Best Ppm Attorney Podcasts (2025)

1
How to Structure a Debt Fund | Real Estate Syndication & PPM Best Practices 6:48

11d ago6:48

6:48

Structuring a debt fund involves mastering the critical legal and financial elements necessary for success. Real estate syndicators, fund managers, and developers must carefully craft private placement memorandums (PPMs), secure compliance with SEC regulations, and design clear operational agreements. Debt funds operate like private banks, pooling …

1
Raising Money from Friends & Family: Legal Steps for Real Estate Syndication 5:19

23h ago5:19

5:19

Raising capital from friends and family can launch a business or syndication—but it's also a legal minefield if approached casually. This resource walks through the critical legal frameworks and strategies for handling friends and family rounds properly. It explains how Regulation D Rule 506(b) allows you to raise capital from people you already kn…

1
Episode 93: The Compensation Mistake PPM Investors Regret, With John Tiedmann 28:23

1d ago28:23

28:23

"The key to successful physician practice management is self-control on the sell-side and being reasonable about compensation," observes John Tiedmann, a managing director at Physician Growth Partners, in this conversation with host Geoff Cockrell. With over 70 deals across various medical specialties, John describes how PPM investments have evolve…

1
Raising Capital with Regulation D: A Smart Move for Syndicators & Fund Managers 6:01

3d ago6:01

6:01

Raising capital doesn’t have to mean IPOs, venture capital, or navigating Wall Street gatekeepers. Regulation D opens a direct, legal path for real estate syndicators, fund managers, and entrepreneurs to raise private money on their own terms. This episode breaks down the fundamentals of Regulation D and its two most popular exemptions: Rule 506(b)…

1
Raising Capital for a Debt Fund: SEC Compliance for Syndication Attorneys 8:02

4d ago8:02

8:02

Launching a debt fund is a powerful way to grow wealth and attract investor capital, but the legal landscape around raising money can be a minefield. This video explains the SEC compliance requirements every fund manager must follow to avoid violations that can shut down a fund before it begins. It explores the key provisions of Regulation D, inclu…

1
Choosing Between 506(b) vs 506(c) for Debt Funds: Real Estate Syndication Compliance 5:57

5d ago5:57

5:57

Deciding between Rule 506(b) and Rule 506(c) under Regulation D is a fundamental step for fund managers launching a debt fund. Each exemption shapes how capital can be raised, who can be approached, and what compliance obligations must be met. Rule 506(b) is ideal for those with established relationships and allows inclusion of a limited number of …

1
Episode 92: Winning the Insurance Game in Healthcare Transactions, With Hannah Ellithorpe 24:25

5d ago24:25

24:25

“Underwriters are more willing to take creative approaches now than they would have been in the last couple of years,” observes Hannah Ellithorpe, executive director and head of healthcare and life sciences at Atlantic Global Risk. The former M&A attorney shares with McGuireWoods partner and host Geoff Cockrell how the representation and warranty i…

1
Fiduciary Duties in Syndications: Key Principles 9:02

8d ago9:02

9:02

Fiduciary duties form the backbone of trust between syndicators, fund managers, and their investors. For anyone managing investor capital—whether in real estate syndications or private investment funds—understanding and honoring these duties is not just a legal requirement, but a key to long-term success. This discussion outlines the five essential…

1
Episode 91: Can AI Level the Playing Field in Dental Marketing? With Ryan Torresan 21:46

12d ago21:46

21:46

“The hot topic right now is how AI fits into dental marketing,” says Ryan Torresan, chief marketing officer at Peak Dental Services. With 14 years of experience across multiple dental service organizations (DSOs), Ryan predicts AI will be a market “leveler” that benefits large and small practices while blurring traditional lines between marketing a…

1
Episode 90: Investment Opportunities in Behavioral Health, With Adam Abramowitz 23:12

18d ago23:12

23:12

The behavioral health sector encompasses segments from substance abuse treatment to autism therapy — a breadth of opportunity that Adam Abramowitz, managing director at Intrepid Investment Bankers, explores with McGuireWoods partner and host Geoff Cockrell. Adam details how reduced stigma and increased reimbursements are driving significant market …

