Healthcare M&A Advisors
The Agenda Health team is composed of seasoned M&A professionals who have spent a cumulative 30+ years advising clients across multiple sectors of healthcare. Our focus is on caring for business owners like family and honoring the significance of selling their business by covering every detail of the sale. Our process is personal and highly interactive. Driven by our faith in Jesus, our clients’ needs are placed above all other parties, including our own.
Who We Are
Al Veach
Al Veach, Founder and CEO
After graduating from the University of Southern Mississippi in 1995 with a Bachelor’s degree in Applied Computer Science, Al began his career selling and supporting Oracle-based ERP solutions to Fortune 500 companies, most of which were leveraging those solutions to merge newly acquired companies into their existing IT footprint as part of an M&A strategy to achieve economies of scale. The inefficiencies and commonalities Al observed within these transactions sparked his interest in creating a firm that simplified the complexities of the M&A process.
Starting in 2002, Al began to transition his focus to healthcare by taking an active role in healthcare-related M&A transactions as an advisor to divesting organizations. In 2008, Al recognized a significant need in the Hospice and Home Health marketplace for a specialized M&A firm that maintained an “Agenda” with the proven buyers in those healthcare specialties. Through the implementation of a steady cadence with those buyers combined with the use of technology to capture and match attributes, Al and his team built a transaction management model that naturally implemented confidentiality into the process through precision-based attribute matching for sellers and buyers. His goal was to only show businesses to buyers that fit the target. This was the beginning of Agenda Health.
Over the next 12 years, Al cultivated a team of healthcare specialists from local providers along with strong business graduates trained by Texas-based business schools such as McCombs School of Business at the University of Texas and Mays Business School at Texas A&M. The primary goal of cultivating a young team of academic standouts was to exponentiate their value by supplementing their skills with a foundational Christ-centered code of ethics from which each advisor could draw to properly guide their clients with honesty, integrity and hard work.
Al has been happily married to his wife, Kim, for 22 years and they have raised three outstanding children, one of which (Alex) has become a foundational part of the operation’s leadership at Agenda Health. Al is a Deacon at Bannockburn Church in Austin and is focused on making Agenda Health a ministry, not just a business. Al also loves playing golf in his free time.
Alex Veach
Alex Veach, Director of Transaction Services
Alex directs the Transactions Team at Agenda and manages the Agenda Associate Program. Since joining the firm in 2017, Alex has focused on recruiting and developing new advisors and managing healthcare transactions. Alex attended Texas A&M University where he earned his BBA in Finance from the Mays Business School.
Leveraging his academic training and previous experience working with other large private equity and wealth management organizations, Alex now directs the valuations services component of Agenda Health. This process includes financial and clinical analysis of each agency to ensure a precise and market-based asking price that will yield a successful result for both buyer and seller.
Alex has spent several years participating in Young Life, a Christ-centered mentorship program that focuses on disadvantaged youth. He continues to work to create a unique experience for Agenda’s clients based on a Christ-driven model that makes them the priority.
Jason Harrison
Jason Harrison, Director of Administration
Jason joined Agenda Health in March 2020. In addition to advising clients from start to finish throughout the acquisition process, Jason also takes the lead in identifying geographic areas of focus for advisors and new healthcare market sectors in which to expand Agenda’s footprint. Additionally, he keeps the engine running clean and smooth through managing Agenda’s CRM database, vendor services, web content and more. Whether you’re ready to approach the market or just need help identifying your next step toward your goals, Jason makes it his mission to ensure that Agenda’s top quality of advisory services are available and ready for you when and where you need them.
Jason attended the University of Texas at Austin, where he earned his BBA in Marketing from the McCombs School of Business. Upon graduation, he began work in retail management for one of Target’s most profitable stores in Austin. After two years in this role, Jason sensed God calling him to leave Target and return to UT-Austin’s campus, where he served as an Associate Director at the Baptist Student Ministry for four years.
He is married to his wonderful wife, Ashley, and together they have two beautiful children, Eva and Silas. Jason and his family reside in Magnolia, TX, where they are actively engaged in serving their community through Restoration Church.
Randy Decko
Randy Decko, Senior Director
Over a career spanning 20+ years, Randy has captained several critical business functions in customer engagement including sales, business development, account management and customer success. Randy is passionate about leading teams to deliver win-win results with customers. He has enabled several companies to grow revenues, reduce operational overheads and enhance customer satisfaction.
