Geoff is the chair of the firm’s private equity group, and serves on the firm’s Board of Partners. He has a wide scope of experience in mergers and acquisitions and financing transactions.
His mergers and acquisition experience, representing private equity sponsors, strategic purchasers and sellers extends across a diverse number of industries with a primary focus on healthcare provider services transactions. Geoff is a national contributor both at conferences and in publications on a wide array of issues unique to the private equity industry. He regularly contributes to Law360’s Healthcare and Private Equity sections, and is an author of The Healthcare Investor, a blog on healthcare finance topics.
Experience
Healthcare and Life Sciences Experience
- Representation of Sheridan Capital Partners, a private equity firm, in the acquisition, disposition and portfolio work for a number of its portfolio companies including, Atlantic Vision Partners, Dermatologists of Central States and Synergy Physical Therapy Holdings.
- Representation of Chicago Pacific Founders, a strategic healthcare investment fund, in the acquisition of Long Island Vision Management.
- Representation of Ridgemont Equity Partners in the acquisition of Perimeter Healthcare, Speech Pathology Group, Sunvera and related portfolio work.
- Representation of Audax Group, in acquisitions and dispositions for a number of its healthcare portfolio companies.
- Representation of Linden Capital Partners, in the acquisition work for its orthodontic platform Smile Doctors.
- Representation of LLR Equity Partners, a private equity fund, in several acquisitions and dispositions including its investment in NuMotion (a complex wheelchair distributor) and in Vivere, LLC, a Texas fertility clinic chain.
- Representation of BelHealth Investment Partners and its portfolio company, NavaDerm, a leading dermatology services organization in the Northeast, in the add-on acquisition of Laser & Skin Surgery Center of New York, a world renowned leader in cosmetic dermatology.
- Representation of Health Enterprise Partners, a healthcare and technology-focused private equity firm, in its acquisition of MD Alliance Solutions, a dermatology management and consulting solutions provider.
- Representation of MoonSail Capital and Plenary Partners, two private investment firms, in its strategic partnership with Arbor Centers for EyeCare and Chicago Eye Institute, two of the leading ophthalmology practices serving the Chicago market, to form Ocular Partners, the premier physician-led eye care group in greater Chicago.
- Representation of Shore Capital Partners, a healthcare-focused private equity firm, in its acquisition of Chicagoland Smile Group, a Midwest-based dental services organization.
- Representation of Hero DVO, LLC, a leading dental, orthodontic and vision management company, and its private equity investor, Silver Oak Services Partners in the add-on acquisition of a California-based dental practice.
- Representation of Silver Oak Service Partners, a private equity fund, in acquisition of a dental services organization.
- Representation of Pharos Capital, a private equity fund, in acquisition of physical therapy management company.
- Representation of HIG, a private equity fund, in acquisition of NovaMed.
- Representation of Bostwick Laboratories in sale to MetalMark Capital.
- Representation of I-Cyt Mission Technology, Inc. in sale to Sony Corporation of America.
- Representation of an Indiana ambulatory surgery center in restructuring transaction with regional hospital system.
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Notre Dame Law SchoolJD
magna cum laude
1997 -
Wheaton CollegeBABusiness/Economics
cum laude
1993
Member, American Health Lawyers Association
Member, Illinois Venture Capital Association
Member, American Bar Association
Member, Illinois State Bar Association
- Host, "Optimizing Med Spa for Private Equity Growth, With Amanda Roenius and Jessica Nunn," The Corner Series, December 17, 2024
- Host, "Growing a Pure-Play Med Spa, With Alyssa Rapp and Logan Pitts," The Corner Series, December 3, 2024
- Host, "What Pharma Services Investors Should Know About Government Regulations, With Clint Narver," The Corner Series, November 25, 2024
- Host, "Capitalizing on the GI M&A Market, With Sap Sinha," The Corner Series, November 19, 2024
- Host, "Growing a Dental Service Organization, With Steve DeLong," The Corner Series, November 12, 2024
- Host, "Slow Mergers and Sales, But Companies Perform Well, With Reed Van Gorden of Deerpath Capital," The Corner Series, October 29, 2024
- Host, "Enforcement Risks for Private Equity Investors in Healthcare, With Michael J. Podberesky, Former DOJ Prosecutor," The Corner Series, October 22, 2024
- Host, "Improving Oral and Maxillofacial Surgery Practice through Private Equity, With Daniel Hosler and Dr. David Kostohryz," The Corner Series, October 1, 2024
- Host, "The Med Spa Difference: Experiential, Clinical, Recession-Resistant, with Nicole Chiaramonte," The Corner Series, September 24, 2024
- Co-host, "FTC’s Non-Compete Ban Overturned + Evolution of Non-Competes in M&A Deals," The Corner Series, September 12, 2024
