BIO

Mark splits his time between communicating the benefits of Lorient to future portfolio clients and being a sounding board for existing portfolio companies. Mark previously founded and served as CEO of U.S. Medical Management, a provider of an integrated continuum of home-based healthcare services to vulnerable patients across the United States. Mark has owned and invested in over twenty companies across multiple industries and draws on over thirty-five years of entrepreneurial business experience to create value in the Lorient portfolio. Mark attended the University of Detroit where he studied finance and economics.

BIO

David is the Managing Partner & Co-Founder of Lorient overseeing the firm’s continued growth. David leads the Firm’s investment activities, portfolio company initiatives, investor relations, and talent development, as well as all administrative, operational, and financial matters. Prior to starting Lorient, David was a member of the executive team at U.S. Medical Management, focused on strategy and development. He also worked as an investment banker with Ziegler where he advised healthcare technology and services companies on various strategic and financial alternatives. David began his career at J.P. Morgan and holds a BS in Finance from the University of Maryland.

BIO

Brian is responsible for identifying new investment themes and opportunities for the Firm. With his portfolio companies, he works with management teams on executing the compounding tasks that drive towards the success of our long-term vision. Previously, Brian was a partner at Walthausen & Co., an investment management company where he oversaw the firm’s healthcare investment strategy. Prior to that, Brian was an investment banker at Ziegler, advising companies on M&A and capital raising across diverse healthcare subsectors. Brian graduated from the University at Albany with a BS in financial analysis and economics and began his career at Churchill Capital as a research analyst. He also is a chartered financial analyst.

BIO

Jordan works with hyper-growth healthcare services and technology companies to develop scalable teams, infrastructure, systems, and processes. Prior to joining Lorient, Jordan served as VP of Corporate Development with Almost Family, a national home healthcare company. Jordan was also an acting CFO at Home Care by Black Stone, an investment banker with Ziegler, and provided buy-side financial due diligence and restructuring advisory services at PricewaterhouseCoopers. Jordan is a certified public accountant and holds a B.S. in accounting and finance from Ithaca College.

Bio

Aida spends her day onsite at our portfolio companies in an operations role, working hand-in-hand to drive efficient operations and meet strategic objectives. Previously, Aida worked in healthcare consulting where she focused on operations and strategy. With a Master of Health Administration degree from the University of Michigan, Aida focused on gaining a holistic understanding of the healthcare system.

BIO

Alissa is an Associate at Lorient. Prior to joining Lorient, Alissa worked in Corporate Development at Humana in Louisville, KY and was responsible for conducting due diligence on new investment opportunities as well as aligning potential investments with Humana’s strategic initiatives. Previously, Alissa worked with Covington Associates, a boutique, healthcare-focused investment bank in Boston, MA where she led sell-side diligence and go-to-market initiatives. Before Covington, Alissa worked in Corporate Development at MEDNAX Health Solutions in South Florida. While at MEDNAX, Alissa facilitated multiple acquisitions of hospital-based, specialty clinician practices nationwide. Alissa graduated from Bentley University in Waltham, MA with a BS in Corporate Finance and Accounting.

Bio

David spends his time overseeing the firm’s accounting, tax and financial reporting functions. Before joining the Lorient team, he served as Vice President of Finance at Huron Capital Partners, a lower middle market private equity firm. Prior to that, David was a tax manager at Plante & Moran, a public accounting firm where he focused on both partnership taxation and private equity owned clients. David is a certified public accountant and holds a MS in accountancy and a BBA from Loyola University Chicago.

Bio

In order to support operational excellence across all portfolio companies, much of Doug’s time is spent working hand-in-hand with our portfolio companies building systems, processes, and technology capable of scaling the organization to the next level. Prior to joining Lorient, Doug was an associate with Quarton International, a middle-market investment bank specializing in M&A advisory, and as an associate in the Transaction Advisory Group at Ducker Worldwide, a management consultancy to Fortune 500 companies. He holds a BA in Economics and East Asian studies from Denison University.

