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| MARK E. EPSTEIN, Senior Managing Director |
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Prior to joining MTS in January of 2008, Mark was a Managing Director and co-head of Banc of America Securities’ Private Equity Placements Group. Mark has fifteen years of direct private equity placement experience with a strong focus on transactions within the healthcare sector. Mark has significant transaction experience across a wide range of private equity and equity-linked products, including traditional private equity financings, common stock and structured PIPEs, mezzanine financings and special purpose vehicles. The range of activities Mark has financed include traditional growth equity, spinouts, acquisition financings, secondary sales, start-ups, sidecars and a variety of special situations. Mark has completed approximately 100 private financings for clients, raising over $5 billion in private capital. Mark was previously at Merrill Lynch & Co. where he was a Vice President and co-head of direct private equity placements. Mark also helped establish the private equity placement practice at Prime Charter, where he spent four years. He began his career at Dean Witter Reynolds in 1992. Mark earned his B.S. from The Wharton School of Business at the University of Pennsylvania. He graduated magna cum laude.
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| CURTIS S.
LANE, Senior Managing Director |
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Curtis Lane founded MTS in early 2000. Prior to MTS, Mr. Lane founded and managed the healthcare investment banking group at Bear Stearns from its inception in 1986 until 1998. It was one of the most active healthcare investment banking groups on Wall Street, completing 107 financing transactions with an aggregate value of $17.4 billion and 56 M&A and advisory assignments with an aggregate value of $20.4 billion over the last five years under Mr. Lane's leadership. Mr. Lane was on the Operating Committee of the investment banking division and was on the Board of Directors of The Bear Stearns Companies Inc. broker dealer subsidiary, Bear, Stearns & Co., Inc. In 1998, Mr. Lane joined Evercore Partners as a partner to focus on advisory and investment opportunities in healthcare, and was associated with Evercore until starting MTS in March of 2000, with the support of Evercore. Prior to joining Bear Stearns in 1985, Mr. Lane worked in the Corporate Finance department of Smith Barney, Harris Upham & Co., Inc. as a generalist investment banker. Mr. Lane received a BS in Economics from the University of Pennsylvania and earned his MBA from The Wharton School at the University of Pennsylvania. Mr. Lane currently serves as a director of Alliance Imaging, Inc., IASIS Healthcare Corporation, Novis Pharmaceuticals, LLC, Senior Home Care, Inc. and Surgical Care Affiliates, LLC. He is a trustee of the Wharton Undergraduate division of the University of Pennsylvania and of PENN Medicine. He is also a director of America's Camp Foundation.
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| OLIVER T.
MOSES, Senior Managing Director |
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Oliver Moses focuses his efforts at MTS exclusively on private equity investing. He has spent the last 13 years as a healthcare industry advisor and investor. Prior to joining MTS in early 2006, Mr. Moses was a founding partner of MBF Healthcare Partners, a healthcare focused private equity fund. At MBF, Mr. Moses was responsible for identifying, analyzing, and managing investments on behalf of the fund. Previously, Mr. Moses was a Director in Merrill Lynch's healthcare investment banking group. He joined Merrill Lynch in 1994 and was responsible for advising leading healthcare companies on mergers, acquisitions, and capital structure strategies. During his investment banking career, Mr. Moses raised $6.3 billion for his clients and advised on M&A transactions with an aggregate value of more than $16 billion. Prior to investment banking, Mr. Moses was a securities analyst in Merrill Lynch's equity research department, where he provided coverage of companies in the healthcare services industry. In that role, he was ranked as one of Wall Street's "Up and Comers" by Institutional Investor's All-America Research Team Survey. Mr. Moses holds a Bachelor of Arts degree from Bowdoin College. Mr. Moses is currently director of HealthHelp, LLC and Novis Pharmaceuticals, LLC.
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| KENTON L.
ROSENBERRY, Senior Managing Director |
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| Kenton Rosenberry focuses his efforts at MTS exclusively on private equity investing. He has been a member of MTS Health Investors since 2000. Mr. Rosenberry led MTS’ acquisition of Alere Medical, Loving Care Agency and Senior Home Care and has played an integral role in every investment in Fund I. Prior to joining MTS Health Investors, Mr. Rosenberry was a member of the Healthcare Investment Banking Group at Bear Stearns, where he focused exclusively on mergers and acquisitions within the healthcare industry. He is currently a director of HealthHelp, LLC, Loving Care Agency, Inc. and Senior Home Care, Inc. Mr. Rosenberry has a BS in Economics from The Wharton School at the University of Pennsylvania.
