MasterClassTM

Capital Roundtable

Marquee Sponsor

Association Partners

 

Media Partner

Data Partners

Partial List of
Past Attendees

Athyrium CapitalBayMark Health Services

BelHealth Investment

Benesch

Berkeley Research

Boathouse Capital

Boulder Care

Brightwood Capital

Brookwood

Cain Brothers

Capital One Healthcare

Capital Southwest

Carlyle Group

Centuri Health Ventures

Clearview Capital

Cliffside Malibu

Coker Capital Advisors

Crossroads Treatment Centers

Edgewood Health Network

Farragut Square Group

Fitzroy Health Holdings

Frontenac

Gershon Capital

Grassi

HT Developers

Juna Equity Partners

KPMG

Longitude Capital

Loughlin Management

MBF Healthcare

Michael Kelly

Moelis

Nat. Assoc. of Psychiatric Health Systems

New State Capital

Nexus Health Capital

Norton Rose Fulbright

Observer Capital

O'Connor Professional

Oxford Finance

Parkstone Growth

Pinta Partners

Plante Moran

Post Capital Partners

Pulse Equity Partners

Quadriga Partners

Revelstoke Capital

Ridgemont Equity

Safanad

Shore Capital Partners

Sprout Health Group

Sterling National Bank

US HealthVest

William Blair

Where Investors See the Puck Heading

In the Behavioral Healthcare Industry 

Private Equity Investing
In Behavioral Healthcare Companies

                     

CHAIRED BY

Ryan Kelley

Founding Partner

Shore Capital Partners LLC


FULL-DAY CONFERENCE

Thursday, October 4, 2018

8:00 am – 5:00 pm

New York City

 

REGISTER NOW


MARQUEE SPONSOR

Benesch

 

 

INSIGHTS FROM 20 EXPERT SPEAKERS!

Joseph Berardo, MBF Healthcare Partners LP

Jonathan L. Krieger, Berkery Noyes & Co. LLC

Bruce McEvoy, Blackstone Group LP

Arden O'Connor, O'Connor Professional Group

Matthew Pettit, Seven Hills Capital LLC

John A. Pircon, New Harbor Capital LLC
Todd Rudsenske, Cain Brothers & Co. LLC
Alan E. Schabes, Benesch LLP

Jack B. Slye, LLR Partners

Adam Willis, Madison Capital Funding LLC

Robert S. Winborne, Brookwood Associates LLC



Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

More and more private equity dollars are pouring into fighting drug abuse and eating disorders and developmental disabilities. One banking firm estimates that M&A activity soared 28% just last year, with half of that coming from PE firms.

Just the same, the human toll is shocking --

  • Over 1,000 people die every day from drug abuse. 
  • Since 1999, suicide rates in the US have risen by nearly 30%.
  • It’s estimated that 30 million Americans will face having an eating disorder. 
  • And one in 68 children is now diagnosed with autism. 

For investors, the growth of the industry offers opportunities for strong returns, especially if they improve treatment outcomes and the quality of services. But with growth comes rising costs and collateral pains.

  • Payers are pushing back against expensive treatments. 
  • Regulatory oversight is a growing concern.
  • As big players achieve scale in capital-intensive fields like hospitals, it’s getting harder to compete.
  • And high valuations mean choosing opportunities carefully.

Register now to join more than 20 expert speakers at The Capital Roundtable’s annual conference on "Private Equity Investing in Behavioral Healthcare Companies" to discuss which investments make sense, given behavioral health’s current state of play.

 

 

Here Are Three Key Reasons Why You Should Join Us

 

  1. Discuss how to sort through different subsectors, treatment models, and payer dynamics to find the best opportunities

  2. Get up-to-date on opportunities and risks stemming from the current Federal Administration’s plan to tackle the opioid crisis and high drug prices

  3. Hear from top dealmakers about the best growth strategies to achieve high exit valuations

 

All subsectors of behavioral health are benefiting from shifts such as greater societal understanding of these disorders and recent legislative initiatives like the Mental Health Parity Act. But the dynamics in various subsectors are very different. For instance -- 

  • Substance abuse treatment -- The opportunity due to the opioid epidemic is enormous, but our understanding of what treatment models work continues to evolve.

