Renee Bovelle, MD, Envision Eye & Laser Center

Renee Bovelle is the founder & CEO of Advanced Eyecare Medical Center, PA “dba” Envision Eye & Laser Center – currently serving over 20,000+ lives. She is a board-certified ophthalmologist, was trained at Wellesley College, UCLA School of Medicine, Yale University and the LSU Eye Center. She was pleased to be named a 2021 Washingtonian TOP DOCTOR by her peers.  Additionally, Dr. Bovelle received a Master’s in Cybersecurity Strategy and Information Management from GWU and focused on policies and practices that protect critical information with particular attention to the healthcare field.  She has academic appointments at Howard University Hospital, Ross University School of Medicine, and the University of Maryland Capital Region Medical Center.  She has been privileged to educate medical students, residents, and physicians locally and during national conferences on a broad array of issues in ophthalmology.  Dr. Bovelle authored the first MedChi-approved continuing medical education course on Cybersecurity for Physicians and continues this work for both national and regional medical organizations.  Additionally, she authored a chapter in Navigating A Triple Pandemic: Volume 3: Claiming Our Healing & Embracing a New Normal”.

Dr. Bovelle holds leadership positions both locally and nationally in ophthalmic and other medical associations. She is honored to serve on the following AAO Committee on Medical Information Technology, State Affairs, and OphthPAC. Currently, she is a board member of several organizations including the Maryland Society of Eye Physicians and Surgeons (MSEPS), National Caucus and Center on Black Aging, Inc. MedChi, The Maryland State Medical Association (MedChi), and Ophthalmic World Leaders (OWL). Under Dr. Bovelle’s leadership as MSEPS president, the organization received the 2021 Star Award for innovative delivery of education and value to society members. Most recently, Dr. Bovelle was honored by being inducted into the 2023 Class of Enterprising Women of the Year.

Mitchell Brie, CHC, Principal, Empower HCP

Mitchell has been an industry expert and trusted advisor in the Healthcare industry for the last two decades relating to  compliance, payment care and revenue models, as well as the optimization of practice software and due diligence in the healthcare acquisition space.  Mitchell is proficient on over a dozen EHR/PM systems.  He has worked with thousands of providers, helping them attest and avoid penalties for multiple quality programs. Mitch also works to help practices transition from fee for service to value based reimbursements, as well as work with independent physician practices to advise them on how to stay profitable and assist in the due diligence for M&A between private equity and the health system or practice. Mitchell is an OCO (outsourced compliance officer) and is a certified compliance officer)


Mitchell spent three years at WebMD, and then eight years at Greenway Medical Technologies, assisting more than 15,000 providers.  He started his own firm in 2013 for the purpose of bringing practices and health systems together.  He also specializes in CJR, Population Health, Chronic Care, and End of Life issues. He has had tremendous success connecting companies in partnerships so that they can thrive in the changing landscape of healthcare.  He has been on numerous panels, and has been a speaker on

Brad M. Gandolfi, MD, FACS
Founder and Owner, The Hudson Med Spa and Hudson Plastic Surgery

Brad Gandolfi is founder and owner of The Hudson Med Spa and Hudson Plastic Surgery.
Dr Gandolfi is a board certified general surgeon and plastic surgeon. He completed his general surgery
training at Mt Sinai Beth Israel before completing his plastic and reconstructive surgery training at Duke
University. Following Duke, he completed his training with a fellowship at the world renown Craniofacial
Center at UCLA Medical Center.
Dr Gandolfi has been in private practice since 2017. He and his family live in New Jersey. His medical spa
is located in Englewood NJ and his plastic surgery office is located in Manhattan. He is an active member
of the American Society of Plastic Surgeons and the Aesthetic Society.

