ACG NY VIP Family Office Series: Home Health & Hospice | Discussing Opportunities and Trends within the Home Care Landscape

David Jones is a Managing Director at Coppermine Capital, where he serves on the boards of AccordCare, Applied Behavioral Interventions, City-Pro Group, Spectrum Dental Laboratories, and Convergent Dental (observer). While at Coppermine, Dave also founded Allegiant Home Care and served as CEO until its merger with AccordCare. Previously, at Highland Capital Management, he served on the boards of Cornerstone Hospital Group and Solstice Neurosciences. Prior to this he worked at Pfizer and Goldman Sachs in its healthcare investment banking group. He received an M.B.A. from Stanford University and a B.A. degree from Dartmouth College. Dave lives in New York City with his wife and their two daughters.

Don Ritucci brings extensive experience in M&A and financing transactions across the healthcare industry, spending over 22 years in investment banking and completing over 60 transactions, with an aggregate deal value in excess of $50 billion.  He has executed numerous sell-side and buy-side M&A transactions for private equity clients, public companies and founder-owned businesses.  Don is currently a Managing Director in the New York office of Oppenheimer & Co. Inc. where he heads the firm’s Healthcare M&A practice.  Previously, Don was a Managing Director in the Global Healthcare Group of Jefferies, and led its middle market M&A effort.  From 2011 to 2018, Don was a Managing Director at Imperial Capital, where he lead both the healthcare practice and the sponsor coverage practice.  Prior Imperial Capital, Don spent 13 years at UBS Investment Bank where he was a Managing Director, spending time in both the Global Healthcare Group and the Mergers & Acquisitions Group.  Don also served a number of years as a member of the UBS Banking Review Group and Fairness Opinion Committee. Prior to UBS, Don worked in the Audit and Business Advisory Group at Price Waterhouse, and was a licensed CPA. Don earned an M.B.A. from the University of Michigan Ross School of Business and a B.S. from Boston College.

Brian joined in 2018 and leads Dorilton Capital’s business development efforts. He is responsible for building intermediary relationships and sourcing investment opportunities on behalf of the firm. Prior to Dorilton, Brian worked at Axial, a tech platform for the private capital markets, where he worked with intermediaries and C-suite executives to connect them to investors in the lower middle market. Previously, Brian was an Associate Relationship Manager with PNC Wealth Management. Brian holds a B.A from the University of Miami and lives in New York City.

Michael D. Schwamm represents public and private entities in all aspects of their business affairs. He practices in the areas of mergers and acquisitions, securities and technology law and provides general corporate counseling. Mr. Schwamm formerly was general counsel and chief operating officer of FiberCity Networks, Inc., a telecommunications service provider and uses his experience to provide his clients with proofed, business-centered advice.

Mr. Schwamm represents companies of all sizes, including startups and venture-backed companies, privately held family businesses and both large and small public companies in all aspects of their business affairs. He also provides services to venture capital and private equity funds, angel and other institutional investors. An increasing focus of his practice is assisting single family offices in structuring their direct business acquisitions; Mr. Schwamm co-leads the firm’s initiative in this area. 

Mr. Schwamm has worked on a wide variety of transactions, including mergers, acquisitions, public offerings, private placements, joint ventures and licensing arrangements involving a number of industries, such as big data, business services, consumer/retail, technology including FinTech, entertainment, healthcare services, manufacturing, sports and telecommunication. He calls upon his partners across the country and around the world in other practice areas to ensure his clients receive seamless, efficient and effective service for all their legal needs.

Mr. Schwamm is a magna cum laude graduate of Georgetown University Law Center, where he was editor of the Journal of Law and Policy in International Business and a cum laude graduate of the University of Pennsylvania.