
Galen Partners
Mr. Jahns is a Managing Partner of Galen Partners, a leading healthcare venture capital investment firm founded in 1990. With over 20 years of experience in building healthcare companies, he is passionate about working collaboratively with quality management teams to create novel and innovative solutions that improve healthcare. With experience in over 70 growth equity investments, Mr. Jahns has developed substantial expertise and leadership in working with entrepreneurs to build market-leading healthcare companies in the areas of: technology-enabled services, medical devices, medical robotics, diagnostics, consumer driven healthcare, telemedicine, clinical decision support, and health information technology and SAS solutions. The following are market-leading healthcare companies included in the Galen portfolio: CBL Path, Chamberlin Edmonds, Eduneering, Encore Medical, InTouch Health, MedAssets, MiniMed, Ocular Sciences, Pyxis, Stericycle, Unisyn Medical Technologies and USHIFU.
Prior to joining Galen in 1993, Mr. Jahns was an investment banker and financial advisor to healthcare companies. He worked in the Corporate Finance Department at Smith Barney, Inc. in New York, specializing in public offerings and mergers and acquisitions, as well as public debt financings. As an investment banker and venture capitalist, Mr. Jahns has worked on more than 20 initial public offerings, including 11 Galen portfolio companies’ IPOs. Additionally, he has extensive M&A experience including 19 portfolio companies’ sales to financial and strategic buyers.
Mr. Jahns has served on numerous public company Boards of Directors and currently serves on several of the following Galen portfolio companies’ boards: Dakim Brain Fitness, LifeImage, Unisyn Medical Technologies, PeriGen and InTouch Health. He is a member of the Stamford Health System, Inc. Quality and Clinical Affairs Committee. He is also an adjunct professor at the Northwestern University, Kellogg School of Management, where is he a guest lecturer on private equity and venture capital case studies. He is a frequent speaker at various healthcare industry conferences on healthcare market trends and the healthcare technology-enabled outsourcing industry. He also serves on several non-profit Boards of Directors for various community and philanthropic corporations.
Mr. Jahns earned an M.B.A. from Northwestern University, Kellogg School of Management, where he specialized in Health Services Management. He earned his B.A. in political sciences and economics from Colgate University, where he graduated Phi Beta Kappa.
Christopher W. Kersey, MD, MBA
Managing Partner, Camden Partners
Chairman of the Board, Johns Hopkins Medicine International
Christopher W. Kersey serves as Managing Partner of Camden Partners of Baltimore, Maryland, where he focuses on private equity investments in the health care and life science industries. Founded in 1995, Camden Partners is one of the largest growth equity and investment management funds in the United States with more than $700 million under management.
Dr. Kersey serves on the board of directors of Essence Group Holdings Corporation, LipoScience Inc., Medivance Inc., MinSec Corrections Corporation, PatientSafe Solutions Inc., Santa Rosa Consulting Inc. and Webmedx Inc. Dr. Kersey’s previous portfolio companies include MedServe Inc. (acquired by Stericycle Corporation, NASDAQ: SRCL), AlgoRx Pharmaceuticals Inc. (acquired by Anesiva Corporation, NASDAQ: ANSV), ComView Medical Systems (acquired by ElectroMed Corporation), MacroGenics Inc., Pet DRx Corporation (acquired by VCA Antech Inc., NASDAQ: WOOF), Rejuvenon Corporation (acquired by Helsinn Healthcare S.A.), Targacept Corporation (NASDAQ: TRGT) and Xeotron Corporation (acquired by Life Technologies Corporation, NASDAQ: LIFE).
Dr. Kersey serves on the board of trustees of Johns Hopkins Medicine and the board of trustees of The Johns Hopkins Hospital. The Johns Hopkins Hospital has been the #1 ranked hospital for 21 consecutive years in the U.S. News & World Report annual rankings of American hospitals. Dr. Kersey also serves on the board of directors of The Johns Hopkins Hospital Endowment Fund, and he is the Chairman of the Board of Johns Hopkins Medicine International, the global development arm of Johns Hopkins Medicine with hospital management and clinical education services in the Middle East, North America, South America, Europe and Asia.
Dr. Kersey’s international experience includes work with Sumitomo Biosciences in Japan and the World Bank in the former Soviet Union (the Republic of Georgia) as well as research fellowships focusing on the National Health Service in the United Kingdom and Sweden-based Telefon LM AB Ericsson's market entry into China.