Robert C. Goettling, Esq., Principal, The Bloom Organization

Bob Goettling has thirty years of experience in the healthcare industry. He primarily focuses on the transactional aspects of physician practices, ambulatory surgery centers (ASCs), physician joint venture projects with health systems, private equity firms, and strategic buyers throughout the United States. Since 2007, Mr. Goettling has led The Bloom Organization’s transaction services team. He is a licensed investment banker and securities principal. Mr. Goettling has been instrumental to The Bloom Organization’s mergers and acquisitions advisory group, which has become the leading physicians sell-side advisory firm closing over $7 billion in transactions.Before joining The Bloom Organization, Mr. Goettling co-founded NovaMed, Inc. (Nasdaq: NOVA), one of the original practice management firms in the 1990s, where he held a variety of senior-level executive positions during his twelve years with the company, including senior vice president of corporate development. Mr. Goettling had operational and development responsibilities and conducted numerous acquisitions, divestitures, and mergers while heading NovaMed’s development team for over ten years. Mr. Goettling also had operational responsibilities for ASCs and physician practices during his years with NovaMed. After joining Henry Bloom, president and founder of The Bloom Organization, as the two pioneers of sell-side physician representation, they represented HIG Capital and its ASC company, Surgery Partners (Nasdaq: SGRY), which acquired NovaMed in 2011.Several years before establishing NovaMed, Mr. Goettling founded (and eventually sold) an optical consulting company, an optical laboratory, and practiced law with Katten Muchin & Zavis in Chicago. Mr. Goettling received his B.S.B.A. with honors in economics from Creighton University in 1985 and his J.D. from the University of Notre Dame Law School in 1988. He regularly speaks at many ASC and healthcare conferences and is an expert on physician-led healthcare transactions.

Nelson Gomes, Executive Vice President of Business Development, Medicus IT

Nelson Gomes is an accomplished healthcare IT executive with over 25 years of experience in the industry. He passionately advocates for leveraging technology to enhance patient care while transforming the business of healthcare. Currently, Nelson serves as the Executive Vice President of Business Development at Medicus IT, where he spearheads business growth and development initiatives.

Nelson’s journey in healthcare IT began with the founding of PriorityOne Group in 1997, a premier provider of healthcare IT services and solutions. Under his leadership, PriorityOne Group grew to become a recognized leader in the industry, pioneering innovative solutions that enabled healthcare organizations to utilize technology for improving patient care, optimizing operations, and managing costs.

In his current role at Medicus IT, Nelson is dedicated to helping healthcare organizations navigate the complex landscape of healthcare IT and to delivering innovative solutions that drive business growth and improve patient care. Nelson is passionate about cultivating strong business relationships with clients, partners, and healthcare industry leaders and values the opportunity to collaborate with the exceptional team at Medicus IT. His contributions reflect a deep-seated drive to revolutionize the healthcare landscape through the strategic use of technology.

Nelson Gomes is a highly sought-after speaker and thought leader in the healthcare IT industry. His expertise, frequently shared at conferences and events, spans a wide range of topics including healthcare IT trends, ambulatory practice consolidation, building frameworks for growth and scalability, cybersecurity, and innovative transformations.

His authoritative insights and deep understanding of the healthcare industry have earned him multiple invitations to contribute to industry-related articles and podcasts. Nelson’s influence continues to shape the landscape of healthcare IT, further enhancing its growth and evolution.

Robert S. Goodman, Vice President, Healthcare, MidCap Advisors  LLC

Robert Goodman is Vice President for Healthcare at Midcap Advisors, LLC and he works with physician practices as well as other outpatient healthcare providers in support of their future plans. These plans can range from the sale to a consolidation effort to facilitating new partnerships and business combinations. The support he provides is strategic, financial and practical, and tends to involve advisory services, positioning options, growth strategies, equity raises, as well as mergers and acquisitions with typically a competitive process utilized for finding the right client-focused solution.


