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PLEASE JOIN US: Selling Your Medical Practice to a Private Equity Firm

Private equity has increasingly become a major player in the acquisition of medical practices. In this timely roundtable discussion, our highly experienced speakers will address a variety of relevant topics in a focused one-hour presentation, including:

  • What types of practices are currently generating the greatest interest from PE firms?
  • What are the major differences between acquisition by a PE firm versus public company mega groups or a health system?
  • How do you determine if your practice is a good fit for a PE deal?
  • How are these deals structured and how is pricing determined?
  • What are the legal and regulatory issues, including those specific to Connecticut?
  • How can you best utilize your key advisors – accountant, lawyer, and investment banker – in the deal process?
  • When and how should you begin preparing for a PE deal in terms of:
    • Addressing corporate governance and accounting issues
    • Performing internal due diligence
    • Preparing an NDA and Confidential Information Memorandum for prospective buyers
    • Identifying likely buyers and going to market
  • What strategies can be employed to effectively navigate the key milestones in a successful deal:
    • Negotiating the term sheet and letter of intent
    • Negotiating and drafting the contract documentation
    • Dealing with regulatory issues and closing the transaction


  • Joshua A. Teplitzky, JD, CPA, LLM, MBA – principal, Teplitzky & Company
  • Matthew Searles, MBA – principal, Merritt Advisory Services (4/25 only)
  • Jeffrey A. Wagner, MD, MBA – principal, Davis Hill Equity Associates (4/30 only)
  • Stephen M. Cowherd, Esq. – partner, Pullman & Comley
  • Randall C. Mathieson, Esq. – partner, Pullman & Comley


April 25, 2019, at the offices of Pullman & Comley, 850 Main Street, Bridgeport (Peoples United Bank Building – garage enterance is on Water Street)

April 30, 2019, at the offices of Pullman & Comley, 90 State House Square, Hartford (GPS users should use the address of the parking garage – 10 Market Street)

Parking tickets will be validated at the firm’s reception desk – 8th floor in Bridgeport and 14th floor in Hartford


Registration and refreshments will be available from 5:30 pm to 6:00 pm, with the roundtable program from 6:00 pm to 7:00 pm