Healthcare and Practice Management: Full Cycle M&A Overview.

Mr. Craig joined BankUnited in February 2018, to establish, build and manage the bank’s middle market healthcare lending business.  Mr. Craig has worked exclusively in healthcare finance since 1990.  He began his career as AVP in the Health/Med Group of a $30Billion regional bank in NJ.  He then worked as a portfolio manager for a NY based healthcare asset based lender.  Thereafter Mr. Craig served as Senior Credit Officer for a PA based healthcare asset based lender, and as a VP at Daiwa Securities America, where he was responsible for originating, underwriting and managing a portfolio of healthcare asset based loan clients.  In 2000 Mr. Craig and three partners established Healthcare Finance Group, Inc. (“HFG”), a specialty finance company that provided asset based and cash flow based loans exclusively to healthcare service businesses nationally.  At HFG Mr. Craig served as Executive Vice President, responsible for all sales and marketing activities of the company.  Mr. Craig was also a member of the credit committee, and board of directors at HFG, and was actively involved in all debt and equity capital raising efforts at HFG.  In 2013 HFG was sold to Fifth Street Finance (NASDAQ: FSC) for $116 Million.  More recently, Mr. Craig spent five and a half years as Vice President-Middle Market Healthcare at Fifth Third Bank in South Florida where he was responsible to establish, maintain and grow financial relationships with healthcare companies that generate $50–500 Million in annual revenues.

Mr. Craig holds a Bachelor of Science degree in Business Administration from Manhattan College, where his concentration was in Marketing.  Mr. Craig also attended Rutgers University, Graduate School of Management, where he concentrated in Finance.

Curt Rosner is a Partner with more than 35 years of providing tax and consulting services to the health care industry.  He has extensive experience in serving medical groups, individual physicians, ambulatory surgery centers, DME companies and hospital systems with a spectrum of consulting services. These services include cash flow maximization, building compensation models, management of medical practices, merger assistance, operational improvements and revenue cycle analysis. He has represented numerous hospital systems and physicians with integration strategies. Curt is also a member of the Forensic, Litigation and Valuation Services Group providing valuation services in connection with estate tax planning and compliance, charitable giving, gifting, shareholder agreements, and mergers and acquisitions.

In April 2002, Mr. Schillinger co-founded EDCare, which was an Emergency Medicine physician practice management company, and served as its Chief Executive Officer. EDCare merged with Sterling Healthcare, to create Hospital Physician Partners (“HPP”) in 2008. Mr. Schillinger led the growth of HPP, into one of the largest privately held physician practice management companies in the country which was subsequently sold to Schumacher Group, an Onex Corporation portfolio company.  One year later he co-founded DermCare Management, Inc. in September 2016. Prior to his work with HPP, and starting in 1994, Mr. Schillinger served as President and CFO of ECS Holdings (“ECS”), another leading physician practice management group. Mr. Schillinger currently serves on the Board of Directors of Dental One Partners, a 150+ practice Dental Service Corporation backed by MSD Capital. Mr. Schillinger graduated from the State University of New York with a degree in Economics and Business and is a Certified Public Accountant.

DermCare Management, Business Overview:

In a rapidly consolidating provider environment, DermCare was founded in 2016 to fill the void in smaller dermatology platforms. With Jeffrey Schillinger, former CEO of Hospital Physician Partners, members of his former executive team, and several of the leading Dermatologists in South Florida have combined to create a new dermatology platform. The company currently spanning 4 counties, 10 cities and 20 locations servicing almost 200,000 patient visits annually.

Juan M. Ortiz serves as the Chief Executive Officer of Palm Medical Centers, a provider of primary care and related healthcare services to more than 20,000 Medicare, Medicaid and commercially insured patients across Florida. Partnering with numerous managed care organizations, Palm Medical Centers offers convenient and coordinated medical care with a focus on quality. In addition to primary care services, the Company coordinates cardiology, dentistry, optometry, pediatrics, podiatry, psychiatry and other specialist services. Juan is leading the rapid expansion of Palm Medical Centers which has grown from four locations in Miami-Dade and Broward counties in January 2017 to its 14 medical centers in South and Central Florida today.

