Our Team

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Managing Partner

Chicago

Email: robmonahan@trianglehca.com

cell: 312-391-9337

Rob is an experienced Mergers & Acquisitions professional with over 25 years of professional experience. Since 1994, he has specialized in healthcare M&A and advised on hundreds of transactions worth over $30 Billion ranging from $1 million pharmacy “File-Buy” transactions to $50 million regional IV chains to $1B+ public or PE deals. He has been a prolific dealmaker and leader of the Mergers & Acquisitions departments at Walgreens as Vice President of Mergers & Acquisitions for Walgreens Boots Alliance (a Fortune 25 Company), VP of Mergers & Acquisitions for Option Care, Inc. (leader in home infusion therapy and Specialty Pharmacy), as Director of M&A for Omnicare, Inc, (the nation’s leading LTC Pharmacy which was acquired by CVS Healthcare) and as a principal investor for Lake Capital (Private Equity). He developed his consulting and advisory skills at Deloitte where he was a leader on the Healthcare team of Deloitte’s Financial Advisory Services Group. He started his career as a Corporate Finance Analyst at Lehman Brothers (a leading investment bank on Wall Street). Rob also is a skilled appraiser and healthcare valuation expert with assignments completed for SEC, strategic, regulatory, Litigation, and tax purposes. Rob earned his BA and MBA at the University of Chicago, is a licensed CPA in the state of Illinois, and holds the right to use the Chartered Financial Analyst® designation. 

Managing Director

Chicago

Email: prembritto@trianglehca.com

With over 25 years of professional experience including 20 years at Walgreens in M&A, Prem has a strong knowledge of healthcare focused Mergers & Acquisitions.  Prem has special strength in home and alternate site infusion which he gained at Option Care.  He is an expert in managing and conducting due diligence which he led at Option Care for many years.  He has completed over 100 transactions worth over $25 Billion. Prem earned his Bachelor of Science at St. Joseph’s College of Commerce in Bangalore, India, and a MBA from Marquette University.  He is also a CPA (Inactive)

Executive Advisor

Detroit

Email: garykadlec@trianglehca.com 

With a long and illustrious career in pharmacy as a Corporate Executive, Entrepreneur, Educator and long-time Board Member and Past President of the American Pharmacists Association, Gary Kadlec has a wealth of experience and is a significant resource in the Specialty Pharmacy, LTC Pharmacy, and Retail Pharmacy industries. Gary has been involved in dozens of mergers and acquisitions transactions both as a corporate executive at Diplomat and Omnicare and as an entrepreneur selling his company.  From 2012 to 2016, Gary Kadlec served as President and a member of the board of Diplomat Pharmacy (ticker: DPLO), overseeing the largest independent Specialty Pharmacy in the U.S. and leading in the company’s IPO. Prior to this, Gary had a long and distinguished career at Omnicare for nearly 16 years including serving from 2007 to 2011 as Chief Executive Officer of Omnicare’s excelleRx division, a provider of pharmacy services to hospices, and four years as Senior Regional Vice President of a region encompassing more than one third of the country. Prior to this Gary founded and ran the largest provider of pharmaceuticals to long-term care institutions in Michigan, Specialized Pharmacy Services, which he sold to Omnicare in a successful transaction. Most recently Gary served as a Fellow at Harvard University in their Advanced Leadership Initiative. As a part of this prestigious group, Gary provided his talent to help solve significant social problems, including those affecting health and welfare, children and the environment, and focus on community and public service. Gary received an Honorary Doctor of Science from Ferris State University, an MBA from Michigan State University – Eli Broad College of Business, and a BS in Pharmacy from Ferris State College School of Pharmacy. 

Managing Director

Chicago

Email: rickhans@trianglehca.com

As Vice President of Investor Relations and Finance at Walgreen Company, Rick Hans was recognized by the prestigious Institutional Investor magazine as the Best Investor Relations Professional in the Retailing / Food & Drug Chain sector in 2012 and 2013 based on voting by Wall Street’s investor and analyst community. Most recently, Rick served as Executive Vice President and Chief Financial Officer of Fred’s, a publicly traded, $2 billion operator of more than 600 pharmacy/general merchandise stores.    With a strong knowledge of pharmacy, retailing, and finance, Rick has the` unique ability to analyze, present and communicate financial results clearly and articulately and cuts through the noise to get to the essence of the message.  Over a 25-year career, Rick became an indispensable part of the financial leadership of Walgreens, providing his insight and guidance to senior leadership and the Board of Directors on significant matters including Mergers & Acquisitions, Financings, and Strategic Initiatives.  Rick has substantial expertise in treasury, accounting, financial controls and compliance, M&A, governance, investor relations, risk management, and retail real estate. He also served as Trustee of Walgreens Profit Sharing Plan, with more than $2 billion in assets, and a Director on the Board of the Walgreen Benefit Fund.  While in Real Estate at Walgreens, Rick managed the development, including site selection and lease negotiation, of over 250 retail drugstores totaling more than $1 billion in value.  He also negotiated sale-leaseback packages totaling over $200 million.  Rick holds a Master of Business Administration degree, with a concentration in finance, from the University of Notre Dame. He graduated from the University of Texas at Austin with a Master of Science degree in Material Science and Engineering, and from the University of Wisconsin with a Bachelor of Science in Geology.  Rick is also a CFA charterholder.

