UHNW Senior Private Banking - Merrill Lynch & Bedrock, Geneva
President & CEO - DES Capital & Redwood Global Advisors, Geneva, London & Miami
Commodities Trader - Global Multi Commodities, Geneva
Head of the Corporate Finance Division - Citigroup (CA)
CEO - Juvenile Diabetes Research Foundation (JDRF) (CA)
Vice President - Citigroup, London, Copenhagen, New York & Toronto
Audit Partner - Deloitte
Board of Directors - The Joint Corporation
Chairman - Delta Dental (AZ)
Executive Vice President / Head of Operations & Corporate Acquisitions - HMA, USA
CEO - Multiple Hospitals, Florida
Managing Director - Co-Head of Hospital M&A - Raymond James, Florida
Managing Director - Raymond James - Energy Investment Banking Group, Dallas
Managing Director - JP Morgan - Energy Investment Banking Group, Dallas
Managing Director - Bear Stearns & Co - Energy Investment Banking Group, New York & Dallas
President - Kindred Healthcare (nursing home division)
President & COO - Savaseniorcare
Executive Vice President & COO - Life Care Centers of America
Vice President - American Healthcare Association
Group President / CEO - Columbia Healthcare / HCA's Home Health and Hospice Division
Chief Clinical Operations Officer - Gentiva Health Services
CEO - Regency hospital, GA
Vice President of Clinical Practice - Gentiva Health Services, GA
Clinical Project Evaluator - HealthSouth (now Encompass Health)
Bio: Shaun Michel Deely is a UK-born Swiss and American businessman and philanthropist active in the fields of finance and healthcare.
He graduated from the University of Geneva and earned a Master of Arts in International Relations and Finance at the Graduate Institute of International Relations in Geneva. He is a third-generation member of the Rotary Club, est. in 1905.
He is recognized as a successful Private Banking & transactional entrepreneur. With an ability to identify investment opportunities, he has built a strong reputation for growing value in companies, which has earned him professional honors which include listings in the “Top 100 people in finance” magazine.
As the the Founder, President & CEO of Universal Health Group (UHG), Shaun leads a highly recognized and experienced team of Principals with a track record of over 1'000 healthcare M&A deals, totaling +$50 billion in overall transactional value and +400 years of business leadership experience & acumen, specializing in healthcare operations, M&A, as well as legal and financial acquisition expertise.
Shaun is also the Founder & CEO of DES Capital, a leading Swiss Private Banking organization recognized as a key consolidator of the industry across Western Europe. The company also works hand in hand with the executive committee of most Swiss Private Banking institutions on strategic growth partnerships, both organically and inorganically via Mergers, Acquisitions, strategic Joint Ventures as well as de novo offices across the globe. Markets covered include Europe, the Middle East, Asia, and the United States. Headquartered in Geneva, the group also has offices in London and Miami.
As a former Swiss Private Banking professional, he worked in Geneva for Merrill Lynch and Bedrock Group, Switzerland’s leading Multi-Family Office, where he supported UHNW individuals in their private wealth management objectives and global affairs.
Over the years, Shaun has had successful negotiations with the founders of the leading Swiss & European Multi Family Offices, as well as with the executive management of global banking institutions such as Goldman Sachs, JP Morgan, Citibank, Credit Suisse, UBS, Rothschild, HSBC, Julius Baer, Barclays, Deutsche Bank, Pictet, Qatar National Bank, Koweit National Bank and many more.
He has done business across Europe, the United States, the Middle East, Africa, Asia, and South America.
Year of Experience: 20+ Years
Expertise: UHNW Private Banking, Financial Services, Commodities Trader, Real Estate Investment, Corporate Finance, and Mergers & Acquisitions
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Bio: Mr. Forbes has a solid track record of building and leading successful high growth companies. He is reputed for implementing impressive growth rates and creating considerable corporate value via vigorous acquisition campaigns and is internationally recognized as an executive of the highest calibre, best known in the market as being the former Head of Citi's Corporate Banking Division (CA); Citi being the second largest bank in the world. He was a Vice President in the Corporate Finance division of Citi for 25 years, working in London, Denmark, New York, and Canada.