1
Preparing a Compliance Plan, With Garen Marshall 21:01

20d ago21:01

21:01

McGuireWoods partner and host Geoff Cockrell welcomes Garen Marshall from the Government Investigations & White Collar Litigation Group to discuss how healthcare companies should prepare for potential government investigations. Drawing from his experience as a former federal prosecutor, Garen outlines critical steps healthcare organizations should …

1
Has the Reset Really Hurt Healthcare M&A? With Diwakar Sinha 21:54

21d ago21:54

21:54

Pointing to renewed optimism in healthcare transactions, Diwakar Sinha suggests that “2025 looks very promising and should be a very successful year in the M&A space.” As founder and CEO of Polaris Healthcare Partners, Diwakar shares insights on the current landscape in which regional platforms with $2 to $5 million EBITDA are increasingly coming t…

1
Despite Complexities, Healthcare PE Opportunities Abound, With Max Reiboldt 24:58

1M ago24:58

24:58

Max Reiboldt visits McGuireWoods partner and host Geoff Cockrell about the future of private equity in healthcare, particularly in provider services. Chairman of the Coker Group, a leading sell-side investment bank in healthcare transactions, Max is the lead author of “Private Equity in Healthcare, Leadership Economics and Trends for the Future.” T…

1
How Matt Stekier Drives Value Creation in Private Equity Healthcare Investments 25:10

2M ago25:10

25:10

McGuireWoods partner and host Geoff Cockrell, invites Matt Stekier, a principal at Plante Moran’s management consulting group, to discuss challenges in the medical devices and product sector. Matt covers supply chain vulnerabilities, inventory management issues, and post-acquisition integration. He explains how Plante Moran helps clients identify a…

1
What Optometry Needs to Know to Remain Competitive, with Ben Chudner 22:26

2M ago22:26

22:26

The optometry market suffers from a staffing shortage but benefits from an aging population — a balance of headwinds and tailwinds that Dr. Ben Chudner discusses with McGuireWoods partner and host Geoff Cockrell. The chief medical officer at AEG Vision, a private equity consolidator of optometric practices, Ben explains that while the number of opt…

1
Investment Outlook for Three Healthcare Sectors, with Jeremy Johnson 22:24

2M ago22:24

22:24

McGuireWoods partner and host Geoff Cockrell invites Jeremy Johnson, senior managing director at Bourne Partners investment bank, for a discussion about business and investment prospects in three healthcare sectors: pharma services, provider services and payor services. The pharma services sector faces challenges from reduced biopharma funding whil…

1
Five Things to Watch in Healthcare This Year, with Gyasi Chisley 18:52

3M ago18:52

18:52

As a $4.6 trillion industry in the United States, “pretty much everything is connected or interconnected to healthcare,” says Gyasi Chisley, head of corporate healthcare at PNC Bank. “So, that positions us for another interesting and pivotal year in 2025.” In a conversation with McGuireWoods partner and host Geoff Cockrell, Gyasi highlights five ar…

1
Healthcare Compliance Tools: What Investors Need to Know, with Rebecca Springer 20:28

3M ago20:28

20:28

Healthcare data pioneer Rebecca Springer visits The Corner Series as a newly minted director at healthcare investment banking boutique Bailey & Co. With McGuireWoods partner and host Geoff Cockrell, Rebecca details the growing governance, risk and compliance (GRC) market in healthcare. She describes the four “buckets” of GRC — provider data; workfo…

1
Seizing the Future in Ophthalmology Surgery Centers, With Randall Shaw 25:14

3M ago25:14

25:14

Declining interest rates and a new administration foretell a warmer M&A market in ophthalmology, says Randall Shaw, co-founder and chief strategy officer of Vision Integrated Partners. With 25 practices and 13 surgery centers in six states, Vision Integrated Partners has annual revenues above $200 million. Joining McGuireWoods partner and host Geof…

1
Real Estate Cycles & Macroeconomics: Understanding Market Trends in Syndication 10:02

3M ago10:02

10:02

Real estate cycles and macroeconomic trends play a crucial role in the success of real estate syndications. Understanding these patterns can help syndicators and investors make informed decisions about market timing, capital raising, and deal structuring. To get started with your syndication or fund visit https://www.moschettilaw.com Real estate cy…

