James Peterson, CFA

Management consulting professional with track record of driving strategic initiatives and mergers and acquisitions. Known for strong team collaboration and achieving targeted results. Reliable in adapting to evolving business needs with skills in data-driven decision-making and valuation and financial modeling.

CFA Charter Holder, CFA Institute

Series 7 and Series 63 licensed

• has extensive experience providing buy-side consulting and financial modeling services to health care providers. Project types include physician group transactions to multi-billion dollar health system acquisitions. Other projects have included: asset impairment analysis, lease versus buy calculations, strategic corporate planning, benchmarking studies, and expert witness testimony related to hospital transactions. Jimmy participates in Deloitte's national and regional health care industry teams. Typically, projects managed by Jimmy are meant to assist the management of for-profit and tax-exempt clients in their strategic planning and regulatory and tax compliance activities. Speaking engagements/presentations/publications • “Cash Flow Projections / Strategic Forecasting” – 2021 Florida HFMA Senior Executive Retreat – Sarasota, FL; June 2021 • “M&A in the COVID-19 Era” – 2021 Deloitte Virtual Round Table Forum – Atlanta, GA; April 2021 • “Business Combinations and Goodwill: A Primer and Update” – 2019 AICPA Health Care Industry Conference – San Diego, CA; November 7, 2019 • “Transforming health care delivery: the evolving acute care delivery model” – Health Care Investors Conference – Nashville, TN; November 15, 2018 • “Hospital M&A: When done well, M&A can achieve valuable outcomes” – Healthcare Financial Management Association – Published November 2017 • “New Strategies in the Formation of Clinically Integrated Networks and Transactions in the Post-Acute Care Sector” – King & Spalding 26th Annual Health Law and Policy Forum – Atlanta, GA; March 20, 2017 • “Hospital M&A and Industry Update” – Georgia Hospital Alliance Annual Conference – Oconee, GA; October 13, 2016 • “Hospital Consolidation Speeds Up” – King & Spalding 25th Annual Health Law and Policy Forum – Atlanta, GA; March 21, 2016 • “Trends & Transaction in Healthcare Services” – DelMorgan & Co. Expert Webcast Series – Santa Monica, CA; October 2, 2014 • “Trends in Hospital Finance” – Hall Render Practical Health Retreat 2014 – Marco Island, FL; March 1, 2014 • “Provider Merger and Acquisition Update/Future” – Georgia Hospital Association Executive Session – Atlanta, GA; September 26, 2013 • “State of the Market: Provider Affiliations” -Access to Capital, Health Care M&A Trends and Implications Conference – Chicago, IL; September 17, 2013 • “Capital Concerns: How Access to Capital is Driving Healthcare Business Strategy” – HealthLeaders CFO Round Table – Atlanta, GA; April 12, 2012 • “Acquisition and Financing of Healthcare Facilities” –American Bar Association – Las Vegas, NV; March 23, 2012 • “M&A and Industry Trends” — The Health System Tax Director Forum — Cincinnati, OH May 21, 2010. • “Case Studies in Fair Market Value Analyses” – Georgia Hospital Association – Atlanta, GA; April 30, 2010 • “Where do hospitals and physicians go from here? Latest developments in hospital/physician integration” – Tax-exempt Hospital – Law Firm Forum – Chicago, IL; March 2010 • “Clinical Co-Management Agreements Trends and Fair Market Value Considerations” – Mid-West CFO Conference – Denver, CO; January 2010 • “Hospital/Physician Relationships: Enforcement and Compliance Trends” - Health Care Compliance Association - Atlanta, GA; February 2007 • “SFAS141 / 142 Purchase Accounting” - Deloitte Nashville M&A Conference - Nashville, TN; September 2004 • “Fair Value Concepts” - University of Georgia - Athens, GA; January 2003

· Hospital Service District No. 1 of the Parish of Terrebone, State of Louisiana vs. Hospital Service District No. 3 of the Parish of Lafourche, State of Louisiana and Thibodaux Regional Health System, Inc. ; Docket No. 19504 - 2024

· Deborah Hearth and Lung Center v. Our Lady of Lourdes Health Care Services, Inc. Docket No. BUR-L-01235-19 - 2022

· Public Hearing testimony related to the Proposed Sale of Meadows Regional Medical Center – March 2021

· Otto Bock HealthCare North America, Inc. – USA Federal Trade Commission Docket No. 9378 - 2018

· Public Hearing testimony related to the Proposed Transaction of Mayo Clinic Health System in Waycross, Inc. – February 2017

· Public Hearing testimony related to the Proposed Transaction of Columbus Specialty Hospital, Inc. – November 15, 2016

· Public Hearing related to the Proposed Transaction of Athens Regional Medical Center – July 12, 2016

· Public Hearing related to the Proposed Transaction for the Lease of Assets of Murray Medical Center – January 29, 2015

· Southeastern Milk Antitrust Litigation, USDC, Eastern District of Tennessee, Greenville Division, MDL No. 1899, Master File No. 2:08-MD-1000 - 2010

· St. Joseph Hospital Augusta Georgia Litigation, Superior Court of Richmond County State of Georgia, Civil Action No. 2007RCCV402

· Public Hearing of the Proposed Transaction For the Sale of Assets of St. Joseph Hospital — September 7, 2006

· Public Hearing of the Proposed Transaction For the Sale of Assets of Murray Medical Center — August 1, 2005

· Public Hearing of the Proposed Transaction For the Sale of Assets of Minnie G. Boswell Memorial Hospital — 2005