Get to Know Us

Our mission is to empower not-for-profit institutions to best serve their communities.

Our values are rooted in service.

These are the principles that guide our work:

  • Place our clients first
  • Provide experienced, independent, conflict-free advice
  • Attract the best professionals
  • Embrace diverse perspectives with curiosity and respect
  • Achieve superior outcomes

Largest and most experienced team in the industry.

Rex Burgdorfer

Partner

Chicago
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Rex Burgdorfer

Partner

Chicago

Rex Burgdorfer has over two decades of investment banking and strategic financial advisory services experience.  He has advised all forms of nonprofit hospital systems on M&A transactions, including academic, community 501(c)3, faith-based, and local government entities.  Rex was previously with Morgan Stanley and holds an MBA from the Kellogg School of Management at Northwestern University.

Rex sits on the faculty of The Governance Institute, the investment committee of Purple Arch Ventures, and lectures at both Notre Dame and Kellogg on microeconomic auction theory and pricing strategies in change-of-control transactions.

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Jordan Shields

Partner

Chicago
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Jordan Shields

Partner

Chicago

Jordan Shields has been with Juniper since 2011 and has 25 years of experience advising not-for-profit hospitals and universities on strategic and financial issues. Prior to Juniper, Jordan was a member of the health system advisory groups at Navigant and Ernst & Young.

Jordan holds an MBA from the Kellogg School of Management, where he was named Top Student in Health Industry Management by the faculty. He earned his BA from Bowdoin College where he was awarded Honors in Economics for his work measuring the impact of tax exemptions on not-for-profit organizations.

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Brent McDonald

Managing Director

Dallas
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Brent McDonald

Managing Director

Dallas

Brent McDonald has over 25 years of experience leading development, strategy, investment banking and legal teams to accomplish the strategic goals of national, regional, and community-based healthcare organizations. He was previously Head of Healthcare Strategic Advisory at Bank of America Merrill Lynch, with responsibility for all not-for-profit healthcare M&A coverage at the firm. Prior to joining BofAML, Brent led the Acquisition & Development department at Tenet Healthcare Corporation, serving as a key member of Tenet’s executive team, advising on strategic direction and responsible for execution of the company’s strategic transactions. Earlier in his career, Brent practiced law at Norton Rose Fulbright with an active practice in healthcare, tax, non-profit, private equity and corporate M&A law.

Brent earned a B.B.A. (Accounting) from Baylor University, a J.D. from Baylor School of Law and an LL.M. (Taxation) from New York University School of Law. He also completed the Harvard Business School Executive Education Program in Managing Healthcare Delivery.

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Farley Reardon

Managing Director

Nashville
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Farley Reardon

Managing Director

Nashville

Farley Reardon joins Juniper from Lifepoint Health in Nashville where he was Vice President of Strategic Growth and Development. He has over 25 years of corporate development and capital markets experience.

Farley joined Lifepoint in 2008 and lead numerous acute care and ancillary transactions with renowned academic medical centers, national faith-based health systems, and regional and community-based health systems, both public and private, in the forms of joint ventures, acquisitions and divestitures. During his time at Lifepoint, the company transitioned from a community-based hospital operating company to a diversified healthcare delivery network comprised of more than 60 community hospital campuses, more than 60 rehabilitation and behavioral health hospitals and 250 additional sites of care, including managed acute rehabilitation units, outpatient centers and post-acute care facilities.

Prior to Lifepoint, he was in the institutional fixed income departments of Robert W. Baird & Co., Morgan Keegan & Co., J.C. Bradford & Co., and others.

He holds an MBA from Vanderbilt University’s Owen Graduate School of Management.

Casey Webb

Managing Director

Los Angeles
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Casey Webb

Managing Director

Los Angeles

Casey Webb has more than a decade of transaction advisory experience within the healthcare industry, focusing primarily on hospital and health system partnerships. Her experience spans the hospital industry, including secular not-for-profit, religious, public, academic, taxable and other specialty hospitals.

Casey was previously with Huron Consulting Group, where she was a founding member of Huron’s investment banking unit.  She graduated summa cum laude with a Bachelor of Science in Finance (honors) from DePaul University, with minors in accounting and economics.

