M&A Healthcare Insights - podcast cover

M&A Healthcare Insights

M&A Healthcare Advisorsmahealthcareadvisors.com
Selling your healthcare company can be a challenge, filled with uncertainty and stress. Each episode from the experts at M&A Healthcare Advisors is designed to demystify the M&A process and maximize your chances of achieving a successful outcome. Be sure to subscribe here or follow us on LinkedIn @mahealthcareadvisors to get the insight you need!

Episodes

Episode 12: When Is the Market "Right" for a Sale?

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, 20241 hr 1 minEp. 12

Episode 11: Drafting For Success And Protecting Yourself Against Failure

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, 20241 hrEp. 11

Episode 10: The Power of Financial Preparation, with Cohn Reznick

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, 202448 minEp. 10

Episode 9: Preparing Your Healthcare Business For Sale with Jack Carver

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, 202442 minEp. 9

Episode 8: Why You Need a Clinical Expert on your Team with Mark Romano

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, 202451 minEp. 8

Episode 7: Understanding Transactional Accounting and Why It is Necessary, with Doug Walters, CPA (Part 3)

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, 202316 minEp. 7

Episode 6: Understanding Transactional Accounting and Why It is Necessary, with Doug Walters, CPA (Part 2)

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, 202318 minEp. 6

Episode 2: The Future of Healthcare, With Terry Wang

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, 202341 minEp. 2

Episode 5: Understanding Transactional Accounting and Why It is Necessary, with Doug Walters, CPA (Part 1)

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, 202319 minEp. 5

Episode 4: The Effects of Uncertainty on Healthcare M&A with Jorge Gross

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, 202351 minEp. 4

Episode 3: Private Equity Continues to Acquire Healthcare Services, with Haran Narulla

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, 202232 minEp. 3