David Lo, CFA, ASA

Director

Office: Denver

Main: (303) 688-0700
Direct: (303) 566-3195

Email: dlo@hcfmv.com

 

David Lo is a Director in the Denver office.

Lo is a Director in HealthCare Appraisers’ Denver office, where he has been providing his clients analysis and consultation in business valuation, intellectual property, litigation support, and healthcare provider compensation relationships since 2014.  Prior to joining HealthCare Appraisers, Lo gained experience in investment analysis and the healthcare industry through internships with a non-profit health maintenance organization and a middle market private equity firm.

Lo earned a Bachelor of Business Administration degree in 2014 from the Seidman College of Business at Grand Valley State University, with a dual major in finance and economics.  Lo also earned a minor in math through the College of Liberal Arts and Science at Grand Valley State University.  Lo is a CFA charterholder and an Accredited Senior Appraiser (ASA) in business valuation.

PRACTICE AREA

  • Business Valuation

PUBLICATIONS AND PRESENTATIONS

Read more

EDUCATION

  • Seidman College of Business, Grand Valley State University, Grand Rapids, MI, Bachelor of Business Administration – Majors: Finance and Economics; Minor: Math

CREDENTIALS

  • Chartered Financial Analyst, CFA Institute
  • Accredited Senior Appraiser (ASA) in Business Valuation, American Society of Appraisers

PRIOR PROFESSIONAL AFFILIATIONS

  • Intern, Braeburn Wealth Management
  • Intern, Blue Care Network
  • Intern, Blackford Capital, LLC
  • Intern, Marcus & Millichap

Recent Insights

Navigating Healthcare Transactions: Lessons from a Case Study

Author: Nicholas J. Janiga, ASA, Daniel I. Levin, CFA, ASA and Robert J. Van Dusen, MSAQF Download the PDF BACKGROUND AND DESCRIPTION OF HIGHLIGHTED CASE In 2013, a health system (the “Health System”) initiated discussions with an ambulatory surgery center (“Center”)...

HealthCare Appraisers Announces New Partner

BOCA RATON, Fla., Jan. 3, 2024 – HealthCare Appraisers, an employee-owned, premier, national healthcare valuation and advisory firm, has named Jamie McIntyre, JD, as a Partner in the company. This promotion reflects McIntyre’s outstanding contributions, dedication,...

Healthcare Joint Ventures: Know the Value of Your Assets

Authors: Landon Forsythe, Matthew Muller, ASA and Nicholas J. Janiga, ASA Download the PDFThe healthcare industry is an economic sector that is constantly facing unique challenges. The industry is highly regulated with rules that frequently shift in a manner that...

Navigating Ambulance Transport Arrangements and Transactions

Authors: Ciara A. Kerney, Hunter A. Wolfel, and Nicholas J. Janiga, ASA Download the PDF OVERVIEW Over the years, HealthCare Appraisers has analyzed numerous medical transport arrangements. While it is hard to miss the warning sounds of an approaching ambulance, the...

Upcoming Events

Mar 6-7 | McDermott HPE Miami 2024

March 6-7, 2024 | Miami, FL HealthCare Appraisers' Partners Nicholas J. Janiga, ASA and Hunter M. Outcalt, MTX, CPA/ABV will be in attendance. About the Program Join McDermott to hear from and connect with leading investors, executives and founders who will share...

Mar 10-12 | ELFA Equipment Leasing and Finance Association

March 10-12, 2024 | New Orleans, LA HealthCare Appraisers' Director Kirsten Hodges, ASA and Director Jeffrey Doyle, ASA will be in attendance. About the Program GREAT SESSIONS that bring you up-to-date on a variety of asset classes OFF-SITE EQUIPMENT TOURS enabling...

Mar 12-13 | PBI Health Law Institute 2024

March 12-13, 2024 | Harrisburg, PA HealthCare Appraisers is proud to serve as a Silver Sponsor with Partner Fred Lara, CFA, ASA, CVA in attendance. About the Program Celebrate 30 Years of Excellence at PBI’s Health Law Institute 2024! Join us at the Hilton Harrisburg...

Mar 22 | CHRISTUS Santa Rosa Golf Fore Friends

March 22, 2024 | San Antonio, TX HealthCare Appraisers is proud to serve as a Bronze Sponsor with Director Andrew L. Worthington and Partner Matthew J. Milliron, CVA, MBA in attendance. Learn more.