A Phi Beta Kappa, Truman Scholar and Presidential Scholar graduate of Stanford University, Dr. Kersey graduated summa cum laude as the Class of 1996 Valedictorian at the Emory University School of Medicine. In 1996, Dr. Kersey attained the distinction of becoming one of the first individuals in history to be accepted in the same year into the residency program of Harvard Medical School as well as Harvard Law School and Harvard Business School, where he later graduated as the Class of 1998 Walter Fellow as one of the school’s first medical doctors.
Stephen Krupa
Managing Member
Psilos Group Managers
Stephen Krupa founded Psilos with Dr. Albert S. Waxman and Lisa Suennen in 1998 and heads Psilos' East Coast Office. Steve focuses primarily on identifying investment opportunities in next generation healthcare services and healthcare information technology companies. In addition, he advises many of Psilos' portfolio companies in the areas of capital formation and merger and acquisition strategy and structure. He has served on several Psilos portfolio company boards, including Active Health Management (exited) and HealthScribe (exited). Steve currently serves on the Board of Directors of Caregiver Services, Click4Care, Comprehensive NeuroScience, Care Management Technologies, Extend Health, HealthEdge Software and SeeChange Health.
Steve is also an active blogger. You can read his posts at www.stevekrupa.com
Prior to Psilos, Steve was a Vice President of Wasserstein Perella & Co., a leading international investment bank. During his time at Wasserstein, Steve specialized in public and private mergers and acquisitions advisory work, much of which was focused in the healthcare industry. His work at Wasserstein resulted in the consummation of strategic transactions with an aggregate market value of over $11.0 billion. Previously, Steve was an associate in the investment banking department of Kidder Peabody & Co. From 1987 to 1992, he first worked as a mechanical engineer and software applications developer and then as a manager of new business development for Johnson Controls, Inc., a leading manufacturer of process controls systems. Steve holds an M.B.A. with Distinction from the Wharton School of the University of Pennsylvania, where he graduated a Palmer Scholar; and a B.S. in Mechanical Engineering from the University of South Florida where he was elected to Tau Beta Pi.
Frank Manzella
SVP Corporate Development
Emdeon
Mr. Manzella is our Senior Vice President of Corporate Development, with responsibility for acquisition and other strategic activities that extend and enhance our portfolio of market-leading revenue and payment cycle products. Mr. Manzella has extensive experience executing strategic and financial transactions in the healthcare industry. Prior to joining us, Mr. Manzella served as Director of Corporate Development and Finance for Aptuit LLC, a global provider of pharmaceutical development services. Mr. Manzella was also a Managing Director and Partner of Asanté Partners LLC, an investment banking boutique providing sophisticated strategic advisory services across all healthcare sectors. Mr. Manzella’s background also includes responsibilities in global healthcare investment banking at JP Morgan Chase and complex financings at GE Capital. Mr. Manzella received a Master of Business Administration degree, a Juris Doctor degree, and a Bachelor of Arts degree from Georgetown University.
Christopher D. McFadden
Managing Partner
Health Evolution Partners
Christopher McFadden is a managing partner with Health Evolution Partners and a member of the Firm’s Executive Committee. In addition to his contribution to the Growth Fund, Chris directs investing activities for HEP’s Spectrum Fund. He has over fifteen years of health care industry experience as a research analyst and investor. Chris also serves on the board of HEP portfolio companies Foundation Radiology Group and Mauna Kea.
Mr. McFadden joined Health Evolution partners from Goldman, Sachs & Co. Chris joined Goldman Sachs in 1999 as a vice president and was named managing director in 2004. He most recently directed debt and equity investments in private and public North American-based health care companies as part of Goldman Sachs’ Americas Special Situations Group (AmSSG). From 1999 to 2006, Mr. McFadden was a senior equity research analyst responsible for Goldman Sachs’ US healthcare services research coverage and served as a member of the Global Investment Research Sounding Board.
Prior to joining Goldman Sachs, Mr. McFadden worked as a senior research analyst at Wheat First Securities, now Wells Fargo Securities. Prior to that, he held marketing and management positions at Xerox Corporation.
Mr. McFadden earned a BA in political science from the University of Richmond and studied graduate economics at Virginia Commonwealth University. Mr. McFadden became a Chartered Financial Analyst (CFA) in 1999. Mr. McFadden serves as a member of the board of trustees of Montefiore Medical Center in New York. He founded RAMP, a mentor program for undergraduate students and is the past chairman of the advisory board for the Philip Coltoff Center of the Children’s Aid Society. Chris is a trustee for the Natural History Museum of the Adirondacks.
Mark Mlotek
EVP Corporate Business Development
Henry Schein, Inc.
