This pre-course is optional and open to all attendees
(in person and virtual) for an additional registration fee of $89.


Strategic transactions involving orthopedic groups continue to increase.

As orthopedic surgeons consider entering into partnerships with private equity platforms, hospitals, and other large organizations, surgeons and executives must educate themselves on the strategic, operational, financial, and legal complexities of strategic partnerships.

Start your time with us in Vail learning more about the role and value of the hip and knee arthroplasty surgeon in these strategic partnerships and valuations.



4:30pm:    Introduction to the Course & Faculty

4:35pm:     Why Orthopedic Groups are Exploring Strategic Partnerships and What are the Benefits?

4:50pm:     What is "Private Equity and How are PE Deals Structured?

5:00pm:     How are Orthopedic Groups Valued in Strategic Transactions?

5:15pm:     Extracting/Separating from Hospital Employment and PSAs to Participate in Strategic Partnerships

5:30pm:     How to Choose the Right Strategic Partner?

5:45pm:     Anatomy of a Strategic Transaction - "Soup to Nuts"

6:15pm:     Dinner Break

6:45pm:     Getting Your Group's House in Order to Maximize its Valuation

7:00pm:     Keynote Panel:  Overview of 5 Different Strategic Partnership Options and the Pros & Cons of Each

8:00pm:     Q & A

8:30pm:     Cocktails / Networking 


Meet our Private Equity Pre-Course Chairs:

When healthcare companies undergo a major strategic transaction through mergers, acquisitions, consolidations, joint ventures, partnerships, buyouts, or new affiliations, healthcare transactional attorney, Gary Herschman, drives these important transactions to a successful closing. His leadership of deal teams protects his clients’ financial interests, in a regulatory-compliant manner.

Dana Jacoby is recognized as a difference maker and trusted advisor to health system executives, medical practices, vendors, and other stakeholders in optimizing patient care while also elevating financial and operational performance. Dana’s passion for operational excellence has driven a distinguished record of achievement at the intersection of market data, measurement and analytics, strategy design and implementation, and technology innovation.

Dr. R. Michael Meneghini, the CEO and founder of Indiana Joint Replacement Institute (IJRI), has over 17 years of experience with hip and knee replacement. As a national and international leading expert on joint replacement, his specialties include not only primary hip and knee replacement, but also partial knee replacement, revision hip and knee replacement, outpatient joint replacement, and computer-assisted surgical techniques. 

Pre-Course Panelists:

Dr. Edward Hellman is the Board President of OrthoIndy, and a total joint replacement surgeon. He also represents OrthoIndy nationally as a founding board member of PELTO Health Partners, an independent physician partnership in collaboration with the largest orthopedic practices in the states of North Carolina and Washington. 

David J. Jacofsky, MD is an international speaker and respected authority in health care reform strategies for payors, providers, and health systems. Dr. Jacofsky has extensive background in business management and is the founder, CEO and Chairman of HOPCo (Health Outcomes Performance company) and its affiliated entities around the world.

Committed to providing patients with surgical expertise and knowledge, Dr. Raymond H. Kim is a Board Certified Orthopaedic Surgeon specializing in adult reconstruction of the knee and hip. Dr. Kim was awarded the prestigious John Insall Award for research on total knee replacements and was named as one of the top 22 knee surgeons in the U.S. by Orthopedics This Week. 


QUESTIONS? Please contact us by phone +1 404.949.8205 or by email.