BIO

Emily directly assists our managing partner and oversees additional special projects, from event planning to recruiting to networking. Prior to joining our team, she worked as the Director of Care Coordination at a home health and hospice company.

BIO

Erik’s time is split between working with portfolio company operators, analyzing financial and operational data, and evaluating new investment opportunities. Prior to joining Lorient, Erik was an associate with P&M Corporate Finance (PMCF), a middle market investment bank and affiliate of Plante Moran. Prior to PMCF, he worked at the private equity firm ValStone Partners. Erik graduated with honors from the Eli Broad College of Business at Michigan State University and holds a BA in finance.

Bio

Jake spends his time evaluating and analyzing potential and current firm investments.  Before joining the Lorient team, he served as an Analyst at Angle Advisors, a boutique investment bank in Birmingham, MI. Prior to that, Jake was an Analyst at SI Capital, a healthcare focused family office. Jake holds a BA in Economics from Kenyon College.

Bio

James balances his time at Lorient between sourcing potential investment opportunities and providing invaluable business development knowledge that informs Lorient’s long-term strategy. Prior to joining Lorient, James served as COO and co-founder of a tech start-up. There he oversaw all areas of business development, marketing, and operations. James also worked in a number of senior business development roles within the automotive sector. James graduated from the Ilitch School of Business at Wayne State University.

Bio

Jeff spends his time at Lorient conducting industry research and sourcing potential investment opportunities. Prior to joining Lorient, Jeff served as a Consultant at Deloitte where he oversaw the financial management of consulting engagements across a variety of industries and clients. Jeff also has experience in a business development capacity at a leading M&A SaaS company, helping to source potential acquisitions for strategic buyers. Jeff graduated from the Eli Broad School of Business at Michigan State University and holds a BA in Finance.

BIO

Jennifer tackles day-to-day office management. Prior to Lorient, she provided support to a visionary healthcare CEO who turned a start-up physician house call practice into a model for seniors to age in place. Jennifer was also part of an executive team that grew a healthcare platform to the point it could be marketed and sold to a Fortune 100 Company.

Bio

Josh splits his time working alongside our management teams to improve operations at our portfolio companies and leading new investments. Prior to joining Lorient, Josh worked at Blackford Capital, focused on executing all aspects of the private equity process. As a member of the Portfolio Company Operations Team, he partnered with portfolio companies and their management teams from the due diligence process through the exit to help promote growth, efficiency, and the overall success of the business. Before moving into the finance industry, Josh played professional hockey in North America and Sweden and owned and operated Champion’s Edge Hockey Training. Josh graduated Magna Cum Laude from the University of Vermont with a BS in business administration, with a focus in finance and an economics minor.

Matt is an Associate at Lorient Capital. Prior to joining Lorient, he was an Associate at Cascade Partners, a boutique investment banking firm, where he provided sell-side and buy-side advisory services to clients in the healthcare and manufacturing industries. Prior to Cascade, Matt worked at Stout Risius Ross, where he was a member of the Valuation Advisory group. He also worked in the automotive industry as a Project Manager. Matt holds an M.S. in finance from Walsh College and graduated with a B.A. in economics from the University of Michigan, where he was a member of the golf team.

Bio

Rhiannon makes sure everything runs smoothly at Lorient, ensuring travel is booked, events are planned, and projects have everything they need to succeed. Before coming to Lorient, Rhiannon worked with Custom Home Health. Rhiannon holds a BA in health and society.

Bio

Robert splits his time between working onsite at portfolio companies and new deal execution. Prior to Lorient, Robert was an Investment Banking Analyst at Doeren Mayhew Capital Advisors, where he focused on buy and sell-side M&A advisory, and debt placements. Robert also worked as a Senior Financial Analyst at Ford Motor Company in the Finance Leadership Development Program, where he rotated through a variety of financial and operating roles. Robert holds an MBA and BBA in finance from the University of Detroit Mercy.