Excellere Partners

Hicks is a Founder and Managing Partner and member of the Investment and Management Committees with more than 30 years of private equity experience across physician services, healthcare, pharmacy, insurance, and industrial industries. He previously worked at Stone Arch Capital and George K. Baum Merchant Banc and holds an MBA from the University of Chicago.

O'Keefe is a Managing Partner and member of the Investment and Management Committees with 20 years of private equity, M&A, and financing experience across healthcare, specialty chemicals, business services, and industrial services. He previously worked at H.I.G. Capital and JPMorgan and holds an MBA from Wharton.

Managing Partner and member of the Investment and Management Committees with 20 years in PE and M&A, focusing on healthcare business services, provider services, industrial growth, and specialty chemicals. Previously with H.I.G. Capital and JPMorgan. Holds an MBA from Wharton.

Glaws is a Managing Partner and member of the Investment and Management Committees with over 20 years of healthcare-focused private equity experience, focusing on pharmacy products, medical products, and life sciences/diagnostics. He previously worked at GE Capital's Healthcare leveraged finance group and holds a CFA charter.

Mattson has over 30 years of experience in M&A, strategic consulting, and senior operations, including senior roles in outsourced pharmaceutical services and nearly 15 years in middle-market investment banking. He serves on the board of ParcelShield Holdings and holds a degree from the University of South Florida.

Unertl joined Excellere in 2010 and has over 20 years of private equity, operations, and financing experience, focusing on healthcare delivery, behavioral health, business services, IT managed services, and cybersecurity. He serves on several portfolio boards and previously was CFO at Arrowhead Health.

Geldart has more than 30 years of experience in executive leadership, operations, health law, and regulatory compliance, having served as COO of BioTelemetry and MedExpress. He began his career practicing healthcare law at Holland & Knight and holds a JD from Stetson University.

Vieth joined Excellere in 2014 and is responsible for sourcing, evaluating, and executing investments in the firm's healthcare and industrial growth practice areas. He previously worked at Maranon Capital and Harris Williams & Co. and holds an MBA from the University of Chicago Booth School of Business.

Halverson joined Excellere in 2014 and is responsible for sourcing, evaluating, and executing investments and arranging debt financing. He serves on the boards of AIS Healthcare and SCA Pharma, and previously worked at Pfingsten Partners and Lincoln International.

Forsyth joined Excellere in 2016 as an associate and has worked on portfolio companies including Two Labs Pharma Services and G2 Integrated Solutions. He previously worked as an analyst at Harris Williams & Co. and holds a business degree from the University of Richmond.

Coleman joined Excellere in 2013 and has been a key team member on LucidHealth, Medlogix, and Biocare Medical, evaluating and executing investments and arranging debt financing. He previously worked as an analyst at Northwestern Mutual Capital and holds a degree from the University of Wisconsin.

Vratil brings over 15 years of experience as a transactional healthcare attorney and compliance advisor, supporting Excellere's portfolio companies and firm operations. She previously practiced at McGuireWoods and Katten and holds a JD from the University of Michigan.

Furlong is a finance and operations professional with more than 13 years of experience in financial management, accounting, compliance, and executive support.

Gier joined Excellere in 2022 after working as an associate at Sky Island Capital and an analyst at Houlihan Lokey. He serves on the CDL Nuclear Technologies team and the Healthcare Provider Services industry team, and holds a degree from Southern Methodist University.

Speicher joined Excellere in 2025 after working as an associate in Houlihan Lokey's Business Services group in Atlanta. He holds an accounting and finance degree from Boston College.

Rahja joined Excellere in 2021 after working as an analyst at William Blair in the Services and Industrial group. He holds a business degree from the University of Wisconsin.

Beck joined Excellere Partners in 2023 after working as a senior analyst at Healthwell Acquisition Corp. I, a healthcare-focused SPAC. He holds a business degree from Miami University.

Confer joined Excellere in 2025 after working as an associate at Lincoln International in its Business Services group, executing sell-side M&A transactions. He holds a finance degree from Indiana University's Kelley School of Business.

Grossbaum joined Excellere in 2025 as a Vice President responsible for sourcing, evaluating, and executing investments. He serves on the ADVENT team and previously was a VP at GreyLion Partners and analyst at Harris Williams. He holds a degree from Boston College.

Gonnella joined Excellere in 2023 after working as an analyst at Robert W. Baird & Co. in its Global Industrial Group. He graduated from Drexel University with majors in finance and accounting.

Sparrow oversees the firm's financial reporting, accounting, treasury, tax, regulatory reporting, and investor relations. He joined Excellere in 2024 from KSL Capital Partners and is a Chartered Accountant and CPA.

Schalley joined Excellere in 2024 after working as an analyst at William Blair focused on healthcare M&A. He holds a business degree from Creighton University.

O'Rear joined Excellere in 2025 after working as an associate at Aterian Investment Partners and an analyst at D.A. Davidson. He holds a finance and accounting degree from Northern Illinois University and is a CPA.

Joined Excellere in 2025; previously an Associate at Aterian Investment Partners and analyst at D.A. Davidson. Holds a BS in Finance and Accounting from Northern Illinois University and is a CPA.

Howe joined Excellere in 2026 after working as an associate at Bank of America's Healthcare Group and at Promontory Financial Group. He holds an MBA from the University of Virginia Darden School of Business.

Kelly has more than 20 years of experience sourcing investment opportunities for middle-market private equity firms, partnering with bankers, brokers, and founders to identify platform and add-on opportunities across healthcare, business services, and industrial growth.

Johnson joined Excellere in 2024 after working as an analyst at Canaccord Genuity on consumer-sector M&A transactions. He holds a mechanical engineering degree from the University of Wisconsin.