Bob has been a hospital administrator, including as CEO where he led the hospital’s turnaround; worked in the investment banking field in a turnaround capacity; was a finance executive at an equipment leasing company financing outpatient start-ups, healthcare practices, hospitals and other healthcare businesses; and as a healthcare strategic business consultant and advisor he has written business plans, conducted turnarounds, performed due diligence services for investors and lenders, fostered the sale of several outpatient centers, and obtained debt financing and restructured debt for more than 20 years, during which time he has had ownership and operating interests, as well as board seats, in several healthcare companies.


Bob’s volunteerism efforts have included being Board Chair for the Central/Southern NJ Region of the American Heart Association for two years, 2020-2021, and current Board member, as well as being a recent past Board member, Treasurer, and Chair of the Finance Committees of both the Organ Procurement & Transplant Network (OPTN) and United Network for Organ Sharing (UNOS), the organization that operates the OPTN.

Collin Hart, MBA, CEO & Managing Director, ERE Healthcare Real Estate Advisors

Collin Hart is the CEO of ERE Healthcare Real Estate Advisors (ERE) where he leads the company’s strategy to provide executive level advisory to owners of healthcare real estate. 

While many real estate firms take a commoditized, transactional, or short-sighted approach to real estate, Collin’s focus and vision for ERE penetrate the surface, identifying the needs and objectives of our clients.  Taking a long-term approach to real estate advisory, Collin has developed a culture of deep relationships, creating trusting partnerships with his firm’s clients.  

Before co-founding ERE, Collin was a Director in the real estate division of a private investment banking firm where he focused on advising physician partnerships and hospital systems on their real estate strategy.  Prior to his sell-side experience, Collin worked as a principal, sourcing, structuring, and executing real estate acquisitions on behalf of a family office, then a private REIT. 

Leveraging well over $1B in transactional experience, combined with buy and sell-side roles, Collin and his team provide unique and unrivaled advisory to physicians, health systems, and private equity backed MSO’s as relates to their real estate matters.  With an exclusive focus in the world of healthcare, ERE is well positioned to navigate nuanced transaction structures and create exceptional results for their clients. 

Collin received his undergraduate degree from Northwood University where he graduated Magna Cum Laude with a dual major in Marketing and Business Management. In 2016 he graduated with his MBA from Cornell University.

Collin Hart is the CEO of ERE Healthcare Real Estate Advisors (ERE) where he leads the company’s strategy to provide executive level advisory to owners of healthcare real estate. 

While many real estate firms take a commoditized, transactional, or short-sighted approach to real estate, Collin’s focus and vision for ERE penetrate the surface, identifying the needs and objectives of our clients.  Taking a long-term approach to real estate advisory, Collin has developed a culture of deep relationships, creating trusting partnerships with his firm’s clients.  

Before co-founding ERE, Collin was a Director in the real estate division of a private investment banking firm where he focused on advising physician partnerships and hospital systems on their real estate strategy.  Prior to his sell-side experience, Collin worked as a principal, sourcing, structuring, and executing real estate acquisitions on behalf of a family office, then a private REIT. 

Leveraging well over $1B in transactional experience, combined with buy and sell-side roles, Collin and his team provide unique and unrivaled advisory to physicians, health systems, and private equity backed MSO’s as relates to their real estate matters.  With an exclusive focus in the world of healthcare, ERE is well positioned to navigate nuanced transaction structures and create exceptional results for their clients. 

Collin received his undergraduate degree from Northwood University where he graduated Magna Cum Laude with a dual major in Marketing and Business Management. In 2016 he graduated with his MBA from Cornell University.

Ray Iannaccone, MD, FACEP, CEO, Eastern Dental Management

Ray Iannaccone, MD, FACEP, is the CEO of Eastern Dental, a PE-backed DSO operating in the Northeast market. The company was acquired in mid-2020 after the prior PE firm narrowly avoided bankruptcy. Ray built a team of executives, stabilized the professional group, negotiated new rates with payors, and executed a rigorous review of costs. The company has had 30% revenue growth, 135% site-level EBITDA growth, flat corporate overhead, and a 12-point swing in EBITDA margin, with positive cash flows. He is planning additional improvements to margins and preparation for a growth phase or sale.