He built a strong reputation as someone who has negotiated, structured, and executed numerous complex deals, including leveraged buyouts, capital restructuring, initial public offerings, public placement of debt and mergers and acquisitions. His outstanding leadership, communications and decision-making skills make him stand out as a high-performance leader able to motivate individuals and teams to their highest level of achievement. Analytical and focused he creates a culture of professionalism and excellence in everything he does, driving organizations in the achievement of their mission and goals.
Year of Experience: 50+ Years
Expertise: Corporate Banking, Financial Services, Management, Mergers & Acquisitions and Not-for-Profit Disease Research.
History:
Bio: Mr. Davella brings with him extensive financial and accounting expertise together with a strong track record in being a key player in numerous rollups across the country. He is a CPA and 30 years Audit retired Partner with Deloitte. He is the Audit Committee Chair of the Joint Corporation’s Board of Directors, which is an operator and franchisor of over 800 chiropractic clinics throughout the US. He also holds the position of Chairman and Chair of the Audit Committee for Delta Dental (AZ), one of the leading Dental insurance groups in the country, present in 50 state and providing coverage to 85 million people.
He has led over 100 merger & acquisition transactions totalling over $4 bn in transactional value. He holds a Bachelor of Arts degree in accounting from Queens College and an MBA in Finance from Pace University.
Years of Experience: 40+ Years
Expertise: Accounting, Audit, Finance, SEC reporting and internal controls, Rollups, Public Offerings and Mergers & Acquisitions
History:
Bio: Mr. Lawson has a distinguished career in healthcare with experience in both healthcare Operations and Mergers & Acquisitions. His M&A track record totals close to $14 bn in transactional value.
He led the acquisition and operational management of 71 hospitals nationwide with 11'000 licenced beds, 42'000 employees serving 3.5 million patients yearly and producing $6 Bn in annual revenue, which were ultimately sold for $7.6 Bn, making the buyer the largest hospital group in the country. He was also, more recently, Managing Director and Co-Head of Hospital M&A for Raymond James where he assisted health systems in acquisitions and financing.
As someone who had held numerous hospital CEO roles prior to taking over multi-facility corporate executive leadership roles over the last 20 years, he brings a unique insight in providing realistic operations, development, M&A and strategic advice.
He holds a Bachelor of Business degree, with a concentration in Management Information Systems, from the University of Notre Dame and a Master’s in Health Administration from Duke University.
Years of Experience: 40+ Years
Expertise: Healthcare Operations, Management, Mergers & Acquisitions and Hospital Leadership.
History:
Bio: Mr. Clark brings 30 years of experience providing financial and strategic advice to a full range of clients, including entrepreneurs, large corporations, family businesses, private equity funds, and special committees of public companies.
Mr. Clark spent 22 years on Wall Street with Bear Stearns, J.P. Morgan and Raymond James where he advised in over a 100 strategic transactions and over 200 capital raising transactions with both public and private companies. He has been affiliated with some of the leading institutions in the world, and his experience ranges from representing the owners in the sale of a small private U.S. company for $12 million to representing large, multi-billion-dollar public companies in various acquisitions and divestitures. He has also presented to numerous public and private boards on various strategic/financial alternatives.
Mr. Clark graduated with a MBA in Finance from The Wharton School of Business at the University of Pennsylvania in 1996 and a BBA in Finance from the University of Texas at Austin in 1991.
