Healthcare M&A Transactions in 2024+ Under Heightened State and Federal Scrutiny: New Reporting Requirements
Recording of a 90-minute CLE video webinar with Q&A
This CLE webinar will guide healthcare counsel on the recent reporting requirements for parties involved in healthcare M&A deals in 2024 and beyond. The panel will examine the state legislative--and certain judicial--activity related to scrutiny of healthcare M&A deals and will discuss how the new laws are changing the playing field. The panel will address the considerations those involved in healthcare deals need to keep in mind and will offer best practices for navigating the new requirements.
Outline
- State activity and new reporting requirements
- California
- New Mexico
- Indiana
- Pennsylvania
- Stalled legislation
- Federal activity
- Best practices for navigating the new requirements
Benefits
The panel will review these and other key issues:
- What transactions would trigger the new reporting requirements?
- What factors are considered by the various state authorities when evaluating implicated healthcare deals?
- What unanswered questions exist and how should we advise clients to prepare for dealing with these uncertainties?
- What best practices should counsel employ for navigating the new requirements?
Faculty
Morgan L. Ivey
Partner
Holland & Knight
Ms. Ivey is a healthcare transactions attorney in Holland & Knight's Nashville office. She assists... | Read More
Ms. Ivey is a healthcare transactions attorney in Holland & Knight's Nashville office. She assists healthcare clients with a wide range of strategic transactions, including recapitalizations, leveraged buyouts, mergers, acquisitions, joint ventures and divestitures involving physician practices, behavioral healthcare facilities, dental practices and other healthcare platforms. Ms. Ivey also represents clients in the sale of portfolio companies and investments involving private equity and other strategic buyers. She works extensively with physician practice management companies and dental support organizations operating across the United States. Ms. Ivey's experience includes transactional matters across the healthcare spectrum including dental, orthodontics, women's health, dermatology, chiropractic medicine, physical therapy, optometry and ophthalmology.
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John C. Saran
Partner
Holland & Knight
Mr. Saran regularly advises healthcare companies and private equity investors on mergers and acquisitions and public... | Read More
Mr. Saran regularly advises healthcare companies and private equity investors on mergers and acquisitions and public offerings in the healthcare and life science industries, including hospitals and healthcare systems, physician and dental practices, management/dental service organizations and digital health companies. He also has experience in assisting provider platforms with their growth strategy including add-on acquisitions, complex service arrangements and joint ventures. Mr. Saran’s regulatory practice helps clients navigate matters related to the corporate practice of medicine, fraud and abuse laws, HIPAA, the CARES Act/COVID-19 laws and healthcare licensure.
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Doug Wolford
Partner
Holland & Knight
Mr. Wolford is a healthcare attorney in Holland & Knight's Nashville office. He assists a wide range of... | Read More
Mr. Wolford is a healthcare attorney in Holland & Knight's Nashville office. He assists a wide range of healthcare clients with regulatory compliance, day-to-day operations, Stark Law and Anti-Kickback Statute (AKS) analysis, contract negotiations and other complex regulatory issues. Mr. Wolford's experience includes a deep understanding of the day-to-day operational challenges that healthcare owners and operators face and how to incorporate healthcare regulatory compliance in a manner that is straightforward and understandable. He has a keen insight on balancing the business objectives of his clients with the often challenging operational and regulatory issues that can arise in various healthcare transactions and contractual negotiations with providers. Mr. Wolford also helps healthcare companies, investors and lenders to avoid and address legal and compliance issues related to the Stark Law, AKS, False Claims Act (FCA), Health Insurance Portability and Accountability Act (HIPAA), medical staff bylaws, licensure requirements, and other state and federal healthcare laws. Additionally, his experience includes providing direction and guidance following allegations or findings of significant non-compliance, whether that be leading internal investigations, submissions of self-disclosures, consulting on qui tam actions or providing compliance program review and development.
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