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Havencrest Capital Management

Private equity

Dallas · Growth · 56 people tracked

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Investment thesis

Havencrest is a lower middle-market private equity fund dedicated to the healthcare sector, backing and building companies that transform how healthcare is delivered in America. Its portfolio spans clinical trial site networks, healthcare staffing, post-acute and home-based care, behavioral and mental health, and hospice and palliative care. The firm partners with established healthcare businesses to expand access to high-quality patient care across select markets and facility types, including integrated delivery networks and acute care hospitals.

Invests inDigital HealthHealthtechMental HealthDallasUnited States

Source: firm website, verified Aug 6, 2026.

Stage
Growth
HQ
Dallas, US
Instruments
Equity
Founded
2018
Tracked investments
29

Team · 56 people

from the firm's website
Matthew D. Shofner· Partner
Paul E. VerHoeve II· Partner and Head of Portfolio Resource Group
Brian P. Banks· Principal
M. Jett Aubrey· Principal
Anthony F. Ecock· Operating Partner
Christopher D. Bowers· Operating Partner
David K. White· Operating Partner
David S. Boone· Operating Partner
Derrick L. Artis· Operating Partner
Douglas D. Hawthorne· Operating Partner
Duncan F. Young· Operating Partner
Edward D. Miller· Operating Partner
Frank A. Ingari· Operating Partner
Greg S. Koonsman· Operating Partner
H. R. Brereton Barlow· Operating Partner
James C. Collet· Operating Partner
Jeffrey N. Jarecki· Operating Partner
Karen Golden-Russell· Operating Partner
Karl A. Zachar· Operating Partner
Leonard M. Riggs· Operating Partner
Marco A. Chacón· Operating Partner
Michael A. Ross· Operating Partner
Michael S. Gorton· Operating Partner
Nitin K. Jain· Operating Partner
Philip W. Eichenholz· Operating Partner
Randal C. Chatman· Operating Partner
Richard J. Hawkins· Operating Partner
Robert A. Kline· Operating Partner
Robert J. Greczyn· Operating Partner
Roger A. Ramsey· Operating Partner
Sandra F. Ryan· Operating Partner
Steven W. Logan· Operating Partner
Teri G. Fontenot· Operating Partner
Thomas A. Watford· Operating Partner
Walter J. Humann· Operating Partner
Alexandra G. Liberis· Associate
Austen P. Jeter· Vice President, Operations - Portfolio Resource Group
Carleen L. McCarthy· Vice President, Sales and Marketing – Portfolio Resource Group
Connally S. Scaff· Administrative Assistant
Edmund J. Sumnar (Teddy)· Analyst
Jordan Barrett· Vice President, Business Development
Kelly A. Maltese· Executive Assistant
Kenneth A. Hersh· Senior Advisor
Maureen A. Spivack· Senior Advisor
Michael D. Nelson· Associate
Noah J. Berestka· Senior Associate
Peter J. Pronovost· Senior Advisor
Richard H. Jones· Senior Advisor
Ryan C. Vos· Analyst
Sawyer P. Stratton· Vice President
Stephanie A. Drake· Chief Financial Officer and Chief Compliance Officer
Timothy P. Schier· Senior Advisor
Tommy G. Thompson· Senior Advisor
Walter Alessandrini· Senior Advisor
William D. Paiva· Senior Advisor

What they invest in

from 4 of 29 portfolio companies

Biotech ×3Healthtech ×1Medical Devices ×1

HQs:United States×3

Investments · 29 tracked

founders shown can be your intro path
Labcorplabcorp.comin𝕏NYSE: LH
Macrogenics Incmacrogenics.cominNASDAQ: MGNX

MacroGenics is a clinical-stage biopharmaceutical company developing antibody-based therapies for cancer patients, including oncology, hematology, and autoimmune applications.

BiotechMedical Devices

AlgoRx

Clinical-stage biopharmaceutical company developing topical products for pain management.

Aparaaparaautism.comin
Avadyne Healthavadynehealth.com
Avid Health at Homeavidhealthathome.comin
Catalentcatalent.comin𝕏

BiotechSomerset, US

John R. Chiminski(Executive Officer, Director)Jack L. Stahl(Director)Madhavan Balachandran(Director)J. Martin Carroll(Director)Rolf A. Classon(Director)Rosemary Crane(Director)

Community Education Centers

National provider of rehabilitative services for offenders and management services for correctional and detention facilities.

Effective School Solutionseffectiveschoolsolutions.comin𝕏
Essence Healthcareessencehealthcare.com
Essia Health

Enables clinical teams to leverage EMR technologies for high-quality care, documentation and operational efficiency.

Geogroupgeogroup.comin𝕏
IPGipg.com
LipoScience

Medical product company using NMR technology to develop diagnostic tests for cardiovascular, metabolic and other diseases.

Lumerislumeris.comin𝕏
Medivancemedivance.comin𝕏
MedServe

Provides medical waste removal, destruction and related environmental services to healthcare providers.

Metabolonmetabolon.comin𝕏

HealthtechDurham, US

Gerald M. Haines II(Executive Officer)Rohan F. Hastie(Executive Officer, Director)B. Jefferson Clark(Director)Santo J. Costa(Director)John A. Ryals(Executive Officer, Director)Christopher Kersey(Director)

Paradigm Healthmyparadigmhealth.com
Paragon Bioservices

Industry-leading private-equity backed CDMO focused on development and manufacturing of cutting-edge biopharmaceuticals

BiotechBaltimore, US

Marco Chacon(Executive Officer, Director)Patrick Hervy(Director)Christopher Kersey(Director)Kapila Ratnam(Director)Peter Buzy(Executive Officer)

Pet DRx

Building a network of 24-hour, state-of-the-art veterinary hospitals.

Scribeamericascribeamerica.comin𝕏
Stericyclestericycle.com
Tekton Researchtektonresearch.comin
The Oncology Institutetheoncologyinstitute.comin
ThermoTekthermotekusa.comin
Vcahospitalsvcahospitals.comin

Fund performance · per public LP disclosures

as of Nov 2025
FundVintageCommittedNet IRRTVPIDPI
Havencrest Healthcare Partners Fund II, L.PLPs: Employees' Retirement System of Rhode Island2022-8.6%0.85x0.02x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What stage does Havencrest Capital Management invest at?
Havencrest Capital Management invests at the Growth stage.
What sectors does Havencrest Capital Management focus on?
Havencrest Capital Management focuses on Digital Health, Healthtech, Mental Health.
Where is Havencrest Capital Management located?
Havencrest Capital Management is headquartered in Dallas, US.

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