TRIPLETREE - Key Persons
Aaron Stets is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Aaron was an Analyst at Uplift Partners, a boutique investment bank based in Chicago, IL. Prior to Uplift, Aaron worked as a Research Analyst on the fixed income strategies team at Morningstar.
Aaron earned a B.A. in Economics from St. Olaf College, and is a CFA charterholder.
Akaash Balamurugan is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Akaash was a Financial Analyst in the Strategic Finance team at Workato. At Workato, Akaash was part of two rounds of financing and focused on the departmental and corporate FP&A functions.
Akaash earned an M.S. in Finance from Brandeis International Business School, a B.Com from Christ University in Bangalore, India, and is a CIMA Affiliate from the Chartered Institute of Management Accountants (UK).
Alana Rangitsch is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Alana was a Financial Analyst at Medtronic, a healthcare technology company that develops and manufactures medical devices and therapies. At Medtronic, Alana assisted M&A transactions on behalf of the entire enterprise and supported FP&A within the Cardiac Rhythm Management business. Before joining Medtronic, Alana interned at HSBC as an Investment Banking Analyst on their New York-based Real Assets and Structured Finance team.
Alana earned a B.S.B. in Finance and International Business from the Carlson School of Management at the University of Minnesota.
Alex Pierce is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Alex worked at Deloitte & Touche in their Assurance practice, serving clients in the utilities, manufacturing, and healthcare industries.
Alex earned a B.A. in Accounting & Finance from the Carlson School of Management at the University of Minnesota, Twin Cities. He is also a Certified Public Accountant.
Andrew Kimble is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Andrew was Treasury Manager at Ecolab. Prior to Ecolab, Andrew held investment banking positions at TripleTree and Cherry Tree & Associates, a boutique investment bank, where he focused on deal execution for M&A transactions.
Andrew earned a B.S.B. in Finance from the Carlson School of Management at the University of Minnesota.
Aryan Parakh is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Aryan participated in the firm's Summer Analyst program, where he focused on supporting deal execution and business development. Previously, Aryan was an Investment Banking Summer Analyst at G2 Capital Advisors and Arrow Capital. Aryan also interned at Alchemy Capital Partners, a Private Equity Firm in New York.
Aryan earned a BSc Honors in Finance from the Kelley School of Business at Indiana University.
Ashish Varshneya is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Ashish specializes in the Healthcare Technology and Technology-Enabled Services sectors, with a focus on platforms serving the payer, provider, employer and government end-markets.
Prior to TripleTree, Ashish worked at Citigroup Global Markets and TripleTree, providing a range of investment banking advisory and capital raising services. Previously, Ashish worked at TriZetto Group (acquired by Cognizant) in corporate development.
Ashish earned his Bachelors of Technology (with honors) from National Institute of Technology, India and MBA from University of Rochester, NY.
Brendan Arniel is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Brendan was an Associate in the Investment Banking Group at Pickwick Capital Partners, advising clients on mergers & acquisitions, private equity & debt capital raising, and strategic initiatives. He is active as a volunteer, serving as a board member of the Mental Health Association of Westchester.
Brendan earned a B.S. in Biology with a Pre-Medical track from The Ohio State University, where he was a member of the Men's Division I Hockey team. Brendan received his M.B.A. from the Asper School of Business at the University of Manitoba.
Brian Klemenhagen is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Brian specializes in Healthcare Technology, with a focus on technology-enabled platforms serving the provider and payer end-markets.
Prior to joining TripleTree, Brian served as an Associate at RBC Dain Rauscher, providing equity research and buy/sell/hold recommendations for 25 healthcare and medical device companies. Before RBC Dain Rauscher, he began his investment banking career at Craig Hallum and Salomon Smith Barney in the early-1990s.
Brian earned a B.A. degree in Financial Economics from Gustavus Adolphus College and an M.B.A. from the Carlson School of Management at the University of Minnesota.
Brian Thomas is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Brian specializes in the Healthcare Services and Technology sectors, with a focus on technology-enabled platforms serving the payer, employer and consumer end-markets.