Prior to Eastern, Ray worked for Teladoc for almost a year helping them build out their provider network, compensation structures, and matching algorithms in order to deal with the unprecedented demand brought on by the pandemic. Before that, he served as the COO for Alteon, a PE-backed Emergency Medicine company that was rolling up regional groups. During this time, he also served as a board member for a medical imaging company that had a successful exit in 2020.

Before joining Alteon, Ray was the President and Chief Clinical Officer of Envision Physician Services, part of the Envision (EmCare parent)-AmSurg merger. Ray had become President of EmCare when Emergency Medical Associates (EMA) joined with them in 2015. Prior to joining EMA, Ray was director of quality for the Department of Emergency Medicine at Albert Einstein College of Medicine in Bronx, N.Y.; president of Bi3 Net, Inc., a computer applications company; and served as research director at Montefiore Medical Center in Bronx, N.Y.

Brian Kern, Esq., Partner, Acadia Professional

Brian S. Kern, Esq. is the CEO of Deep Risk Management, LLC, a value-based financial risk brokerage and consulting firm.  He is also a partner with Acadia Professional, LLC, a medical professional liability (MPL) insurance firm, and a licensed NJ Attorney.  

Mr. Kern focuses much of his time on helping medical practices understand and succeed in value-based risk programs by educating them on where new revenue sources exist, and how to protect themselves from downside risk.  He advises extensively on government, private payor, and employer models.

Mr. Kern is also an expert in many facets of professional liability risk, including risk purchasing and retention groups, captives, and loss portfolio transfers.  He has helped several large physician practices implement risk management programs that incorporate patient satisfaction and other metrics aimed at both decreasing risk and increasing reimbursement.

Mr. Kern currently serves on the Advisory Board of The Health Alliance for Violence Intervention (HAVI) and is the Affiliate Chair on the Board of New Jersey Medical Group Management Association (NJMGMA).  He is a member of the Union County Medical Society Judiciary Committee, has testified before the NJ Legislature, worked directly on several bills impacting healthcare, and was honored as one of “Forty Under 40” by NJBiz.

Mr. Kern speaks frequently before the American Health Lawyer Association (AHLA), as well as numerous other groups, including the Florida Association of ACOs.  A frequent writer, he has been featured in Medical Economics and MedScape (where he serves on the editorial advisory board) among other notable industry outlets.  Many of his works can be found at and

Hugo N. Lijtmaer, MD, Managing Partner, Neurology Group of Bergen County

Managing partner of a single specialty neurology group in Ridgewood,  Northern New Jersey. Group consists of 14 adult neurologists, 3 pediatric neurologists, 4 APP’s (2 NP’s and 2 PA’s)

Medical School 1968 University of Buenos Aires, Argentina

Neurology residency Albert Einstein and Montefiore Bronx NY, 1971-74

Medical staff at The Valley Hospital 1975 until present

Board certified Neurology 1976

Director Department Neuroscience The Valley Hospital 1985-1992

Darren M. Lizzack, MSRE, Vice President, NAI James E. Hanson, Team Lizzack-Horning

Since partnering with NAI James E. Hanson in 2000, Darren has actively represented clients in the leasing, acquisition and disposition of office, healthcare, and investment sales. 

Leveraging a 21+ year career and exceptional knowledge of commercial real estate, Darren advises landlords, tenants, healthcare professionals, and investors to ensure they make informed real estate decisions. A background in finance, economics, real estate investment and development coupled with an extensive network of other highly skilled real estate professionals has given Darren access to a diverse pool of real estate resources.