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Chris Benson

Executive Director

Phoenix
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Chris Benson

Executive Director

Phoenix

Chris Benson joined Juniper after nearly 25 years at the Mayo Clinic, beginning as an Administrative Fellow and ending as Vice Chair of domestic and international provider relations. This included growing the Mayo Clinic Care Network from inception to over 35 nonprofit health systems in the United States and 11 global members across Mexico, India, China, Korea, Singapore, Philippines, Saudi Arabia, Egypt, the United Arab Emirates.

He has an unparalleled understanding of how organizations in the hospital industry can create value together short of change of control transactions.  His experience at Mayo included emphasis on clinical operations, quality improvement, cultural development and strategic collaborations.

Chris is a native of Iowa and earned a Master of Health Administration at The University of Iowa.

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James Burgdorfer

Principal

Chicago
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James Burgdorfer

Principal

Chicago

Jamie Burgdorfer has concentrated on domestic and international M&A assignments his entire career. He has further specialized in merger work for the healthcare industry since 1992. Prior to forming Juniper, he co-led the M&A group of John Nuveen & Co. and was a member of Citigroup’s mergers and acquisitions department and the corporate finance group at A.G. Becker. Jamie is a member of the Faculty of The Governance Institute.

Jamie holds an MBA from the University of Michigan.

David Gordon

Principal

Houston
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David Gordon

Principal

Houston

Dave Gordon’s entire investment banking advisory experience has been concentrated in the healthcare services industry. Prior to forming Juniper, he co-led the M&A groups of Ponder & Co. and John Nuveen & Co. Previously, he managed the healthcare services group at Piper Jaffray.

Dave holds an MBA from the University of Notre Dame.

Adam Davis

Vice President

Chicago
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Adam Davis

Vice President

Chicago

Adam Davis has over ten years of healthcare experience. At Juniper, he leads and supports a variety of M&A transactions for both not-for-profit and for-profit clients that have a range of strategic needs. He was previously an Associate Director at Fitch Ratings, focusing on primarily health system, hospital and senior living credits, with a secondary concentration in Higher Education. He was responsible for monitoring outstanding ratings and assigning new ratings to bond issues for a portfolio of credits, while also contributing to various research pieces.

Prior to joining Fitch Ratings, Adam was an Associate at Cain Brothers, an investment bank based in New York focused on the healthcare industry. While at Cain Brothers, Adam fulfilled and led a variety of analytical functions for tax-exempt and taxable bond financings that funded new capital projects, debt restructurings, and/or acquisitions within both the hospital and senior living sectors. His background in credit assists Juniper’s assessment of clients’ financial situations, capital spending capabilities and overall valuations.

Prior to Cain Brothers, Adam was a Credit Analyst at Moody’s Investors Service, focusing on a portfolio of not-for-profit health systems and hospitals, while also publishing various pieces on topics such as trends in healthcare mergers and acquisitions.

Adam earned a BA in Government and Economics at Bowdoin College and an MBA from the Baruch College – Mt. Sinai School of Medicine program in New York.

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Alex Voss

Vice President

Chicago
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Alex Voss

Vice President

Chicago

Alex Voss works on all aspects of the firm’s transaction projects, with a particular interest in helping Juniper’s rural and Critical Access hospital clients . He focuses on project management, quantitative analysis, valuations, and research. Prior to Juniper, Alex worked in Asset Management at Ariel Investments where he conducted equity research. He also worked for The Cincinnati Insurance Companies providing underwriters with damage scenario valuations.

Alex holds a BA in Public Policy with a specialization in Finance and Economics from the University of Chicago.

Ansley Murphy

Associate

Nashville
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Ansley Murphy

Associate

Nashville

Ansley Murphy is a Certified Public Accountant with expertise in accounting and financial analysis. Ansley has years of experience in public accounting and financial analysis, previously at Ernst & Young where she supervised and provided audit services to multinational public and private companies. At Juniper Advisory, Ansley supports all aspects of the firm’s transactions with a focus on financial and data analysis. She is based out of Nashville, Tennessee.

Ansley earned her Bachelor of Business Administration, Accounting, and her Master of Accountancy from the University of Georgia.

Duncan Cannon

Analyst

Boston
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Duncan Cannon

Analyst

Boston

Duncan Cannon supports all aspects of the firm’s transactions with a focus on financial analysis and research. Duncan has a background in the higher education industry and was a Treasury Analyst at Tufts University before joining Juniper.  Prior to Tufts, Duncan worked in procurement negotiations and software analysis.

