Welcome & Introduction

• Opening remarks, introduction of key participants, and setting the stage for discussions.

• Overview of the day’s detailed agenda, objectives, and desired outcomes.

State of the Healthcare M&A

• Healthcare market trends and profit pools overview
• Deal activity in Healthcare
• The imperative to unlock operational improvement opportunities among Healthcare providers / PPMs

State of M&A in Dental & Broader Healthcare

• Examination of specific market trends driving M&A activity in dental and broader healthcare sectors in 2025, including emerging specialties and high-demand segments.
• Discussion on prevalent deal structures, evolving regulatory frameworks, and compliance challenges impacting transaction outcomes.
• Insights into legislative forecasts and policy shifts that could influence healthcare mergers and acquisitions in the near future.

Valuations & Recapitalizations

• In-depth session on best practices and methodologies for accurate valuation of healthcare enterprises, highlighting critical success metrics, common pitfalls, and emerging trends.
• Exploration of Quality of Earnings (QoE) reports, their pivotal role in transaction due diligence, and how to ensure diligence readiness.
• Analysis of financing structures, recapitalization strategies, and evolving investor expectations amid current market conditions.
• Discussion on debt strategies, including direct lending and opportunistic credit, along with their roles and impact in deal-making.
• Deep dive into the strategic use and benefits of Continuation Vehicles as tools for extended value realization and liquidity management.

Future of Cloud & AI in Dentistry

Conversational AI in Healthcare

• Presentation on how AI-powered conversational tools enhance patient engagement, operational efficiency, and overall practice profitability.
• Real-world case studies demonstrating tangible outcomes and ROI from implementing conversational AI in various healthcare settings.
• Strategic implications for investors looking to incorporate advanced technologies into portfolio healthcare practices.

Computer Vision AI in Dentistry

• Discussion on the transformative potential of AI-driven image recognition and computer vision technologies for diagnostic accuracy and clinical workflow improvement.
• Operational considerations, implementation strategies, and return-on-investment analysis for dental operators and private equity investors.
• Case studies highlighting successful integrations and measurable enhancements in practice efficiency and patient outcomes.

Digital Transformation - Power of Centralization, Operational Efficiencies, Scaling Growth - Future of Cloud EHRs in Dentistry & Beyond

• Overview of current trends highlighting the accelerating adoption of cloud-based Electronic Health Records (EHR) solutions across dentistry and broader healthcare verticals.
• Examination of critical advantages such as cost reduction, improved care coordination, enhanced data security, and optimized strategic positioning provided by cloud infrastructure.
• Emphasis on the imperative nature of adopting cloud solutions, underscoring significant risks—including obsolescence—as legacy systems face eventual sunset. Delaying migration will position practices behind competitors.
• Forward-looking insights into how cloud platforms position dental practices and healthcare organizations to seamlessly adapt and integrate future technological innovations, regulatory demands, and evolving industry dynamics, ensuring sustainable growth and competitive advantage.

Q & A 

Cocktail Hour

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