His greatest assets—integrity and a desire to succeed on behalf of his clients—gives him a direct advantage in cultivating and sustaining relationships with business leaders.  He has worked with a range of prominent firms including Hackensack Meridian, Holy Name Hospital, St. Joseph’s Hospital, Hudson Regional, Clara Maass, Fresenius, Renaissance, Golden Years, Fertility Institute of New Jersey & New York, SAX (formerly: Hunter Group), Validated Claim Support (VCS) American Red Cross, Bergen Ambulatory, Advanced Diagnostic Imaging, Skin & Laser Center of NJ, and Eye Care Associates of NJ to name a few select Clients. He has also hosted a Vlog on healthcare in NJ.

In 2008, Darren and Randy co-founded CREA United (formerly NJ Commercial Real Estate Alliance), a collaborative real estate organization of 10 groups representing various sectors within CRE. Together, these groups include over 85 member firms forming the backbone of commercial real estate. His partner, Randy, leads the Corporate, Healthcare, and Office Divisions. Together, Darren and Randy have delivered many diverse CRE projects valued in the billions from inception to completion.

Ashlie Malone, MBA, JD, COE, Founder, Practice Management & Legal ConsultingAshlie Malone, MBA, JD, COE, Founder, Practice Management & Legal Consulting

Ashlie LB Malone, MBA, JD, COE is a seasoned business professional and entrepreneur. Most recently Ashlie served as the Practice Administrator of a busy ophthalmic surgical group in South Carolina which she launched with the owners in 2008 and developed into a busy surgical group serving patients across the Charleston region. Ashlie is a healthcare advocate and is actively involved in the American Society for Ophthalmic Administrators (ASOA) and the South Carolina Bar Association. Ashlie currently serves as the President of the National Board for the Certification of Ophthalmic Executives (NBCOE), is a frequent contributor to Administrative EyeCare magazine, and works closely with practices as a consultant and mentor with a special focus on practice management, workflow, and recovering profitability. Ashlie’s entrepreneurial spirit has supported the launch and development of several personal ventures, including the Practice Management Insights podcast and Phone COA, LLC, which provides prescreening and preloading services to busy ophthalmic practices in order to decompress staffing shortages and expedite patient work up times. On a personal level, Ashlie enjoys spending time with her husband and three boys and exploring new adventures around the Charleston area.

James Matera, DO, FACOI, Sr. VP Medical Affairs and Chief Medical Officer, CentraState Healthcare System

Born in Staten Island, but raised in central NJ, Dr. Matera has been practicing nephrology in NJ since 1992 and has won numerous awards during that time including NJ Top Docs several times.  Dr. Matera is proud to be the Chief Medical Officer at CentraState Medical Center in Freehold since 2019, where he started in practice back in 1992.  He frequently lectures in National Conferences, and edits Consultant 360 Nephrology.  Coming out of the pandemic, he remains keenly focused on physician resilience and limiting clinical variation in medicine.


The COVID-19 pandemic started one year to the day that Dr. Matera took this administrative position and challenged his leadership right from the start.  Gathering like-minded physicians, nurse practitioners and even doctors from other parts of the country, he helped create a successful COVID-19 team.  This team met the pandemic head on, combining science, research, compassion and collaboration to navigate through uncertain times.  His leadership helped this team immerse themselves in the task at hand, and daily meetings, frequent emails and phone calls, and a presence out on the floors often calmed uncertainties.  Mixing a little fun through use of inspirational song lyrics, he kept the team moving forward through the never ending days.  Always asking, like Elvis Costello does in “What’s So Funny About Peace, Love and Understanding,” “Where are the strong? And who are the Trusted?” Dr. Matera rallied the team to keep the work in front of them, focusing on patient care and quality.

Stefanie Mozgai

Stefanie Mozgai is the Assistant Commissioner of Certificate of Need and Licensing at the Department of Health where she maintains oversight and accountability of the licensing process of all state licensed healthcare facilities to ensure access to services and that those services meet the licensing standards. She also oversees the Office of Program Compliance which is responsible for the administration of both State enforcement and Federal penalties issued on behalf of the Centers for Medicare and Medicaid Services.

