Strive for Excellence

Team

At Excellere Partners, our professionals are immensely grateful for the opportunity to assist our platform companies in pursuit of their aspirations.

Spend enough time with Excellere and you will notice that there is something different about us. This is intentional. We built an organization around individuals who have backgrounds, skill sets, and attitudes that enhance and perpetuate the firm’s unique, entrepreneur-centric culture and philosophy.

Prior to joining Excellere, each of our investment professionals and staff had diverse backgrounds and a history of success and achievement. As importantly, we have assembled a team with character and a unique passion for excellence and service to others.

Further reinforcing our differentiated approach, the phrase Strive for Excellence graces the back of Excellere business cards, a wall in our headquarters, and our collateral materials. Strive for Excellence reflects the manifestation of our commitment to a higher standard of service – to our investors, portfolio company managers/partners, lenders, intermediaries, and service providers.

Mark Babineau
Associate

Mark Babineau

Associate

Mr. Babineau joined Excellere Partners after previously working as an Associate with TripleTree, a healthcare-focused merchant bank, where his primary responsibility was deal execution to support M&A and strategic advisory services. He also has prior experience as an investment banking analyst at Quetico Partners where he conducted financial analysis and industry research for M&A transactions across a variety of industries.

Mr. Babineau earned his Bachelors of Business Administration from the University of Wisconsin-Eau Claire.


Jacob Choi
Associate

Jacob Choi

Associate

Mr. Choi joined Excellere Partners in 2018.

Previously, Mr. Choi worked as an Analyst for Piper Jaffray Companies, a middle-market investment bank, in the Agriculture, Clean Tech & Renewables group, where he focused on mergers and acquisitions and strategic advisory assignments.

Mr. Choi earned his Bachelors of Science in Business Administration from Washington University in St. Louis.


Nick Coleman
Senior Associate

Nick Coleman

Senior Associate

Mr. Coleman joined Excellere Partners in 2013 and has been a key team member on Lucid Health, Medlogix, and Biocare Medical.  He is responsible for evaluating and executing new investment opportunities, arranging debt financing, and supporting value creation initiatives and portfolio company management.

Previously, Mr. Coleman worked as an Analyst for Northwestern Mutual Capital, LLC, the private investment manager for The Northwestern Mutual Life Insurance Company, providing mezzanine debt and equity co-investments for private equity sponsor backed portfolio companies. His primary responsibilities included structuring, underwriting, and monitoring investments across a variety of industries and asset classes.

Mr. Coleman earned his Bachelors of Business Administration from the University of Wisconsin.


Brad Cornell
Partner

Brad Cornell

Partner

Brad Cornell joined Excellere Partners in 2011, and is responsible for sourcing, evaluating, and executing new investments and supporting management teams on value creation initiatives at existing portfolio companies.  Mr. Cornell has 20 years of experience in private equity investing, mergers and acquisitions, and financing of middle market companies across a number of industries, including pharmaceutical services; engineering, industrial, and infrastructure services; and technology enabled solutions.  He focuses on the (i) pharmaceutical services, (ii) energy, power, and infrastructure services, and (iii) business services industries.   Mr. Cornell currently serves on the boards of directors of TL Life Sciences Solutions (Two Labs Pharma Services), and G2 Integrated Solutions, and prior to their sales, served on the boards of directors of TrialCard, Personable Insurance, and Integrated Petroleum Technologies.

Prior to joining Excellere, Mr. Cornell served as a Director at Lake Capital, an operationally oriented private equity firm investing in a wide range of entrepreneurially owned and operated services businesses.  During his time with Lake, he executed numerous buy-and-build strategies and served on the boards of directors of five portfolio companies.  His past experiences include leveraged finance with GE Capital, investment banking with William Blair & Company, and capital markets and corporate banking with Bank One, formerly known as First Chicago Corporation.  Mr. Cornell earned an MBA from the Wharton School at the University of Pennsylvania with a major in Finance and a BA in Finance from James Madison University.