- Host, "Tapping the Pediatric and Orthodontic Dentistry Market, With Ananya Shah and Will MacInnis," The Corner Series, September 2, 2024
- Host, "'Phenomenal Opportunity' in the Dental Consolidation Arena, With Naimish Patel," The Corner Series, August 26, 2024
- Host, "Trends in Middle Market M&A, With James Heidbreder of Fifth Third Bank," The Corner Series, August 15, 2024
- Host, "HR, Accounting, Finance and AI in Medical Practices, With Erik Miller of MedHQ," The Corner Series, June 25, 2024
- Host, "Using Tax Insurance and RWI in Middle Market M&A Deals, With Jordan Tamchin of CAC Specialty," The Corner Series, June 14, 2024
- Host, "Private Equity in Pediatric Practices, With Tucker Moore and Chris O’Dekirk of Concierge Capital Advisory," The Corner Series, May 30, 2024
- Host, "Opportunities and Challenges in the Dental Practice Market, With Kevin Cumbus of TUSK Practice Sales ," The Corner Series, May 22, 2024
- Host, "Challenges Facing Family Offices, With R. Adam Smith of Salomon Brothers," The Corner Series, May 15, 2024
- Moderator, "Future of Provider Services Investing," 2024 McGuireWoods Healthcare Private Equity and Finance Conference, May 9, 2024
- Host, "Capital Trends in Medical Technology, With Brian Scullion of William Blair," The Corner Series, May 8, 2024
- Host, "Prepping for a Sale: Strategies for Provider Groups, With Marc Anderson," The Corner Series, April 30, 2024
- Host, "Investment Considerations for Dermatology and Aesthetics Practices, With Clint Bundy and Stewart Carlin," The Corner Series, April 23, 2024
- Speaker, Emerging Manager Conference, Dallas, TX, April 16-17, 2024
- Host, "Choosing the Right CEO to Meet the Moment, With Leon Brujis," The Corner Series, April 10, 2024
- Host, "Physician Compensation in the PPM Context, With Justin Chamblee and Holly Buckley," The Corner Series, April 3, 2024
- Host, "The Power of Digital Marketing for P.E. Firms, With Laurel Mintz," The Corner Series, March 27, 2024
- Host, "Macroeconomic Market Trends Affecting the Healthcare Industry, With Tim Fry and Alex Chausovsky," The Corner Series, March 11, 2024
- Host, "The Partnership Approach to Private Equity Investing in Healthcare, With Gordon Maner," The Corner Series, March 4, 2024
- Host, "Healthcare Investing: What to Expect in 2024, With Bart Walker and Matt Searles," The Corner Series, February 26, 2024
- Host, "Investment Trends in Plastic Surgery and Med Spa Sectors, With Mitch Stern of Dresner Partners," The Corner Series, February 5, 2024
- Host, "Prognosis on the PPM Environment and Areas of Opportunity, With Andy Colbert of Ziegler," The Corner Series, January 22, 2024
- Host, "Government Investigations of Private Equity Funds: Insights From Former Prosecutors," The Corner Series, January 18, 2024
- Host, "Private Equity Interest in Cardiology, With Tim Attebery of Cardiovascular Associates of America," The Corner Series, January 15, 2024
- Host, "Private Equity and Healthcare Consolidation: The Revolution in Antitrust Enforcement," The Corner Series, January 8, 2024
- Host, "Drivers and Forecast for Private Equity Investing in the Dental Arena, With Karan Garg of Solomon Partners," The Corner Series, December 18, 2023
- Host, "Growth of Private Equity Investment in Orthopedics, With Scott Davis of Provident Healthcare Partners," The Corner Series, December 11, 2023
- Host, "Growing Businesses: A Commitment to Mission and Margin with Edward Crawford of Coltala," The Corner Series, November 28, 2023
- Host, "Value-Based Care: Opportunities, Evolution and Disruptors, With Leavitt Equity Partners’ Andrew Clark," The Corner Series, November 20, 2023
- Host, "Navigating Healthcare Consolidation Post-Pandemic, With Physician Growth Partners’ Robert Aprill," The Corner Series, November 13, 2023
- Host, "Private Equity's Role in Modern Medical Practices, With Albaron Partners’ Alessio Baraldi," The Corner Series, November 7, 2023
- Host, "Assessing the Headwinds in the Healthcare Provider Consolidation Process, With Mark Francis of Houlihan Lokey," The Corner Series, November 1, 2023
- Host, "Prospering in the Healthcare Market: Investment Outlook, With Diwakar Sinha," The Professor’s Corner, October 23, 2023
- Host, "Capitalizing on Primary Care: Trends and Opportunities, With Craig Sager," The Banker’s Corner, October 16, 2023
- Host, "Headwinds and Tailwinds: Challenges and Upward Trends in Healthcare," The Capital Corner, October 5, 2023
- Host, "Hospital M&A and Private Equity, With Rex Burgdorfer," The Capital Corner, August 8, 2023
- Host, "SBIC Fund Trends, Deal Structures and Challenges With Parkway Capital's Andy Silverman," The Capital Corner, July 27, 2023
- Host, "Why the Investor Community Should be Watching Medspas," The Capital Corner, July 19, 2023
- Host, "Navigating the Credit Crunch: Insight on Private Equity Trends in 2023 with Bob Bartell," The Capital Corner, July 7, 2023
- Host, "Redefining Healthcare: Transitioning From Fee-for-Service to Value-Based Models," The Capital Corner, June 27, 2023
- Host, "Deciphering the Pharma Services Market: Challenges and Opportunities with Daniel Brinkenhoff," The Capital Corner, June 8, 2023
- Host, "Healthcare Investment Models, With Dan Hosler of DuneGlass Capital," The Capital Corner, May 23, 2023
