As Managing Partner of HealthEdge, Brian is responsible for originating deals, overseeing...Read More
Managing Partner & Founding Principal
As Managing Partner of HealthEdge, Brian is responsible for originating deals, overseeing due diligence, financing, and transaction structuring, document negotiation, portfolio company management, fundraising and investor relations, and management of the firm.
Before co-founding the firm, Brian was a partner and managing director of Baird Capital Partners, Robert W. Baird & Company’s private equity business, managing and leading its investments in the healthcare and industrial technology sector. Prior to Baird, Brian began his career at First Chicago Corporation, principally working in their private equity business, First Chicago Equity Capital and First Chicago Venture Capital. Mr. Anderson has been involved in approximately 75 private equity investments, add-on acquisitions, advisory, or financing assignments, collectively representing more than $2 billion in transaction value.
Brian received his M.B.A. from the University of Chicago Graduate School of Business with concentrations in Finance, Accounting and Marketing, as well as a B.S. in Finance, Operations and Strategic Management and Philosophy, summa cum laude, from the Carroll School of Management Honors Program of Boston College.
Mr. Anderson currently serves on the Board of Directors of Enaltus, Formulated Solutions, AMC, and The Corridor Group.
Outside of work Brian enjoys spending time with his wife Michelle and children Lance, Ellie, Lauren, Charlie, Graham, and Henry, especially outdoors whenever possible. Brian also enjoys serving wherever called with his family, helping his wife with her growing ministry and rarely shaking the rust off his golf clubs.
As Managing Partner of HealthEdge, Phil is responsible for originating deals, overseeing...Read More
Managing Partner & Founding Principal
As Managing Partner of HealthEdge, Phil is responsible for originating deals, overseeing due diligence, financing, and transaction structuring, document negotiation, portfolio company management, fundraising and investor relations, and management of the firm.
Before co-founding the firm, Phil served as CEO and Chairman of publicly-traded PlanVista Corporation (formerly HealthPlan Services Corporation) until its merger with ProxyMed, Inc. in 2004. Prior to PlanVista, he was a partner in the law firm of Hill, Ward & Henderson, P.A.
Phil currently serves on the Board of Directors of Data Dimensions, Enaltus, The Corridor Group, Medicine-On-Time and Medical Neurogenetics, as well as First Priority Tampa Bay and Mary Lee’s House.
Phil holds an LLM in Taxation from New York University, a J.D. with honors from the University of Florida, and a B.B.A. in Accounting with honors from the University of Notre Dame. Outside of work, he focuses on his faith and family — with wife Kim and twins Ashley and Lauren.
Jeff is responsible for originating deals, overseeing due diligence...Read More
As Partner of HealthEdge, Jeff is responsible for originating deals, overseeing due diligence, financing, transaction structuring, document negotiation, portfolio company management, fundraising and investor relations, and management of the firm.
Before joining the firm, Jeff was a Director and the Chief Operating Officer for Stiefel Laboratories, Inc. Prior to Stiefel Laboratories,he held management positions in Sales and Business Management at Bausch & Lomb Pharmaceuticals. He began his career at SmithKline Beecham as a Professional Sales Representative.
Jeff serves as a Director for Sinclair IS Pharma, Enaltus, AMC, Data Dimensions, Formulated Solutions, Medical Neurogenetics, LLC, and Santus, LLC. He also serves as an Independent Director and Compensation Committee Member with the Board of Directors for Anika Therapeutics, Inc.
Jeff received his Bachelor’s degree in General Science – after completing one year of study in Dental Medicine – at the University of Pittsburgh. Outside of work, he is an outdoor enthusiast where he enjoys adventure travel, wildlife photography, scuba diving, and skiing with his wife Julie. Jeff is also a commercially-rated, multi-engine instrument pilot.
As a Vice President of HealthEdge, Charles is responsible for originating deals, overseeing due ...Read More
As a Vice President of HealthEdge, Charles is responsible for originating deals, overseeing due diligence, financing, transaction structuring, add-on acquisitions, and fundraising.
Before joining the firm, Charles was an Associate with a Tampa-based real estate investment fund where his responsibilities included lead generation, fundraising, due diligence, and transaction completion.
Charles currently serves on the Board of Directors of Medicine-On-Time as well as the Old Florida Federation, and is a founding member of the Tampa Pig Jig on the River benefitting NephCure Kidney International.
Charles holds a BS in Business Administration for the University of Florida with concentrations in Marketing and Finance. Outside of work, he is an avid outdoorsman and lives in Tampa with his wife Anjie, their daughter Elodie, and their dog Boone.
As an Associate of HealthEdge, Josh is responsible for originating deals, overseeing due ...Read More
As an Associate of HealthEdge, Josh is responsible for originating deals, overseeing due diligence, valuation, financing, transaction structuring, add-on acquisitions, and fundraising.