1
Start With Fundamentals to Help Healthcare Investors Succeed, With Mike Murphy 24:50

3M ago24:50

24:50

The days when healthcare investors could financially engineer their way to an outcome are gone. In today’s economy, they must focus on improving valuation and performance. In this podcast, McGuireWoods partner and host Geoff Cockrell and Mike Murphy, founder and managing partner of Sunstone Management Advisors, discuss how to succeed in this harsh …

1
Advocating for Healthcare Providers, With Eleanor Kasper 23:40

4M ago23:40

23:40

Out of the blue, D.C. healthcare regulators informed Hero Practice Services that its two dental practices needed a “certificate of need.” The lengthy, stringent process to secure one would have hamstrung the practices, which served 50% Medicaid patients. Hero’s general counsel Eleanor Kasper and her team worked with the D.C. council to update the a…

1
Shedding Light on Healthcare Compliance, With Mindy Sauter and Mike Elliott 23:33

4M ago23:33

23:33

McGuireWoods partner and host Geoff Cockrell invites Government Investigations & White Collar Litigation partners Mindy Sauter and Mike Elliott to discuss compliance and regulatory challenges within private equity healthcare investments. As Mindy explains, private equity groups are sensitive to compliance issues because they bring in individual ent…

1
Creating Multiple Syndications in a Year: Key Strategies for Success 5:37

4M ago5:37

5:37

Learn how to set ambitious goals, break them into manageable steps, and build the right team to achieve multiple syndications in a single year. Discover the importance of a clear investment strategy, consistent action, and maintaining a strong investor network. To get started with your syndication or fund visit https://www.moschettilaw.com Creating…

1
Life Sciences Investors: Keep These Developments Top of Mind, with Kevin Madagan 17:47

4M ago17:47

17:47

McGuireWoods partner Kevin Madagan offers private equity investors a window into the future of the life sciences industry in this wide-ranging conversation with partner and host Geoff Cockrell. From the FDA’s new Advisory Committee for Digital Health to the controversial Biosecure Act, which could open avenues for investors in the life sciences sec…

1
Optimizing Med Spa for Private Equity Growth, With Amanda Roenius and Jessica Nunn 22:34

5M ago22:34

22:34

McGuireWoods partner and host Geoff Cockrell and associate Amanda Roenius welcome Jessica Nunn, CEO of Maven Financial Partners, for a discussion about the convergence of med spas and private equity. Jessica describes key characteristics of the med spa arena, different membership models and drivers of profitability and explains why she expects the …

1
Growing a Pure-Play Med Spa, with Alyssa Rapp and Logan Pitts 22:38

5M ago22:38

22:38

Med spas are rapidly becoming the front door to healthcare, and Empower Aesthetics has put out the welcome mat. Partnering with financial sponsor Shore Capital, Empower’s platform of medical spas are located in Texas and Tennessee and building in the Midwest and upstate New York. With host Geoff Cockrell, Empower’s CEO Alyssa Rapp and Shore’s Logan…

1
What Pharma Services Investors Should Know about Government Regulations, with Clint Narver 24:04

6M ago24:04

24:04

As the pharma services sector grows, regulators at the Department of Justice and Food and Drug Administration are placing everything from clinical trials to site management under the microscope. McGuireWoods partner Clint Narver speaks from experience: He joined the firm after serving in leadership roles at both agencies. With host Geoff Cockrell, …

1
Capitalizing on the GI M&A Market, With Sap Sinha 22:57

6M ago22:57

22:57

At fast-growing Allied Digestive Health, with 194 GI physicians, 75 nurse practitioners, and locations in New Jersey and New York, COO Sap Sinha is excited about the future. “Private equity in general is looking at GI very specifically, and there are multiple reasons for it,” Sap says in this conversation with host Geoff Cockrell. One reason lies i…

1
Adjusting as the Dental DSO Market Adjusts, with Steve DeLong 21:30

6M ago21:30

21:30

Host Geoff Cockrell invites Steve DeLong, founder and co-CEO of Bluetree Dental, to discuss growing a DSO in a competitive healthcare landscape. Bluetree, which has expanded to more than 40 offices across six states since its inception in 2012, represents a successful model of combining de novo growth with acquisitions. Steve emphasizes the importa…