Chris Flight
Associate

Chris Flight

Associate

Mr. Flight joined Excellere Partners in 2018.

Previously, Mr. Flight worked as an Analyst for Harris Williams & Co., a middle-market investment bank, in the Transportation & Logistics group where he focused on mergers and acquisitions and strategic advisory assignments.

Mr. Flight earned a Bachelor of Arts in Mathematics and a Bachelor of Science in Business Administration from Washington & Lee University.


Mike Forsyth
Senior Associate

Mike Forsyth

Senior Associate

Mr. Forsyth joined Excellere Partners in 2016.

Previously, Mr. Forsyth worked as an Analyst for Harris Williams & Co., a middle-market investment bank, in the Energy, Power & Infrastructure group where he focused on mergers and acquisitions and strategic advisory assignments.

Mr. Forsyth earned a Bachelor of Science in Business Administration, magna cum laude, from the University of Richmond.


Mike Geldart
Partner

Mike Geldart

Partner

Michael Geldart has more than 20 years of experience in executive leadership, operations, health law, regulatory compliance, and corporate development.  Most recently, Mr. Geldart was the Chief Operating Officer of BioTelemetry (Nasdaq:BEAT), the leading provider of cardiac monitoring, cardiac monitoring device manufacturing, and centralized cardiac core laboratory services.  Previously, Mr. Geldart was the Chief Operating Officer of MedExpress, a leading multi-state urgent care provider and former portfolio company of Excellere Partners.  Prior to that, Mr. Geldart was the Chief Operating Officer and EVP of Corporate Development of CCS Medical, a national provider of Medical and Pharmacy supplies for patients suffering from diabetes, respiratory and other chronic conditions.  Mr. Geldart began his career practicing healthcare law at Holland & Knight, LLP, a global law firm, and was promoted to Partner and served as the Co-Chair of the firm’s National Health Care Practice Group.

Mr. Geldart received a Juris Doctor degree from Stetson University College of Law, and is a member of the Florida Bar.  He received a Bachelor of Arts in Chemistry from the University of South Florida.


Ryan Glaws
Partner

Ryan Glaws

Partner

Mr. Glaws joined Excellere Partners in 2007 and has more than 15 years of private equity and leveraged finance experience working with middle market companies.  Mr. Glaws currently serves on the board of directors for AIS Healthcare and Biocare Medical, and previously served on the board of directors for AxelaCare Health Solutions, Mentis Neuro Health and DentMall.  Additionally, Mr. Glaws was a key team member for MedExpress Urgent Care and MTS Medication Technologies prior to their sales.  Prior to joining Excellere, Mr. Glaws was Assistant Vice President for GE Capital’s Healthcare leveraged finance group.  Mr. Glaws began his career with Bank One’s Capital Markets Group.

Mr. Glaws earned his Bachelors of Business Administration, cum laude, from Miami University, Oxford, Ohio with a major in finance and a minor in economics. Mr. Glaws was awarded his CFA Charter in 2005.


Brenda Goscha
Director of Accounting and Administration

Brenda Goscha

Director of Accounting and Administration

Ms. Goscha joined Excellere Partners in 2007 and is responsible for the firm’s accounting, operations and administration. Ms. Goscha has more than 15 years of private equity experience in administration and operations.

Prior to joining Excellere Partners, Ms. Goscha was Administrative Director with KRG Capital Partners, a middle-market private equity group. While at KRG, Ms. Goscha was actively involved and responsible for administration, operations, and event coordination.  Ms. Goscha’s prior experience includes entrepreneurship, accounting, and banking.

Ms. Goscha earned a BA in Business Administration, summa cum laude, from the University of Denver.