Randy has had successful stints in global leadership roles, most recently at Edvantic, where he served as Global Head of Education Services and was responsible for expansion initiatives of Edvantic’s services in North America and Emerging Markets. He has held several other senior leadership roles with global technology and services companies like HP, NYFIX, Battea and Augmate.
Randy graduated cum laude from the University of Connecticut, with a BS in Health Systems Management. He also holds a Master’s degree in Management, Leadership and Strategy from Michigan State University. Randy has traveled and extensively volunteered on three different continents, and is an avid golfer in his spare time.
Stephen Sargent
Stephen Sargent, Senior Director
As a Senior Advisor, Stephen creates vision and coordinates execution of Agenda’s advisory efforts in the hospice and behavioral health verticals. Stephen both gives direction and guidance to advisors on his team and leads by example regarding lead generation, deal management and client advising services. You will be hard-pressed to find someone more attentive to your needs and honest in assessment than Stephen, as he guides both buyers and sellers towards achieving their agendas in the healthcare marketplace.
Stephen attended Belmont University, where he earned his BA in Communication. Afterwards, he furthered his education at Liberty University where he earned his Masters in Divinity. Stephen is currently finishing his Doctorate Degree in Leadership Development from Gateway Seminary. He has served as a pastor since 2009, leading and teaching in ministries ranging from 35 people to over 2,000 people each week.
He and his wife, Katy, have been married for nine years, and they have two daughters, Hazel and Holly. Stephen and Katy recently relocated to Franklin, Tennessee by way of Bridgewater, Massachusetts, where Stephen pastored a church he started in 2018. By the end of 2019, this church was listed as one of the fastest growing new churches in the country. His passion is to help serve the needs of others, through motivational speaking, writing, and helping leaders achieve their professional goals.
Staci Beltran
Staci Beltran, Senior Director of Client Acquisition
Staci joined Agenda Health in 2023 and brought with her eight years of experience working in the home health and hospice industry. The last four of those years she held leadership roles over Mergers and Acquisitions and; growth and strategy. During this time, Staci led acquisitions at one of the nation’s largest hospice agencies. She has spent time working in both publicly traded settings as well as private equity backed ventures.
With deep roots in healthcare, Staci has a robust knowledge of the industry. She began her career in healthcare as a Home Health and Hospice Community Liaison, giving her a unique perspective on all of the working parts required to make a successful agency. She feels connected to the mission of the businesses she represents and is passionate about putting together partnerships that benefit all parties involved.
Complementing her unique industry knowledge, Staci is skilled in all aspects of the deal cycle from the beginning phases of developing a strategy, to developing new relationships, preparing financial models, analyzing opportunities, negotiating terms, working through due diligence, and post close integrations.
Staci attended the University of Utah, where she earned her Bachelor’s degree in Business Administration. Prior to working in the healthcare industry, Staci worked in commercial real estate and mortgage servicing.
While transitioning into healthcare mergers and acquisitions, Staci was able to simultaneously grow her career and her family. With three young boys at home, Staci has been able to find a work-life balance while advancing her career. In the space of two pregnancies, she was promoted from her Analyst role to Vice President. This experience has created a strong passion for supporting women and working mothers as they work to advance their careers. Staci is a proud member of IDEAL for Healthcare which is a non-profit that is focused on catalyzing women in the healthcare industry to promote upward mobility and visibility. In addition to her achievements in her career and at home, Staci is the proud fire wife to her husband of nearly 10 years who is a Fireman for the American Fork Fire Department.
Spencer Walters
Spencer Walters, Senior Director
Spencer joined the Agenda Health team in 2021, building on more than a decade of experience interfacing with C-suite executives within both for-profit and nonprofit entities as a marketing consultant and branding strategist. As Executive Pastor of one of the fastest growing churches in Ohio over the past 7 years, he has also served as an executive coach and mentor for business owners and seasoned executives, advising corporate leaders on both professional and personal matters.
Having earned his Master of Business Administration (M.B.A) from Liberty University, Spencer is currently pursuing a Doctor of Strategic Leadership (D.S.L) in an effort to better serve Healthcare executives throughout the U.S. Combining his professional experience and education, Spencer focuses on serving Hospice, Home Health, and Behavioral Health professionals with a focus on developing acquisition strategies that align synergies and empower teams to execute on a vision that prioritizes patient care, clinical integrity, and profitability. He also works hand-in-hand with sellers regarding long-term planning, developing exit strategies that preserve the legacy of their agency and ensure the wellbeing of their patients.