Duncan earned a BA from Bowdoin College where he majored in Government and Legal Studies, and Education, with a minor in Economics.

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Joseph Cerisano

Analyst

Washington D.C.
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Joseph Cerisano

Analyst

Washington D.C.

Joseph Cerisano graduated from Georgetown University with his Master of Finance. During his time there, Joseph participated in case competitions, worked as a graduate teaching assistant, and led a team of consultants for a venture capital firm based in Palo Alto and a fintech startup based in London. Prior to joining Juniper, Joseph worked as an M&A Investment Banking Summer Analyst at BGX Advisory.

Joseph earned a B.S. from Arizona State University where he majored in Marketing with a minor in Technological Entrepreneurship and Management.

Angela Adams

Director of Operations

Chicago
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Angela Adams

Director of Operations

Chicago

Angela Adams oversees administration and manages the day-to-day office operations at Juniper. In this role, she supports Juniper’s hospital clients at all phases of the advisory process. Additionally, she provides logistical assistance to the full Juniper team. Prior to joining the firm, Angela managed the office operations for a software development company. She also has additional experience supporting C-suite professionals.

Angela holds a BA from Northern Illinois University.

Edward Davis

Finance Director

Houston
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Edward Davis

Finance Director

Houston

Edward Davis has assisted Juniper with all its financial and tax affairs since the inception of the Firm. His lifetime of experience as a Certified Public Accountant includes partnership in one of the “Final Four” U.S. public accounting firms where he specialized in accounting and tax solutions for mid-sized businesses. He also has extensive industry experience as a financial and tax executive and business owner.

Edward holds a BA degree in business administration from Texas Christian University.

Setina Hinojosa-Hanna

Marketing Manager

Tulsa
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Setina Hinojosa-Hanna

Marketing Manager

Tulsa

Setina Hinojosa-Hanna manages marketing and communications strategies at Juniper.  She has an extensive background in digital and creative fields specializing in enhancing brand visibility and engagement.  Prior to Juniper, Setina worked for Girl Scouts promoting growth, equity, and inclusion.

Setina holds a BA in Marketing and Management from Oklahoma State University.

 

Scott Becker

Senior Advisor

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Scott Becker

Senior Advisor

Strategic planning has been at the forefront of Scott Becker’s leadership since taking over as Conemaugh Health System Chief Executive Officer in 2005.

A 30-year veteran of the healthcare field, Mr. Becker recently led the Conemaugh Health System through a strategic partnership with Duke LifePoint Healthcare. The acquisition resulted in an over $500 million dollar investment in the Conemaugh Health System to strengthen Conemaugh’s operations and enhance its ability to thrive in the future.

Mr. Becker previously served as Vice President, Hospital and Mid-Market Sales with Highmark Blue Cross Blue Shield in Pittsburgh. Prior to that, he held top leadership positions at the University of Pittsburgh Medical Center (UPMC) Health System, where he served as Chief Operating Officer of the Hospital Division. Career highlights also include his role as President and Chief Executive Officer of Butler Regional Health System and Chief Operating Officer of Monongahela Valley Hospital.

Mr. Becker is active at the local, regional and national level serving on numerous advisory boards including LabCorp’s CEO Advisory Board and was the former Chairmen of the Hospital & Healthsystem Association of Pennsylvania (HAP). In addition to his community service, Mr. Becker is a frequent speaker at the national level on healthcare strategic planning and quality.

Recently honored with the Boy Scouts of America’s Laurel Highlands Council Distinguished Citizen Award for outstanding service to the community, Mr. Becker has served as Junior Achievement Hall of Fame Dinner Committee Chair, Chairman of the Fund-Raising Campaigns for the United Way of the Laurel Highlands and the Pennsylvania Special Olympics Winter Games. He has also served on numerous community boards including the Community Foundation for the Alleghenies, the Pennsylvania Trauma Systems Foundation, Hospital Council of Western Pennsylvania, the Board of the United Way of the Laurel Highlands, the University of Pittsburgh at Johnstown Advisory Board and the March of Dimes.

