Team

As Managing Partner of HealthEdge, Brian is responsible for deal origination, overseeing transaction structuring, due diligence, financing and documentation, portfolio management and value creation, fundraising and investor relations, and overall management of the firm. Brian’s long-tenured background as a healthcare private equity investor allows him to add unique insights in the areas of creative deal structuring, development of add on acquisition strategies, identifying and navigating various healthcare industry and economic trends, and exit positioning and planning. Before co-founding HealthEdge, Brian was a partner and managing director of Baird Capital Partners, where he managed and led investments in the healthcare and industrial technology sectors. Prior to that, Brian began his career at First Chicago Corporation, where he worked primarily in their private equity business. Over his career, Brian has been involved in approximately 90 private equity investments, add-on acquisitions, advisory, or financing assignments, collectively representing more than $2.5 billion in transaction value. Outside of work, Brian enjoys spending time with his wife Michelle and their children, Lance, Ellie, Lauren, Charlie, Graham, and Henry, especially outdoors whenever possible.

As Partner of HealthEdge, Matt is responsible for deal origination, managing transaction execution including structuring, due diligence, financing, and documentation, portfolio management and value creation, and fundraising and investor relations. In addition to serving as a Partner of the firm, Matt holds the roles of HealthEdge’s Director of Portfolio Management, where he works closely with the management and finance teams at the portfolio companies to execute on value creation initiatives, and the firm’s Chief Compliance Officer, overseeing regulatory reporting. Matt’s prior finance and operational experience in multiple executive roles allows him to add unique insights within the portfolio to help build more effective finance and operations teams, develop and oversee the implementation of financial, lender, and investor reporting, and drive synergies/growth through strategic initiatives. Before joining the firm, Matt served in CFO and COO roles for a variety of companies across healthcare, technology, business services, and private capital. Matt began his career with Kindred Healthcare, a Fortune 500 company in the long-term healthcare industry, which included a role as a hospital CFO in the Tampa Bay area. He currently serves on the board of directors for the ACG Tampa Bay chapter. Outside of work, Matt enjoys playing guitar and live music along with spending time with his wife Jamie and their children: Nate, Clara, Wesley, and Jeremy.

As Managing Partner of HealthEdge, Phil is responsible for deal origination, overseeing due diligence and transaction execution, portfolio management and value creation, fund raising and investor relations, and overall management of the firm. Phil’s background as an experienced and successful healthcare operator allows him to add unique insights in the areas of senior level talent management and recruiting, enhancing portfolio company operational efficiencies and team accountability, and board construction and governance. Before co-founding the firm, Phil served as CEO and Chairman of publicly-traded PlanVista Corporation (formerly HealthPlan Services Corporation, a NYSE business). Upon his appointment as the Company’s senior-most executive, Phil inherited a highly leveraged, severely underperforming business, and during his tenure, he successfully executed an extensive strategic, financial, and operational turnaround of the Company, culminating with its sale in 2004. During his tenure at HPS/PlanVista, he also held roles as Chief Counsel, Chief Financial Officer, Chief Operating Officer, and President. Prior to HPS/PlanVista, he was a partner in the law firm of Hill, Ward & Henderson. Phil is a long-time member of the Board of Directors of Tampa General Hospital, a multi-billion dollar academic medical center and hospital system with over 100 facilities throughout the State of Florida, most recently having completed a three-year term as Board Chair. During his service at TGH, he also chaired the Executive, Strategy, Finance, Audit, and Governance committees. Outside of work, Phil focuses on his faith and family with wife Kim and twins Ashley and Lauren.

As a Principal 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 an Investment Banking analyst at SunTrust Robinson Humphrey (Truist Securities) 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 previous experience includes positions with Raymond James & Associates, LCG Capital, and the Executive Office of Governor Rick Scott. Outside of work, Josh enjoys traveling, fishing, golf, and soccer. He lives in Tampa with his wife Meggie and sons Eli and Will.

