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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Health Care Software, Inc. Acquired by WellSky

WellSky, a leading health and community care technology company based in Lenexa, Kan., has announced the acquisition of Health Care Software, Inc. (“HCS”), a New Jersey-based provider of integrated clinical and financial IT software for long-term and post-acute care providers. Mariner Capital Advisors advised HCS in the transaction.

HCS’s software serves providers across the spectrum of care—including long-term acute care hospitals (LTACH) and inpatient psychiatric, inpatient rehab, senior living, and long-term care facilities. With HCS, WellSky expands its extensive suite of solutions to serve an even broader range of care settings. The acquisition further strengthens WellSky’s ability to deliver the most comprehensive suite of solutions across post-acute care—including home health, hospice, long-term care, rehab, home infusion, specialty pharmacy, home medical equipment, and now LTACH and inpatient psychiatric care.

HCS is highly respected in the industry for providing clients with flexible, enterprise software solutions. HCS’ Interactant® solution is an enterprise health care information technology platform, serving patients with complex needs who require longer term hospital stays and highly specialized care. Serving thousands of client locations across LTACHs, behavioral health facilities, and senior living facilities, Interactant® helps multi-site providers deliver quality and safe patient care, while also increasing efficiencies and financial performance.

Together, WellSky and HCS will help post-acute care providers elevate their quality of care, fulfill regulatory demands and mandates, and meet ever-growing patient and provider needs. Through this acquisition, HCS is better positioned to navigate today’s ever-evolving market—connecting to the full continuum of care and gaining access to powerful analytics, care management tools, and new investments in technology and services to enable their success in new reimbursement and care delivery models.

Both WellSky and HCS are aligned in their shared dedication to building a culture of innovation, delivering outstanding client service, and empowering exceptional patient care. The acquisition also allows WellSky to accelerate growth and capture new market opportunities to deliver a broader set of products and services to established enterprise clients.

“WellSky understands HCS’s mission to better serve specialty hospitals, inpatient rehab facilities, and senior living providers, and we’re excited to unite our resources and capabilities to support our clients in even more ways,” said Tom Fahey, CEO of HCS. “WellSky’s proven commitment to post-acute care makes this a great match, and we know this will benefit all of our clients.”

HCS will maintain its office and operations in Wall Township, New Jersey, with CEO Tom Fahey continuing in a leadership role. HCS clients will see no immediate changes to their software and the excellent customer service they have come to expect. The company will be gradually integrated into the WellSky brand over time.

About HCS

HCS provides an integrated clinical and financial IT platform to LTACH, senior living, and behavioral health facilities. Since 1969 the HCS Interactant® platform has been delivering enterprise-wide and easy-to-adopt solutions for revenue cycle management, financial reporting, electronic medical records, mobile technology, and business intelligence. For more information, visit wellsky.com/ltach.

About WellSky

WellSky is a technology company advancing human wellness worldwide. Our software and professional services address the continuum of health and social care—helping businesses, organizations, and communities solve tough challenges, improve collaboration for growth, and achieve better outcomes through predictive insights that only WellSky solutions can provide. A portfolio company of TPG Capital, WellSky serves more than 10,000 customer sites around the world—including the largest hospital systems, blood banks and labs, home health and hospice franchises, government agencies, and human services organizations. Informed by more than 30 years of providing software and expertise, WellSky anticipates providers’ needs and innovates relentlessly to help people thrive. Our purpose is to empower care heroes with technology for good, so that together, we can realize care’s potential and maintain a healthy, flourishing world. For more information, visit wellsky.com.

About TPG

TPG is a leading global alternative asset firm founded in 1992 with more than $84 billion of assets under management and offices in Austin, Beijing, Boston, Dallas, Fort Worth, Hong Kong, Houston, London, Luxembourg, Melbourne, Moscow, Mumbai, New York, San Francisco, Seoul, and Singapore. TPG’s investment platforms are across a wide range of asset classes, including private equity, growth venture, real estate, credit, and public equity. TPG aims to build dynamic products and options for its investors while also instituting discipline and operational excellence across the investment strategy and performance of its portfolio. For more information, visit www.tpg.com.