- Moderator, "Sector and Other Specialization Approaches as an Emerging Manager," Emerging Manager Conference, Dallas, TX, May 17, 2023
- Host, "Navigating the Cardiology Boom: Insights from Industry Experts on Market Trends and Opportunities," The Banker’s Corner, May 3, 2023
- Host, "Healthcare Provider Services: Trends and Opportunities in 2023," The Banker’s Corner, April 6, 2023
- Host, "What to Expect in Healthcare Investing in 2023, With Raj Kothari," The Banker’s Corner, April 3, 2023
- Host, "What to Expect from the Healthcare Deal Market in 2023 with David Baker," The Banker’s Corner, March 20, 2023
- Host, "Opportunities in Medtech for 2023," The Banker’s Corner, March 14, 2023
- Host, "The Broad Impact of the FTC Noncompete Proposed Rule," The Professor’s Corner, March 1, 2023
- Moderator, "Opportunities in Pharma Services Investments," 19th Annual Healthcare Private Equity and Finance Conference, March 1, 2023
- Moderator, "Deal Perspectives from Investment Bankers," 19th Annual Healthcare Private Equity and Finance Conference, March 2, 2023
- Host, "Terry Wang on the Demand Driving Growth in Behavioral Health," The Capital Corner, January 26, 2023
- Host, "PPM Investing with Geoff Smith and Charles Busch of Harris Williams," The Professor’s Corner, December 20, 2022
- Host, "How Sponsors Can Avoid Liability with Mark Freedlander," The Professor’s Corner, November 21, 2022
- Host, "The Liability Implications of Financial Challenges in Portfolio Companies with Mark Freedlander," The Professor’s Corner, October 28, 2022
- Moderator, "Trends in Private Equity and Healthcare," 15th Annual Healthcare Finance and Growth Conference, September 15, 2022
- Host, "When Claims Arise: Tackling the Internal and External Elements, With Tony Tatum," The Professor’s Corner, August 24, 2022
- Speaker, Insights for Investors Series: Avoiding LOI Mistakes in Healthcare Deals, August 18, 2022
- Host, "OB-GYN and Fertility Care Investing with Jason Porter of Baird," The Professor’s Corner, August 10, 2022
- Host, "How Increased Demand Is Driving Interest in Women’s Health Investing," The Professor’s Corner, July 21, 2022
- Host, "Trending Valuations in Healthcare IT With Mikel Parker of AMB," The Professor’s Corner, July 7, 2022
- Host, "Strong Margins and Recession Resistant: The Allure of Pharma Services," The Professor’s Corner, June 14, 2022
- Host, "Thesis-Driven Investing With Pete Tedesco of Health Enterprise Partners," The Professor’s Corner, May 31, 2022
- Host, "Indemnity or Self-Disclosure? How to Deal With Policy Compliance Issues," The Professor’s Corner, May 16, 2022
- Host, "Understanding Antitrust Law in the Healthcare Space," The Professor’s Corner, May 2, 2022
- Host, "Mitigating Risk With Healthcare Investing," The Professor’s Corner, April 20, 2022
- Host, "Representation and Warranty Policies for Private Equity-Backed Healthcare Deals," The Professor’s Corner, March 24, 2022
- Host, "Investor Interest: What’s Happening in Home Healthcare?," The Capital Corner, March 4, 2022
- Host, "Investing Beyond Capital - Finding the Right Partnership Fit," The Capital Corner, February 28, 2022
- Moderator, 18th Annual Healthcare Private Equity & Finance Conference, February 16, 2022
- Host, "The Prognosis for Healthcare M&A Heading Into 2022," The Professor’s Corner, January 28, 2022
- Host, "The Legal Implications of Board-Driven Decision Making (Part 2)," The Professor’s Corner, December 28, 2021
- Host, "The Legal Implications of Board-Driven Decision Making," The Professor’s Corner, December 2, 2021
- Moderator, "Building a Bridge from Independent Sponsor to Committed Fund and in Between," and Panelist, "Networking Break: Healthcare," 2021 Independent Sponsor Conference, October 20, 2021
- Host, "Navigating the Competitive Deal Sourcing Market," Across the Table, A Healthcare Private Equity Podcast, September 14, 2021
- Host, "The Consolidation of Healthcare — What Does it Mean for Investors?," Across the Table, A Healthcare Private Equity Podcast, July 30, 2021
- Speaker, Today’s Dental Practice Market and Recent Deal Activity, April 20, 2021
- Co-host, "Navigating the Complexities of Digital Healthcare," Across the Table, A Healthcare Private Equity Podcast, February 24, 2021
- Host, "Emerging Models of Home Healthcare," Across the Table, A Healthcare Private Equity Podcast, January 28, 2021
- Host, "Pharmacy Services and Pharmacy Benefit Management," Across the Table, A Healthcare Private Equity Podcast, December 21, 2020
- Speaker, Independent Sponsors of Chicago Virtual Roundtable, September 24, 2020
- Speaker, Independent Sponsors of Boston Virtual Roundtable, September 22, 2020
- Speaker, McGuireWoods Independent Sponsor Healthcare Coalition, August 26, 2020
- Host, "Diligence and Structuring Healthcare Trends," Across the Table, A Healthcare Private Equity Podcast, June 30, 2020
- Host, "Dealing with Distressed Healthcare Transactions - Part II," Across the Table, A Healthcare Private Equity Podcast, Podcast Series, June 14, 2020
- Host, "Healthcare Subsector Headwinds and Tailwinds," Across the Table, A Healthcare Private Equity Podcast, May 21, 2020
- Speaker, Independent Sponsors of Chicago Virtual Roundtable, April 21, 2020