The Division of Certificate of Need and Licensing also houses the Behavioral Health and Substance Use Disorder Program which licenses and inspects mental health and substance use disorder programs for compliance with the applicable regulations. The nurse aide certification program and the licensed nursing home administrator board are also included within CN&L.

Prior to assuming that role in January of 2022, Stefanie was the Assistant Commissioner of Health Facility Survey and Field Operations and had the responsibility for ensuring compliance with state and federal requirements and the overall management of the survey and certification process for over 2000 licensed and certified health care facilities including hospitals, ambulatory care, and long-term care facilities.

Stefanie spent one year at the Centers for Medicare and Medicaid Services functioning as Director of the Division of Continuing and Acute Care Providers which developed survey policies and protocols for all acute care providers.

Stefanie is a registered nurse and was previously the government liaison to the New Jersey Board of Nursing. She was a member of the Association for Health Facility Survey Agencies and served as the President from 2019-2020.

Deborah Nappi, CPA, MST, Partner, Leader of Healthcare, Sax LLP

Debbie Nappi was named Partner at Sax in 2022 and serves as Leader of the firm’s Healthcare Practice. She is an advocate for her clients, and specializes in consulting services, revenue cycle management and physician productivity. Debbie focuses her attention on the rapidly changing healthcare landscape. In addition to specializing in revenue cycle management and productivity analysis, she also serves as interim CFO during M&A transactions, mitigating risk and ensuring a smooth and successful process.

Debbie conducts due diligence for private equity, analyzes Healthcare related transactions on the buy and sell side, reviews practice evaluations and manages post-close transactions. Debbie is an expert at handling multi-site medical practices, navigating multi-state compliance, handling complex profit allocations, and with extensive experience with Supergroups, Debbie is a go-to for evaluating ancillary services. She also has expertise with revenue cycle management that includes payor receipt analysis, payor contract analysis and the development of KPIs.

Debbie is a Five Star Professional Service Award winner due to her contributions to the accounting industry and commitment to client service. She is a Certified Public Accountant in New Jersey.

Neil A. Owens, CIC, Esq., Managing Director, E.B. Cohen

As Managing Director at E.B. Cohen, A Hilb Group Company, Neil manages the Roseland, NJ office.  Neil develops long term client relationships by applying his unique expertise to client needs.  With over 24 years of experience, Neil delivers caring, professional solutions to complex insurance and risk management problems. 

Neil earned his Bachelor of Business Administration from the College of William and Mary in Williamsburg, Virginia in 1999.  In 2000, he earned his Certified Insurance Counselor (CIC) designation. At the time, he had the distinction of being the youngest person to earn a CIC. A lifelong learner, he went on to obtain his J.D. from Seton Hall University Law School in 2005 and became a member of the New Jersey Bar Association.  He frequently provides educational workshops on various aspects of commercial insurance and cyber insurance.   In 2018 Neil spoke at the prestigious William & Mary Mason School of Business event Cybersecurity Conference of Experts.

Neil lives in Montclair, NJ where he enjoys spending time with his wife and daughters.


EB Cohen has been an industry leader specializing in all areas of Insurance & Risk Management for the healthcare industry.  EB Cohen is A Hilb Group Company with over 130 offices across the country.  As a top 20 agency, The Hilb Group affords clients the comfort that their insurance is with a premiere, best in class organization.

Michael Papadakis, Managing Director, Cross Keys Capital

Mike is a Managing Director on the healthcare services team at Cross Keys Capital. He has over 10 years of experience in healthcare-focused M&A, having worked on over 100 closed transactions with an aggregate valuation of over $2B.  


Prior to joining the Cross Keys, Mike worked at Mednax, Inc. where he held various roles in the Business Development and Legal Departments. He is seasoned in all aspects of M&A, including origination, financial analysis, due diligence, structuring and negotiation.  


Mike earned a J.D. at Columbia Law School. At CLS, he was a Stone Scholar and completed the Oxford Global Alliance program in Law and Finance. He also holds a B.A. in Economics with distinction from the University of North Carolina at Chapel Hill.

