OVERVIEW Bruce Mitchell is a senior Partner in the firm's Corporate & Securities and Healthcare practice groups. As lead attorney, Bruce handles all forms and sizes of mergers, acquisitions and business transactions, entity formation, private securities offerings, venture capital, and corporate governance issues, including representing both publicly and privately owned companies. He advises clients with regard to federal and state securities law reporting requirements, officers' and directors' fiduciary duties, corporate compliance, anti-kickback and anti-solicitation statutes, civil monetary penalties, the False Claims Act, HIPAA and HIPAA privacy and security rules, the "Stark" law and the Texas Medical Practice Act. He participates in litigation management for clients and has successfully handled mediation and direct settlement negotiations of various controversies, including employment, contract, healthcare, and partnership and shareholder disputes. He also advises individual clients in the area of business succession planning.
- President and CEO, Oppenheimer, Blend, Harrison & Tate, Inc. (2003-2011)
- Admitted, Texas and Maine
- Admitted, United States Supreme Court
- Admitted, United States Court of Appeals for the Fifth Circuit
- Member, American Bar Association
- Member, American Academy of Health Attorneys
- Member, Health Law Section of the Texas Bar Association
- Member, Texas Bar Foundation
Syracuse College of Law, J.D., 1984
Trinity College, B.A. (English) and B.A. (History), 1980
- Represented a newly formed physician group in negotiating an exclusive provider agreement with multi-hospital system;
- Served as legal advisor to several primary care and sub-specialty practices in sale of practices to hospital systems;
- Served as lead counsel in sale of medical device company to multinational corporation;
- Represented hospital system in creation of a "first of its kind" partnership with sub-specialists;
- Represented physician investors in the syndication, construction, development and sale of a specialty hospital;
- Created numerous multi specialty practices and managed care organizations;
- Represented owners in formation of a Texas insurance agency;
- Served as counsel to the Board of Directors of a non-profit corporation in successfully defending against a hostile takeover attempt;
- Served as counsel to a bank holding company in successfully defending against a hostile takeover attempt and selling to "white knight" purchaser;
- Represented regional accounting firm in merger with national firm;
- Represented borrower in complex, multi-tier, bank and private equity financing;
- Represented a manufacturing company in corporate restructuring and claims management;
- Represented restaurant chains in organization, development, debt and equity financing and acquisitions;
- Represented home health, physical therapy, imaging, ambulatory surgery, and medical device companies;
- Syndicated a private investment group to pursue purchase of troubled real estate assets;
- Served as counsel in purchases and sales of publicly traded companies in manufacturing and retail;
- Served as assistant counsel in corporate restructuring of Fortune 50 company;
- Formed technology company to develop educational products;
- Served as legal advisor to business clients in distribution, retail, manufacturing, real estate, professional services, medical and technology business sectors.
- Served as the primary legal counsel and the firm's relationship manager for various small and mid-sized companies, often from formation through growth and expansion phases of development.
- Represented health care providers, including hospital systems, physician groups, practice management companies, and individual physicians, in such areas of the law as mergers and acquisitions, contracts, business development, securities law and health care fraud and abuse law.
HBA San Antonio State of the Industry: How Healthcare Will Drive the Economic Future, Texas Society of Certified Public Accountants, CPE Foundation, Inc. (23 March 2011).
The Business of Healthcare, Texas Society of Certified Public Accountants, CPE Foundation, Inc., Healthcare Think Tank Seminar (17 May 2011).
The Future of Health Care, University of Texas at San Antonio College of Business Knowledge Forum Breakfast (25 May 2010).
Overcome Challenges with Knowledge, San Antonio Medical Group Management Association (5 March 2010).
Business In Medicine, The University of Texas Health Science Center at San Antonio (23 Feb. 2010).
Mergers, Acquisitions and Sales of Small Businesses: Questions Pertinent to CPA's, Bankers and Financial Advisors, focusing on transaction valuation fundamentals, determining price, transaction price vs. fair market value and valuation techniques. Examining deal-making in terms of price vs. terms and financial considerations. Reviewing sale or purchase of assets or stock, as well as tax preferred reorganizations, CPE Expo, Texas Society of Certified Public Accountants, CPE Foundation, Inc.(Dec. 2009).
Medicare Recovery Audit Contractor Program - An Overview of the Recovery Audit Contractor ("RAC") Program and its Procedures, San Antonio Medical Group Management Association Membership Meeting, " (16 Sept. 2009).
- San Antonio Museum of Art, Director, 2011-present
- Texas Organ Sharing Alliance, Director, 2010-present
- Alamo Public Telecommunications Council (KLRN), Director, 2001-2008; Treasurer; 2005-2006; Chairman, 2007
- St. Luke's Episcopal School; Director, 1993-2000; Treasurer, 1998-1999
- Named among The Best Lawyers in America®, as published by Woodward/White, Inc., in both Corporate Law and Health Care Law (2005-2013)
- Named among Texas Super Lawyers in Mergers and Acquisitions Law by Thompson and Reuters (2003-2009)
- Named among Texas Super Lawyers in Health Care Law by Thompson and Reuters (2010-2012)
- Named among San Antonio's Best Corporate & Securities Attorneys and Health Care Law Attorneys by S.A. Scene magazine (2005-2012)
- Recognized among the Top Rated Lawyers in Healthcare by Martindale-Hubbell, 2013