As a Partner of HealthEdge, Scott is responsible for deal origination, managing transaction execution including structuring, due diligence, financing, and documentation, portfolio management and value creation, and fundraising and investor relations. Scott’s background as a private equity investor, both as a general partner and institutional limited partner, allows him to provide unique insights in the areas of fundraising and investor reporting/relations, creative structuring and financing options, document negotiation, and strategic exit positioning. Before joining the firm, Scott was a Principal at Fifth Third Capital Holdings, LLC, the private equity division within Firth Third Bank. In this role, he led / participated in over a dozen buyout and venture stage equity co-investments and primary fund commitments to private equity fund managers in the lower middle market. Prior to that, Scott began his career at Florida Capital Partners, a lower middle market private equity fund, where he started as an Analyst and left as a Vice President. Throughout his career, Scott has participated in over 50 direct private equity investments, including majority recapitalizations, venture and growth equity investments, and primary fund commitments. Outside of the office, Scott is an avid golfer, downhill skier, and tennis player, all of which he enjoys doing with his wife Natalia, daughter Stella, and stepson, Phoenix.

As a Principal of HealthEdge, Jessica is responsible for identifying, evaluating, and executing new investment opportunities, as well as providing ongoing support to the firm’s portfolio companies. She is also involved in investor relations and fundraising. Before joining the firm, Jessica worked as a consultant supporting the M&A activities of an investor-backed consolidator within the medical stoploss insurance industry. She has also held positions with Raymond James and Deloitte, where she started her career. Outside of work, Jessica is active in her church, enjoys skiing, scuba diving, traveling, and spending time with family.

As Office Manager, Sandie is responsible for managing the administrative operations for the company and supporting its professional staff. Before joining HealthEdge, 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. Outside of the office, Sandie enjoys cheering on her favorite sports teams, walking, and reading.

As a Partner of HealthEdge, Jeff is responsible for deal origination, managing due diligence, transaction structuring and document negotiation, portfolio management and value creation, and investor relations. Jeff’s career as a skilled executive in the healthcare products space allows him to add unique insights in the areas of management team evaluation, recruitment and retention, navigating various healthcare regulatory agencies and compliance dynamics including the FDA, opportunities for overseas sourcing, and developing/driving operational enhancements. Jeff initially joined HealthEdge as an Operating Partner in Fund I, serving as President, CEO, and Chair of Advanced Bio-Technologies/Enaltus and Chair of Woodbury Products, and became a Partner of the firm in Fund II. Prior to joining the firm, Jeff was a Director and the Chief Operating Officer for Stiefel Laboratories, Inc. and President of Glades Pharmaceuticals. Earlier in his career, he held various sales, management, and operations positions at Bausch & Lomb Pharmaceuticals and SmithKline Beecham. Outside of work, Jeff is an outdoor enthusiast who enjoys hiking, adventure travel, wildlife photography, scuba diving, and skiing with his wife, Julie.

Guy joined HealthEdge as an Operating Partner and brings over three decades of experience in the healthcare distribution, specialty pharmaceutical, and medical supply sectors. Previously, Guy served as Chairman and CEO of Dispensing Solutions, where he led the company’s growth from its acquisition by Fund I in September 2006 through its sale to PSS World Medical, Inc. in January 2011. Before joining HealthEdge, Guy was Executive Vice President for Priority Healthcare Corporation, where he helped grow the distribution division from $100 million to $1.3 billion in annual revenue. He successfully led five acquisitions and served as Chief Marketing Officer for two years. As a member of the executive team, Guy played a key role in taking PHCC public, spinning it out of its parent company, Bindley Western Industries, and creating nearly $2 billion in shareholder value in less than four years, making PHCC one of the most successful healthcare IPOs of the late 1990s.