  • Eating disorders -- There’s a big opportunity for companies that can increase the range of treatment options. But actually treating eating disorders is complex, with patients often suffering from a range of other conditions as well.

  • Intellectual disability disorders -- Many of these patients need life-long care, and there is a continuing trend to treat patients in their homes and communities, rather than state-sponsored facilities. But as caregivers get older,  these patients’ needs – and the types of companies that provide them -- are evolving.

  • Autism spectrum disorder -- The incidence of autism has more than doubled since 2000, and there is evidence that many individuals with autism, if diagnosed and treated early, can live a relatively normal life.

 

Join us for deep dives into the many opportunities in each of these subsectors, and to hear our 20+ speakers address such key points as --  

  • Where the most compelling consolidation opportunities are

  • How to measure successful outcomes

  • Challenges to watch for when expanding across state lines

  • The three most important things to look at in due diligence

  • The most common stumbling blocks

  • Emerging regulatory initiatives to watch

  • Opportunities in telemedicine

  • Which technologies to implement to help cut costs

  • How to better serve rural populations

  • How the exit landscape is shifting

  • How to counter sky-high valuations

  • Trends in volume and cost of treatments

Register Now to Join Ryan Kelley

And More Than 20 Other Industry Experts

 

Ryan Kelley is a founding partner of Shore Capital, a healthcare private equity firm focused on partnering with companies that have up to $7 million of EBITDA. Ryan is responsible for all activities of the firm including sourcing and enabling the growth of the firm’s portfolio.

 

Ryan is a director of Stepping Stones Group, Florida Autism Center, IZI Medical, Behavioral Innovations, BrightView, Hulin Health, and Navia Benefit Solutions. He has also served as past director of Sirona Infusion, Michigan Rehabilitation Specialists, ClearPath Diagnostics, and Fast Pace Urgent Care.

 

Prior to founding Shore, Ryan worked at Water Street Healthcare Partners, a healthcare-focused private equity firm with $1.8 billion of capital under management. While at Water Street, he completed the acquisition of four platform investments and two add-on acquisitions requiring more than $200 million of equity capital and representing over $800 million of total transaction value.
 

Before Water Street, Ryan worked in New York in the Healthcare Investment Banking group at Bank of America, where he provided mergers and acquisitions advisory services, and assisted healthcare companies with debt and equity financings.

 

Ryan earned an MBA from the Kellogg School of Management at Northwestern University and a BA in accounting from the Honors College at Michigan State University.

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Recent MIddle Market Behavioral Healthcare Deals

 

  • Clearview Capital portfolio company Pyramid Healthcare Inc. acquired Tapestry Eating Disorder Services of Western North Carolina.

  • Clearview Capital partnered with management to purchase Community Medical Services Holdings, a provider of medication-assisted treatment programs in four states for patients suffering from substance use disorders.

  • InTandem Capital Partners purchased Turning Point Centers, a substance abuse and mental health treatment program with four Utah facilities.

  • Lee Equity Partners and FFL Partners bought a controlling stake in addiction treatment center operator Summit Behavioral Healthcare from Flexpoint Ford and other investors.

  • FFL Partners purchased Autism Learning Partners, a provider of applied behavior analysis therapy for children with autism spectrum disorders and other developmental disabilities, from Great Point Partners, Jefferson River Capital and Scopia Capital Management.

  • CCMP Capital Advisors bought a controlling interest in Eating Recovery Center from Lee Equity Partners and certain other investors.

  • Pharos Capital Group portfolio company Family Treatment Network acquired Behavior Care Specialists of Sioux Falls, SD.

  • Invo Healthcare, backed by Wicks Group, Jordan Company, and Post Capital Partners, acquired Autism Home Support Services, a provider of Applied Behavioral Analysis therapy to children with autism spectrum disorder.