- Host, "Executing Tuck-in Transactions After the COVID-19 Pandemic," Across the Table, A Healthcare Private Equity Podcast, April 20, 2020
- Host, "Dealing with Distressed Healthcare Transactions and Acquisitions," Across the Table, A Healthcare Private Equity Podcast, March 23, 2020
- Moderator, "The Market, The Pathways for Growth and The Next Buyer," 17th Annual Healthcare Private Equity & Finance Conference, February 19-20, 2020
- Speaker, Independent Sponsors of Boston Networking Breakfast, February 5, 2020
- Speaker, Independent Sponsors of Florida Networking Lunch, January 22, 2020
- Speaker, Independent Sponsors of Florida Networking Lunch, January 22, 2020
- Speaker, "End-of-Year Dental Practice Transaction Update (Post-Sale Considerations)," Dental Practice Management Webinar Series, August - December 2019
- Moderator, "The Complicated Relationship between Traditional Private Equity and Independent Sponsors - Partner, Competitor or Both," 2019 Independent Sponsor Conference, October 3, 2019
- Speaker, M&A Unplugged Podcast Featuring Geoff Cockrell, September 2019
- Speaker, "Market Trends in Private Equity," 14th Annual Healthcare Finance and Growth Conference, September 17, 2019
- Speaker, "Understanding the Evolving Landscape of Physician Alignment Structures," TED-talk, May 21, 2019
- Moderator, "Physician Alignment Strategies: Physician Autonomy, Equity and Compensation Models, and Leadership," 16th Annual Healthcare and Life Sciences Private Equity and Finance Conference, February 20-21, 2019
- Speaker, Independent Sponsors Boston Networking Event, January 24, 2019
- Speaker, Independent Sponsors of Chicago Networking Breakfast, November 28, 2018
- Panelist, "Healthcare Business Trends and Issues," Healthcare Litigation and Business Trends Program, October 10, 2018
- Moderator, "Building Successful and Trusted Partnerships and Other Lessons Learned ," 2018 Independent Sponsor Conference, October 3, 2018
- Moderator, "Private Equity Trends and Updates," 13th Annual Healthcare Finance and Growth Conference, September 25, 2018
- Speaker, Independent Sponsors of Chicago Networking Breakfast, June 12, 2018
- Speaker, Independent Sponsors of New York Networking Lunch, June 4, 2018
- Speaker, Independent Sponsors of New York Networking Group, April 17, 2018
- Moderator, "The Next Wave of Consolidation in PPM Models One: Podiatry, Allergy and Fertility," 15th Annual Healthcare and Life Sciences Private Equity and Finance Conference, February 21, 2018
- Moderator, "How the Independent Sponsor Model has Evolved, Recommendations and Strategies for New Independent Sponsors and What the Future Holds for the Independent Sponsor," 2017 Independent Sponsor Conference, October 5, 2017
- Panelist, "August 24, 2017 ," Healthcare Private Equity, Litigation and Regulatory — Today’s Most Pressing Legal Issues, McGuireWoods LLP Webinar, August 24, 2017
- Panelist, Business Strategies for Healthcare and Beyond, McGuireWoods LLP Webinar, August 15, 2017
- Speaker, Dental Transactions and Diligence Hot Spots, McGuireWoods LLP Webinar, April 11, 2017
- Moderator, "Mergers and Acquisitions in the Health IT and Revenue Cycle Arena 2," Becker’s Hospital Review 2nd Annual CIO/HIT + Revenue Cycle Conference, Chicago, IL, July 27, 2016
- Moderator, "Practice Management Investments – DPM/PPM Spotlight Panel," 13th Annual Healthcare and Life Sciences Private Equity and Finance Conference, February 23, 2016
- Speaker, Key Issues Facing Urgent Care Providers, McGuireWoods LLP Healthcare Webinar, January 28, 2016
- Speaker, Dental Practice Management – Key Issues in Mergers and Acquisitions and Management, Becker's Dental Review, February 26, 2015
- Speaker, Current Trends in Hospital Sales and Partnership Transactions, McGuireWoods LLP Healthcare Webinar, February 19, 2015
- Moderator, "Sponsor/Lender Highlight Panel," 12th Annual Healthcare and Life Sciences Private Equity and Finance Conference, February 18, 2015
- Speaker, Dental Practice Transactions: Buying and Selling, Mergers and Affiliations, McGuireWoods LLP Healthcare Webinar, January 8, 2015
- Moderator, "Strategies for Post Approval Financing and Partnerships," 6th Annual Medical Device and Life Sciences Conference, November 18, 2014
- Moderator, "Innovations in Urgent Care and Freestanding ER’s," 9th Annual Healthcare Provider Conference, September 18, 2014
- Panelist, "M&A Roundtable: Subsector Convergence as a Driver of 2014 Deals," Private Equity Investment in Provider Healthcare, iGlobal Forum, June 11, 2014
- Speaker, Pain Management, Dental Practice Management, Urgent Care and 7 More Sectors, McGuireWoods LLP Complimentary Webinar, May 7, 2014
- Moderator, "Investing In and Lending to Urgent Care Businesses," 11th Annual Healthcare and Life Sciences Private Equity and Finance Conference, McGuireWoods LLP and McGladrey LLP, February 25-26, 2014
- Speaker, State Nuances in the Urgent Care Business, McGuireWoods Webinar, February 6, 2014
- Speaker, "Evaluating Transaction Structures and Potential Suitors: Assessing For-Profit and Non-Profit Proposals," Community Hospital Transactions and Affiliations, McGuireWoods LLP Complimentary Webinar Series, January 15, 2014