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| JAY A. SHILAND, Senior Managing Director |
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Prior to joining MTS Health Partners in January 2001, Mr. Shiland was a Vice President at Fenway Partners, a New York City-based private equity firm specializing in leveraged buyouts and early-stage technology investments, with over $1.4 billion under management. While at Fenway, Mr. Shiland was responsible for day-to-day management of Fenway's portfolio investments, as well as identifying, recommending and executing upon new investment opportunities. Until April 2000, Mr. Shiland was a Vice President in the Mergers and Acquisitions Group of Merrill Lynch & Co., where he worked on a variety of strategic advisory assignments for both public and private companies across multiple industries, including healthcare. From 1994 to 1997, Mr. Shiland was an associate in the Corporate Practice Group of Simpson Thacher & Bartlett, a New York City-based law firm, where he spent the majority of his time representing financial sponsors on acquisitions and related bank and high yield financings. Mr. Shiland received his J.D. from Harvard Law School in 1994 and his Bachelor of Science in Economics (concentration in Finance and Accounting) from The Wharton School of the University of Pennsylvania in 1991.
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ANDREW J. WEISENFELD, Senior Managing Director |
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Andrew has been an investment banker since 1989. Andrew became a senior member of the MTS team in January 2008, primarily responsible for the development of the life sciences and medical technology practices. Prior to joining, Andrew was a Managing Director in Banc of America Securities’ Corporate and Investment Banking Healthcare Group. Andrew co-lead the firm’s life sciences practice, providing capital raising and strategic advisory services to both publicly traded and private companies. Prior to joining Banc of America in 2003, Andrew was a Managing Director at JP Morgan, leading its Healthcare M&A business across all sectors of healthcare since 1999. Andrew joined Chase Securities, a predecessor company to JP Morgan, in 1997. Prior to joining Chase, Andrew spent over five years in the M&A Group at Merrill Lynch. Throughout his career, Andrew has worked on a range of advisory transactions including acquisitions, sale transactions and strategic relationships. Selected life sciences transactions include Genzyme’s acquisition of Bioenvision, the sale of Nabi’s Phoslo product and Biologics business to Fresenius and Biotest, respectively, the sale of Corixa to GlaxoSmithKline, the sale of TKT to Shire, Genzyme’s acquisition of Impath, the sale of ALZA to J&J, the sale of BioChem Pharma to Shire, Lundbeck’s acquisition of Synaptic, Genta’s collaboration with Aventis, and the sale of Gilead’s oncology assets to OSI. Andrew was also responsible for many of Banc of America’s life sciences financings, including private capital raises for Acadia Pharmaceuticals, Acorda Therapeutics, Allos Therapeutics, Memory Pharmaceuticals, Pharmasset, and Poniard Pharmaceuticals. Andrew holds an MBA from The Wharton School at the University of Pennsylvania and a BS from Cornell University.
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| SOOIN KWON, Director |
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Prior to joining MTS Health Partners, Ms. Kwon was a Principal in the Equity Capital Markets Group at Bank of America, where she advised healthcare clients on financing strategies and executed 30 bookrun and co-managed public equity financing transactions. Before Bank of America, Ms. Kwon was an equity research analyst for 5 years on both the buy-side and sell-side at Merlin Biomed Asset Management and UBS, respectively. Her research coverage included a broad spectrum of U.S. and European life science companies. Prior to business school, she worked at the Equinox Group, a pharmaceutical/biotech consulting firm, focusing on market analyses and forecasts for drugs in development. Ms. Kwon has an MBA from the Graduate School of Business at Columbia University and a BA from Tufts University.
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| ALEXANDER BUZIK, Vice President |
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Alex Buzik focuses his efforts at MTS exclusively on private equity investing. Prior to joining MTS Health Partners, Mr. Buzik worked as member of the Investment Banking Division at Lehman Brothers, where he focused on mergers and acquisitions as well as capital financings within the healthcare industry. Mr. Buzik received his Masters of Business Administration from The Wharton School at the University of Pennsylvania (majoring in Finance and Health Care Management) and his Bachelor of Arts in Biochemistry from Dartmouth College.
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| NICOLAS A. CIARCIA, Associate |
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Prior to joining MTS Health Partners in July of 2006, Mr. Ciarcia was a member of the Investment Banking Division of Citigroup Global Markets, where he focused on strategic advisory and debt and equity financing within the Financial Services industry. Mr. Ciarcia graduated from Brown University with a Bachelor of Arts degree in Economics and Philosophy in 2004.
