Trey has a national practice representing healthcare, health & wellness, and food and drug-focused private equity funds and their portfolio companies, independent sponsors, family offices, high net worth individuals, and other investors and private companies in connection with a wide range of transactional and regulatory matters. Trey leverages his wide scope of experience in mergers and acquisitions to provide seamless, market-based advice to clients navigating risk and complex issues when investing in the healthcare, health & wellness, and food and drug sectors.
Trey is a true healthcare-generalist with mergers and acquisitions experience representing clients across a diverse number of subsectors. He has specific experience acquiring and selling behavioral health providers, physician practice management platforms, hospice and home health agencies, telehealth providers, health IT and software companies, imaging centers, durable medical equipment providers, drug and device manufacturers, pharmacies, veterinary practices, in-vitro fertilization and reproductive services clinics, infusion therapy centers and service providers, cosmetics companies, dietary supplement manufacturers, and tobacco, food and beverage companies.
Experience
- Representation of Sverica Capital Management, a lower middle market private equity firm, in its acquisition of First Stop Health, a premier provider of virtual care services.
- Representation of Platt Park Capital, a Denver-based private equity firm, in its acquisition of Hiatus Spa + Retreat, a multi-location wellness and medical spa.
- Representation of international healthcare-focused private equity fund in its acquisition of an Alabama management services organization affiliated with a prominent Alabama multi-location urgent and primary care practice.
- Representation of Revelstoke Capital Partners, a Denver-based private equity firm, in its investments in ClareMedica Health Partners, LLC, a leader in value-based primary care, The Care Team, a prominent national hospice and home health provider, Vet’s Best Friend, an operator of general practice veterinary clinics and hospitals, and in its recapitalization of Crossroads Treatment Centers, a leading behavioral health provider based in South Carolina.
- Representation of Assured Healthcare Partners, a healthcare-focused private equity firm, in its acquisitions of California Specialty Pharmacy, a provider of specialty infusion pharmacy focused on managed care, and Bridge Home Health & Hospice, a leading California home health and hospice agency.
- Representation of BPOC, a Chicago-based private equity firm, in connection with its acquisition of Home Care Delivered, Inc., a highly regarded provider of reimbursable medical supplies, and in its growth investment in Bond Orthodontic Partners, a western-US based orthodontist support organization.
- Representation of LLR Partners, a private equity firm, in connection with its acquisition of Affinity Hospice, a southeastern US-based hospice and palliative care services provider.
- Representation of Sverica Capital Management LP, in its investment in First Stop Health, a virtual primary, mental health, and urgent care provider.
- Representation of Trivest Partners, an investment firm, in its investment in Bluegrass Orthopaedics, a Kentucky-based orthopedic physician practice.
- Representation of Geneva Glen Capital, a private equity firm, in its acquisition of Envision Home Health & Hospice, a Utah-based provider of skilled home health and hospice care services and palliative and specialty treatments.
- Representation of Tygon Peak Capital, a private equity firm, in its investment in Arrow Home Health, a home care and hospice platform.
- Representation of a New York-based private equity firm focused on investments in leading service-oriented companies, in its investment in a leading provider of home-delivered meals to Medicaid recipients.
- Representation of Rezolut, a high-growth medical imaging business and a portfolio company of Sunny River Management, in its add-on acquisitions of Centrelake Medical Group, a California all-digital radiology network, and CNY Diagnostic Imaging, a New-York imaging center.
- Representation of Amazing Care Home Health Services, a private equity-backed Colorado-based home health services company, in its sale to Bow River Capital Partners, a private equity firm.
- Representation of Memorial MRI & Diagnostic, a provider of comprehensive diagnostic imaging and treatment services and a portfolio company of Panos Partners, a private equity firm, in its add-on acquisition of Prime Diagnostic Imaging, a Texas-based MRI and diagnostic image services provider, and its pain management arm, Foundation Physicians Group.
- Represented international buyer in connection with its acquisition of multiple in-vitro fertilization and reproductive services clinics.