Spencer is an avid reader, connoisseur of fine coffee, and outdoor enthusiast who loves to spend time hiking with his wife, Gina, and their two young girls.
Cecil Pounds
Cecil Pounds, Senior Director
Cecil joined the Agenda Health team in 2023 after retiring from a thirty-five-year career in the mortgage banking industry. Throughout his tenure, Cecil has held a variety of executive, managerial, and production roles for privately held and publicly traded national mortgage banks. In the last years of his career in the mortgage industry, Cecil oversaw corporate operations, joint-venture and partnership implementation, production, and development and maintenance of relationships with national homebuilder partners.
Cecil enjoys spending time with his wife Brette, and two sons Stratton and Hayes. Aside from work and family life, he enjoys fishing, hunting, and attempting to improve his golf game when he can.
Dutch Price
Dutch Price, Senior Advisor
Dutch joined Agenda Health in 2016 and brought with him over two decades of experience in market research and analysis, growth capital, and deal sourcing from his time as team leader of R&D at Chevron Chemical. His proven track record of results in strategic planning, project management, and customer satisfaction leads to repeat business and trusting relationships. Dutch thrives as an advisor on our team demonstrating collaborative leadership, multi-task management, account management and organizational abilities. His negotiating and conflict resolution skills assist clients in an end-to-end process resulting in a “win-win” experience for all stakeholders. Since retiring as a minister, Dutch now devotes all his time to the Agenda Team and providing genuine service to ensure successful customer satisfaction.
Dutch attended Lamar University in Beaumont, Texas, where he earned his degree in structural steel and pipe design drafting. After 28 years with Chevron Chemical, he attended Millsaps College in Jackson, Mississippi, where he graduated with the title of Licensed Minister and went on to serve as a pastor in the Louisiana United Methodist Conference for 18 years.
Dutch is married to his wife Peggy, and together they celebrate a family of five children and nine grandchildren. He is the founder of the “God’s Warriors” men’s ministry, which is a Christian fellowship to help men strive toward a balanced life with Christ and life in today’s society. He enjoys hunting, fishing, and golf.
Chris Calcagno
Chris Calcagno, Senior Buyer Advisor
As a Senior Buyer Advisor, Chris spearheads lead origination in new and existing healthcare segments, advises clients on how to best prepare for the market, and proactively maintains profiles for some of the most active Buyers in the industry to ensure the best fit between all parties in a deal. Chris brings an extensive leadership background that spans a 30-year career working with many of the largest retailers in the US and internationally. Since 2018, as Executive Director of a large trading company that develops and manufactures soft-goods for well known brands such as Steve Madden, DKNY, BCBG and Nordstrom, Chris has developed cross-functional leadership skills that have become a key factor in managing teams of all sizes, cultures and contexts.
For seventeen years, Chris served as both Vice President and President of MIA Shoes, a well known fashion footwear company. Under his leadership, the company experienced expansive growth from thirty million to over one hundred million dollars of annual revenue. He managed C-suite relationships with several major retailers both domestically and abroad. His critical analysis, P&L management and organizational skills led to the implementation of new processes that created cost savings of over two million dollars annually. His customer-driven focus led to many new initiatives for the company, including launching new kids and comfort divisions, as well as investment in state of the art warehousing that enabled the company to be uniquely prepared for the tremendous growth that we see in online and direct to consumer markets today.
Chris grew up in New Orleans and attended Louisiana State University, where he studied Architecture and Business. He has been married to his wife Marcy for thirty years and has three beautiful daughters. He resides in the Dallas – Ft. Worth Metroplex, where he and Marcy are now raising their beautiful granddaughter Kennedy.
Renee Murray
Renee Murray, Senior Advisor
Renee joined the Agenda team in 2022. Her focus lies within developing and fostering relationships with buyers, ensuring that Agenda is informed on buyers’ current, individual acquisition interests, as well as the overall market trends in the verticals in which Agenda operates. Her background in healthcare spans over thirty years, including twenty years in the operating room in medical device sales. Renee has also served as the Sales and Marketing Director for a DME firm and has experience working in physician recruitment services, sales and marketing functions.