Ross Gundry
Vice President

Ross Gundry

Vice President

Mr. Gundry joined Excellere Partners in 2016. Previously, Mr. Gundry was an investment professional at Riverside Partners, a middle market healthcare- and technology-focused private equity firm. During his seven years with Riverside, his responsibilities included evaluating and executing new investment opportunities, arranging debt financing, and supporting portfolio company management. His past experience also includes two years as an analyst in the Mergers and Acquisitions group at Merrill Lynch.

Mr. Gundry earned a Bachelor of Science in Management and Business, magna cum laude, from Skidmore College.


Matt Halverson
Senior Associate

Matt Halverson

Senior Associate

Mr. Halverson joined the Excellere team in early 2014 and has been a key team member on AIS Healthcare and Mentis Neuro Health prior to its sale.  He is responsible for evaluating and executing new investment opportunities, arranging debt financing, and supporting value creation initiatives and portfolio company management.

Previously, Mr. Halverson worked as an Associate for Pfingsten Partners, an operationally-driven private equity firm focused on manufacturing, distribution and business services companies.  His past experience also includes two years as an investment banking Analyst with Lincoln International.

Mr. Halverson earned his Bachelors of Business Administration, with high honors, from the University of Iowa.


Matt Hicks
Partner

Matt Hicks

Partner

Mr. Hicks has more than 20 years of experience in private equity investing and financing entrepreneurial owned and managed businesses. Prior to forming Excellere Partners, Mr. Hicks served as an investment professional at Stone Arch Capital, LLC (“SAC”), an Upper Midwest focused middle-market private equity firm.  and at George K. Baum Merchant Banc, LLC (“GKB”), a private equity firm focused on a buy and build investment strategy primarily within the food and beverage, consumer products and business service industries. Prior to SAC and GKB, Mr. Hicks began his career as both an investment professional and financing professional in Bank of America’s private equity subsidiary, BankAmerica Capital Corporation.  Bank of America’s and Continental Bank’s Leveraged Finance Group, respectively.

Through his career, Mr. Hicks has partnered with numerous entrepreneurial owned and led businesses through recapitalizations and supported those organizations in buy and build growth strategies in the food and beverage,  healthcare services, healthcare products and technology, outsourced marketing services, consumer products, office furniture products, and industrial and municipal products industries. Mr. Hicks currently serves on the board of directors of AIS Healthcare and previously served on the board of directors of Advanced Pain Management, MTS Medication Technologies, PhyMed Holdings prior to their sales.

Mr. Hicks earned an MBA with a concentration in entrepreneurship, finance and strategic management from The University of Chicago’s Graduate School of Business and earned a BS in Finance from the University of Utah.


David Kessenich
Managing Partner

David Kessenich

Managing Partner

Mr. Kessenich, a co-founder of Excellere Partners, has more than 25 years of principal investing and investment banking experience, including originating investment opportunities, leading investment teams, providing strategic and operational oversight, and board governance.  Mr. Kessenich has helped many entrepreneurs successfully grow their companies into best-in-class, industry leading businesses.  He has extensive industry experience, including healthcare services, medical technology, life sciences; energy services spanning the upstream, midstream and downstream continuum; industrial technology, specialty chemicals and services; and transportation logistics industries. Prior to forming Excellere Partners, Mr. Kessenich was a senior investment professional and served on the investment committee at three highly successful private equity firms. Prior to that, Mr. Kessenich was an investment banker with Continental Bank / Bank of America where he advised middle-market entrepreneurs and companies.

Mr. Kessenich received an MBA in Finance and International Business from The University of Chicago's Graduate School of Business and a BSBA in Accounting and Finance from Creighton University. Mr. Kessenich currently serves on the board of directors of Biocare Medical, Medlogix, G2 Integrated Solutions, Lucid Health, and TL Life Sciences Solutions, (Two Labs Pharma Services).  Mr. Kessenich previously served on the board of directors of Advanced Pain Management, AxelaCare Health Solutions, Integrated Petroleum Technologies, MedExpress Urgent Care, MTS Medication.