Mr. Becker holds master’s degrees in public health and business administration from the University of Pittsburgh and a bachelor’s degree in economics from Washington and Jefferson College. He served as an academic preceptor for a variety of Graduate Public Health Programs including programs at the University of Pittsburgh, Robert Morris University, West Virginia University and the University of Minnesota. He is currently a Fellow in the American College of Healthcare Executives.

Dr. Ernest Braxton

Senior Advisor

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Dr. Ernest Braxton

Senior Advisor

Dr. Ernest Braxton is a remarkable figure in the medical field, with a diverse background that encompasses military service, academic achievements, and a commitment to advancing healthcare quality. Let’s break down his impressive profile:

1. Clinical Leadership and Expertise: Dr. Braxton’s expertise lies in medical quality and healthcare administration. His roles as Partner and Board Member at Vail Summit Orthopedics and Neurosurgery, as well as his tenure as Chief of Neurosurgery at San Antonio Military Medical Center (SAMMC), showcase his leadership in these areas.

2. Military Service and Combat Experience: As a graduate of the United States Air Force Academy and an Afghanistan war veteran, Dr. Braxton has firsthand experience in dealing with complex combat injuries, particularly during Operation Enduring Freedom. His role as Theater Neurosurgeon In Charge highlights his significant contributions to the high survivability rate of wounded soldiers, demonstrating his proficiency in managing neurotrauma patients in challenging environments.

3. Educational Background: Dr. Braxton’s educational journey is impressive, having completed medical school at the University of Pennsylvania and neurosurgical residency at Allegheny Health Network in Pittsburgh. Additionally, he earned an MBA from the Tepper School of Business at Carnegie Mellon University, showcasing his commitment to blending medical expertise with business acumen.

4. Entrepreneurship and Innovation: Dr. Braxton’s recognition, such as ringing the opening bell at the NASDAQ for his accomplishments in entrepreneurship, underscores his involvement in advancing medical technology and surgeon education. His role as a consultant to leading medical device companies reflects his commitment to innovation in the field.

5. Clinical Practice and Academic Contributions: Despite his numerous leadership roles and commitments, Dr. Braxton remains an actively practicing board-certified neurosurgeon. His involvement in medical quality assurance boards and contributions to peer-reviewed publications demonstrate his dedication to advancing healthcare standards and disseminating knowledge within the medical community.

6. Advocacy and Community Engagement: Beyond his professional endeavors, Dr. Braxton is a champion for brain injury prevention and management, as well as for improving medical quality in rural healthcare systems. This commitment to advocacy underscores his holistic approach to healthcare, extending beyond clinical practice to societal impact.

Overall, Dr. Ernest Braxton emerges as a multifaceted leader in the medical field, combining clinical expertise, military service, academic achievements, entrepreneurial spirit, and advocacy for healthcare improvement. His contributions span various domains, reflecting a dedication to excellence and innovation in healthcare delivery and management.

Dr. George Brown

Senior Advisor

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Dr. George Brown

Senior Advisor

George Brown led Portland’s eight-hospital Legacy Health for nine years where he oversaw record growth, increasing net revenue by $1 billion during his tenure.  As CEO, Brown expanded into health insurance, developed the system’s urgent care offerings, led the addition of Randall Children’s Hospital and partnered with other Portland health systems to create the Unity Center for Behavioral Health.  Additionally, Brown oversaw Legacy’s efforts to address homelessness, leading a group of five other Portland health organizations to fund a new clinic, mental health and addiction services, employment assistance and build 379 units of housing.

During his time at Legacy, the system grew to eight hospitals from six, achieved the largest market share in northwest Oregon and expanded its workforce by 40 percent to 12,000 employees, including significant medical staff growth. Brown’s tenure at Legacy was marked by high physician satisfaction and patient quality outcomes. Legacy also added 20 urgent care clinics under the Legacy-GoHealth banner.

Brown came to Legacy from MultiCare Health System in Tacoma, where he served as COO, after a long career as a gastroenterologist and service in the military. He received his medical degree from Boston University School of Medicine, a year after he became a First Lieutenant in the U.S. Army. He retired from active-duty service as Brigadier General.