- Speaker, "Preparing for a Transaction – Physician Contract Review and Other Pre-Transaction Tasks," Community Hospital Transactions and Affiliations, McGuireWoods LLP Complimentary Webinar Series, November 13, 2013
- Moderator, "Preparing for Investment," 5th Annual Medical Device and Life Sciences Conference, November 7, 2013
- Co-chair, 10th Annual Healthcare and Life Sciences Private Equity and Finance Conference, McGuireWoods LLP and McGladrey LLP, February 26-27, 2013
- Speaker, "Defending the Process and the Focus on the Buyer Joint Venture Model," Selecting a Suitor, McGuireWoods LLP & Juniper Advisory LLC Complimentary Webinar, December 6, 2012
- Speaker, "Key Business and Legal Considerations," Investing in Urgent Care: Key Business and Legal Considerations, McGuireWoods LLP Webinar, November 14, 2012
- Speaker, Hospital Transactions and Affiliations Webinar Series, May 7 - September 13, 2012
- Panel Moderator, "Home Health and Hospice, an Investor/Lender Deep Dive," "Dental Practice Management, an Investor/Lender Deep Dive" and "Laboratory Services, an Investor/Lender Deep Dive," 9th Annual Healthcare & Life Sciences Private Equity & Finance Conference, McGuireWoods LLP and McGladrey LLP, February 22 - 23, 2012
- Panel Moderator, "Private Equity’s Role in and View of the ASC Market," 18th Annual Ambulatory Surgery Centers Conference, October 27-28, 2011
- Panelist, "Industry-Specific Trends in Healthcare Private Equity," Maximizing Profit Through Private Company M&A in 2011, Webcast, October 22, 2011
- Speaker, The Knowledge Congress: Maximizing Profit Through Private Company M&A in 2011, October 4, 2011
- Panelist, "Selling Your Healthcare Business: Maximizing Value," Webinar, September 22, 2011
- Speaker, Healthcare Due Diligence & Indemnification in Healthcare & Life Sciences Deals, May 11, 2011
- Presenter, "Due Diligence Issues in Healthcare Services and Life Science Companies," McGuireWoods Webinar, March, April, and May 2011
- Speaker, What to Do When Your Diligence Uncovers a Regulatory Issue, April 20, 2011
- Panelist, "Preparing Healthcare Portfolio Companies for Market: Key Deal Structure & Preparation Steps," Webinar, March 2011
- Co-speaker, Preparing Healthcare Portfolio Companies for Market: Key Deal Structure & Preparation Steps, Healthcare Private Equity Wednesday Webinar Series, March 16, 2011
- Conference Co-chair, Panel Moderator, 8th Annual Healthcare & Life Sciences Private Equity & Finance Conference, February 21, 2011
- Speaker, National SBIC Summit for Middle Market Funds, October 28, 2010
- Panelist, "Transaction Support Services Training Session," RSM McGladrey, June 21, 2010
- Panel Moderator, 2010 McGuireWoods Renewable Energy Conference, April 8, 2010
- Panel Moderator, 7th Annual Healthcare and Life Sciences Private Equity & Finance Conference: Healthcare and Life Sciences Investing: The Road to Recovery, February 11, 2010
- Panelist, "The Archway Cookies Case: Don't Let the Cookie Monster Gobble Your Portfolio," "Portfolio Company Turnarounds" and "Due Diligence in Private Equity Transactions," Spring 2009 Private Equity Litigation & Bankruptcy Series, McGuireWoods Complimentary Webinar, April 2009
- Presenter, 6th Annual Mid-America Healthcare Venture Forum, October 1-2, 2008
- Panel Moderator, "Private Equity Fundraising: Current Market Trends," with Mark O’Hare, PREQIN – Private Equity Intelligence, Ltd., 2008 Private Equity Webinar Series (Fundraising Series), September 5, 2008
- Panel Moderator, "First Time SBIC Funds: A Guide to the SBIC Licensing Process" and "The State of the SBIC Program," 2008 Private Equity Webinar Series (SBIC Series), with Lee Mercer, President of National Association of Small Business Investment Companies (NASBIC); and Steve Vivian, 2008 Chairman of National Association of Small Business Investment Companies and Partner, Prism Capital, September 4, 2008
- Panelist, "Review of Market Conditions & Deal Trends," 2008 Private Equity Webinar Series (M&A Series), August 12, 2008
- Panelist, "Legislative Update & Recent Trends at the U.S. Consumer Product Safety Commission," Webinar, April 2008
- Presenter, "The Art of the Smaller Deal: How Smaller Middle-Market P.E. Funds Can Outperform the Great Big Ones," Capital Roundtable, March 15, 2007
- Illinois
Selected for inclusion in “Legal 500 United States,” M&A: Middle-Market; Private Equity Buyouts, 2021, 2022; M&A/Corporate Commercial – Private Equity Buyouts, 2023, 2024
Recognized in “Readers’ Choice Awards,” Top Author in Healthcare, M&A, and Life Sciences, 2019; Top Author in M&A, JD Supra, 2020, 2023, 2024
Named a Client Service “All Star,” BTI Consulting, 2009, 2015, 2019, 2020
Selected for inclusion as a “Leading Lawyer,” Private Equity Buyouts, Illinois, Legal 500 US, 2018
Selected for inclusion as a “Leading Lawyer,” M&A: Middle Market, Illinois, Legal 500 US, 2017-2018
Named to “Illinois Rising Stars,” Mergers & Acquisitions, Super Lawyers, Thomson Reuters, 2009, 2010
- Author, Key Takeaways From the 2024 Healthcare Private Equity and Finance Conference, McGuireWoods Legal Alert, May 21, 2024
- Author, FTC Initiates Monopolization Lawsuit Against Roll-Up Acquisitions in Anesthesiology Markets, McGuireWoods Legal Alert, September 26, 2023
- Author, Private Equity in Healthcare – An Updated Review of Selected Niche Investment Areas, McGuireWoods Legal Alert, August 7, 2023
