The force is shifting in the DSO universe.
As capital strategies evolve and AI becomes the ultimate co-pilot, only those who adapt will thrive. This invite-only, half-day event is built for forward-focused DSO leaders ready to take command of their future—with smarter capital, sharper insights, and next-level growth strategies.
Whether you're building a resilient platform or preparing for exit, this experience is designed for those charting a course toward investment-grade scale.This free program is your pre-Dykema advantage: an intimate, executive-only gathering designed for those who don’t just follow the market—but shape it.Enjoy lunch, high-level networking, and rare access to the minds moving the industry forward.
What You’ll Take Away
AI IN M&A + CAPITAL
How PE firms are using AI to underwrite smarter deals and sharpen their capital strategies
DSO CEOs IN ACTION
Growth playbooks powered by AI, capital stack innovation, and real-time business intelligence
FUTURE-READY CFO MOVES
Proactive and defensive financial strategies to protect and scale value in 2025 and beyond
2025-2026 MARKET OUTLOOK
Headwinds, tailwinds, and how to navigate what's coming next
AGENDA
Hear from executive leaders across Private Equity, Investment Banking & high-performing DSOs
Speakers
Kirby Arnold
Founder & Managing Member
Multi - Specialty Dental Alliance
Perry Baker
CFO
Modis
Dr. Carolyn Brown, DDS, MA
Healthcare Executive
Christina Carlson
CFO
Lone Peak
Tom Creegan
Director
Raymond James
David Diekmann
CFO
Imagen Dental Partners
Mariya Filipova
Managing Director
Arcis Fund
Brendan Forghani
Principal
Main Post Partners
Scott Friar
Managing Director
JP Morgan
Wardah Inam
CEO
Overjet
Dr. Parag Kachalia
Head of Clinical Practice
Overjet
Dr. Yan Kalika
Founder & Chairman
Image Specialty Partners
Dr. Aman Kaur
President
Women in DSO
Brendan Messenheimer
Managing Director
HealthStream
Justin Neubauer
Managing Director
EY Capital Advisors
David Nidetz
Managing Director
Alvarez & Marsal
Ashley Noojin
Fractional CFO
Elliot Davis
Gareth Petsch
Managing Director
PH Partners
Paul Reda
CEO
NADG
Kerry Straine
CEO
Straine Dental Management
Samantha Strain
Chief Development Officer and Partner
HealthStream Ventures
Sam Ticker
Principal
Thurston Group
VENUE
GAYLORD ROCKIES
Let's chart your future success, together.
Enjoy lunch, high-level networking, and rare access to the minds moving the industry forward.
The event will be held on Level 2, Summit 8 & 9