Mr. Mlotek, now in his 17th year with Henry Schein, Inc., currently serves as Executive Vice President of Corporate Business Development, a position he has held since 2004. He is a member of the Company’s Executive Management Committee, and a member of the Company’s Board of Directors. In his current role, Mr. Mlotek has three main priorities: worldwide merger & acquisition activity for the Company; business development, including important supplier partnership arrangements; and worldwide strategic planning. Mr. Mlotek has personally supervised as both a lawyer and a principal several hundred transactions, of all shapes and sizes, including both domestic, international and cross border transactions.
Prior to holding his current position, Mr. Mlotek served as the Company's Senior Vice President of Corporate Business Development, and before that, upon joining the Company in 1994, was Vice President, General Counsel, and Secretary. Prior to joining Henry Schein, Mr. Mlotek was a partner in the law firm of Proskauer Rose LLP and counsel to the Company, specializing in mergers and acquisitions, corporate reorganizations and tax law. At Proskauer, since 1989, Mr. Mlotek worked very closely with Henry Schein on various corporate matters. Prior to joining Proskauer, Mr. Mlotek was a partner in the law firm of Feit & Ahrens.
Mr. Mlotek graduated the Columbia University School of Law with high honors in 1980. He received an LLM in Taxation from New York University School of Law in 1985, also graduating with honors. Mr. Mlotek graduated summa cum laude with a B.S. degree in accounting from the Herbert Lehman University of the City College of New York in 1977.
Mr. Mlotek has been active in various charitable organizations, many of which help the perpetuation of the Yiddish language and culture. From 1996-2000, he served on the Conference of Presidents of Major American Jewish Organizations.
Mr. Mlotek is a member of the New York State Bar Association.
Donald Moody
Partner
Waller Lansden
Don Moody is a partner at Waller Lansden and regularly advises healthcare companies, executives and private equity funds in complex corporate transactions. He has served as lead counsel in numerous mergers and acquisitions, private equity transactions, venture capital financings and securities offerings. He has served as outside general counsel for public and privately-held companies, and advised on government and internal investigations, proxy fights, joint ventures and various other general corporate matters.
Mr. Moody earned his J.D., summa cum laude, from the University of Alabama. He holds an M.B.A., with honors, from Vanderbilt University Owen Graduate School of Business and earned his B.S., magna cum laude, from the University of North Alabama.
Recent and Representative Healthcare Engagements
- Currently representing hospital company in leveraged acquisition of multi-facility hospital company from private equity funds
- Currently representing revenue cycle management company in recapitalization
- Currently serving as outside general counsel to private equity sponsored dental management company
- Currently representing private equity fund in acquisition of medical practice assets
- Represented private equity fund in acquisition of medical management company
- Represented private equity fund in sale of dental management company to a private equity fund
- Represented publicly-held surgery center company in $637 million sale to a private equity fund
- Represented acquiror in $400 million leveraged buyout of dental management company
- Represented surgical assistant company in joint venture with strategic investor
- Represented dental management company in $90 million sale of majority interest to a private equity fund
- Represented pathology lab company in private equity financing
- Represented home health company in reorganization out of bankruptcy
- Represented surgery center company in initial public offering
Kevin O'Brien
Managing Director
CCMP Capital Advisors
Kevin O'Brien is a Managing Director of CCMP Capital, a member of the firm’s Investment Committee and co-head of CCMP’s Healthcare practice. Mr. O'Brien has been responsible for CCMP's investments in CareMore Medical Enterprises, LHP Hospital Group, Medpace, National Surgical Care, Infogroup, KRATON Polymers, Pinnacle Foods Group, La Petite Academy, and National Waterworks. In addition, Mr. O’Brien oversees the execution of debt capital markets transactions undertaken by the firm. Prior to joining CCMP in 2000, Mr. O'Brien worked in the high yield capital markets and banking groups at Chase Securities and Chemical Securities. Previously, he was a member of the Leveraged Finance Group at Bankers Trust. Prior to that, he was a Commissioned Officer in the U.S. Navy. Mr. O'Brien holds a B.A. from the University of Notre Dame and an M.B.A. from the Wharton School of the University of Pennsylvania. Mr. O'Brien currently serves on the board of directors of InfoGroup, LHP Hospital Group, Medpace, Hanley Wood, and Octagon Credit investors.