- Author, Pushing Upmarket: Consolidation of DSOs and Secondary Private Equity Sales, McGuireWoods Legal Alert, May 5, 2023
- Author, A View From the Top: Grant Asay of Xpress Wellness Urgent Care, McGuireWoods Legal Alert, August 16, 2021
- Author, A View From the Top: Dr. John Prunskis of Illinois Pain & Spine Institute and DxTx Pain & Spine, McGuireWoods Legal Alert, April 29, 2021
- Author, A View From the Top: David Stern of Experity Health, McGuireWoods Legal Alert, March 23, 2021
- Author, Private Equity Funds + Hospitals = Joint Venture Opportunities, McGuireWoods Legal Alert, March 18, 2021
- Author, The Effects of COVID-19 on Private Equity in Healthcare – A Review of Selected Niche Investment Areas, McGuireWoods Legal Alert, February 5, 2021
- Author, A View From the Top: Debbie Kalk of Reliable Medical, McGuireWoods Legal Alert, December 15, 2020
- Author, A View From the Top: Lauren Sclesky of VersiCare Group, McGuireWoods Legal Alert, November 19, 2020
- Author, A View From the Top: John Macke of Dermatologists of Central States, McGuireWoods Legal Alert, September 8, 2020
- Author, A View From the Top: Joshua Gwinn of Hero Practice Services, McGuireWoods Legal Alert, July 27, 2020
- Author, A View From the Top: David Young of Physicians Endoscopy, McGuireWoods Legal Alert, June 29, 2020
- Author, Three Strategic Imperatives for Successful Healthcare Office Reopenings, The Healthcare Investor, May 26, 2020
- Author, A View from the Top: Goran Dragolovic, McGuireWoods Legal Alert, May 11, 2020
- Author, Healthcare Private Equity and COVID-19: Considerations as Provider Platforms Reopen, McGuireWoods Legal Alert, May 6, 2020
- Author, Update #2: 10 Financial Support Opportunities for Healthcare Companies During the COVID-19 Crisis, McGuireWoods Legal Alert, April 24, 2020
- Author, Healthcare Private Equity and COVID-19, McGuireWoods Legal Alert, March 27, 2020
- Author, Healthcare Private Equity Responses to COVID-19: Nine Things to Consider as the Pandemic Worsens, McGuireWoods Legal Alert, March 19, 2020
- Author, A View From the Top: Dr. Mark Alfonso of LucidHealth, McGuireWoods Legal Alert, February 10, 2020
- Author, A View From the Top: Judson Ivy of Ensemble Health Partners, McGuireWoods Legal Alert, January 13, 2020
- Author, A View From the Top: Steven Windwer of Bay State Physical Therapy, McGuireWoods Legal Alert, December 12, 2019
- Author, A View From the Top: Greg Bellomy of CareATC, McGuireWoods Legal Alert, November 18, 2019
- Author, Key Takeaways From McGuireWoods’ 2019 Independent Sponsor Conference, McGuireWoods Legal Alert, November 11, 2019
- Author, Private Equity in Healthcare – An Updated Review of Selected Niche Investment Areas, McGuireWoods Legal Alert, October 7, 2019
- Author, A View From the Top: Scotte Hudsmith of Smile Doctors, McGuireWoods Legal Alert, September 11, 2019
- Author, A View From the Top: Bill Southwick of QualDerm, McGuireWoods Legal Alert, July 9, 2019
- Author, Physician Alignment Strategies: Physician Autonomy, Equity and Compensation Models, and Leadership, The Healthcare Investor, June 13, 2019
- Author, HB 1243: Florida Senate Does Not Pass Mandatory Healthcare M&A Reporting, McGuireWoods Legal Alert, May 17, 2019
- Author, 5 Things Healthcare Dealmakers Should Know About Florida House Bill 1243, McGuireWoods Legal Alert, April 18, 2019
- Author, Private Equity Investment in Dermatology Practices: Adding More ‘‘Skin to the Game’’ Through a Cosmetic Service Line, Health Care Law Monthly, Issue 4, Volume 2019, April 2019
- Author, Key Takeaways From the 2019 Healthcare and Life Sciences Private Equity and Finance Conference, McGuireWoods Legal Alert, February 27, 2019
- Author, Key Takeaways From the McGuireWoods 2018 Independent Sponsor Conference, McGuireWoods Legal Alert, December 3, 2018
- Contributor, McGuireWoods Independent Sponsor Conference: Several Factors Drive Explosive Growth, The Texas Lawbook, November 6, 2018
- Author, It’s Just Math – Independent Sponsor Transaction Survey White Paper, McGuireWoods Legal Alert, May 4, 2018
- Author, The Next Wave of Consolidation in PPM Models: Oncology, Urology, Vascular & Neurology, The Healthcare Investor, March 30, 2018
- Author, 15 Private Equity in Healthcare – An Updated Review of Selected Niche Investment Areas, McGuireWoods Legal Alert, March 29, 2018
- Author, "Leading Private Equity Firms That Invest in Healthcare (Part VI)," The Healthcare Investor, February 19, 2018
- Author, "Leading Private Equity Firms That Invest in Healthcare (Part V)," The Healthcare Investor, December 20, 2017
- Author, Key Takeaways From the McGuireWoods 2017 Independent Sponsor Conference, McGuireWoods Legal Alert, October 30, 2017
- Author, NRD Capital Management’s Strategy and Focus: Q&A With Susan Beth, The Healthcare Investor, September 14, 2017
- Author, Independent Sponsors: How to Leverage This Valuable Channel for Transactions, McGuireWoods Legal Alert, June 19, 2017
- Author, "R&W Insurance: An Effective Treatment In Health Care Deals," Law360, June 19, 2017
- Author, Independent Sponsors: How to Leverage This Valuable Channel for Transactions, June 2017
- Author, "Health Care Deal Predictions From ’17 JP Morgan Conference," Law360, February 21, 2017