Prior to Palm Medical Centers Juan was the Chief Executive Officer of Navarro Discount Pharmacy which was acquired by CVS Health in 2014.  As CEO, Juan led the expansion of Navarro’s retail stores in South Florida from 20 to its current 33 locations. In 2010, he founded Navarro's wholesale division, Magellan, and its specialty pharmacy, Navarro Health Services, a $50 million business that began operations in 2012. He managed OTC Health Solutions, the Company's OTC benefits fulfillment division, and launched Navarro's bilingual brand, "Vida Mia".

Previously, Juan was the Chief Executive Officer of Atlantic Dental, Inc., a leading administrator of government dental programs including Medicaid, CHIP and Medicare. Ortiz also served as Chief Financial Officer of Bell Microproducts Latin America, a subsidiary of Bell Microproducts, Inc., a technology distribution and services company.  Juan started his career at Deloitte & Touche in 1987.

Juan has been active in community and trade organizations. Up until the acquisition of Navarro by CVS Health in September 2014, Juan served as Vice Chairman of the Board of Directors of the National Association of Chain Drug Stores, the trade organization of traditional drug stores, supermarkets, and mass merchants with pharmacies from regional chains with four stores to national companies. Up until September 2014, Juan was also a member of the Board of Directors of the Chain Drug Consortium, a consortium of regional chain drug stores in the U.S. He is also a member of the American Institute of Certified Public Accountants and served as a Trustee and Treasurer of the Board of Trustees for St. Thomas Episcopal Parish School for 12 years.

Juan is a graduate of Florida State University.  He is married and lives in Miami with his wife, Maria, and their three children.

Rohit Navani has been Executive Vice President and Chief Operating Officer of Akumin Inc. since October 2014. Mr. Navani was a leader in the integration and divestiture advisory practice of an international accounting firm. He has over fifteen years' experience providing a suite of M&A services to private equities and strategic companies globally, from emerging businesses to Fortune 50 leaders. Mr. Navani has extensive experience executing separations and integrations. His responsibilities on transactions have included leading integration and separation management offices and functional leadership roles in finance and accounting, information technology, supply chain, day one readiness, communications, organizational development and human resources activities. Mr. Navani's projects have included: the integration of Entertainment One's acquisition of Alliance Films, realizing $35 million in synergies through headcount and back-office reduction; the separation and creation of Choice Properties REIT from Loblaw Companies; the buy-side of a $150 million US telecom company acquiring a $750 million division from the largest telecom and networking corporation, managing the overall separation from seller and integration into buyer; and the integration and synergy realization for a $4 billion acquisition of Symbol, an enterprise computing, networking and RFID company for Motorola. Mr. Navani holds a Bachelor of Science degree in Accounting from Binghamton University, USA.

Zachariah "Reggie" P. Zachariah, Jr. is a shareholder in the firm's Corporate Practice in Fort Lauderdale and focuses his practice on private equity transactions; mergers and acquisitions; corporate restructurings and counseling boards and senior management on strategic business, corporate formation and governance, financial and transactional matters. Reggie’s specific industry experience includes health care technology and services, education, insurance, manufacturing, franchises, retail, and infrastructure. Prior to law school he was a financial analyst, focusing on mergers & acquisitions for a public company.

Reggie received B.S.in Economics from The Wharton School of the University of Pennsylvania, and J.D., cum laude from University of Florida Levin College of Law.

Bruce serves as the CEO of BioMatrix Specialty Pharmacy, a leading national provider of Specialty medications.  BioMatrix operates 13 pharmacies nationwide, as well as a digital health office in San Francisco, California.  BioMatrix specialized in Hemophilia, Neurology, Transplant, Auto Immune, Fertility, Hepatitis, as well as other complex and orphan drugs. 

Bruce was a founder of both predecessor companies Matrix Health and BiologicTx. In 2016, Bruce led a recapitalization of BioMatrix to Acon Investments and Triton Pacific Private Equity firms.  This was Bruce’s fifth successful exit in Healthcare.  Most of these Companies were founded by Bruce and other Healthcare executives and were built organically and with other strategic acquisitions to build scale.

Bruce currently serves on a number of Boards of Directors in Healthcare and holds degrees in Accounting, Finance, and Economics along with an MBA.