  • Baird Capital took a stake in Hopebridge, an autism therapy company with 15 clinics in Indiana, Kentucky, and Ohio providing Applied Behavior Analysis, occupational therapy, physical therapy and speech therapy to children with autism.

 

 

This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable new connections
  • Share both ideas and business cards
  • Meet potential investment partners and clients

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Julie Berger today to confirm your attendance at 212-832-7300 ext. 0 or jberger@capitalroundtable.com



 

 Who Should Attend

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants, & Other Advisors Who Support Them.

 

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We look forward to having you join us on Thursday, October 4, 2018.

 

Conference Organizers

 

This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community.  For more information about The Capital Roundtable’s 25 annual conferences and other events and programs, please visit www.capitalroundtable.com.

 

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 Speaking & Business Development Opportunities

 

We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Kellie Green or Claire Notton at 212-832-7300 or by email at kgreen@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Julie Berger at jberger@capitalroundtable.com or 212-832-7300 ext. 0.

 

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Who We Are

 

This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights about behavioral healthcare companies. You’ll gain valuable insights from --

  • Three informative panel discussions
  • Two revealing keynote presentations
  • Real-world perspectives from behavioral healthcare company investors
  • Industry outlooks from noted sector experts
  • War stories and lessons learned from experienced hands

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Faculty

Chaired By

  • Ryan Kelley, Founding Partner, Shore Capital Partners LLC

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Joseph Berardo, Operating Partner, MBF Healthcare Partners LP
  • Jonathan L. Krieger, Managing Dir.--Healthcare Investment Banking, Berkery Noyes & Co. LLC
  • Bruce McEvoy, Senior Managing Director, Blackstone Group LP
  • Arden O'Connor, Chief Executive Officer, O'Connor Professional Group
  • Matthew Pettit, Founding Partner, Seven Hills Capital LLC
  • John A. Pircon, Principal, New Harbor Capital LLC
  • Todd Rudsenske, Managing Director, Cain Brothers & Co. LLC
  • Alan E. Schabes, Partner, Benesch LLP
  • Jack B. Slye, Partner, LLR Partners
  • Adam Willis, Managing Dir. & Head--Healthcare, Madison Capital Funding LLC
  • Robert S. Winborne, Managing Director, Brookwood Associates LLC

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Schedule

 


 

07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-9:30

Chairman’s Keynote --

  • Ryan Kelley, Shore Capital Partners
09:30-10:15

Morning Conversation --

Beyond the “Malibu Model” --  

Expanding Access & New Payer Priorities in Behavioral Health

 

10:15-11:00

Networking & Coffee



11:00-12:00

First Panel -- 

Addiction & Substance Abuse Clinics --

Opportunities for PE to Help Tackle Addiction & the Opioid Epidemic 

 

12:00-12:30

Morning Keynote -- TBA

12:30-01:30

Networking & Luncheon

01:30-02:30

Second Panel --

Private Equity Focus on Eating Disorders Treatment -- 

A Rising Untreated Population Needs Help, But Answers are Complex

02:30-02:45

Networking & Dessert

 


02:45-03:30

Afternoon Conversation --

Single Payer Woes --

Why a Diversified Payer Base is Critical to Behavioral Healthcare

 

03:30-04:30

Third Panel --

Helping Patients with Autism Spectrum Disorder --

What Private Equity Should Focus on in This Highly Complex Space

 

04:30

Networking & Adjournment


  

 

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Registration

Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Julie Berger today to confirm your attendance at 212-832-7300 ext. 0 or jberger@capitalroundtable.com.

 

Please note that The Capital Roundtable limits the number of registrants from a single firm to three.

 

  • Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by Friday, August 10. Just $1095.

 

  • Incentive Registration -- save $200 off the standard fee!
    Register by Friday, August 31, and the fee for the conference is $1295.

 

  • Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 747 Third Avenue, Suite 200, New York, NY 10017.

Have a special question? Please contact Julie Berger at jberger@capitalroundtable.com or 212-832-7300 ext 0.

 

From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

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Location

  •  Midtown, NYC

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorships

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at cnotton@capitalroundtable.com.

 

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