Charles Patton
Partner
Oak Hill Capital Management
Charles B. Patton is a Partner of Oak Hill Capital Partners and has been with the firm since 2001. He is responsible for originating, structuring, and managing investments in the Healthcare group. Presently, he serves on the board of directors of Butler Schein Animal Health Supply, AccentCare, Vantage Oncology, and Ascension Health Care Network. Prior to joining Oak Hill, he was a Vice President with Morgan Stanley Capital Partners. Mr. Patton also worked in Morgan Stanley's Mergers, Acquisitions and Restructuring and Private Investment departments. Mr. Patton earned a B.S. degree from the University of California, Berkeley and an M.B.A. from Harvard Business School.
Matthew Porzio
VP, Product Marketing, Mergers & Acquisitions
IntraLinks
Matthew Porzio, Vice President of Product Marketing, joined IntraLinks in August of 2003. He is responsible for driving the development and marketing of IntraLinks' Exchanges including virtual dealroom/dataroom solutions for the M&A and restructuring communities.
Before joining IntraLinks, he was a senior associate at Metzler, a German advisory firm, where he focused on cross-border M&A transactions. Prior to Metzler, Mr. Porzio served as an analyst and associate in Equity Capital Markets and Business Services Investment Banking groups at First Union Securities (later Wachovia). Mr. Porzio holds a Bachelor's degree from Colgate University.
Mr. Porzio is widely recognized as a leading authority on virtual datarooms and M&A technology. He has been quoted in several national and international publications related to the investment banking, legal and corporate M&A markets including the Boston Globe's Business Section, Investment Dealers Digest, The Deal and American Lawyer. Mr. Porzio has spoken on numerous industry panels and is a member of the selection committee for the M&A International Media Awards.
Lynn Shapiro Snyder
Senior Member of the Firm
Epstein Becker & Green PC
Lynn Shapiro Snyder, Esq. is a National Health Care & Life Sciences Practice Leader at Epstein Becker & Green, P.C. where she serves on the firm’s Board and Finance Committee. She has been in EBG’s DC office for over 32 years, advising clients about federal, state and international health law issues, including Medicare, Medicaid, managed care issues as well as health care fraud defense and compliance. Her clients include health care and life sciences companies. Notably, she served as lead health counsel in many transactions including the HCA buyout, Biomet and HCR ManorCare. She has been recognized as one of the “Most Powerful People in Healthcare” and one of the best lawyers by various publications.
Lynn is the Founder and Chair of the Women Business Leaders of the U.S. Health Care Industry Foundation (WBL Foundation), a non-profit organization comprised of more than 2,900 senior executive women and women board members worldwide who do business in the U.S. health care industry. WBL’s mission is to help these senior executive women improve their businesses and continue to grow professionally through corporate board opportunities.
Lynn joined the board of Trustmark Companies in 2006. Trustmark provides life, medical, dental, managed care, wellness, disability, critical illness, accident insurance and benefits administration services, with revenues over $1 billion. Trustmark recently purchased Health Fitness Corporation. She serves on the Compensation and Audit committees.
Lynn also is a Board member of the Maryland/Israel Development Center that encourages trade, joint ventures, and investment between Maryland and Israeli business and research institutions. Lynn has authored two books about serving on corporate boards. She was named a “Director to Watch” by Directors & Boards magazine in August 2009.
Anil Shrivastava
Managing Director, Healthcare
Vestar Capital Partners
Anil is a Managing Director in Vestar's Healthcare group. He joined the firm in 2007, following 16 years at Bain & Company, where he led strategy-consulting teams in healthcare, consumer products and industrials, and also focused on identifying attractive spaces for investors in healthcare. He also led Bain's undergraduate- and graduate-level recruiting efforts.
Prior to Bain, Anil was an Associate at private investment firm James D. Wolfensohn.
He holds his AB, summa cum laude, from Harvard University, where he majored in theoretical economics and minored in computer science. He earned an MBA, with honors, from Harvard Business School.
Originally from Pittsburgh, Pennsylvania, Anil now lives with his family in New York City.
David Snow
Co-founder and CEO
Privcap
David Snow has covered the global private investment market as a journalist for 13 years. He is co-founder and CEO of Privcap, a media platform delivering high-quality content to participants in the private capital markets. Privcap’s mission is to provide context around important private investment opportunities and practices.
Until November 2010, David was Editor in Chief of PEI Media, a leading provider of news and information for the global alternative investment industry, with offices in London, New York, Singapore and Hong Kong. David played a key editorial role across PEI’s editorial products, events and business strategies, including the launch of news services for the private equity, real estate and infrastructure asset classes. Among PEI’s titles are Private Equity International, PERE and Infrastructure Investor. David began his financial-media career at what is now Thomson Reuters, where he was Editor of Buyouts magazine. In 2000 he joined an affiliate of Guggenheim Partners to launch a news service for accredited investors. He has a Master of International Affairs from Columbia University and undergraduate degrees in Political Science and Chinese Studies from the University of California at San Diego. He grew up in Honolulu, Hawaii.