1
Mergers Slow Right Now with Reed Van Gorden of Deerpath Capital 21:34

7M ago21:34

21:34

Host Geoff Cockrell observes that seller anxiety about the potential for broken deals seems to be high right now. A surprising number of deals, he says, are reluctant to “go out into a wider market process.” Guest Reed Van Gorden of Deerpath Capital sees the same trend: mergers and business sales are slow. He’s waiting to see if the two additional …

1
Enforcement Risks for Private Equity Investors in Healthcare, with Michael Podberesky, a Former DOJ Prosecutor 23:42

7M ago23:42

23:42

The US Department of Justice has annunciated several enforcement priorities relevant to the healthcare sector: senior care, opioids, cyber security and privacy, and – of particular interest to listeners of “The Corner Series” – private equity investors in the healthcare space. Michael Podberesky, a former DOJ prosecutor who is now co-chair of McGui…

1
Improving Oral and Maxillofacial Surgery Practice through Private Equity with Daniel Hosler and David Kostohryz 25:14

7M ago25:14

25:14

The business-side of running an oral and maxillofacial surgery practice can present unique challenges, such as purchasing the latest equipment, staffing offices and dealing with technology and cyber security. That’s where private equity and a group run by doctors tries to help. Listen as Daniel Hosler, who brings experience in equity, and Dr. David…

1
The Med Spa Difference: Experiential, Clinical, Recession-Resistant, with Nicole Chiaramonte 20:52

8M ago20:52

20:52

Everyone wants to dip their toe in the medical aesthetics space, and why not? It’s beautiful. But among platforms in this space, such as day spas, it’s the pure med spa that has longevity “because it mixes the experiential with the service and the clinical outcomes,” says Nicole Chiaramonte In October 2022, Nicole founded Advanced MedAesthetic Par…

1
FTC’s Non-Compete Ban Overturned + Evolution of Non-Competes in M&A Deals 28:53

8M ago28:53

28:53

On this cross-over episode of Deal by Deal and The Corner Series, McGuireWoods’ partners Greg Hawver and Geoff Cockrell welcome labor and employment partner Meghaan Madriz to discuss recent headlines regarding the FTC’s proposed ban and the broader legal landscape for non-competes. Tune in as Meghaan breaks down the evolving enforceability of restr…

1
Tapping the Pediatric and Orthodontic Dentistry Market with Ananya Shah and Will MacInnis 22:50

8M ago22:50

22:50

There are already big players in the pediatric and orthodontic space, so what inspired Ananya Shah and Will MacInnis to launch their own dental service organization in the same arena? The answer lies in untapped markets and “a ton of opportunity.” With host Geoff Cockrell, Ananya and Will outline their journey from a tech-focused healthcare start-u…

1
“Phenomenal Opportunity” in the Dental Consolidation Arena with Naimish Patel 22:21

9M ago22:21

22:21

At six months old, Seva Dental Team – Naimish Patel’s second venture in the dental consolidation arena – is already as successful as his first operation was at three years. What’s driving Seva’s fast-track? “We believe in picking a swim lane and swimming really fast in it,” explains Naimish, Seva’s chairman and co-founder. “So we are exclusively GP…

1
Syndication Operating Agreements: Key Elements for Real Estate Syndicators and Fund Managers 10:27

9M ago10:27

10:27

A real estate syndication operating agreement defines the rules for how a syndication or investment fund will operate. Learn about the essential components needed to protect both investors and syndicators, and ensure smooth management of the investment. To get started with your syndication or fund visit https://www.moschettilaw.com An operating agr…

1
Real Estate Syndication Success: Expert Tips for New Syndicators 15:23

9M ago15:23

15:23

This video explores the key traits and strategies that successful syndicators utilize to excel in real estate syndication, fund management, and investor relations. Learn how to build confidence, grow your network, and ensure your investors' success. To get started with your syndication or fund visit https://www.moschettilaw.com Becoming a successfu…

1
Preventing Check, Wire, & Crypto Fraud in Real Estate Syndications & Investment Funds 12:14

9M ago12:14

12:14

Learn essential strategies to prevent wire and cryptocurrency fraud in real estate syndications and investment funds, including key legal precautions. To get started with your syndication or fund, visit https://www.moschettilaw.com Preventing wire and cryptocurrency fraud is a critical concern for real estate syndicators, fund managers, and busines…