Brown is the Board Chair of the Marshfield Clinic Health System, one of the largest private, multispecialty group practices in the United States, and previously served on the PacificSource Health Plans, which serves members in Montana, Idaho, Washington and Oregon.  He is a Fellow of the American College of Physicians and a member of the Alpha Omega Alpha Honor Medical Society and the American College of Healthcare Executives.

Dr. Jonathan Fanton

Senior Advisor

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Dr. Jonathan Fanton

Senior Advisor

Dr. Fanton is an American historian and President Emeritus of the American Academy of Arts & Sciences. Before coming to the Academy, he served as Interim Director of the Roosevelt House Public Policy Institute at Hunter College. From 1999 to 2009, Dr. Fanton was President of the John D. and Catherine T. MacArthur Foundation, and for seventeen years was President of The New School for Social Research. Earlier in his career, Dr. Fanton was affiliated with the University of Chicago and Yale University, where he was Special Assistant to President Kingman Brewster.

Dr. Fanton has long been associated with charitable and development organizations and has chaired the Human Rights Watch, Security Council Report, the Union Square Local Development Corporation, and the Commission of Independent Colleges and Universities in New York. Dr. Fanton is currently on the boards of Scholars At Risk, World Refugee and Migration Council, American University Afghanistan, European Humanities University and the American Exchange Project. He is currently a Senior Fellow at Hunter College.

Raymond Grady

Senior Advisor

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Raymond Grady

Senior Advisor

Ray Grady is an accomplished administrator experienced in the governance, management, and education of healthcare professionals.  He is a strategic and operations-oriented leader who served most of his career with NorthShore University HealthSystem where he was CEO of the flagship Evanston Hospital. He has also served as Chief Administrative Officer at Aurora Health Care located in Milwaukee, Wisconsin. Most recently, he served as the CEO of Methodist Hospitals which serves the Gary/Merrillville market in Northwest Indiana. In these roles, Ray built a track record of leading change, building alliances, and driving results. Most recently, he serves as President and CEO of Franciscan Health Olympia Fields SSC market.

His experience in integrated health systems, community hospitals and safety net hospitals has earned him recognition for partnering with community stakeholders, clinical professionals, and regulatory agencies. He has experience in building quality and diversity into the strategic plans of healthcare organizations.

Ray has served on the boards of the American Hospital Association, the Illinois and Indiana Hospital Associations and the Commission on Accreditation of Healthcare Management Education.  He has also served on hospital boards in Illinois and Ohio while those organizations were undertaking merger and acquisition discussions.

Michael Hemsley

Senior Advisor

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Michael Hemsley

Senior Advisor

Mike Hemsley was most recently Deputy General Counsel for Trinity Health, one of the largest health systems in the US; consisting of 20 non-profit Regional Health Ministries operating more than 90 hospitals as well as sub-acute health care facilities and businesses across the continuum of care in 21 states. Prior to its 2014 merger into Trinity, Mr. Hemsley served as Executive Vice President and General Counsel for Catholic Health East, a similarly structured multi-state health care system. His practice involved him deeply in the structuring and execution of over 20 corporate health system strategic corporate acquisitions and divestitures as well as in system governance authorities and relationships.

For several years he also served as CHE’s Corporate Compliance Officer providing oversight and guidance to Regional Compliance Officers and Boards across its regional subsidiaries. Prior to joining CHE, Mr. Hemsley spent more than 20 years in private practice, last as a partner and Chair of the Health Law Department at Wolf, Block, LLP.

Hemsley serves on the board of Saint Joseph’s University  (SJU) in Philadelphia, PA.   Prior to  its 2022 merger into SJU he served on the Board of the University of the Sciences as its Vice Chair, Chair of its Governance and Trustee Committee, and of its Strategic Partnering Steering Committee.

Mr. Hemsley is a member of the American Health Lawyers Association, the Pennsylvania Bar Association and the District of Columbia Bar Association. A certified healthcare compliance professional, Mr. Hemsley is a member of the Health Care Compliance Association where he served as a board member and officer. A lecturer and author, he was a principal drafter of Corporate Responsibility and Corporate Compliance: A Resource for Health Care Boards of Directors, and two subsequent companion Healthcare Board Educational Resource publications, each sponsored by the American Health Lawyers Association and the Office of Inspector General of the U.S. Department of Health and Human Services.