Prior to joining Triple Tree, Brian served as an investment banker in the Equity Capital Markets group of Robert W. Baird & Co. with a focus on the Healthcare, Technology, and Clean Technology sectors. Brian was an active member of a team that completed more than 100 transactions raising over $20 billion for the firm's clients. Prior to Baird, Brian worked as an analyst in the M&A advisory practice of LarsonAllen Financial.
Brian earned a double B.A. in Finance and Economics from the University of St. Thomas and an M.B.A. from the University of California, Berkeley.
Carmine Cafasso is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Carmine was with Conduent, a business process services company, where he was a member of the Corporate Development team, supporting the company's global M&A strategy. Prior to Conduent, Carmine was an Associate in Alvarez & Marsal's Valuation Services Practice where he worked on various engagements including purchase price allocations, portfolio valuations, and transaction opinions across a wide array of industries.
Carmine earned a B.S. in Business Administration with a concentration in Finance from The College of New Jersey.
Chris Roebber is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Chris was a Corporate Development Associate at UL where he supported the company's global JV and M&A activities. Prior to UL, he was a Financial Advisory Services Associate at RSM.
Chris earned a B.S.B. in Finance and Accounting from the Carlson School of Management at the University of Minnesota. He is also a Certified Public Accountant (Inactive).
Chris Wiese is an Associate at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Chris was a Summer Analyst at the firm, where he focused on supporting deal execution and industry research. Chris also worked at the U.S. House of Representatives as a legislative intern focused on Financial Services Committee legislation including capital markets, banking, housing and financial institutions.
Chris earned a B.B.A. with a concentration in Finance, Investment Banking, and International Business from the University of Wisconsin - Madison.
Christoffer Hovard is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree full time, Christoffer was a Summer Analyst at the firm, where he focused on supporting deal execution and industry research. Christoffer previously worked as a market analyst for Vermillion Capital, RQR Partners, and Loup Ventures where he supported market research and company valuations.
Christoffer earned a B.A. in Economics from the University of Notre Dame.
Clare Barnes is a Director at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Clare spent eight years at Piper Jaffray advising Medical Technology companies on M&A and equity transactions in the healthcare investment banking group. Prior to Piper Jaffray, Clare worked in public finance at Grant Thornton where she focused on tax-exempt and taxable financings for nonprofit healthcare institutions.
Clare earned a B.S.B. in Accounting and Finance from the Carlson School of Management at the University of Minnesota. She is a member of the Junior League of Minneapolis and the Lake Minnetonka Daughters of the American Revolution Chapter.
Colin Aldridge is a Director at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Colin served as a Vice President in the healthcare investment banking group at Cantor Fitzgerald focused on healthcare services M&A. Colin also previously worked in various corporate and debt advisory roles at JPMorgan and MUFG.
Colin earned a B.A. in Business Economics from Brown University.
Dave Brownlie is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Dave specializes in the Healthcare Services and Technology sectors, with a focus on technology-enabled platforms serving the payer, provider, employer and government end-markets.
Prior to joining TripleTree, Dave was a practicing attorney focused on corporate transactions. His prior deal experience includes working with early stage technology companies at Mobius Venture Capital. Dave began his career as a financial management consultant with Accenture, where he worked with several Fortune 500 companies to improve the efficiency of their financial operations.
Dave earned a B.S. in Finance from Indiana University. In addition, he earned a J.D. and M.B.A. from the University of Colorado
Grant Hagstrom is an Associate at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Grant was an Investment Banking Analyst at Seale & Associates, located in Washington, D.C. Prior to Seale & Associates, Grant worked at Capital Automotive Real Estate Services, Inc., a real estate investment firm.
Grant earned a B.A. in Economics with a concentration in Financial Economics and Econometrics from the University of Notre Dame.
Jack Rotermund is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree full time, Jack participated in the firm's Summer Analyst program, where he focused on supporting deal execution and business development. Additionally, Jack served as an intern at Clarity Software Solutions supporting sales and go-to-market strategy.
Jack earned a B.S.B.A. in Finance from Auburn University.
Jack Schulz is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree full time, Jack was a Summer Analyst at the firm, where he focused on supporting deal execution and business development. Jack previously worked as a market analyst for Infusion Associates where he supported market research and expansion opportunity analysis.
Jack earned a B.A. in Economics from Colorado College.
