David Lo, CFA, ASA
Director
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
- Webinar – Private Equity Investment and Structuring Physician Compensation: Alignment Strategies, Regulatory Compliance; co-presented with Glenn Prives, Esq., Member, Epstein Becker & Green, and Patrick Souter, Of Counsel, Gray Reed & McGraw; hosted by Strafford, June 8, 2023
- Practice Valution and Buy-In, Presented at the Outpatient Endovascular and Interventional Society (OEIS) Ninth Annual National Scientific Meeting, June 24 in Las Vegas, NV.
- 2022 Outlook: Physician Practice Industry, co-authored with Nicholas J. Janiga, ASA, January 12, 2022
- 2021 Update: Physical Therapy Clinics & Centers, co-authored with Nicholas J. Janiga, ASA, October 13, 2021
- 2021 ASC Valuation and Benchmarking Surveys – Timely Insight into the Trends and Forces Shaping the ASC Industry, co-authored with Nicholas J. Janiga, ASA, Matthew J. Muller, ASA, David Lo, FA, ASA, Daniel Levin, CFA, ASA May 2021
- What is the Value of My ASC? Key Transaction Trends in 2020, ASCA 2020 Virtual Conference
- The Value of Branding in Healthcare, co-authored with Giulia F. Pace, MBA, CVA and Nicholas J. Janiga, ASA, October, 2020
- Reimbursement Analyses: Analyzing the Impact of Provider Collaboration (co-authors with Ciara A. Pocino and Nicholas J. Janiga, ASA), FMVantage Point (Web Edition), September 17, 2020
- 2020 Outlook: Telemedicine (co-authors with Matthew J. Muller, ASA and Nicholas J. Janiga, ASA), FMVantage Point (Web Edition), May 28, 2020
- 2020 Outlook: Physical Therapy Clinics and Centers, (co-author with David Pine and Nicholas Janiga, ASA) April 2020
- 2020 ASC Valuation and Benchmarking Surveys (co-authors Matthew J. Muller, ASA, Nicholas J. Janiga, ASA and Daniel I. Levin, CFA, ASA), Spring 2020
- Bytes to Bucks: The Valuation of Data, (co-author with Luis Argueso and Nicholas Janiga, ASA) August 2019
- Panelist – Financial Health Checkup: The Current State of the ASC Marketplace, CASCA 2019 Rocky Mountain ASC Conference & Trade Show, Denver, Colorado, June 28, 2019
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
2024 Outlook: Home Health, Hospice and Personal Care
Authors: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFThe home care sector, which includes Medicare-certified home health, hospice, personal care, and other specialty providers, represents an attractive investment opportunity for financial and...
Hospital-based physician staffing industry outlook: The forces of COVID-19, NSA and inflation
Authors: Nicholas Janiga ASA, Daniel I. Levin CFA, ASA and Andrew L. WorthingtonOriginally published in the MGMA April 2024 edition of MGMA Connection. Download the PDF
The Impact of California’s Healthcare Minimum Wage Law on Valuations
Author: Jake Bitting, Fred Lara, CFA, ASA, CVA, and Hunter A. Wolfel Download the PDFOn October 13, 2023 the Governor of California signed the California Senate Bill No. 525 (“SB525”) into law, which is expected to raise the minimum wage for many California healthcare...
2024 Outlook: Diagnostic Imaging Centers and Radiology Practices
Author: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFHealthCare Appraisers has recently observed interest from a wide range of clients on various radiology transactions, including joint venture formation, hospital outpatient department...
2024 Industry Outlook: ENT, Allergy, and Asthma Practices
Author: Matthew J. Muller, ASA and Nicholas J. Janiga, ASA Download the PDFOtolaryngology (“ENT”), allergy, and asthma (“ENTA&A”) related medical practices have been enjoying a robust period of investor interest as private-equity backed physician-practice...
Upcoming Events
Apr 24-26 | AAPCP National Provider Compensation and Workforce Strategy Conference
Apr 24-26, 2024 | Nashville, TN HealthCare Appraisers attendees include Partner, Jim Hills, CPA/ABV, Director, Nicole M. Jacobsen, JD, MBA, LLM, Director, Hunter A. Wolfel, and Partner, Matthew J. Milliron, CVA, MBA. Matt Milliron will also serve as an Industry Update...
May 5-7 | ATA Nexus 2024
May 5-6, 2024 | Phoenix, AZ HealthCare Appraisers attendees include Director, Hunter A. Wolfel and Director, Andrew L. Worthington. About the Program Dive into the future of virtual care with ATA Nexus 2024: Virtual Nursing Workshop: Interactive, strategy-boosting...
May 8-9 | McGuireWoods 20th Annual Healthcare Private Equity and Finance Conference
HealthCare Appraisers Director, Dan I. Levin, CFA, ASA will be in attendance. The Ritz-Carlton Chicago160 East Pearson Street at Water Tower Place Chicago, IL 60611 Presented by McGuireWoods LLP The healthcare and life science markets are in a period of dramatic...
May 13-15 | BOMA International’s Medical Real Estate Conference
HealthCare Appraisers is proud to serve as a Bronze level sponsor at table #28. HealthCare Appraisers Attendees: Jeff Piehl, Andrew Keller, Matt Chiasson, and Brian Casey. Only one event brings together a cross section of healthcare real estate — investors,...