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| SCOTT A. FREISHTAT, Associate |
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Prior to joining MTS Health Partners in July of 2008, Mr. Freishtat was a founding member of Marwood Group's private equity advisory practice where he advised investors on the regulatory and reimbursement issues pertaining to their healthcare investments. He has also worked in McKesson Corp.’s Corporate Strategy and Business Development Group and as a Summer Associate at Housatonic Partners. Mr. Freishtat received his Masters of Business Administration from The Wharton School at the University of Pennsylvania (majoring in Finance and Health Care Management) and a Bachelor of Arts in Politics from Princeton University. He is a Chartered Financial Analyst.
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| MICHAEL T. MALONEY, Associate |
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| Prior to joining MTS Health Partners in August of 2008, Mr. Maloney worked for 2 years in the Healthcare Investment Banking group at J.P. Morgan, focusing on mergers and acquisitions and capital raising across the life sciences, medical technology and healthcare services sectors. Prior to working in J.P. Morgan’s Healthcare Investment Banking group, Mr. Maloney worked as an analyst in J.P. Morgan’s Leveraged Finance group, where he focused on capital raising in the leveraged loan and high yield bond markets. Mr. Maloney received a Bachelor of Business Administration from the Isenberg School of Management at the University of Massachusetts Amherst, with majors in Finance and Operations Management and a minor in Economics.
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| JOSHUA M. MORADFAR, Associate |
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Prior to joining MTS Health Partners, Mr. Moradfar worked as member of the Investment Banking Division at Bear, Stearns & Co. Inc., where he focused on both capital financings and mergers and acquisitions within the healthcare industry. Mr. Moradfar graduated with distinction from the Stephen M. Ross School of Business at the University of Michigan where he received a Bachelor of Business Administration with emphases on both finance and accounting.
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| RICHARD M. SPACE JR., Associate |
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Prior to joining MTS Health Partners in September of 2008, Mr. Space worked as a member of the Strategic Finance Group within the Investment Banking Division at Bear, Stearns & Co., Inc., where he focused on debt and equity capital financings within the industrials sector. Mr. Space graduated from Columbia University where he received a Bachelor of Arts in Economics and Politics. Prior to attending Columbia University, Mr. Space served with the U.S. Marines.
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| ROSEANN WANG, Associate |
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| Prior to joining MTS Health Partners, Ms. Wang worked in the Investment Banking Division at Merrill Lynch & Co., where she focused on mergers and acquisitions as well as capital financings within the healthcare industry. Ms. Wang received her Bachelor of Arts in Economics from the University of California, Los Angeles.
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| CHRISTOPHER R. FUSCO, Analyst |
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Mr. Fusco received his Bachelor of Arts in Management, with a minor in Economics, from Gettysburg College in Pennsylvania. Mr. Fusco worked as a summer intern for MTS in 2006 before joining as a fulltime employee in 2007.
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| DAVID M. PONTIUS, Analyst |
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Mr. Pontius received his Bachelor of Science in Business Administration from The University of North Carolina at Chapel Hill. Prior to joining MTS Health Partners in 2008, Mr. Pontius worked in the Healthcare Investment Banking Group of Oppenheimer & Co. (formerly CIBC World Markets), where he focused on strategic advisory, mergers and acquisitions and public and private company financings.
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| MARGARITA CERVONE, Chief Financial Officer |
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Prior to joining MTS Health Partners in 2004, Ms. Cervone served as Controller of McFarland Dewey & Co., an investment banking firm, for fifteen years. Prior to that, she held the position as Vice President of Finance & Administration at FSC Corp for five years. Ms. Cervone received her Bachelor of Arts degree in Computer Science from Pace University.
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| TERI MYERS, Chief Financial Officer |
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| Teri Myers focuses her efforts at MTS exclusively on the private equity business. Ms. Myers joined MTS in late 2004. Previously, she was a Vice President in the Principal Investment Area of Goldman Sachs, where she had financial reporting responsibility for Goldman’s private equity funds. Before that, she was on the audit staff of PriceWaterhouse Coopers. She graduated from Michigan State University with a Bachelor of Arts in Accounting.
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| MELANIE C. HARRIS, Director of Marketing and Investor Relations |
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| Prior to joining MTS Health Partners in 2001, Ms. Harris worked as the Marketing Coordinator for The Gersh Agency. Ms. Harris received her Bachelor of Science in Management and Organizational Communications from Emerson College.
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| SAFETA PEJCINOVIC, Office Manager |
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Mrs. Pejcinovic joined MTS Health Partners, and assisted Mr. Lane during the formation of MTS in 2000. Previously, Mrs. Pejcinovic was an Executive Assistant to Mr. Lane at Evercore Partners and also spent eight years as Project Coordinator in the Correspondent Clearing Group at Bear, Stearns & Co., Inc. Mrs. Pejcinovic received her B.A. in Accounting and Business Management from Baruch College.
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