Apart from Agenda, Renee is a big sports fan – especially football. She enjoys cooking and entertaining her family and friends whenever possible. She has three grown children – a daughter and two sons. She also has a beautiful granddaughter that just started kindergarten.
Mike Lindley
Mike Lindley, Senior Advisor
Mike joined Agenda Health in July 2022 with over 30 years of Mergers & Acquisitions transaction experience.
Mike began his career in New York with Merril Lynch Capital Markets in the M&A division where he represented both buy-side and sell-side clients across several industry sectors throughout the US and Europe. In the early 2000’s Mike returned to Texas to become the Director of Acquisitions and Investments for publicly-traded Littlfefield Corporation, where he managed all of the firm’s financing and investment activities in the acquisition of existing operating companies and commercial real estate assets. Since 2012, Mike has been a partner in several Limited Liability Companies investing in commercial real estate acquisitions and development, private equity investing and management of commercial real estate retail centers.
Mike graduated from the University of Texas and has three grown children. Mike enjoys mountaineering, having summited seven peaks throughout the Northern and Southern Hemisphere, and he is also an avid golfer.
Noah Woods
Noah Woods, Senior Advisor
Noah brings several years of advising experience to the Agenda team. Before joining our firm, Noah worked extensively in management and advising as an oversight area manager and working to assist his field reps throughout their day to day operations. His essential focus at Agenda is to be of service to the sellers and buyers he assists throughout the entirety of the acquisition process. Even if you are unsure about your readiness to engage in the marketplace, Noah is here to offer advisory services to help you identify next steps for your business.
Although Noah was having success in the sales industry, he began to sense God turning his focus to pursuits of theology and seminary. Noah felt the deepest calling of his life was to share the Gospel with all those he encountered. However, upon meeting Agenda’s CEO Al Veach, Noah recognized that the Gospel was needed not only in churches, but in business too. This realization prompted Noah to join the Agenda team, to serve those in the healthcare community in the same way Christ served us. Noah puts his clients’ needs above all else, and will ensure that throughout the acquisition process, your agency is valued in the way it deserves to be.
Noah currently attends Texas A&M University, where he is a junior Business and Political Science student and anticipates graduating in the Fall of 2022.
David Anamosa
David Anamosa, Senior Associate - Transactions Services
David joined the Agenda team in October of 2023. As a Senior Associate, David is responsible for conducting valuations, constructing CIMs, facilitating the buyer engagement process, and managing post-LOI due diligence.
Having moved back from New Zealand after five years in September 2023, David has worked in a variety of M&A/Corporate Development roles with the addition of growing and successfully exiting a startup acquired by a financial firm in 2020. He received his BA in finance from the McCombs School of Business at the University of Texas and his Masters degree in international business from the University of Auckland.
Outside of work, David loves to travel, hike, camp, read, and maintain a physically active lifestyle. His wife, Amy, is a New Zealand native.
Christian Bell
Christian Bell, Analyst - Transactions Services
Christian Bell joined the Agenda Health Transactions team in June 2021. As a Junior Transaction Analyst, Christian undergirds the entire process from listing to closing. He plays a role in valuation modeling, creation of Confidential Information Memorandums (CIMs), and proactively managing active transactions to ensure timeline objectives are met en route to a successful close.
A Georgia native, Christian is a graduate of the University of Georgia, where he earned a bachelor’s degree in Marketing through the Terry College of Business as well as a Certificate in Sports Media from the Grady College of Journalism & Mass Communication.
Christian currently lives in Austin, Texas and spends his free time reading, golfing and cheering on the Bulldogs.
Charlie Scornavacco
Charlie Scornavacco, Analyst - Transactions Services
Charlie joined Agenda Health as a Transaction Analyst in May 2022. As an Analyst on the Transactions Team, he is involved in the process from pre-listing to closing. Charlie plays a role in valuation modeling, creating Confidential Information Memorandums (CIMs), and proactively managing active transactions to ensure a smooth process.
Charlie graduated from the University of Texas at Austin with a BBA in Finance. In his free time, he enjoys playing golf, basketball, and spending time outdoors.
Lydia Sanchez
Lydia Sanchez, Administrative Specialist
Lydia joined the Agenda team in April of 2022. Lydia performs a variety of tasks that support the day-to-day operations of the organization. These tasks include maintaining client and transaction data in company CRM, creating and communicating insightful reports to assist the Agenda team, facilitating execution of agreements between Agenda and clients, and more.