- Represented a global specialty pharmaceutical distributor in its acquisition of a national outpatient infusion therapy and healthcare management company
- Represented a global investment management firm in connection with its investment in a leading LASIK eye surgery company.
- Represented a global investment banking and financial services firm with its investment in a national home health, palliative care and hospice provider.
- Represented private equity firm in its acquisition of a leading national eye care center and vision insurance plan.
- Representation of CEI Vision Partners, a leading ophthalmology services organization and backed by private equity firm Revelstoke Capital Partners, in its sale to EyeCare Partners, the nation’s leading clinically integrated network of ophthalmology and optometry providers and a portfolio company of Partners Group.
- Representation of Tacoma Holdings, a private investment firm, in its acquisition of JQ Medical Supply, a home medical equipment and supplies company.
- Representation of Seven Hills Capital, a private equity firm, in its acquisition of ExperCARE Health, a Georgia-based provider of urgent care and occupational health services.
- Representation of Compass Group Equity Partners, a private equity firm, in its acquisition of New Age Medical, a spinal implant and orthopedic device distributor.
- Representation of Cimarron Healthcare Capital, a Salt Lake City-based private equity firm, in its acquisition of Forward Healthcare, a leading provider of sleep and fatigue management programs to patients suffering from the most common sleep disorders.
- Representation of Osceola Capital Management, a private equity firm, in the formation of Revelation Pharma Corp., a 503A compounding pharmacy platform, and in the subsequent add-on acquisition of Everwell Specialty Pharmacy, a Florida-based compounding pharmacy.
- Representation of a private equity-backed hospice and palliative care services provider in its add-on acquisition of a leading provider of hospice and palliative care services with five locations in Georgia.
- Representation of a healthcare-focused private equity firm in its investment of an owner and manager of veterinary practices in the Northeastern United States.
- Representation of Cimarron Healthcare Capital, a Salt Lake City-based private equity firm, in its acquisition of Frontpoint Health, a specialty home health and hospice platform, and Infusion Management, a therapy treatment platform, in connection with a $50 million recapitalization by Oak HC/FT, a venture growth equity fund.
- Representation of Greene Group Industries, a leader in the development and manufacture of complex components via metal injection molding, stamping and precision machining, in its sale to Tinicum Incorporated, a private partnership that manages a diversified group of manufacturing, distribution, and industrial technology companies.
- Representation of OrthoAlliance, a leading orthopedic management services organization and a portfolio company of Revelstoke Capital Partners, in its add-on acquisition of OrthoNeuro, an Ohio-based orthopedic and neurologic practice.
- Representation of a venture capital fund focused on early and growth stage companies in its investment in a national veterinary service organization that owns and manages veterinary emergency clinics and hospitals.
- Representation of DataLink Software, a leading provider of integrated population health applications for healthcare providers and payors and backed by Revelstoke Capital Partners, in connection with a significant growth investment from DWS Group, one of the world’s largest asset managers.
- Represented a global healthcare IT medical-surgical supplies and pharmaceutical distributor in its acquisition of a national cancer treatment facility network.
- Represented global pharmaceutical distributor in its acquisition of multiple drug wholesale distributors, third party logistics (3PL) providers, medical billing companies, and infusion therapy centers.