Eric Mattson
Principal

Eric Mattson

Principal

Mr. Mattson brings to Excellere over 25 years of merger & acquisition, strategic consulting and senior operations experience. Prior to joining Excellere, he was Executive Director at United BioSource Corporation (an Express Scripts company). During his tenure with UBC, a global provider of pharmaceutical support services, he was responsible for several acquisitions/integrations and the start-up and growth of multiple new business activities.

Prior to that, Mr. Mattson was Executive Vice President with HealthStar Communications, an international medical communications company, where he was responsible for business optimization across several subsidiary operations. Key aspects of each of Mr. Mattson’s past two roles include executing acquisitions and divestitures, acquisition integration and developing growth strategies. In addition, he also has advised companies in the areas of strategic planning, marketing and corporate value enhancement. From 1989 to 2002, Mr. Mattson was a Vice President and Managing Director of the Southeast regional practice of Citi Capital Strategies (and predecessor Geneva Capital Markets), the middle-market investment banking division of Citigroup. During his 12-year career at Geneva/Citi, he was responsible for all areas of origination, valuation and M&A transaction management and execution, advising more than 200 clients across a broad range of industries.

Mr. Mattson began his career in corporate finance for Paradyne Corporation, a then NYSE-listed manufacturer of telecommunications equipment. He earned a degree in Business Administration with majors in Finance and Economics from the University of South Florida.


Patrick O’Keefe
Partner

Patrick O’Keefe

Partner

Mr. O’Keefe joined Excellere Partners in 2007 and is responsible for sourcing, evaluating, and executing new investments and supporting management teams on value creation initiatives at existing portfolio companies.  Mr. O’Keefe has over 18 years of experience in private equity and mergers and acquisitions and closed over thirty middle-market transactions with aggregate transaction value of over $1.5 billion.  Mr. O’Keefe currently serves on the board of directors of LucidHealth, and prior to its sale, served on the board of directors of U.S. Water Services.

Prior to joining Excellere, Mr. O’Keefe was an investment professional with H.I.G. Capital, a middle market private equity firm and an Analyst at JPMorgan in their mergers and acquisition group. Mr. O’Keefe earned an MBA with honors from the Wharton School at the University of Pennsylvania with a major in finance and strategy. Mr. O’Keefe graduated cum laude with a BS in analytical finance from Wake Forest University.


Justin Unertl
Principal

Justin Unertl

Principal

Mr. Unertl joined Excellere Partners in 2010 and is responsible for sourcing, evaluating and executing new investments and supporting management teams on value creation initiatives.  He has 15 years of experience supporting entrepreneurs in private equity investments, operations and financings in emerging growth companies.  Mr. Unertl is currently on the Board of Directors at Biocare Medical and Medlogix, while serving as a Board Observer at Lucid Health.  Mr. Unertl was previously active in several Excellere platforms that resulted in successful realizations including AxelaCare, Personable Insurance and PhyMed Healthcare Group.

Prior to joining Excellere, Mr. Unertl was an operating executive with Arrowhead Health, a multi-specialty healthcare service provider where he served as its Chief Financial Officer and also carried business development responsibilities.  He began his career in leveraged finance at GE Capital and Freeport Financial, with a focus on middle-market private equity buyouts.

Mr. Unertl earned a Finance degree from the University of Wisconsin.


Mike Vieth
Vice President

Mike Vieth

Vice President

Mr. Vieth joined the Excellere team in 2014 as an Associate and has been a key team member on TrialCard Incorporated and Two Labs Pharma Services. Previously, Mr. Vieth worked as an Associate for Maranon Capital, LP, a provider of mezzanine and senior debt to middle-market companies, where he was responsible for evaluating and executing investments across a variety of industries. His past experience also includes two years as an analyst with Harris Williams & Co., a middle-market investment bank.

Mr. Vieth earned an MBA from the University of Chicago Booth School of Business and a Bachelors of Science in Business from the University of Minnesota.