Raymond James | Health Care Investment Banking Group

Health Care Banking Personnel

Riley Sweat

Managing Director
Co-Head of Health Care Investment Banking
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Mr. Sweat joined Raymond James & Associates in 2001. From 1989 to 2001, he served as managing director and head of health care investment banking for SunTrust Equitable Securities. Prior to that, he spent five years working for First Union Bank, where he was involved primarily in mergers and acquisitions. Mr. Sweat holds a BA in English, magna cum laude, from the University of Mississippi, and an MBA in accounting and finance from Vanderbilt University.

Frank Hancock

Managing Director
Co-Head of Health Care Investment Banking
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Mr. Hancock joined Raymond James & Associates in 1986 upon receiving his MBA and JD, with honors, from the University of North Carolina at Chapel Hill. He also holds a BA, cum laude, from Wake Forest University. Previously, Mr. Hancock worked in the corporate department at the law firm of Mudge Rose Guthrie Alexander & Ferdon. He is active in mergers and acquisitions, public corporate offerings, and private placements of equity.

Burk Lindsey

Managing Director
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Mr. Lindsey joined Raymond James & Associates in 2001. He focuses on mergers and acquisitions and private and public financings for health care companies. Prior to joining Raymond James, he held investment banking and merchant banking positions with SunTrust Equitable Securities and ING Capital Corporation, respectively, focusing on the health care sector with both groups. Sector focus areas include post-acute health care services (skilled nursing, rehabilitation, home health care, hospice and long-term acute care) as well as managed care and outsourcing and benefits management. Mr. Lindsey holds a BS in business administration from the University of Alabama and an MBA in finance and taxation from Emory University.

Michael Ory

Managing Director
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Mr. Ory joined Raymond James & Associates in 2001. From 1991 to 2001, he served in the Health Care Investment Banking Group at SunTrust Equitable Securities. Sector focus areas include alternate-site health care services, hospital management and specialty distribution. Mr. Ory holds a BA in economics from Vanderbilt University.

Reed Welch

Managing Director
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Mr. Welch joined Raymond James & Associates in 2009 as part of the firm’s acquisition of Lane, Berry & Co. Since joining Lane Berry in 2004, Mr. Welch served as managing director and head of health care information technology investment banking. His experience includes buy-side and sell-side merger and acquisition transactions as well as significant public and private financing transactions. Prior to joining Lane Berry, Mr. Welch spent 10 years as an investment banker at Donaldson, Lufkin & Jenrette and its successor, Credit Suisse First Boston. His sector focus areas include health care information technology, health care business process outsourcing, and outsourced drug development technologies and services. Mr. Welch holds a BA in international business from Ohio Wesleyan University.

Kurtis Parker

Senior Vice President
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Mr. Parker joined Raymond James & Associates in 2008 after spending more than eight years in the health care investment banking team at A.G. Edwards. His experience includes both buy-side and sell-side merger and acquisition transactions as well as significant public and private financing experience. Prior to A.G. Edwards, Mr. Parker worked as an associate at Coopers & Lybrand (now PWC) and received his CPA certification. Sector focus areas include medical technology and devices as well as health care services (particularly outsourced health care services). Mr. Parker graduated summa cum laude in accounting from Brigham Young University and later received an MBA with high distinction from the University of Michigan.

Steve Rzasnicki, CFA

Senior Vice President
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Mr. Rzasnicki joined Raymond James & Associates in 2002. Prior to joining Raymond James, he worked as an equity research analyst specializing in health care services for Sun Trust Equitable Securities and was employed as a summer associate with Raymond James in 2001. Sector focus areas include health care services and health care information technology. Mr. Rzasnicki received his MBA from the University Of California Berkeley Haas School Of Business and a BA in economics from Vanderbilt University. Mr. Rzasnicki is a chartered financial analyst and a member of the Nashville Society of Financial Analysts.

Taylor Phelps

Vice President
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Mr. Phelps joined Raymond James & Associates in 2006. Sector focus areas include all health care services, medical technology and devices, and health care information technology. Mr. Phelps received an MS in finance from Vanderbilt University and a BA in economics from the University of Alabama.