Lydia graduated from Texas State University, where she majored in Business Management. She has experience in customer service, Medicare sales, and retail management.
Outside of work, Lydia loves spending time with family, friends and her dog, Elvis. She likes reading books and watching movies in all different genres except romcoms. She also enjoys trying new foods any time she can.
Ashley Andre
Ashley Andre, Administrative Specialist
Ashley graduated from Appalachian State University with a degree in Elementary Education. She worked for five years as a second and fifth grade teacher in Raleigh, North Carolina before moving to Nashville, Tennessee.
In her free time, Ashley enjoys investing in the life of her local church. She also likes trying a new recipe or puzzle and spending time outdoors doing activities such as hiking or kayaking.
Ryan Lafferty
Ryan Lafferty, M&A Advisor
Ryan joined Agenda in 2022. As an M&A Advisor, Ryan dedicates himself to building relationships with business owners and helping them put together an exit plan that makes sense for their unique circumstance. From the initial point of contact with Agenda, to evaluating various exit strategies, to facilitating engagements between owners and potential buyers, he is committed to ensuring his clients are confident, informed and comfortable throughout the entire process. Ryan collaborates with both buyers and sellers and enjoys the camaraderie that comes with helping elite entrepreneurs achieve their goals.
Ryan lives with his wife and two kids in Nashville, where for the last six years he has operated a real estate investing business. When he’s not on the phone with business owners, Ryan enjoys traveling and writing songs.
Jared Black
Jared Black, M&A Advisor
Jared joined Agenda Health in 2022. As an M&A Advisor, Jared develops trusting relationships with both sellers and buyers by making their needs and goals the highest priority. Jared’s past educational and professional background has uniquely equipped him as a skilled researcher, data analyst, team collaborator, and organizational leader. His primary focus is on expanding Agenda’s presence in behavioral healthcare verticals through lead generation, deal management, and client advising services.
Prior to joining Agenda, Jared served in higher education for 13 years, most recently as the Dean of Students & Title IX Coordinator at Arizona Christian University, a senior leadership role within the University. He has also held a variety of positions in student affairs contexts, including with student clubs & organizations (University of Kentucky), campus life activities (Arizona State University), and residence life (Belmont University).
Jared earned a Doctor of Philosophy (Ph.D.) in Studies in Higher Education from the University of Kentucky, a Master of Education (M.Ed.) in Higher and Postsecondary Education from Arizona State University, and a Bachelor of Business Administration (B.B.A.) in Music Business from Belmont University.
In addition to his position with Agenda, Jared is Founder and President of Arizona Bible College – an affordable, nonprofit, online Bible college based in Phoenix. Jared also serves as a part-time Faculty Associate at Arizona State University where he teaches graduate courses within ASU’s Higher and Postsecondary Education program. A native Kentuckian, Jared enjoys following University of Kentucky athletics, playing guitar in the worship band at church, and learning new songs on the piano. He and his wife Natalie live in Phoenix, Arizona with their three sons.
Thomas Sirk
Thomas Sirk, M&A Advisor
Thomas joined Agenda Health in March 2021. Thomas brings several years of experience in mergers and acquisitions. Before joining our firm, Thomas served on the corporate Legal and Operations team for Paul Davis Restoration where he spearheaded the corporate M&A strategy. His duties included setting the M&A search criteria, performing valuation analysis, and managing the purchase and sale contract until turned over to the finance department for financial strategy.
As an M&A Advisor, Thomas is involved in lead generation, deal management, and client advising services. Thomas’ focus is on connecting qualified buyers and sellers and advising them on the acquisition process from start to finish. His main concentrations are the home health and home care verticals and expanding Agenda’s services for clients across the country.
Thomas is a graduate of Duke University where he earned his B.S. in Political Science/Public Policy and earned a M.A. in Political Science and International Relations. He was a member of the Duke University football team while attending school. Thomas enjoys traveling with his fiancée, serving his local church and community, and attending sports related events. Thomas is an avid Jacksonville Jaguars fan, where he was born and raised.
Aaron Lagrone
Aarone Lagrone, M&A Advisor
Aaron joined the Agenda Health team in 2022. As an M&A Advisor, Aaron is involved in lead generation, deal management, and client advising services. His focus is on connecting qualified buyers and sellers, and advising them in the acquisition process within the healthcare marketplace.