- Author, "Leading Private Equity Firms That Invest in Healthcare (Part IV)," The Healthcare Investor, December 31, 2016
- Author, "Leading Private Equity Firms That Invest in Healthcare (Part III)," The Healthcare Investor, November 2, 2016
- Author, "Leading Private Equity Firms That Invest in Healthcare (Part II)," The Healthcare Investor, May 17, 2016
- Author, "Private Equity In Healthcare – A Review of 15 Niche Investment Areas," Becker's Hospital Review, April 11, 2016
- Author, "Leading Private Equity Firms That Invest in Healthcare (Part I)," The Healthcare Investor, February 17, 2016
- Author, "Health Care Deal Trends Emerge From JP Morgan 2016," Law360, February 4, 2016
- Author, SEC Enforcement Chief Andrew Ceresney Discusses CCO Liability, McGuireWoods Legal Alert, December 15, 2015
- Author, "Specialty Pharmacy Market Ripe For Private Equity Buyers," Law360, October 1, 2015
- Author, "Investors’ Interest In Dermatology Is More Than Skin-Deep," Law360, August 14, 2015
- Author, Texas to Require Registration of Dental Support Organizations, McGuireWoods Legal Alert, July 23, 2015
- Author, "Investors May Find Opportunities In Retail Clinic Growth," Law360, June 2, 2015
- Author, "Five Urgent Care Models To Know For 2015," Law360, May 8, 2015
- Author, "What Investors Can Learn From States’ Health Initiatives," Law360, March 26, 2015
- Author, Industry Leaders’ Perspectives: The Future of Dental Support Organizations and Dental Practice, March 2015
- Author, Industry Leaders’ Perspectives: The Future of Dental Support Organizations and Dental Practice, McGuireWoods Legal Alert, March 19, 2015
- Author, "Behavioral Health and Other Rumblings from JPMorgan 2015," Law360, February 25, 2015
- Author, "Concierge Medicine Market Offers Investment Opportunities," Law360, January 28, 2015
- Author, Compliance Best Practices for Dental Providers, McGuireWoods Legal Alert, December 3, 2014
- Author, "The Unique Risks of Investing in Out-Of-Network Providers," Law360, December 3, 2014
- Author, A Hot M&A Market Enters the Fourth Quarter: The Impact on Deal Points, McGuireWoods Legal Alert, October 16, 2014
- Author, "Investor Interest In Health IT Firms Continues," Law360, October 9, 2014
- Author, "Bullish Behavioral Health Market Drives Investment," Law360, July 17, 2014
- Author, SEC Guidance: Applying Custody Rule to Private Equity Scenarios Involving SPVs, Escrow Accounts, McGuireWoods Legal Alert, July 16, 2014
- Author, "Top Physician Specialties for PE Investment," Law360, June 3, 2014
- Author, The SEC Focuses on Private Equity Managers’ Fees and Expenses, McGuireWoods Legal Alert, May 12, 2014
- Author, "Reps and Warranties Insurance Rises in Health Care Deals," Law 360, April 23, 2014
- Author, 2019 and Beyond: Perspectives of 15 Urgent Care Leaders, McGuireWoods Legal Alert, March 26, 2014
- Author, "Hospitals As Employers: 10 Things Investors Must Know," Law360, March 25, 2014
- Author, 2019 and Beyond: Perspectives of 15 Urgent Care Leaders, Urgent Care Association of America, March 20, 2014
- Author, "Hot Health Sectors On PE Radar — Buzz From JPM Conference," Law360, February 24, 2014
- Co-author, The Top Areas in Healthcare for Private Equity Investment in 2014, McGuireWoods Legal Alert, February 4, 2014
- Author, "Dental Practice Management: Current Legal Developments and Trends," Health Care Law Monthly, January 2014
- Author, "A Primer For Surgery Center Investors And Lenders," Law360, January 3, 2014
- Author, "In-House Labs Require Health Investor Due Diligence," Law360, November 20, 2013
- Author, "Spotlight On State Urgent Care Regulation," Law360, October 16, 2013
- Author, "Post-Acute Sector Deal Activity Increases In 2013," Law360, September 20, 2013
- Author, "PE Activity Is Increasing In The Urgent Care Space," Law360, August 20, 2013
- Author, "A Picture Of Health: Medical Tech Private Equity," Law360, July 15, 2013
- Author, Transactional Trends in Urgent Care, McGuireWoods Legal Alert, June 11, 2013
- Author, "PE Investors Should Consider Behavioral Health," Law360, May 17, 2013
- Author, "3 Trapdoors in Surgery Center Investing," Law360, April 15, 2013
- Author, "Surviving Economic Headwinds," Journal of Corporate Renewal, April 2013
- Author, "Spotlight On Private Equity Investing In Urgent Care," Law360, March 15, 2013
- Author, "Dialysis Industry Continues To See Robust PE Activity," Law360, February 22, 2013
- Author, SBIC TechNote 17: Determination of SBIC Common Control, McGuireWoods Legal Alert, February 19, 2013
- Author, U.S. Small Business Administration Issues 2012 Call for Early Stage Fund Managers, McGuireWoods Legal Alert, January 17, 2013
- Author, U.S. Small Business Administration Issues 2012 Call for Early Stage Fund Managers, McGuireWoods Legal Alert, January 15, 2013
- Author, House Passes SBIC Legislation Increasing Maximum Outstanding Leverage Threshold for Multiple SBIC Licenses, McGuireWoods Legal Alert, December 21, 2012
- Author, In 2012 Michigan is a Hotbed of Hospital Affiliation/Acquisition Activity, McGuireWoods Legal Alert, November 12, 2012
- Author, "Prescriptions for Life Science Investing," Law360, September 19, 2012
