Health system strategic financial enterprise planning, including scenarios for an EMR replacement, building new ambulatory locations, and a new bed tower expansion (in process)
Strategic planning, feasibility analysis, and financial impact assessment for expanding surgical services at an acute care hospital (2025)
Financial impact assessment for an ambulatory center specializing in orthopedic, neurosurgical, and cardiac outpatient services (2025)
Represented a Florida hospital system in evaluating and negotiating a management arrangement with a Florida hospital district (2024)
Advised a New York hospital on an ambulatory center’s feasibility and pro forma financial analysis (2024)
Represented a northeast health system’s evaluation of various new outpatient development projects, acquisitions, and joint ventures (2017-2024)
Supported a New York community hospital in determining the financial feasibility and return on investment for a $20 million outpatient center (2023)
Facilitated a northeast children’s hospital strategic partnership exploration with a multi-specialty medical group (2023)
Advised a Florida health system on a financial model for a hospital at home joint venture (2023)
Advised a Pennsylvania community hospital in the key terms and conditions of its merger with a large, not-for-profit health system (2023)
Advised a Florida health system on potential financial terms and valuation ranges on three (3) community hospitals (2022)
Advised a Pennsylvania health system on the financial impact of its potential divestiture of lab services (2022)
Advised an Indiana hospital on the feasibility and potential return on investment for a de novo ASC project (2022)
Advised a federal healthcare agency on approaches to strategic alliances and partnerships with commercial health providers (2022)
Represented a California health system in the evaluation of an imaging center acquisition (2022)
Represented a Florida children’s hospital in exploring strategic options for its enterprise (2021-2022)
Advised a Texas public healthcare organization on a potential hospital acquisition (2021)
Engaged by a Catholic religious community to review the continued financial sustainability of a sponsored community hospital (2021)
Represented an Illinois health systems in the potential acquisition of a community hospital from a large, Midwest-based not-for-profit health system (2021)
Facilitated merger discussions between two Wyoming hospital districts (2020)
Represented a Catholic health system in its divestiture efforts for two community hospitals in the Midwest
Advised New Hanover Medical Center in its strategic partnership exploration and acquisition by Novant Health (2019-2020)
Represented an Illinois health system in a due diligence review and support in negotiating a management services agreement with a critical access hospital (2020)
Represented the sponsor of Divine Savior Healthcare in its sale to Aspirus Health (2020)
Advised a department of the federal government on a project related to commercial healthcare joint ventures (2019)
Represented three Midwest health systems in facilitated strategic alliance discussions (2019)
Represented St. Dominic Health Services in its sale to Franciscan Missionaries of Our Lady Health System (2019)
Represented Roper St. Francis in its assessment of a management services relationship with Atrium Health (2018)