Aaron attended Belmont University, where he earned his BA in Music Business. Since graduation, he has worked full-time as a touring musician, bandleader, and tour manager for various major label artists. Alongside touring, Aaron also has experience in various freelance creative art fields such as audio production, graphic design, photography, and videography.
He and his wife, Allison, live in Thompson’s Station, TN with their French Bulldog named Cash. Together, they share a passion for serving the church through worship leading. As a Texas native, Aaron enjoys cheering on the Dallas Cowboys, for better or for worse.
David Sargent
David Sargent, M&A Advisor
David joined Agenda Health in 2022. David is involved in lead generation, deal management, and client advising services. He enjoys connecting with business owners, working to understand their specific values and goals for the future, and helping them find buyers that recognize and share those values.
David holds dual degrees from the University of Miami (FL) in multimedia journalism and music. His experiences prior to Agenda are diversified across a variety of industries, including marketing, copywriting, publishing, music and accounting. He now resides in Nashville, TN with his wife, Madison, and their four children, where he also has the privilege of serving as a teacher in their local homeschooling community. David enjoys books, games and still listening to his pretty decent CD collection.
Nikolas Lingle
Nikolas Lingle, M&A Advisor
Nik joined the Agenda Health team in 2023. As an M&A Advisor, Nik is involved in lead generation, deal management, and client advising services. His focus is on connecting qualified buyers and sellers, and advising them in the acquisition process within the healthcare marketplace.
After college and seminary, Nik has pastored since 2006 in several different churches in Raleigh, Washington, D.C. and now in Nashville, TN. Nik and his wife Stacy have two daughters, Olivia and Meredith. He loves reading, traveling, hiking, and hanging out with family and friends.
Jay Mudd
Jay Mudd, M&A Advisor
Jay joined the Agenda team in May of 2023. As a M&A advisor he has a passion for serving people with integrity. He knows every client is different, he works to find out how he can best serve them and their future goals.
Jay holds a Bachelor’s degree in Bible and a Master’s degree in Counseling from Liberty University. He and his family reside in Florida. Prior to relocating back to the Sunshine State, he and his family spent the prior 8 years in Boston planting churches. He is still very involved in church planting in the Horizon West area of Central Florida. Jay is married to his wife Holly and has 5 kids. In his free time Jay can be found coaching, traveling, and enjoying Boston Sports.
Brandon Bonville
Brandon Bonville, M&A Advisor
Brandon joined the Agenda team in June of 2023. As an M&A advisor, people are the priority; he understands that every client is unique, and he takes time to learn the financial and operational details of those he serves to ensure they are ready for success in the marketplace.
Brandon and his family recently moved to Maine, his home state, to begin the process of starting a church in the Portland area. Having served in the church world for the past 8 years, he has led staff teams, navigated crises, honed creative problem-solving skills, and communicated with executive-level leaders on a regular basis. It was also during this time that he earned his Master of Arts in Christian Ministry from Liberty University. He and his wife, Aly, have been married for 8 years and have two amazing dogs. In his free time, you will find him at a coffee shop, kicking around a soccer ball, traveling with his wife, or trying the newest taco spot.
Jonathan Chapman
Jonathan Chapman, M&A Advisor
Jonathan joined the Agenda health team in 2023. As an M&A Advisor, Jonathan is focused on lead generation, deal management, and client advising services. He specializes in serving professionals within the Behavioral Healthcare and Home Care verticals.
Jonathan has held a number of diverse sales roles and has experience in the personal training industry. These experiences have given him a passion for understanding and meeting the distinctive needs of each client. His approach centers around understanding the strategic goals and visions of the professionals he works with and ensuring that every transaction aligns seamlessly with the broader objectives of his clients.
Jonathan possesses a bachelor’s degree in Exercise Science from the University of Tennessee at Chattanooga and recently graduated with a Master of Theological Studies from Southwestern Baptist Theological Seminary.
Jonathan enjoys reading, playing or watching soccer, and traveling to unique outdoor locations where he and his wife, Jesse, can backpack or camp.
Ananya Pradeep
Ananya Pradeep, M&A Advisor
Ananya Pradeep is a Chartered Accountant (equiv. of a CPA) and CFA candidate, with over 8 years of experience in financial analysis and transactions support. She graduated from Mount Carmel University in India, with a Bachelor’s degree in Commerce, Finance and HR. She started her career in India as an auditor, involved in both statutory and forensic auditing, and later transitioned into a business consulting role focused on Transaction Support for a broad range of clientele across industries like e-commerce, tech-enabled services, healthcare, real estate, manufacturing, and hospitality.