1
Trends in Middle Market Healthcare M&A with James Heidbreder of Fifth Third Bank 23:31

9M ago23:31

23:31

M&A activity in the healthcare space has slowed since 2022, but with stable interest rates and creative deal structuring, M&A activity should increase going forward. Host Geoff Cockrell is joined by James Heidbreder, managing director in Fifth Third’s Healthcare Investment Banking group, to discuss challenges faced in healthcare M&A since 2022, the…

1
Structuring Joint Venture Agreements in Real Estate Syndications 11:32

9M ago11:32

11:32

Learn about the essential elements and best practices for structuring joint venture agreements in real estate syndications and investment funds. To get started with your syndication or fund visit https://www.moschettilaw.com Joint venture agreements are a cornerstone of successful real estate syndications and investment funds. These agreements outl…

1
Securing Investors for Your Real Estate Syndication: Key Steps Explained 9:07

9M ago9:07

9:07

Learn the essential steps to secure investors for your real estate syndication, from obtaining soft commitments to finalizing investments. To get started with your syndication or fund visit https://www.moschettilaw.com Securing investors for a real estate syndication or investment fund involves a series of strategic steps. Initially, it's crucial t…

1
Investing in Dermatology with Michael Pennington of Platinum Dermatology Partners 23:19

10M ago23:19

23:19

Michael Pennington used his background in middle-market investment banking to establish Platinum Dermatology Partners eight years ago. Now with 400 providers across five states, the physician-owned practice is thriving in a marketplace beset by challenges such as wage inflation and declining reimbursement models. In this episode of The Corner Serie…

1
Building an Effective Syndication or Investment Fund Team: Roles and Responsibilities 13:25

10M ago13:25

13:25

Your syndication or investment fund team should have defined roles and responsibilities to ensure smooth operations and investor satisfaction. Here are seven key roles and how they contribute to your overall success. To get started with your syndication or fund visit https://www.moschettilaw.com. Establishing clear roles and responsibilities within…

1
Politics, Investment Funds, and Syndications: Staying Neutral Publicly in an Election Year 8:06

10M ago8:06

8:06

The importance of keeping political views private when dealing with investors in syndication. Maintaining neutrality can help build trust and prevent alienating potential investors. To get started with your syndication or fund visit https://www.moschettilaw.com. In the realm of real estate syndication, managing investor relations is paramount, and …

1
How Do Investors Exit Syndications and Equity Funds? 6:01

11M ago6:01

6:01

As a potential sponsor for syndications and equity funds under Regulation D, it's crucial to understand how investors can exit your fund. This usually happens in one of three ways: redemption, sponsor buyout, or right of first refusal. Redemption is common in open-ended or cyclical funds, where investors can get their money back at defined periods.…

1
HR, Accounting, Finance, and AI in Medical Practices with Erik Miller of MedHQ 19:12

11M ago19:12

19:12

The back office of a medical practice is like the offensive line on a football team: they do the job no one else wants to do. On this episode of The Corner Series, host Geoff Cockrell is joined by MedHQ president Erik Miller to discuss how outside back office support for areas such as HR, accounting, and credentialing can improve and streamline a m…

1
4 Frequently Asked Questions About Accredited Investors 7:52

11M ago7:52

7:52

When it comes to accredited investors, there are frequently asked questions that need clarifying. An accredited investor generally meets either an income or wealth test. They make over $200,000 annually for the past two years or have $1 million of net wealth excluding their family home equity. Here are four common queries: 1. If you're a syndicatio…

1
Using Tax Insurance and RWI in Middle Market M&A Deals with Jordan Tamchin of CAC Specialty 24:16

11M ago24:16

24:16

Tax insurance and representation and warranty insurance have become common in M&A deals over the past two decades, but the use of those products continues to evolve as transactions become more complex. In this episode of The Corner Series, Jordan Tamchin of CAC Specialty joins host Geoff Cockrell to discuss tax insurance and RWI in today’s middle m…

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Ppm Attorney Podcasts

Podcasts Worth a Listen