Mr. Hemsley has also served as a member of the adjunct faculty at his alma mater St. Joseph’s University, Philadelphia, PA., received a Master of Arts in Legislative Affairs from The George Washington University, Washington, D.C., and his law degree from Villanova University School of Law.

John Kosanovich

Senior Advisor

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John Kosanovich

Senior Advisor

John Kosanovich is a healthcare CEO with over 40 years of leadership and consulting experience. He spent 20 years (1995-2015) as CEO of Watertown Regional Medical Center in Watertown WI leading it thru an organizational transformation. John has focused his career on developing strategies and innovative ways to enhance the value of the organizations and communities he serves. He has served on the Boards of the Wisconsin Hospital Association (WHA), Rural Wisconsin Hospital Cooperative and Voluntary Hospitals of America (VHA).

John holds an MBA from the University of Wisconsin and is a Life Fellow of the American College of Healthcare Executives (ACHE). Born and raised in WI, he currently resides in FL.

Karen Teitelbaum

Senior Advisor

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Karen Teitelbaum

Senior Advisor

With expertise in strategy, growth, risk, governance, and turnaround work, Karen Teitelbaum is a nationally recognized leader in ensuring corporate progress and market development through operational excellence and transformation of care.

Current boards include Surgical Solutions, a portfolio company of Grupo Vitalmex, S.A., providing sterile processing solutions (Member, Commercial and Operating Committee), Ingenovis Health, a portfolio of forward-thinking staffing healthcare companies (Chair, Risk and Compliance Committee), Alliance Physical Therapy Partners, a national leading physical therapy services network (Member, Compensation and Compliance Committees), and Towne Park, a tech enabled, multi-service hospitality company, focused on delivering exceptional experiences.

In her past board work in women’s health, she served as the Executive Chair of the Board and past Chair, Compensation Committee and member, Quality Committee of a growth-oriented company transforming women’s health services.

As a Senior Advisor to Juniper Advisory, Karen provides counsel to firm clients contemplating nonprofit healthcare mergers or acquisitions.

An advocate for utilizing technology to improve healthcare delivery, Karen is a board member at MATTER, a global healthcare startup incubator and corporate innovation accelerator (Member, Nominating and Governance Committee). She previously served as a mentor with Creative Destruction Lab, a global organization delivering an objectives-based program for scalable, seed-stage, science- and technology-based companies.

An early career entrepreneur, after purchasing a rehabilitation services firm, Karen grew the company into the largest of its kind in Chicago before selling it to a publicly traded firm. Following the sale, Karen held increasingly responsible positions in health-related companies.

As the immediate past President/Chief Executive Officer of Sinai Chicago, a private safety net healthcare system with over $1 billion in revenues, Karen oversaw a successful turnaround of financial, philanthropic, and operational performance.  She drove year-over-year improvement profitability, taking the organization from a loss of $42 million to a profit of $32.6 million, improved EBIDA from a negative $14.8 million to a positive $55.6 million and increased philanthropy six-fold to $13.5 million. Karen previously served as Executive Vice President/Chief Operating Officer.

Karen has been an active participant in legislative policy-making agendas, working with both Senate and Congress.  She is a past Chair of the Illinois Health and Hospital Association Board (Past Chair, Finance Committee, Member, Executive, Governance, and Health Equity Committees). Karen also served as a board member of America’s Essential Hospitals (Member, Governance Committee). She is a Visiting Lecturer at Kenya Methodist University in Nairobi.

Awards include “One of 10 Business Leaders to Watch” by the Chicago Tribune, twice named to Crain’s Chicago Business “Notable Women in Chicago Healthcare” list, the Weizmann Institute “Women of Science” award, and a recipient of the National Medical Fellowship “Leadership in Healthcare” award.  She is a member of The Chicago Network, Women Corporate Directors, the Commercial Club of Chicago, the Economic Club of Chicago, and Kellogg Executive Women’s Network.

Karen holds an MBA from Northwestern University, J.L. Kellogg School of Management. She is a frequently requested national speaker, world traveler, avid bicyclist, and cook.  She resides in Chicago, Illinois.

Work With Us

We have dedicated our careers to assisting not-for-profit organizations as they seek structures and partnerships that allow them to best-serve their communities. We believe in this work and find it immensely rewarding. Juniper seeks new members of the team that share this passion and bring knowledge and experience to assisting our clients.

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