- The George Washington University Law SchoolJD2013
- The University of North Carolina at WilmingtonBSBiology2007
Member, North Carolina Bar Association
- Co-host, "The Challenges of Independent Sponsorship, With Jonny Miller and Mario Burstein of Platt Park Capital Partners ," Deal-by-Deal: An Independent Sponsor Podcast, June 24, 2024
- Moderator, "Primary Care: A Catalyst for Risk-Based Contracting," 2024 McGuireWoods Healthcare Private Equity and Finance Conference, May 8, 2024
- Moderator, "Investing in the Next Wave of Behavioral Health," 16th Annual Healthcare Finance and Growth Conference, September 28, 2023
- Moderator, "Healthcare Trends Across America," SCG Legal Annual Meeting, New Orleans, LA, September 21 - 22, 2023
- Moderator, "Hospice & Home Health Investments," 19th Annual Healthcare Private Equity and Finance Conference, March 1, 2023
- Guest, "Mitigating Risk With Healthcare Investing," The Professor’s Corner, April 20, 2022
- Guest, "Representation and Warranty Policies for Private Equity-Backed Healthcare Deals," The Professor’s Corner, March 24, 2022
- Moderator, "PPM Operational Strategies: M&A Integration, Compensation & Alignment Strategies," 18th Annual Healthcare Private Equity & Finance Conference, February 16, 2022
- Speaker, "Emerging Models of Home Healthcare," Across the Table, A Healthcare Private Equity Podcast, January 28, 2021
- Moderator, "Hospice, Home Health & Post-Acute Sector Investments," 17th Annual Healthcare Private Equity & Finance Conference, February 19-20, 2020
- Moderator, "Behavioral Health ," 13th Annual Healthcare Finance and Growth Conference, September 25, 2018
- California
- North Carolina
The rules of professional conduct in some jurisdictions require disclosure of selection methodology for certain public accolades and recognitions. Click here to view available selection methodologies.
Selected for inclusion in Best Lawyers: Ones to Watch, Health Care Law, 2021-2023
- Author, California Governor Vetoes Legislation Involving Healthcare Investments, McGuireWoods Legal Alert, October 2, 2024
- Author, A View From the Top: Brent Korte of Frontpoint Health, McGuireWoods Legal Alert, April 11, 2024
- Author, A View From the Top: Joel Theisen of Lifespark, McGuireWoods Legal Alert, February 26, 2024
- Author, CMS Extends 36-Month Rule to Medicare-Enrolled Hospices, McGuireWoods Legal Alert, December 1, 2023
- Author, CMS Increases Oversight and Scrutiny of Hospices, McGuireWoods Legal Alert, September 1, 2023
- Author, California Proposes Rules Clarifying Notice and Review Requirements for Health Care Transactions, McGuireWoods Legal Alert, August 14, 2023
- Author, Private Equity in Healthcare – An Updated Review of Selected Niche Investment Areas, McGuireWoods Legal Alert, August 7, 2023
- Author, CMS Proposes 36-Month Rule for Medicare-Enrolled Hospices, McGuireWoods Legal Alert, July 19, 2023
- Author, CMS Publicly Releases Ownership Data for Medicare-Certified Hospice and Home Health Agencies, McGuireWoods Legal Alert, May 2, 2023
- Author, California to Require Advance Notice and Review of Certain Healthcare Transactions, McGuireWoods Legal Alert, December 15, 2022
- Author, Physicians and Their Employers Must Notify California Patients About Open Payments Database, McGuireWoods Legal Alert, November 9, 2022
- Author, COVID-19 – New Regulatory Flexibilities for Durable Medical Equipment Suppliers, McGuireWoods Legal Alert, May 13, 2020
- Author, Emergency Declaration Waivers, Interim Rule for Medicare Home Health and Hospice Providers Amid COVID-19, McGuireWoods Legal Alert, April 6, 2020
- Author, COVID-19 Stimulus Bill – Key Provisions Related to Home Health and Hospice Providers, McGuireWoods Legal Alert, March 27, 2020
- Author, Seven Key Points From CMS’ Memo to Home Health Agencies About COVID-19, McGuireWoods Legal Alert, March 16, 2020
- Author, Investors Targeting Boomers’ Future Need for Home Health and Hospice Services, McGuireWoods Legal Alert, January 8, 2020
- Author, THC and California Proposition 65: What’s in Store for CBD Product Labeling?, McGuireWoods Legal Alert, December 10, 2019
- Author, "Pharmacy Investment Trends: Market Consolidation, Non-Traditional Market Participants, and Other Activity – 3 Key Points," The Healthcare Investor, June 6, 2019
- Author, Online Pharmacies: Another Avenue to Monetize the Internet, but Buyer Beware, McGuireWoods Legal Alert, December 18, 2018