Experience

Sunstone Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Co-Founder & Managing Partner

  • Jan 2016 - Present

  San Mateo, CA Sunstone Partners is a growth equity firm focused on technology-enabled services and software companies across a variety of industries, specializing in bootstrapped businesses.


OSF Digital
• Canada
• IT Services and IT Consulting
• 700 & Above Employee
• Board Member

  • Apr 2022 - Present

RSource - Healthcare Receivables Management
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Board Member

  • Sep 2020 - Present

Med Tech Solutions
• United States
• Computer and Network Security
• 1 - 100 Employee
• Board Member

  • May 2019 - Present


Nexa

• Marketing Services

• Board Member

  • Oct 2018 - Present

  Phoenix, Arizona Area


ProgenyHealth, Inc.
• Board Member

  • Jan 2018 - Present


Teladoc

• Health, Wellness & Fitness

• Board Member

  • Apr 2008 - May 2020

  Dallas, TX


Onica
• Netherlands
• Human Resources
• 1 - 100 Employee
• Board Member

  • Mar 2017 - Nov 2019

Imagine Health, Inc.
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Board Member

  • Aug 2014 - Nov 2017


ArroHealth

• United States
• Information Services
• 100 - 200 Employee

• Board Member

  • Sep 2013 - May 2017

  Hauppauge, NY



HealthMEDX

• United States
• Software Development
• 1 - 100 Employee

• Board Member

  • Dec 2011 - Sep 2016

  Ozark, MO



Trident Capital

• Singapore
• Financial Services

• Managing Director

  • Aug 2002 - Jan 2016

  Trident Capital is a multi-staged private equity fund focused on three general areas of investment: technology-enabled business services, information services and software. The firm has six funds ($1.5B in total under management) with our most recent $400M Trident VI. Trident's multi-stage approach allows us to invest across stages from early-stage to growth-equity to buyout/spin-out/carve-outs and PIPEs. Typical investment size ranges from $5M to $40M of equity. Investment sectors… Show more Trident Capital is a multi-staged private equity fund focused on three general areas of investment: technology-enabled business services, information services and software. The firm has six funds ($1.5B in total under management) with our most recent $400M Trident VI. Trident's multi-stage approach allows us to invest across stages from early-stage to growth-equity to buyout/spin-out/carve-outs and PIPEs. Typical investment size ranges from $5M to $40M of equity. Investment sectors include: business process outsourcing; security and wireless infrastructure, and marketing services. Vertical focus includes: healthcare, insurance, education, financial services, and travel. We invest both domestically and abroad. Within healthcare, we've made 15 investments over time across software and services opportunities selling to payor, provider and consumer. Show less



Acclaris

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Board Member

  • Jul 2010 - May 2015

  Tampa/St. Petersburg, Florida Area


Resolution Health
• South Africa
• Wellness and Fitness Services
• 1 - 100 Employee
• Board Member

  • Aug 2003 - Apr 2008

Sun Microsystems
• United States
• IT Services and IT Consulting
• 700 & Above Employee
• Product Manager - Network Storage Software Group

  • Jun 2001 - Aug 2001


McCown De Leeuw & Co

• Technology, Information and Internet

• Associate

  • Jun 1998 - Aug 2000

  Leverage buyout firm


Morgan Stanley
• United States
• Financial Services
• 700 & Above Employee
• Financial Analyst

  • Jul 1996 - Jul 1998