BLAISE GAMMON

Analyst

Blaise supports Mariner Capital Advisors on sell-side and buy-side M&A engagement, performing financial analysis, market research and due diligence. Additionally, he assists in valuations of private businesses and business interests for the purposes of mergers and acquisitions, gift and estate planning, charitable giving, and tax and financial reporting.

Blaise holds an MBA and a bachelor’s degree in finance from Kansas State University.

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CAMERON DIAMOND

Analyst

Tel: (913) 378-0408
[email protected]

Cameron joined Mariner Capital Advisors in 2021 as an investment banking analyst and provides support on valuation advisory and sell-side M&A engagements. Prior to joining Mariner Capital Advisors, Cameron was a Private Equity Analyst Intern at Apis Holdings, a middle-market private equity firm affiliated with a large family office.

Cameron holds two bachelor’s degrees in finance and management from the University of Tulsa, where he graduated with distinguished honors as a Presidential Leadership Fellow and honor student. During his time at the University of Tulsa, Cameron held leadership roles in multiple student organizations and served as the head Portfolio Analysis and Risk Chair of the university’s investment fund.

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TIM HOSIE

Vice President

Tel: (913) 904-5446 | Mobile: (816) 308-0563
[email protected]

As vice president, Tim supports the firm through sell-side and buy-side merger and acquisition engagements. He plays an active role in managing projects from start to finish, which includes preparing offering materials, financial analysis and leading due diligence.

Prior to joining Mariner Capital Advisors, Tim worked for “Big 4” public accounting firms and publicly listed companies.

Tim holds a Master of Accounting degree from the University of Missouri-Kansas City and is currently pursuing his MBA with a concentration in finance from Rockhurst University.

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ROBBIE VANTRUMP

Vice President

Tel: (913) 904-5537 | Mobile: (913) 271-9505
[email protected]

As vice president, Robbie supports the firm through sell-side and buy-side merger and acquisition engagements. Since joining Mariner Capital Advisors in 2011, Robbie has assisted on more than 60 M&A advisory engagements in varying capacities for clients across a broad range of industries including healthcare, manufacturing, agriculture, software, construction, food manufacturing, marketing and e-commerce.

Robbie provides strategic and operational support on M&A transactions and plays an active role in preparing offering materials and developing and executing go-to-market strategies. He has also helped author dozens of educational articles and whitepapers on topics related to business succession planning, business valuation and private equity.

Robbie has two Bachelor of Arts degrees in French and mass media from Washburn University.

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LIZZY FLEET, CFA

Vice President

Tel: (913) 904-5536 | Mobile: (913) 558-3136
[email protected]

As vice president, Lizzy supports the firm through sell-side and buy-side merger and acquisition engagements. She plays an active role in managing projects from start to finish, which includes preparing offering materials, financial analysis and leading due diligence.

Prior to joining Mariner Capital Advisors, Lizzy worked as an analyst in the oil and gas industry.

She holds dual bachelor’s degrees in finance and accounting from the University of Oklahoma. Lizzy holds the Chartered Financial Analyst^®designation.

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HOUSE ZHU

Senior Financial Analyst

Tel: (913) 904-5533 | Mobile: (617) 800-3559
[email protected]

As a senior financial analyst, House examines data related to mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

He holds a bachelor’s degree in business administration from Boston University, a master’s degree in finance from the University of Texas at Dallas and a Master of Accounting degree from Washington University in St. Louis.

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JASON O’BRYON

Vice President, Valuation

Tel: (913) 904-5534 | Mobile: (785) 840-6647
[email protected]

As vice president, Jason assists in engagements for mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

Prior to joining Mariner Capital Advisors, Jason worked in the mutual fund industry in operations and project planning.

He holds a bachelor’s degree in finance with an emphasis on management and leadership from the University of Kansas and a master’s in finance from the University of Missouri-Kansas City.

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JOHN STEVENSON

Valuation Director

Tel: (913) 904-5603 | Mobile: (612) 741-0540
[email protected]

As valuation director, John has overseen or completed more than 500 valuation engagements for mergers and acquisitions, strategic planning, buy-sell agreements, Employee Stock Ownership Plans, gift and estate tax planning, charitable giving and financial reporting, among others. He has also led teams that render fairness opinions in connection with public company sale, merger and financing transactions.

John’s industry experience includes business software and services, medical devices, building products, food processing, trucking, industrial goods and manufacturing, wholesale distribution, retail and banking and insurance.

Prior to joining Mariner Capital Advisors, John was a valuation director at BDO. Prior to BDO, he was a valuation director at RSM and a director at Craig-Hallum Capital Group. John holds a bachelor’s degree from Iowa State University with majors in finance and economics.

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TODD MIDDLETON

Managing Director

Tel: (913) 904-5539 | Mobile: (913) 645-3147
[email protected]

As managing director, Todd has more than 20 years of experience in the banking and financial services industry. Todd possesses a blend of experience in areas that include mergers and acquisitions (M&A), commercial and industrial lending, commercial real estate and construction, credit analysis, inventory management and risk management.