Ananya specializes in business valuations and financial due diligences. She has worked extensively with start-ups and mature companies alike, allowing her to learn and evidence how business cycle phases impacts an organization’s performance. Other deliverables she is skilled at include financial modeling & analysis, market analysis, applied research, price discovery exercises, information memorandum/pitch-deck reviews, strategy consulting, business growth mapping, contract negotiations and post-merger integration management.
Love brought her to the US in February 2022, and soon after Ananya took a gap year and pursued her interests in Arts. She is the titleholder of Mrs. India Michigan 2023, a model and a classical singer. She is also actively engaged in community service through affiliations and currently serves as the General Secretary of a non-profit. Ananya is passionate about advocating for animal welfare and hopes to one day make the kind of difference that counts.
She lives in Michigan with her husband, Munish and their lovable dog, Nala.
Kailey Faber
Kailey Faber, M&A Advisor
Kailey joined the Agenda team in 2023 as a M&A Advisor. She is involved in market research, client education/advising, and helping business owners take their first step into the M&A process. Kailey has a passion for serving and advocating for her clients with a detail-oriented approach to ensure each step in a transaction is seamless for those she advises.
Kailey spent over 10 years in real estate, both residential and commercial. She’s always enjoyed working with clients by providing guidance and being resourceful through every step of buying and selling.
Outside of Agenda, Kailey is a wife to Dan and mom to 3 kids. She loves staying active through running and hiking. She is actively involved with the local Indianapolis community through church, sports and school activities with her family.
Stratton Pounds
Stratton Pounds, M&A Advisor
Stratton joined the Agenda Health team in 2022. Stratton is involved in lead generation, deal management, and client advising services. His primary focus is on expanding Agenda’s services in the behavioral healthcare verticals. Stratton prides himself on building relationships with Agenda clients both relating to their goals as healthcare owners/operators and as fellow human beings. Stratton feels blessed to be able to share the heartbeat behind Agenda Health and the ministry the company continues to build.
Stratton holds a Bachelors of Business Administration from Belmont University with a focus in Finance and Corporate Management. Before joining the Agenda team, he has served in a variety of sales roles as well as being involved in a startup relating to entertainment journalism.
Outside of work, Stratton is a proud son, brother and friend—he enjoys spending time with loved ones. He is also an avid sports fan with a love for basketball—especially when his younger brother Hayes is playing.
Rourke Dillon
Rourke Dillon, M&A Advisor
Rourke joined Agenda Health in April of 2022. Rourke is involved in lead generation, deal management, and client advising services. His focus is primarily on serving owners/operators in hospice, non-medical home care, and I/DD agencies.
Rourke is a graduate of the College of Charleston, where he holds a degree in Business with a minor in Real Estate. When he’s not working, on the weekends, he likes to golf for fun as well as caddy at the Ocean Course in Kiawah Island. Whether he’s building relationships with clients through Agenda or golfers on the course, he finds joy in striving to make sure everyone achieves their goals and ultimately enjoys their experience.
Jack Walsh
Jack Walsh, M&A Advisor
Jack joined the Agenda team in 2022. As an M&A Advisor, his primary focus is on serving clients in behavioral healthcare verticals by learning about their unique businesses, their goals for the future, and advising them on the best path to approaching the market for a successful sale. Prior to his time at Agenda, Jack spent over four years in technology sales, where he developed his ability to understand the needs of his customers and guide them to the best possible solution to achieve their ambitions.
Jack is a graduate of the University of Texas at Austin, where he earned a degree in Human Dimensions of Organization and a minor in Business from the McCombs School of Business. Outside of Agenda, he enjoys spending time on the lake, playing basketball, and hanging out at Barton Springs.
Hudson Kuczaj
Hudson Kuczaj, Associate Advisor
Hudson Joined the Agenda team in 2022. As an Emerging Market Advisor (EMA), his focus in on offering advisory services to clients in Agenda’s newest markets. As our company identifies new verticals to enter, Hudson is at the forefront of identifying owners/operators to whom we can offer our services.
Hudson attends the University of Texas at Austin, where he is currently majoring in Finance; upon graduation, he intends to pursue his MS in the same field. Hudson is a rare breed of true Austin natives, and in his free time he enjoys surfing and golfing.