As an Operating Partner for HealthEdge, Bob currently serves as Chief Executive Officer of The Columbus Organization. He also supports the evaluation of investment opportunities for HealthEdge Fund III. Bob brings nearly three decades of experience in US pharmaceuticals from the perspectives of wholesaler, retailer, and manufacturer. Before joining HealthEdge, he was most recently CEO of Aurobindo Pharma USA, Inc., the largest subsidiary of Aurobindo Pharma Limited, an API and finished dosage form generic manufacturer headquartered in Hyderabad, India. During his tenure at Aurobindo, he led the company through five years of significant growth, achieving a 33% compound annual growth rate in the US business and contributing to a 15x increase in corporate market capitalization to $6 billion.

Previously, Bob held numerous executive positions in Sales and Marketing with notable companies in the generic pharmaceutical industry, including Mylan Laboratories and Teva Pharmaceuticals. He began his career with Value Drug Company, a wholesale cooperative for independent retail pharmacies, before joining Rite Aid Corporation, one of the nation’s largest pharmacy chains.

Bob lives with his wife and two children in New Hope, Pennsylvania.

Earl joined HealthEdge as an Operating Partner and has over 30 years of global healthcare industry experience encompassing the medical device, distribution, and services sectors across the patient care continuum.\Prior to joining HealthEdge, Earl was CEO of two middle-market, private equity-backed healthcare product and specialty distribution companies and provided consulting services to a variety of public, private equity, and family-owned businesses. He also served as a Corporate Officer at Hill-Rom Holdings, Inc., leading three strategic business units and the US service organization, and as Group Vice President for Welch Allyn, Inc., where he managed two business units, regional operations for Latin America, and corporate M&A and global Quality and Regulatory Affairs. Earl also spent eleven years with Elekta AB, ultimately serving as the Chief Operating Officer for Elekta Inc., and began his healthcare industry career at Baxter International.

Outside of HealthEdge, Earl is involved with the Skaneateles NY Recreational Charitable Trust and has previously been active with the Auburn Memorial Hospital. He spent the early years of his career teaching and coaching in the Lynchburg, VA public school system and as a graduate assistant football coach at the University of Virginia.

Joining HealthEdge as an Operating Partner, Steve previously served as CEO of Infinity Homecare, a Florida-based provider of Medicare home health and therapy services. He also served as Executive Vice President of Integration and Chief Human Resources Officer at Piedmont Healthcare, a leading southeast regional healthcare system, where he led the system-wide strategy for integrating a $1.6 billion company with 11,000 employees, five hospitals, and over 100 locations.


Before Piedmont, Steve was Senior Vice President of People and Technology at Stiefel Laboratories, Inc., where he directed significant acquisitions, including Connetics Corporation for $640 million in 2006, Barrier Therapeutics for $148 million in 2008, and ABR, a closely-held French aesthetics company in 2008. He was also directly involved in the global sale of Stiefel to Glaxo SmithKline for $3.6 billion in 2009.


Outside of HealthEdge, Steve is currently a member of the Board of Directors of the Georgia Leukemia & Lymphoma Society and serves as a member of the Children’s Healthcare of Atlanta Annual Fund Board.

Ralph has 32 years of experience in the accounting profession, including 26 years as a certified public accountant. Over the past five years, he has worked as a financial consultant for Fund I and has served as a part-time Chief Financial Officer for various Fund I portfolio companies, including Dispensing Solutions, Omega Healthcare, Advanced Bio-Technologies, POC Network Technologies, and Woodbury Health Products. He is currently the Chief Financial Officer for Infinity Homecare.


Before joining HealthEdge, Ralph was Vice President and Controller at Priority Healthcare Corporation, a publicly held national specialty pharmacy and distributor with over $2 billion in annual sales.

As an Operating Partner of HealthEdge, Cedric serves as CFO for multiple portfolio companies, overseeing all financial aspects and assisting with financial due diligence for the fund.

With over 19 years of experience in financial management, including procurement, IT, HR, and business development, Cedric’s previous roles include CFO at Bijoux Terner, a global fashion company backed by private equity investment, and CFO for Advanced Bio-Technologies (ABT). He has also held positions such as VP of Finance at Stiefel Laboratories, Inc., and CFO of Lilly del Caribe, among other financial management roles.

Cedric resides in Florida with his wife Melissa, daughter Hannah, and son Christian.