Timothy Spillane
SVP, Corporate Development
AMERIGROUP Corporation
Timothy J. Spillane is Senior Vice President, Corporate Development of AMERIGROUP Corporation (NYSE: AGP). In this role, he is responsible for the oversight of all merger, acquisition, divestiture, partnership and joint venture opportunities. Mr. Spillane joined the Company in 2002 and has led the origination, development and execution of the Company’s corporate development efforts since 2005. Prior to joining AMERIGROUP, Mr. Spillane held investment banking positions at Envest Capital Advisors (a firm he founded), PricewaterhouseCoopers Securities and Dean Witter Reynolds in New York, Los Angeles, Philadelphia and Washington, D.C.
Mr. Spillane has served as a board member for several private companies and the Cavalier Golf & Yacht Club. His education includes a BS from the McIntire School of Commerce at the University of Virginia and an MBA from the Anderson Graduate School of Management at the University of California Los Angeles.
Mr. Spillane is married to Anne Spillane. They have three children and reside in Virginia Beach.
Ashu Tandon
Head - Client Relationships. Healthcare & Life Sciences BPO
Infosys
Ashu Tandon is the Head of the Healthcare & Life Sciences BPO Client Services team at Infosys, a $5Bn global Systems Integrator and Outsourcing company with a market cap of ~$40Bn. In his current role, Ashu is responsible for setting strategy for the portfolio, building new relationships both in new prospects as well as existing clients and for customer satisfaction at existing clients.
Ashu has approximately 15 years of experience in assisting C-level executives in the Healthcare & Life Sciences industry verticals determine their sourcing strategies, implement governance models and drive the performance of their outsourcing relationships. His business experience spans multiple continents (North America, Asia, Africa) and encompasses both the ‘Buy’ and ‘Sell’ side.
Ashu has an MBA (Marketing Major) from one of India's top business schools, Bachelor's degree in Economics and a Post-Graduate Diploma in International Marketing from the renowned Delhi School of Economics. He lives in Bridgewater, NJ with his wife and 2 kids, is a volunteer Soccer Coach and in his spare time likes to conjure up recipes mixing both western cuisine with Indian flavors.
Rafael Torres
Managing Director, Healthcare
GE Equity
Rafael A. Torres is Managing Director and Healthymagination Fund leader for GE Equity, GE Capital’s private equity investment arm, and GE’s center of excellence for private equity and venture capital. Rafael is responsible for equity strategy and investments in the healthcare sector as well as for GE Equity’s healthcare portfolio.
Rafael has led the healthcare team at GE Equity in investments in multiple segments of the healthcare industry, including healthcare services, medical devices, healthcare IT and life sciences in the US, Europe, Middle East and Asia. He currently serves on the board of InSightec and is an observer on the boards of CardioDx and Navinet.
Before joining GE Capital, Rafael was Global Director of Business Development for Pharmaceutical Enterprises at GE Healthcar. Prior to this, Rafael was Integration Programs Leader for GE Healthcare’s $10B acquisition of Amersham plc, based in London, UK, where he was responsible for securing acquisition synergies and develop strategy for GE Healthcare. Rafael joined GE Healthcare in 2001 as Global Business Development Manager where he covered medical devices , healthcare IT and life sciences.
Prior to joining GE, Rafael held various positions at The Boston Consulting Group, AT Investments and Citibank. Rafael received a BA in Economics from Universidad del Pacifico, Lima, Peru and an MBA from Harvard Business School where he was an OAS scholar.
Peter van der Goes
Managing Director, Healthcare IT
Goldman Sachs
Peter is a member of the healthcare group in the Investment Banking division. He joined Goldman Sachs in 1999 as an associate. He was named managing director in 2007. Earlier in his career, Peter worked at Booz Allen Hamilton.
Peter earned a JD and an MBA from the University of Pennsylvania in 1999. He earned a BA in English and a BS in Economics from the University of Pennsylvania in 1991.
Date: Tuesday, December 6, 2011
Time: 7:30am – 5:50pm
Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.
- Meeting Overview
- Agenda
- Speaking Faculty
- Partners
- Participation Requirements
- Member Substitution Policy
- Travel and Other Information
- Support the Meeting
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