Before joining the firm, Josh was most recently an Investment Banking analyst at SunTrust Robinson Humphrey in Atlanta, where he focused on executing sell-side and buy-side middle-market M&A transactions across the industrials, healthcare, energy, and TMT sectors. His experience prior to SunTrust Robinson Humphrey includes positions with Raymond James & Associates, LCG Capital, and the Executive Office of Governor Rick Scott.
Josh holds a Masters in Finance from Vanderbilt’s Owen Graduate School of Management, and a BS in Finance from Florida State University. Outside of work, he enjoys activities including traveling, fishing & hunting, and soccer.
Sandie is responsible for managing the administrative operations for HealthEdge...Read More
As Office Manager, Sandie is responsible for managing the administrative operations for the company and supporting its professional staff.
Prior to joining HealthEdge in 2005, Sandie was the office manager for seven years at PlanVista Corporation (formerly HealthPlan Services Corporation), and before that held the same position at I.D. Matrix (inventor of the Data Matrix symbol). She began her career as an executive assistant in the legal field.
Sandie holds an Associate degree in Business Administration from the University of Dayton. She enjoys a variety of activities outside of the office, including cheering on her favorite sports teams, walking, and reading.
As Principal and CFO of HealthEdge, Matt is responsible for deal origination...Read More
Principal and CFO
As Principal and CFO of HealthEdge, Matt is responsible for deal origination, managing due diligence, financing, transaction documentation, portfolio oversight and management, and fundraising and investor relations.
Before joining the firm, Matt served as CFO for IT Authorities, Inc. and Hire Velocity, LLC. He also held the CFO position at Lion Investments. Matt started his career with Kindred Healthcare, a Fortune 500 companyin the long-term healthcare industry,which included three years as a hospital CFO in the Tampa Bay area.
Matt currently serves on the Board of Directors of Santus, LLC.
Matt holds a BS in Accounting from the University of Louisville and received his M.B.A. from the University of Tampa. Outside of work, he enjoys spending time with his wife, Jamie, and their children: Nate, Clara, Wesley, and Jeremy.
As Partner of HealthEdge, Scott is responsible for deal origination, managing...Read More
As Partner of HealthEdge, Scott is responsible for deal origination, managing due diligence, financing, transaction documentation, portfolio oversight and management, and fundraising and investor relations.
Before joining the firm, Scott was a Principal at Fifth Third Capital Holdings, LLC where he focused on equity co-investments and primary fund commitments to companies and fund managers in the lower middle market. Prior to Fifth Third Capital, Scott was a Vice President at Florida Capital Partners.
Scott currently serves on the Board of Directors of Data Dimensions, LLC.
Scott holds a BS in Commerce from the University of Virginia with concentrations in Finance and Accounting. Outside of work, Scott is an avid golfer and enjoys spending time with his daughter Stella and wife Tabitha.
Our team brings more than just capital to our portfolio companies. In partnering with management, HealthEdge provides expertise in the areas of strategy, operations, business development, and governance to generate significant appreciation on invested capital.
As an Operating Partner of HealthEdge, Jon serves as President/CEO of Data Dimension...Read More
As an Operating Partner of HealthEdge, Jon serves as President/CEO of Data Dimensions.
Before becoming President and CEO of Data Dimensions, Jon held many executive roles within the company. During his tenure, he has helped oversee Information Technology, Operations, Sales and Marketing, Client Services, and the Company’s business model and strategy. In his current position, he is responsible for continuing the innovation, management, and long-term success of Data Dimensions.
Jon holds BS in Business Administration and Journalism from the University of Nebraska-Lincoln.
As an Operating Partner, Winston brings to HealthEdge over 35 years’...Read More
As on Operating Partner, Winston brings to HealthEdge over 35 years’ experience in finance and operations, predominantly in healthcare. He is assisting the firm with review and diligence of potential Fund III investments and, as needed, will be working with Fund III companies as CFO.
Winston began his career with Banker Trust Company where he completed transactions ranging in size from $10 million to $1.5 billion, including private equity, acquisition financing, bonds, commercial paper and bank financing. From 1994 to 2004, he was with Oxford Health Plans, a premier Northeast managed care company where his roles included that of CFO of the company’s largest, $4 billion, division. Since then he has held financial and operational roles in private equity-backed healthcare payor, provider and service companies. He was the CFO of Solantic Corporation, an owner and operator of Florida urgent care clinics, Progressus Therapy, a leading provider of therapists to school districts and HPOne, a company driving enrollment and member engagement for health insurers nationally.
Winston was graduated from the Johns Hopkins University in Political Science with Departmental and General Honors.
As an Operating Partner of HealthEdge, Cedric serves as CFO for multiple portfolio companies...Read More
As an Operating Partner of HealthEdge, Cedric serves as CFO for multiple portfolio companies. He is responsible for all financial aspects of these companiesand assists in financial due diligence for the fund.