- Author, SBIC Debenture Coupon Rates Hit Another Record Low – Cost of Funds at 2.245%, McGuireWoods Legal Alert, September 13, 2012
- Author, "Patching Up Group Dental Practices With Private Equity," Law360, August 1, 2012
- Author, U.S. Senate Introduces EXCEL Act to Increase Small Businesses’ Access to Capital, McGuireWoods Legal Alert, June 8, 2012
- Author, Impact of the JOBS Act on Private Fund Managers, McGuireWoods Legal Alert, June 6, 2012
- Author, "Understanding Legal and Regulatory Pressure Points in Lab Transactions," Medical Laboratory Observer, May 2012
- Author, SBIC Debenture Coupon Rates Keep Falling – Cost of Funds at Another Historic Low of 2.766%, McGuireWoods Legal Alert, March 28, 2012
- Author, SBA Announces Proposed Rules for Early Stage SBIC Funds, McGuireWoods Legal Alert, December 20, 2011
- Author, Middle Market Private Equity Funds Drive Increase in 2011 Fundraising, McGuireWoods Legal Alert, November 8, 2011
- Author, Updated Requirements to SBA Form 468 Ease Burden on SBIC Funds, McGuireWoods Legal Alert, November 3, 2011
- Author, SBIC Debentures Issued at New Historically Low Interest Rate of 2.877%, McGuireWoods Legal Alert, October 5, 2011
- Author, Key Strategies for Navigating Regulatory Issues at the LOI Stage When Selling a Healthcare Company, McGuireWoods Legal Alert, September 1, 2011
- Author, "Prepping Healthcare Portfolio Companies for Market," The Deal Magazine, June 17, 2011
- Author, Largest Pooling in SBIC Program History Becomes One of Lowest SBA-Pooled Debenture Pricings in 50 Years at 4.084%, McGuireWoods Legal Alert, April 15, 2011
- Author, Impact Investment SBIC Funds Receive Additional Guidance from SBA, McGuireWoods Legal Alert, April 14, 2011
- Author, Dodd-Frank Adviser Provisions Compliance Dates Delayed, McGuireWoods Legal Alert, April 12, 2011
- Author, Private Equity Fund Managers Would be Exempt from Advisers Act Registration under Pending Legislation, McGuireWoods Legal Alert, March 31, 2011
- Author, SBIC Funds Offer Reprieve from Volcker Rule’s Restrictions on Banks’ Investments in Private Equity Funds, McGuireWoods Legal Alert, March 4, 2011
- Author, SBA Launches Initiative for Impact Investing and Early Stage Seed Financing, McGuireWoods Legal Alert, February 7, 2011
- Author, SBA Proposes Energy Saving Debenture Rules, McGuireWoods Legal Alert, January 13, 2011
- Author, SBA Revises Policy Regarding Buyouts of Participating Securities SBIC Funds, McGuireWoods Legal Alert, January 7, 2011
- Author, SBA Issues Revised Model Limited Partnership Agreement for Private Equity Funds Applying for SBIC Licenses, McGuireWoods Legal Alert, November 5, 2010
- Author, SBA Issues New Guidelines on Investor Side Letters and Withdrawal Provisions for SBIC Funds, McGuireWoods Legal Alert, October 27, 2010
- Author, SBIC Debentures Issued at New Historically Low Interest Rate of 3.215%, McGuireWoods Legal Alert, September 21, 2010
- Author, The Impact of the Volcker Rule on Managers of Private Funds, McGuireWoods Legal Alert, September 10, 2010
- Author, The Impact of Dodd-Frank on Managers of Private Funds, McGuireWoods Legal Alert, September 2, 2010
- Author, FINRA Issues Reminder With Respect to the Obligations of Broker-Dealers in Regulation D Offerings, McGuireWoods Legal Alert, July 13, 2010
- Author, New Source of Limited Partner Capital: SBA Proposes $1 Billion Investment Allocation, McGuireWoods Legal Alert, June 30, 2010
- Author, SBIC Debentures Issued at Historically Low Interest Rate, McGuireWoods Legal Alert, May 20, 2010
- Author, SBIC Limited Partners’ Recertification Notice, McGuireWoods Legal Alert, May 13, 2010
- Author, Small Business Administration Announces Streamlined Process for Fund Managers Seeking New License to Operate SBIC Fund, McGuireWoods Legal Alert, March 9, 2010
- Author, "Fundraising Strategies in a Challenging Economy," Raising Capital for Private Equity Funds, 2009
- Author, House Small Business Committee Proposes New SBIC Equity Program, McGuireWoods Legal Alert, October 30, 2009
- Author, House Small Business Committee Proposes “Small Business Financing and Investment Act of 2009” (H.R. 3854), McGuireWoods Legal Alert, October 21, 2009
- Author, FDIC to Provide Guidance on Private Equity Bank Investments, McGuireWoods Legal Alert, June 3, 2009
- Author, SBA Implements Recovery Act Changes for SBIC Funds, McGuireWoods Legal Alert, June 2, 2009
- Author, SBA Expands Access to SBIC Leverage, McGuireWoods Legal Alert, May 20, 2009
- Author, "Secondary Private Equity Markets in a Down Economy," Lawdragon, May 18, 2009
- Author, SBIC Limited Partners’ Recertification Notice, McGuireWoods Legal Alert, May 14, 2009
- Author, SBA Investment Division Issues New Guidelines Concerning SBIC Debenture License Applicants Structured as a Business Development Company or as a BDC Subsidiary, McGuireWoods Legal Alert, March 20, 2009
- Author, "10.11.3.a," VC Experts, Inc., March 2, 2009
- Author, 2008 Fiscal Year End Numbers Indicate Growth among Debenture SBICs, McGuireWoods Legal Alert, October 22, 2008
- Author, BDCs Eligible Portfolio Companies Expanded to Include Certain Listed Securities, McGuireWoods Legal Alert, July 7, 2008
- Author, Illinois Teachers Expands Allocation to Private Equity Asset Class, McGuireWoods Legal Alert, June 30, 2008