In this episode of the M&A Healthcare Insights Podcast , Andre Ulloa talks with Ken Yood , partner at Holland & Knight , to discuss regulatory changes, market conditions, and transaction trends.
Nov 14, 2024•1 hr 1 min•Ep. 12
In the latest episode of the M&A Healthcare Insights podcast, Andre Ulloa sat down with Ken Yood, partner at Holland & Knight, who brings 30+ years of experience in healthcare law. We dig into the must-know strategies that can make or break your deal in today’s healthcare M&A landscape.
Oct 31, 2024•1 hr•Ep. 11
Host Andre Ulloa dives into the power of financial preparation in healthcare M&A with guests Aaron Cook and Jeff Michelson from CohnReznick. They discuss the vital role of financial due diligence, the role of a quality of earnings (QofE) analysis, and current healthcare M&A trends.
Sep 12, 2024•48 min•Ep. 10
In the latest episode of the M&A Healthcare Insights Podcast, Andre Ulloa, Founder and Managing Director at M&A Healthcare Advisors, interviews Jack Carver, Partner at Honigman Law, on the importance of having a seasoned attorney to guide you through the complexities of the M&A process, mitigate your risk, and increase your chances of reaching a successful outcome.
Aug 22, 2024•42 min•Ep. 9
In the latest episode of the M&A Healthcare Insights Podcast, Andre Ulloa, Founder and Managing Director at M&A Healthcare Advisors, interviews Mark Romano, Vice President of M&A for Simitree Clinical Consultants. They discuss the vital role clinical experts play in preparing for and executing on a successful M&A plan.
Aug 08, 2024•51 min•Ep. 8
In the conclusion of their three-part podcast series, Andre Ulloa of M&A Healthcare Advisors and Doug Walters of Walters Associates discussed the differentiation of their services in the healthcare transaction market. Ulloa highlighted the unique value M&A Healthcare Advisors brings to the table as a healthcare-focused firm, emphasizing its deep understanding of healthcare entities, including the preparation of Medicare cost reports. This expertise sets them apart from typical CPA firms,...
Oct 03, 2023•16 min•Ep. 7
In part two of their three-part podcast series, Andre Ulloa of M&A Healthcare Advisors and Doug Walters of Walters Associates delved into the critical importance of clean financials in healthcare transactions. They began by drawing parallels between financial statements and job applications, emphasizing the need for professionalism and accuracy in both. They highlighted that professionally prepared financials build trust in a transaction, while errors or inaccuracies can erode trust, potenti...
Oct 03, 2023•18 min•Ep. 6
M&A Healthcare Insights Podcast hosts Mark Thomas and Andre Ulloa spoke with Terry Wang, Partner with Regal Healthcare Capital Partners, to forecast the future of the healthcare industry. Significant activity is happening from an investment and acquisitions standpoint. Wang pointed to several significant trends occurring in healthcare today: Making healthcare more affordable, accessible, and convenient is critical. One is finding ways to shift healthcare services outside the hospital. “We sp...
Sep 22, 2023•41 min•Ep. 2
Andre Ulloa and Doug Walters discuss the importance of having a CPA and an advisor involved in healthcare transactions, specifically in the lower middle market. They highlight how a CPA can ensure the accuracy of financial statements and catch any errors before they are presented to potential buyers. The CPA can also provide insights into operational metrics, such as referral sources, that may affect the valuation of the business. Networking capital is another important aspect of transactions th...
Sep 20, 2023•19 min•Ep. 5
While the state of M&A activity varies with uncertainty, why is it different when it comes to healthcare? Discussing the topic on the latest M&A Healthcare Insights podcast, host Mark Thomas sat down to talk with Jorge Gross, Partner at Trivest Partners, and his colleague Andre Ulloa, Partner and Executive Advisor at M&A Healthcare Advisors, to talk about M&A healthcare and its current state. The trio further talked more about … Areas within healthcare that are seeing substantial...
Mar 29, 2023•51 min•Ep. 4
Figuring out where to put your money isn't always easy, but for one man, it's his main job. M&A Healthcare experts and hosts Mike Moran, Co-Founder, Executive Advisor, and Co-Founder Mark Thomas, chatted with Haran Narulla, Managing Partner at Tygon Peak Capital, about the current acquisition market and his everyday strategies. Moran reflected on building a relationship with Narulla, “The reality of our business model, right, is that we represent sellers…along the way, for better or worse, y...
Oct 27, 2022•32 min•Ep. 3
Aug 19, 2022•37 min•Ep. 1