Senior Vice President, Investments of National Health Investors
Michelle R. Kelly joined National Health Investors Inc. (“NHI”) in September 2017 and currently serves as Senior Vice President Investments. In this role, Michelle is responsible for identifying new business opportunities, managing existing client relationships and strengthening NHI’s brand throughout the industry.
Michelle has over 19 years of experience financing and investing in the senior housing and skilled nursing industries. Most recently, she spent over 6 years at Welltower Inc. beginning with a focus in asset management and transitioning to business development. Prior to joining Welltower, Michelle spent over 10 years at GE Capital in its Healthcare Financial Services business focused primarily on debt for seniors housing and skilled nursing. She held positions of increasing responsibility within underwriting, portfolio management and originations during her tenure at GE. Michelle began her career with Heller Financial as a member of its Associate Development Program, ultimately joining its healthcare real estate business.
Michelle was an inaugural member of the National Investment Center for Seniors Housing and Care Future Leaders Council and served as Chairperson of that organization from fall of 2011 to fall of 2012. Michelle earned her BS in Finance degree from the University of Illinois at Urbana-Champaign.
Greg Roderick (President & CEO) is a third-generation senior living or senior housing industry member in an owner/operator position. Greg has dedicated his professional life to the senior housing and healthcare industry at an executive level since 1989. Before launching Frontier Management, he held a variety of finance, management and marketing positions at some of the largest companies in this space. Roderick is a member of the Oregon Health Care Association, National Investment Center and an Executive Board Member of the American Senior Housing Association.
Lawrence A. Cohen served as Chief Executive Officer of Capital Senior Living Corporation from May 1999 until his retirement in January 2019 and was the Company’s Chief Financial Officer from November 1996 to May 1999. Under Mr. Cohen’s leadership, Capital Senior Living expanded its operating platform from 27 communities with a resident capacity of approximately 5,000 to 129 communities with a resident capacity of approximately 16,500 and increased its ownership of senor living communities from 12 to 83 properties.
From 1991 to 1996, Mr. Cohen served as President and Chief Executive Officer of PaineWebber Properties Incorporated, which controlled a real estate portfolio having a cost basis of approximately $3.0 billion. Mr. Cohen was a founding member and is a Past Chairman of the Board of Directors of the American Seniors Housing Association and served on the Operator Advisory Board of the National Investment Center for the Seniors Housing & Care Industry. He is also Chairman of the Senior Living Hall of Fame Committee and was recognized as the Alzheimer’s Association’s 2018 Brain Ball National Honoree. Mr. Cohen received an LL.M. in Taxation from New York University School of Law, a JD from St. John’s University School of Law, and a BBA in Accounting from The George Washington University. Mr. Cohen is an attorney and is also a Certified Public Accountant (currently inactive).
Partner and co-chair of the Transactions Health Law Group, Robinson & Cole
Les Levinson is the Co-Chair of the Transactional Healthcare Practice Group at Robinson & Cole LLP. His practice concentrates principally on transactional, regulatory and compliance matters for healthcare and life science clients, including home care and hospice companies, other non-acute providers, physician practices, and healthcare investors, lenders, and related enterprises. Mr. Levinson has completed over 400 M&A and financing transactions. Mr. Levinson also maintains an active business law practice, with an emphasis on transactional matters, including M&A for both public and private companies, securities matters, credit and finance transactions, restructurings and workouts and business agreements of all kinds, and business counseling. Mr. Levinson is a frequent author, speaker and commentator on healthcare and business matters and serves on a number of outside advisory boards, including the National Advisory Board of Bio Ethics International.
Cory Mertz has a track record of successful transactions within the rapidly changing healthcare industry. Coupled with a wide variety of business experience including business development and operations management, Cory’s skill set has helped many healthcare entrepreneurs realize their exit planning goals.
Cory began his career at Jabil Circuit, where he was instrumental in the hyper-growth of the Fortune 500 electronics manufacturing services provider. Cory held several leadership positions while at Jabil, including managing the transition of multiple international acquisitions across Europe, South America and Mexico. This experience taught him the skills to quickly recognize opportunities, skillfully negotiate solutions, and successfully close transactions.
Cory began his healthcare mergers and acquisitions career in 2006. Since then, Cory had the opportunity to forge relationships with several company owners, industry leaders and private equity groups, having closed over 60 healthcare transactions, nationally.
Cory has been an invited speaker at several regional and national healthcare conferences on topics ranging from maximizing value for your company to the processes and pitfalls of selling a healthcare company.
Cory holds a BS in Mechanical Engineering magna cum laude from the University of Florida. He currently lives in Fort Myers, FL with his wife and two children.
Mark joined TBG in 2008 as a Managing Director and has successfully completed nearly three quarters of a billion dollars in transactions. His experience spans nearly 40 years in the health care and home health care industries. He ranks among less than 100 U.S. professionals certified as a Merger & Acquisition Master Intermediary. He also is a Certified Merger & Acquisition Professional.
Mark has national responsibility for home health care, home care, hospice, pediatric, and private duty markets. He and his team are responsible for the comprehensive representation of each client throughout the entire transaction process including pre-market due diligence, buyer development, marketplace presentation, deal negotiation, contract finalization, and closing. He has represented a full range of sellers including public companies, large regional home health & hospice corporations, multi-division home health care conglomerates, and private duty agencies including both for-profit and not-for-profit entities. Past clients include, Addus, Angles of Care Pediatrics, VNA Healthcare Partners, Heritage Home Health & Hospice, Care Unlimited Pediatrics and Residential Home Health & Hospice.
Prior to joining TBG, he served as VP of Business Development for PSA Healthcare, Inc. a national public home health provider, where he successfully established and led its National Mergers & Acquisitions program and led its sales and marketing departments. As AVP/General Manager for Abbey/Foster Medical (now Apria), Mark had complete responsibility for all sales, operations, distribution and clinical functions. He was also responsible for the successful integration of newly acquired companies and management of the company’s joint ventures. Mark was also Executive Vice President for a leading home health, hospice, & home medical equipment software vendor.
Mark graduated from Fordham University with honors in Economics & Finance. He is an Advisory Board member of the Home Health Finance Management Association (NAHC).