Todd has advised clients in areas that include mergers and acquisitions, strategic planning, financial management, risk management and valuation. He also has specialized knowledge of the agriculture industry and has managed multiple sell-side M&A transactions involving agricultural producers, product suppliers and distributors.

Prior to joining Mariner Capital Advisors, Todd worked in banking and finance for more than two decades. He was a commercial banker and also held senior-level executive and management positions with Fortune 500 companies.

Todd holds a bachelor’s degree in business marketing from Drake University and is involved in several charities, including the March of Dimes and Victory Junction Camp.

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TOM TILLEY

Managing Director

Tel: (913) 904-5540 | Mobile: (913) 238-0295
[email protected]

As managing director, Tom has been directly involved in more than 100 business transactions across the country and has more than 10 years of experience finding appropriate buyers or sellers for his clients. Tom manages all aspects of business transactions including sourcing buyers and sellers, financial modeling and building capital structures, negotiating and closing.

Tom’s experience with mergers and acquisitions spans an array of industries including distribution, manufacturing, consumer products, financial services, health care, information technology and service businesses. He frequently presents to business owners who are clients of local and regional banks, accounting firms and other regional business advisory groups.

With his financial marketplace knowledge, transaction experience and background as a business owner, Tom designs creative transactions and financial structures and then guides his clients through the closing process.

Prior to joining Mariner Capital Advisors, he was managing partner at The DVS Group leading new business development.

Tom attended Michigan State University on a hockey scholarship and went on to play for the St. Louis Blues, Chicago Blackhawks and Tampa Bay Lightning professional hockey organizations. He remains involved in hockey as the President of the Kansas City Youth Hockey Association.

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TCG Sold To HealthEdge Investment Partners

Client Objective

In 1989 Kathy Dodd founded The Corridor Group (TCG) as a consulting firm to home care and hospice providers in Overland Park, Kansas (a suburb of Kansas City). Dodd was later joined by Jeannee Parker Martin and, as co-owners, the two expanded the company to provide executive recruiting and educational products and services. Throughout their careers, both Dodd and Martin had been heavily involved in home care and hospice standards boards and trade associations. They recognized that new health care reform initiatives would require TCG to undergo changes to sustain growth and to take advantage of a growing market.

Dodd and Martin began contemplating TCG’s long-term future and discussed how the company could provide services to other types of health care providers, as well as expand its current market share. They considered their own long-term future with TCG and how changes in the company might affect their succession plans. Ultimately, they decided they should either find an investor with the financial resources needed to fund growth initiatives, or find a strategic buyer to help them expand into new markets.

Solution

Dodd and Martin approached Mariner Capital Advisors for help in finding a strategic investor or partner for TCG. We had extensive experience working with health care providers, and was knowledgeable regarding M&A market conditions and challenges unique to the health care industry. We leveraged this background to compile a list of nearly 500 health care-related companies they believed would have a strategic interest in TCG. We also compiled a list of more than 5,000 private equity firms, which they accessed from their proprietary buyer database. We then reached out to key individuals at each organization through a confidential marketing process that positioned TCG as a niche consulting firm with strong growth potential and an experienced management team. Our efforts drew interest from nearly 50 potential buyer candidates, with several making bids for the company.

HealthEdge Investment Partners, a private equity firm with a unique focus on the health care industry, showed great interest in TCG. We facilitated several conference calls and meetings to assess HealthEdge’s interest in TCG and to discuss their goals for the company’s future. Ultimately, TCG’s owners determined that HealthEdge could provide the financial resources and strategic relationships the company needed for growth.

Result

TCG was sold to HealthEdge Investment Partners on December 31, 2012. HealthEdge had made a premium offer for TCG and showed great enthusiasm about the company’s growth potential. Both Dodd and Martin remained with TCG to continue running the company’s operations alongside HealthEdge’s management team.

About The Corridor Group

Founded in 1989 in Kansas City by Kathy Dodd, the company provides consulting services, executive recruiting and educational products and services to the home health and hospice industries. Dodd and the company’s president and co-owner, Jeannee Parker Martin, have extensive leadership experience in the home health and hospice industries.

About HealthEdge

HealthEdge is a private equity group with an exclusive focus on the healthcare industry. With more than 100 years of health care operating experience, the firm provides financial and leadership resources to help generate superior returns for companies with enterprise values between $10 and $100 million.

This document is for informational use only and may be outdated and/or no longer applicable. Nothing in this publication is intended to constitute legal, tax, or investment advice. There is no guarantee that any claims made will come to pass. The information contained herein has been obtained from sources believed to be reliable, but Mariner Capital Advisors does not warrant the accuracy of the information. Consult a financial, tax or legal professional for specific information related to your own situation.