Year of Experience: 30+ Years
Expertise: Corporate Banking, Financial Services, Mergers & Acquisitions
History:
Bio: Mr. Bowen brings extraordinary operational and management healthcare expertise to our group. During his career, he excelled in operational oversight roles in several large multi facility skilled nursing home companies spanning 42 states. Each of the companies provided care for 25,000 to 35,000 patients and a like amount of employees. He brings his extensive senior executive track record as the former CEO of Kindred Healthcare's $2.3 Bn nursing division composed of 224 senior nursing facilities, 22 hospital-based subacute units and 6 assisted living facilities in 28 states with 29,000 employees. Priorly, he held the position of President and Chief Operating Officer for Savaseniorcare, a $2.1 billion revenue company owning and operating 215 senior care facilities in 21 states with 23'000 employees. He was also the Executive Vice President and Chief Operating Officer for Life Care Centers of America, where he managed all operational aspects for 200 plus skilled nursing facilities.
In addition, Mr. Bowen remained an active board member and eventually became the Vice President of the American Healthcare Association encompassing 15,000 facilities. This involvement being instrumental in policy development, reimbursement venues and employee engagement governing the Post-Acute world. He holds a physical therapy degree from the university of Utah with a passion for driving patient care options in varied settings through value-based propositions while providing a reasonable return to shareholders.
Year of Experience: 50+ Years
Expertise: Healthcare Operations, Management, Post-acute care, Skilled Nursing Facilities, Assisted Living Facilities
History:
Bio: Mrs. Wertzberger brings an incredible amount of experience in leading, growing and operating Home Health companies. She has been a national leader in the organic and inorganic growth of Home Health businesses ever since the early 90s when she was the Group President & CEO of Columbia Healthcare / HCA's $1.3 Bn national home health and hospice division, which grew to over 500 locations nationwide under her leadership, mainly via acquisition. During that period, she led the largest Home Health acquisition deal at the time with a deal of over $50 M with 29 locations in three States.
Over the next twenty plus years she gained extensive acquisition experience with a focus in targeting Home Health, Hospice, Physician Practice, and Senior Housing. She also held key responsibilities with Gentiva Health Services as their home health Executive Clinical Leader when Gentiva was the largest home health company in the world. At the time, the company served over 100,000 patients a day with approximately 4,000+ new admissions a week, with over 12,000 clinicians in 38 States within 260 locations, generating $1.8-2 bn in combined revenues and profit estimated over $480 million.
She is a well-recognized Executive and Registered Nurse, who has been a key figure in healthcare with the majority of time in the post-acute care space as a senior leader. Her experience covers all facets of healthcare and services including product launch, e.g., large-scale rollout of new technology and platforms.
She has been a National and International speaker for professional associations and businesses related to Home Health, Primary Care in the Home and the Post-Acute care industry.
Year of Experience: 40+ Years
Expertise: Healthcare Operations, Management, Post-acute care, Strategic planning for growth opportunities, Home Health, Hospice, Chronic Care Management, Remote Patient Monitoring & Telehealth
History:
Bio: Dr. Smith is a RN bringing over 40 years of expertise across the continuum of care. She was responsible for ensuring integration of new acquisitions for Gentiva Health Services accross the country and rolling out their national telehealth program to over 250 branches across the country when Gentiva was the largest home health company in the world with $2 billion in revenues. She brings a strong track record of implementing innovative, evidence-based care delivery programs at local and national company levels up to over 10,000 employees in clinical areas as well as compliance. She also developed and was accountable for strategic, collaborative business partnerships with payors and healthcare organizations for excellence in patient outcomes and cost efficiencies.
In addition to Dr. Smith’s operational and clinical knowledge she is a highly respected educator and is a faculty member for two major universities for their Master of Health Administration programs.
Year of Experience: 40+ years
Expertise: Home Health Care, Short & Long Term Acute Hospital Services, Acute Rehabilitation Services, Skilled Nursing Facility Services, Nursing Home Facility Services, Personal Home Care Medicaid Services, Physician Practice, Telemonitoring and Telemedicine Services, Compliance at State and Federal levels, and Electronic Health Record Service Needs.
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