Sector Update with Aspire: Lynn Daly, HJ Sims

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HJ Sims Executive Vice President, Lynn Daly was on Sector Updates with Aspire. In this episode, Lynn discusses what trends she is seeing in the nonprofit aging services sector from an investment banking side as well as what she is seeing from the partnership side.

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2022 LeadingAge National Annual Meeting + EXPO

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HJ Sims is proud to attend, exhibit, sponsor and present during the LeadingAge Annual Meeting. 

Join HJ Sims for a Cocktail Reception during the conference.

Date: Monday, October 17
Time: 5:30 pm – 7:30 pm
Location: Centennial Ballroom B | Hyatt Regency Denver at the Colorado Convention Center | 650 15th Street | Denver, Colorado

Exhibitor Hours:

Visit us at Booth #1919.

  • Monday, October 17 : 12:00 pm – 3:30 pm
  • Tuesday, October 18: 12:00 pm – 3:30 pm
  • Wednesday, October 19: 9:30 am – 11:00 am

Sponsorship:

HJ Sims is proud to be a Annual Meeting Premier Sponsor for LeadingAge National. 

Thought Leadership:

Education Session: Taking Advantage of Consolidation Opportunities

Session Date & Time: Wednesday, October 19th, 11:00 a.m. – 12:00 p.m.

Session Description:

Since 2010, the field of aging services has seen a significant uptick in the number of mergers, acquisitions, affiliations, joint ventures, and dispositions. This thought-provoking session will explore how two very different organizations positioned themselves to take advantage of consolidation opportunities. Representatives from United Church Homes in Marion, OH, and Lifespire of Virginia in Richmond, VA, will share the lessons they learned while evaluating consolidation opportunities, establishing priorities, and driving organizational change. They’ll tell you how your governance and organizational structures can improve or hinder your ability to capitalize on consolidation opportunities. Take home practical strategies that can help you and your board make good decisions the next time opportunity knocks.

Learning Objectives:

  • Learn how governance and organizational structure can help or hinder the ability to capitalize on opportunities.
  • Discuss how to be thoughtful and efficient at the same time.
  • Learn how management can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.

Featured Speakers:

  • John Renner, Senior Exec VP and Chief Finance and Administrative Officer, United Church Homes
  • Dan Carlton, Board Chair, Lifespire of Virginia
  • Lisa Legeer, Chief Strategy and Integration Officer, Lifespire
  • Lynn Daly, Executive Vice President, HJ Sims
  • Tom Bowden, Senior Vice President, HJ Sims

Attendance:

Women’s Brunch to Kick Off LeadingAge

This brunch is by invitation only, and registration is required. For further information, please contact Sonia Carrero.

CONTACT OUR BANKING TEAM

Read more insightful thought leadership by the investment banking team at HJ Sims.

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