Gary Price, MD, President, The Physicians Foundation

Gary Price is a Board Member and the current President of The Physicians Foundation. As a board-certified plastic surgeon, he has served as an attending surgeon and clinical assistant professor of surgery at Yale-New Haven Hospital. Additionally, he is affiliated with numerous local and national medical associations and societies and is a past President of the Connecticut State Medical Society and the Connecticut and New England Societies of Plastic and Reconstructive Surgeons. He has served on numerous committees of national surgical organizations, as well as a delegate to the American Medical Association. Dr. Price holds an MBA from the Yale School of Management.

Dr. Price is a subject matter expert on topics including physician burnout and suicide, social drivers of health, issues facing physician practices, physician wellbeing and more. He has been featured in numerous publications including The New York Times, The Washington Post, Kaiser Health News, The Wall Street Journal, Politico, NBC News and Radio, Health Leaders, MedPage Today, Modern Healthcare and Medscape.

Cori Prisco, RN, DNP, MSJ

Cori Prisco, RN, DNP, MSJ has a strong background in accreditation and regulatory survey preparation, compliance, and management, and has successfully managed numerous state and Federal surveys. Cori has worked in various areas of the business and clinical operations, gaining valuable experience in all aspects of healthcare administration.

She currently serves as an administrator of a multispecialty ASC and Vice President of the New Jersey Association of Ambulatory Surgery, where she is actively involved in shaping policies and regulations for ambulatory surgery centers.

Cori is highly respected in her field and is frequently sought after to serve on advisory committees and task forces for special projects. She has a proven track record of implementing patient safety processes, introducing new service lines, and improving professional relationships within healthcare organizations.

In addition to her nursing degrees, Cori also holds a master’s degree in science of jurisprudence with a focus on health law from Seton Hall Law School. This unique combination of nursing and legal expertise allows her to navigate complex healthcare regulations and advocate for patient care.

Cori is a dedicated and passionate leader who is committed to business development and patient safety. Her extensive experience and knowledge make her a valuable asset to any healthcare organization.

Thomas J. Reck, CPA/ABV, CFF, Partner, Withum

Professional Experience
· Provides forensic accounting and business valuation services to New Jersey Courts, attorneys,
corporations and individuals.
· Performs investigations pertaining to damage claims, business litigation, mergers and
acquisitions and matrimonial matters.
· Provides business valuations, cash flow and lifestyle analysis, asset tracing and mediation services
in matrimonial matters.
· Valuation services specific to the healthcare industry including various types of physician practices
and ambulatory surgical centers.
· Forensic and Valuation services specific to the automotive industry.
· Valuation services specific to the restaurant and leisure industry.
· Compensation analysis for various industries including the healthcare industry specific to
productivity metrics.
Client Representations
· Provides forensic accounting services in criminal litigation matters.
· Provides business valuations, damage claims, shareholder disputes, estate
matters, commercial reasonableness analysis and matrimonial matters.
· Provides consulting services to hospital and healthcare organizations.

Steven Weiss, MBA, CPA, Senior Vice President, The Bloom Organization

Steven is a Senior Vice President at the Bloom Organization, a national healthcare services focused investment bank. Since 1990, the organization has accumulated more than 30 years of experience and over $7 billion in transaction value advising physician groups in the vast majority of all subspecialties, home health companies, private equity firms, hospitals and other types of healthcare operators and investors. 

At Bloom, Steven oversees the Miami office and is responsible for all aspects of founder and physician-led M&A transactions.  He is currently leading the firm’s value-based and home-health care initiatives. Prior to joining, Steven worked across the table in private equity at Ardent Investors and HIG Capital focused on acquiring middle market businesses and supporting portfolio companies by executing strategic operational initiatives. 

Steven earned his M.B.A. from The Wharton School at the University of Pennsylvania and his B.S. from Florida State University. He is a Trustee of the JAFCO Children’s Foundation Board and is a member of their Investment Committee.