Your Trusted Healthcare M&A Partner

Rosemary joined Agenda Health in 2024 and currently serves as Partner Manager, where she leads the development of the firm’s referral partner program and supports the growth of strategic partnerships across the healthcare ecosystem. She also contributes to recruiting efforts across Agenda’s internal teams.

Prior to joining Agenda Health, Rosemary was a Healthcare Client Solutions Research Manager at GLG, an expert network, where she helped public-sector clients make informed decisions by connecting them with leading healthcare industry experts. She studied Public Health at Texas A&M University.

Outside of the office, Rosemary enjoys sewing, being on the water, leading a YoungLife group at UT, and spending time with her husband and friends.

Alex is a Partner at Agenda Health, where he helps lead the firm’s strategic growth, advisor development, and client relationships across the healthcare sector. Since joining in 2017, Alex has executed on hundreds of successful transactions and played a key role in building the firm’s platform. Alex continues to advise on healthcare transactions and leads the firm’s valuation practice, delivering the insights needed to facilitate successful outcomes for business owners. He works closely with both buyers and sellers, bringing a pragmatic, execution-focused approach to every engagement.

With a background in finance and a focus on client-centered service, Alex is committed to helping healthcare organizations achieve outcomes that align with their long-term goals.

Alex lives in Austin, Texas with his wife and son. Outside of work, he enjoys spending time outdoors, traveling, and exploring Austin’s food scene.

Al Veach is an established leader in healthcare M&A with a proven track record of successful transactions over two decades. As a result of working with companies ranging in size from publicly traded entities with a market cap over $1 billion to small businesses started out of someone’s home, Al has developed a broad range of relationships and perspective that allows him to quickly identify and track towards the critical needs of each client.

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.

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.

With over 25 years of progressive leadership experience, Randy has overseen critical customer engagement functions spanning sales, business development, and account management. He has played a pivotal role in advancing strategic growth efforts, leading the expansion of both emerging and established services and product lines.

Randy’s leadership track record spans several high-impact roles, including his most recent position as Global Head of Education Services at Edvantic, where he drove strategic growth and market expansion in North America and Emerging Markets. His prior experience includes senior roles with global technology and services leaders such as HP, NYFIX and Battea Class Action Services.

Randy graduated 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.

Away from the office, Randy is an avid golfer and prioritizes time with his wife and their two young children.

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.

Navigating the sale of your healthcare practice requires expert guidance. At Agenda Health, Spencer delivers the strategic insight and personalized support needed to maximize value and ensure a seamless transition.

Spencer joined Agenda Health in 2021 and serves as a Senior Director after more than a decade in executive leadership roles and strategic consulting, where he partnered with C-suite executives across for-profit and non-profit organizations. His specialized experience with clinical research sites, geriatric care businesses, and mental and behavioral health practices enables him to understand the unique challenges and opportunities within your healthcare business. Leading a dedicated team of M&A Advisors, Spencer creates customized exit strategies that align with market conditions and identify qualified buyers who appreciate the distinctive value of your healthcare business.

Spencer holds a Master of Business Administration (MBA) from Liberty University. His professional background includes working as a business Founder, Owner-Operator and serving as Executive Pastor of one of Ohio’s fastest-growing churches, where he developed exceptional leadership and organizational skills that complement his business acumen.

When not guiding healthcare business owners through critical transitions, Spencer can be found exploring hiking trails with his wife, Gina, and their two young daughters. His passion for literature, appreciation for quality coffee, and love of the outdoors fuel his approach to building authentic relationships with clients—understanding that the best business decisions honor both professional objectives and personal values.

Sam joined Agenda Health in 2024. As a Senior Director, he is part of the company’s executive leadership. He supports a team of Advisors who serve founders and owners seeking ideal outcomes for their companies through an exit, a partial sale, a recapitalization, or a strategic investment.

Before joining Agenda Health, Sam was the SVP of Business Development at a large mid-market private equity firm with over $1B in investments across an array of business services sectors. In previous roles, Sam was a senior leader at multiple firms with scaled growth leading to exit, most notably real estate technology startup Opcity that achieved a $210M exit to a publicly traded firm 18 months after their Series A. Sam has worked with multiple organizations as an outsourced Chief Sales Officer and studied at the Red McCombs School of Business at the University of Texas.

Outside of the office, Sam loves spending time with his partner, his family, and his daughter, Iris, working out, traveling, and is often found in the kitchen. Sam seeks to live his life with a spirit of gratitude and service to others.

Drew joined the Agenda Health team in 2024. As an M&A Advisor, Drew is involved in lead generation, deal management, and client advising services. As a small business owner himself, he enjoys connecting with business owners, working to understand their specific values and goals for the future, and helping them find buyers who both recognize and share those values and will carry them forward after a sale.

Drew holds a Bachelor’s of Mass Communication from MTSU with a focus in Digital Media. He lives in Franklin, TN with his wife and two sons. Drew enjoys spending time with family and friends, and he is an avid golfer.

Ben joined the team at Agenda Health in 2024. As an M&A Advisor, Ben works to connect business owners to the buyers and offers that will honor his clients’ legacies of hard work and caregiving, providing industry insights and advising each step of the transaction process along the way. One of Ben’s favorite parts of his job is hearing the heart and stories of the owners he connects with, especially how they started their business and grew a passion for caregiving.

Prior to Agenda Health Ben worked as a pastor, focusing on youth ministry and adult in-home small groups. Ben has a ThM from Dallas Theological Seminary, with a dual emphasis in Systematic Theology and Pastoral Theology & Practice. Jesus means more than anything to Ben, and working to glorify Him is what brings integrity, a genuine priority for the client’s best interest, and a relational heart to his work.

When he’s not working, Ben likes to read (favorite author is G.K. Chesterton), play piano, go on backpacking trips, and he probably loves hot tea more than anyone else you know. Ben lives in Austin, TX, with his wife Nicole and their cat Allie.

Casey joined the Agenda team in January 2025. A business owner himself, he guides clients on achieving their goals in their desired timeline. Whether looking for a way to scale before they sell, or for an acquirer to deliver a lucrative exit, Casey consults companies on the right path for their individual circumstances.

Before making his foray into the healthcare specific M&A world, Casey was Director of Sales for a large roll up in the real estate industry, as well as a business coach, and a real estate investing consultant. He has had the opportunity to speak, train and lead at the national and international level for hundreds of for-profit and non-profit businesses alike. 

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.