Jack Trunz is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Jack was a Vice President at SCALE Healthcare, where he focused on business development in addition to providing financial analysis, site of service performance opportunities, organic and inorganic growth initiatives and restructuring activities. Jack was also Co-founder and COO of Dcrypt Inc., a Digital Asset Intelligence Platform servicing institutional / prosumer investors.
Jack earned double B.B.A.'s in Accounting and Finance from the Villanova School of Business in addition to a M.S. in Accounting & Professional Consultancy from the Villanova School of Business.
Jane Ahmann is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Jane was a Fixed Income Analyst at Travelers Insurance, a property and casualty insurer. At Travelers, Jane completed credit research on a variety of fixed income assets including both corporate and municipal bonds. Jane also interned at Medtronic, a healthcare technology company that develops and manufactures medical devices, where she worked in supplier finance within the Cardiovascular Group.
Jane earned a B.S. in Finance from the Carlson School of Management at the University of Minnesota, Twin Cities.
Jason Grais is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Jason specializes in the Healthcare Services and Technology sectors, with a focus on payer, employer and consumer end-markets.
Prior to joining TripleTree, Jason worked in the medical software and professional services divisions at FICO, a data analytics and decision management software company. Jason began his career as a management consultant at Arthur Andersen and BearingPoint, where he focused on process improvement and technology engagements. He is an active volunteer and board member with a variety of non-profit organizations, including currently serving as president of the Herzl Camp Association.
Jason earned a B.B.A. in finance, investments, and banking from the University of Wisconsin and an M.B.A. from the Carlson School of Management at the University of Minnesota.
Jeff Jones is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Jeff specializes in Healthcare Services, with a focus on post-acute care, behavioral health, specialty and institutional pharmacies, alternate / multi-site care, and technology-enabled services.
Prior to joining TripleTree, Jeff was an investment banker at Stifel, Deutsche Bank Securities and Banc of America Securities. Previously, Jeff was an M&A attorney with Vinson & Elkins in Dallas, TX and New York, NY.
Jeff earned a B.A. from Princeton University and a J.D. from SMU School of Law.
John Driscoll is an Associate at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, John was an Associate with Alvarez & Marsal's Healthcare Industry Group practice where he worked within their Healthcare Services & Life Sciences service line. While at Alvarez & Marsal, John worked on engagements for both financial sponsor clients and corporate management teams including M&A due diligence, M&A integration planning / execution, large-scale corporate cost transformations and operational restructurings within the healthcare sector.
John earned an M.S. in Finance from the University of Notre Dame and a B.A. in Finance from Fairfield University.
Jonathan Hill is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Jonathan specializes in Healthcare Services, with a focus on post-acute care, behavioral health, pharmacy, and technology-enabled services.
Prior to joining TripleTree, Jonathan was an investment banker at William Blair & Company, where he primarily focused on M&A execution, as well as public and private equity financings. He began his career as a member of UnitedHealth Group's Corporate Development team where he was responsible for evaluating and executing M&A transactions on behalf of the company's business segments. In addition to transaction work, Jonathan worked closely with executive management providing analysis and support for various strategic initiatives.
Jonathan earned a B.A. in Economics from Amherst College and a M.B.A. from Harvard Business School.
Jonathan Kiss is a Director at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to TripleTree, Jonathan worked in various investment banking roles at Perella Weinberg and MTS Health Partners.
Jonathan earned a B.S. in Finance from Lehigh University - College of Business and Economics.
Job Titles:
- Head of Investment Banking
Justin Roth is the head of investment banking at TripleTree responsible for the firm's strategic direction and the overall management of business development, client engagement, and talent acquisition and development activities. Justin brings his executive leadership and operating experience in healthcare to his role at the firm.
Prior to joining TripleTree, Justin was Chief Financial Officer at Virtual Radiologic ("vRad"), a technology-enabled national radiology practice. Before vRad, Justin served as Chief Financial Officer and Chief Operating Officer for the Evercare business unit of UnitedHealth Group, where he was responsible for the strategic direction and financial and operational performance of this elder care and long-term care delivery business. In addition, he served as the Vice President of Finance for UnitedHealthcare's Medicare & Retirement (f.k.a. Ovations) business where he was responsible for financial planning and analysis as well as the company's merger and acquisition efforts. Justin arrived at UnitedHealth Group through its corporate development department, which is responsible for the Company's merger and acquisition activities. He began his career at Arthur Andersen.