Cedric is a financial executive with over 19 years of financial management experience including procurement, IT, HR, and business development. Before joining the firm, hewas CFO for Bijoux Terner, a global fashion company backed by private equity investment. Prior to Bijoux Terner, Cedric was CFO for Advanced Bio-Technologies (ABT). Previous to ABT, he was VP of Finance for Stiefel Laboratories, Inc., CFO of Lilly del Caribe, and held several other financial management positions.
Cedric holds a BS in Industrial Engineering from Kettering University (formerly GMI Engineering & Management Institute) and an MBA in Finance from Clark Atlanta University. He is also a CPA. Cedric lives in Florida with his wife Melissa, daughter Hannah and son Christian.
Guy is the Operating Partner for HealthEdge’s portfolio companies in the Specialty Distribution...Read More
Guy is the Operating Partner for HealthEdge’s portfolio companies in the Specialty Distribution Group. Graduating magna cum laude from Syracuse University with a B.S. in Finance, Guy holds over 25 years of experience in healthcare, specialty pharmaceutic and medical supply sectors, Guy formerly acted acted as Chairman and CEO of Dispensing Solutions, Inc. where he led company growth from its acquisition by Fund I in September 2006 thorough its sale to PSS World Medical, Inc. in January 2011.
Guy also served as Executive Vice President for Priority HealthCare Corporation, where he helped grow the distribution division from $100 million to $1.3 billion in annual revenue. Successfully leading five acquisitions and serving as Chief Marketing Officer for two years, Guy was a member of the executive that took PHCC public, spun PHCC out of its parent company, Bindley Western Industries, and created almost $2 billion in shareholder value in less than four years, making PHCC among the most successful healthcare IPOs of the late 1990’s.
Joining HealthEdge in 2012 as an Operating Partner, Steve focuses on Human Capital...Read More
Joining HealthEdge in 2012 as an Operating Partner, Steve focuses on Human Capital and Techology and currently serves as CEO of Infinity Homecare, a Florida-based provider of Medicare home health and therapy services. Steve graduated with an M.B.A. from Goizueta Business School at Emory University and is a Morehead Scholar from the University of North Carolina at Chapel Hill where he earned a dual B.A. in Physics and Geography.
Currently, Steve serves as a member of the Board for the Georgia Leukemia & Lymphoma Society as well as being a member of the CHOA Annual Fund Board.
Previously Steve served as Executive Vice President of Integration and Chief Human Resources Officer at Piedmont Healthcare, a top southeast regional healthcare system, where he led the system-wide strategy for integration of a $1.6 billion company with 11,000 employees, 5 hospitals and over 100 locations.
Prior to Piedmont, Steve held the position of Senior Vice President of People and Technology at Stiefel Laboratories, Inc., where he directed the acquisition of Connetics Corporation for $640 million in 2006, Barrier Therapeutics for $148 million in 2008, and ABR, a closely-held French Aesthetics Company in 2008. In 2009 he was directly involved in the global sale of Steifel to Glaxo SmithKline for $3.6 billion.
As an Operating Partner of HealthEdge, Terry serves as President/CEO of Santus...Read More
As an Operating Partner of HealthEdge, Terry serves as President/CEO of Santus.
Before joining the firm to start Santus, Terry served on the board of Advanced Bio-Technologies. He also founded the US subsidiary of Photocure and ran the US division of Merz. In addition, Terry has held various positions in marketing, sales, business development and overseas operations for several large pharmaceutical firms such as Warner Lambert, Bayer AG and Lederle.
Terry received his Master’s degree in Pharmaceutical Marketing at the University of Minnesota. Outside of work, he serves on his local parish Finance Committee, is active in his church and enjoys travel with his family. He and his wife, Christine, have been married 29 years and have two boys in college.
Ralph graduated summa cum laude from Saint Leo University with a B.A. in accounting...Read More
Ralph graduated summa cum laude from Saint Leo University with a B.A. in accounting and business management, where he was a NCAA Division II Academic All American basketball player. He holds 32 years of experience in the accounting profession, spending the last 26 as a certified public accountant.
Over the last five years, Ralph has worked as a financial consultant for Fund I, as well as acting as part time Chief Finance Officer for Fund I portfolio companies Dispensing Solutions, Omega Healthcare, Advanced Bio-Technologies, POC Network Technologies, Woodbury Health Products, and currently serves as Chief Financial Officer for Infinity Homecare.
Prior to HealthEdge, Ralph served as Vice President and Controller of Priority Healthcare Corporation, a publicly held national specialty pharmacy and distributor with over $2 billion in annual sales.
The Managing Partners have formed an Advisory Board for the Fund comprised of knowledgeable individuals with broad and diverse backgrounds in healthcare, operations, investing, economics, and business. Members of the Advisory Board assist HealthEdge in sourcing and evaluating investment and disposition opportunities and assisting in the monitoring of the Fund’s portfolio companies.