
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
- 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
HealthCare Appraisers Announces Expansion of Automated FMV Solutions™ Suite
Seven New Web-Based Applications Now Available BOCA RATON, Fla., May 17, 2023 – HealthCare Appraisers, a premier, national healthcare valuation and advisory firm, has released seven new, custom fair market value (FMV) calculators, making the company’s pioneering...
ASC Valuation, Transaction, and Industry Trends in 2023
Authors: Matthew J. Muller, ASA, Benjamin Cloutier, and Nicholas J. Janiga, ASA Download the PDF ASC VALUATION, TRANSACTION, AND INDUSTRY TRENDS IN 2023[1] The ambulatory surgery center (ASC) sector has been an attractive one for healthcare investors in recent years....
Ensuring Compliance Post COVID-19
Authors: Kevin Obletz, JD, CVA and Alyse Bentz, JD, MPHOverview On May 11, 2023, the federal Public Health Emergency (“PHE”) waivers put in place three years ago will expire. These waivers, enacted pursuant to Section 1135 of the Social Security Act, 42 USC § 1320b-5,...
Surgical Tools of the Trade: Derivatives in Healthcare Transactions
Authors: Jordan A Zoeller, MAcc, CFA and Nicholas J. Janiga, ASA Download the PDFWhile equity interest transactions and outright acquisitions are the most common pathways to acquiring a desirable healthcare business or asset, many healthcare businesses are approaching...
Industry Outlook: Orthopedic Practices and Ancillary Services
Authors: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFOrthopedic practices have long generated interest from outside buyers, including hospitals and health systems, and more recently, private equity firms. There are many rationales and factors...
Upcoming Events
Jun 12 | SSM Health Foundation Open
June 12, 2023 | Norwood Hills Country Club HealthCare Appraisers is a proud event supporter. Join us for a day of golf and supporting local health care initiatives while connecting with corporate community members. Register a team or become a sponsor now for the 8th...
June 13-14 | Hi2 Conference
HealthCare Appraisers Partner Nicholas J. Janiga, ASA and Director Daniel I. Levin, CFA, ASA will be attending. Home Care Innovation + Investment Conference (HI2) . “H.I. Squared” is where providers of home health, personal care and hospice come to buy, sell, procure...
Jun 14-17 | 2023 TBA Conference
HealthCare Appraisers Manager Alex Houston and Director Nicole M. Jacobsen will be attending. Join your colleagues for the 2023 TBA Annual Convention in Knoxville, TN - June 14-17. On the conference website, find full information on registration and programming. Learn...
Jun 15-17 | Becker’s 20th Annual Spine, Orthopedic and Pain Management-Driven ASC + The Future of Spine Conference
HealthCare Appraisers Director Matthew J. Muller and Senior Associate Bobby Van Dusen will be attending. Spine and orthopedics are thriving in ASCs. The confluence of exciting new technology, payment trends and outpatient migration of surgical procedures during the...