Justin earned a B.B.A. in Accounting from the University of Notre Dame.
Kara Stessl is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Kara was an Associate at Houlihan Lokey, where she specialized in portfolio valuations with an emphasis on valuing illiquid debt, equity, and derivative investments for a wide range of alternative asset investors. Prior to Houlihan Lokey, Kara was a Valuation Senior Associate at Alvarez and Marsal, where she worked across the portfolio valuation, financial reporting, and transaction opinion service lines.
Kara earned a B.S. in Finance and a B.A. in Chinese Language/Literature from Lehigh University and holds a Masters degree in Finance from Villanova University. She is also a CFA charterholder.
Kelly Bickett is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree full time, Kelly participated in the firm's Summer Analyst program, where she focused on supporting deal execution and business development. Kelly also interned at Johnson and Johnson's Medical Device R&D division, where her responsibilities included global market research, sales, operations, and financial analysis for their current and future stroke products.
Kelly earned a B.S. in Business Administration and a B.A. in Health and Human Sciences from the University of Southern California.
Luke Mitchell is a Managing Director at TripleTree, focused on new business development, client engagement, and transaction execution. Luke specializes in Healthcare Services, with a special focus on physician services and multi-site healthcare.
Luke has focused exclusively on healthcare services investment banking for the past 18 years. Prior to joining TripleTree, Luke was an investment banker at Edgemont Partners and began his investment banking career at Salomon Smith Barney, which became Citi Global Markets.
Luke earned a B.S. in Mechanical Engineering, with a dual major in American Government.
Mark Holliday is an Associate at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Mark was a Senior Investment Analyst at Parametric Portfolio Associates. At Parametric, Mark assisted the team in trading derivative instruments and provided analytical work to their institutional investors.
Mark earned a B.A. in Finance from the Opus School of Business at the University of St. Thomas.
Mark Wise is a Director at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Mark served as an Investment Banker at Hammond Hanlon Camp in their healthcare services M&A group. Previously, Mark was an Analyst in the healthcare investment banking group at Morgan Keegan & Company (formerly Shattuck Hammond Partners). Before joining Morgan Keegan, Mark worked as a Research Analyst at Laffer Investments, a macro-focused hedge fund and economic research firm.
Mark earned a B.A. degree in Economics and History from Vanderbilt University.
Matt is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Matt previously worked as a Financial Analyst Intern at Optum, where he focused on supporting Healthcare IT Services within the greater UnitedHealth Group platform. Additional prior roles include Investment Management Intern at Associated Banc-Corp and Long Pipeline Lead and Equity Research Analyst at Encephalo Private Capital.
Matt earned a B.S.B. in Finance with a minor in Accounting from the Carlson School of Management at the University of Minnesota.
Matt Pinover is an Analyst at TripleTree focused on supporting the firm's M&A and strategic advisory services. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Matt spent 6 years in the healthcare industry, most recently as a Strategy and Operations Manager for oncology analytics startup COTA Healthcare. Prior to COTA, Matt was on the venture investment team at Baird Capital in Chicago, investing in early-to-mid stage healthcare and technology companies. Matt began his career in healthcare investment banking at Citigroup, working on a number of debt, equity, and M&A transactions.
Matthew Yates is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Prior to joining TripleTree, Matthew was at JPMorgan Chase in Chicago, where he supported the go-to-market strategy for a proprietary small business banking platform.
Matthew earned a B.B.A. in Finance, Investment, and Banking with distinction from the University of Wisconsin - Madison.
Max Redetzke is an Associate at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include industry and financial analysis and market research.
Prior to joining TripleTree, Max was an Analyst in the Finance Leadership and Development Program at Pentair. At Pentair, Max worked in Enterprise Finance providing financial planning and analysis as well as Corporate Controlling managing the corporate balance sheet and P&L.
Max Tweedale is an is a Vice President at TripleTree focused on supporting the firm's new business development, client engagement, and transaction execution activities. Additional responsibilities include market research and industry trend analysis.
Job Titles:
- Senior Director, Market Development