Managing Director

Myrtle Beach, SC / Buffalo, NY

Email: johncanavan@trianglehca.com

A recognized healthcare expert, John served on the Board of Directors of Health Now (dba Blue Cross and Blue Shield of Western New York) from 2006 to 2018 including serving as the Finance Committee Chair and as Chairman of the Board. John is an experienced Merger & Acquisition professional with over 30 years of professional experience. Since 1985, he focused on M&A, Corporate Development and Strategic Financial Advisory, completing over eighty transactions worth nearly $1 billion, both as an M&A Advisor and leading corporate development teams within public companies, including the active M&A department of Omnicare, Inc. (currently a CVS Company). His transactions range from $1 million pharmacy “File-Buy” transactions to $50 million regional chains. He has bought and sold companies from Private Equity, Corporate Entities and Not-for-Profit healthcare systems. He spent many years as an independent consultant advising clients on financial and strategic matters. John began his career as a CPA in public accounting as an auditor at Deloitte & Touche. John earned his BA at Drexel University and MBA at Rutgers University. 

Managing Director

San Juan, Puerto Rico

Email: jorgesoltero@trianglehca.com

Jorge is a capital markets executive with over 20 years of US and international trading and risk management experience working for elite international investment banks including Bank of America Merrill Lynch (BAML), Goldman Sachs, and UBS. He began his trading career in 1994 at the Chicago Mercantile Exchange in the currency and Eurodollar options pits. Since then, and for the past 20+ years, Jorge has been a trader and desk head for a variety of Equity and Fixed Income products for firms in Chicago, San Francisco, New York, and London. Most recently, Jorge served as Managing Director at Noble Bank International (NBI), in San Juan, PR, heading up Business Development and Strategy. In addition to his work with clients, Jorge also spent considerable time working on NBI’s regulatory affairs with Puerto Rico’s Office of the Commissioner of Financial Institutions. Jorge was a Director at Bank of America Merrill Lynch where he spent 10 years, most of that time in London, running the EMEA Delta 1 Trading and Sales desk. This involved trading, marketing, and managing risk on a product portfolio of Equity Index Swaps, Futures, and Exchange Traded Funds as well as supervising a team of traders and marketers. He held similar roles at Goldman Sachs and UBS. Jorge presently serves as an Advisor at Elefant Markets and Triangle HCA, both financial services firms. Since 2017 he also serves as a Mentor for Grupo Guayacán’s Venture Accelerator program. Jorge holds an AB in Philosophy from The University of Chicago. He has maintained his relationship with the University and has served on the Advisory Council for the College and is presently a member of the UChicago Alumni Schools Committee. Jorge is a Rugby Union enthusiast and has coached youth rugby for the past 9 years. 

Executive Advisor

Phoenix

Email: johnheid@trianglehca.com

A senior executive with more than 30 years of experience, primarily in the healthcare arena, John spent nearly 20 years at Walgreens including serving as Senior Vice President, Mail Service & Long-Term Care Pharmacy, where he held divisional responsibility for both business units. Among other positions at Walgreens, John was Vice President, Mail Service & Pharmacy Innovation with P&L responsibility for a multi-billion service line that included Prescriptions by Mail, 90 Day Prescriptions at Retail, and Walgreens Prescription Savings Club. Over his career, John has managed multi-site divisions, participated in numerous mergers and acquisitions (including leading due diligence, budgeting, and integration planning and execution), managed facility consolidations, and new facility start-ups. In addition to Walgreens, John worked for other Fortune 500 companies such including Medco (purchased by Express Scripts and now part of Cigna), as well as smaller organizations in OTC and generic pharmaceutical manufacturing.  With strengths in leadership, operations, execution, creating high performance teams, and managing change, he has a demonstrated track record of producing superior results in both large and small organizations. John earned a BS with Honors in Chemical Engineering from Worcester Polytechnic Institute in Worcester, MA, and a Master of Business Administration from Pepperdine University in Los Angeles, California.

Dallas

Senior Advisor

Email: lloydroberts@trianglehca.com

With over 25 years of success in the healthcare industry at companies like Walgreens, Lloyd is skilled at building lasting relationships with prospects and clients through a consultative, solutions-based approach. During his 15 years with Walgreens, he led sales as a Regional Sales/Solutions Director across several business units throughout the South-Central region. Lloyd is an expert in many facets of managed care, employer solutions, and pharmacy in both the private and public sectors. He focuses on creating competitive advantages for his clients with differentiated products and services. Lloyd takes pride in leveraging a company’s performance in the current business environment and positioning it for future industry change. In addition, Lloyd has over 15 years of manufacturing, logistics, and quality experience in both consumer & industrial products with international consumers product giant, Procter & Gamble Co.  Lloyd continues to be sought by various management consulting firms for his business intelligence and associated insights. While this is gratifying, Lloyd is most honored to assist organizations in making systemic change and corporate advancement. Lloyd believes that what is important is not your business acronym eloquence but rather your desire to serve others associated with their needs. Over his career, Lloyd provided his leadership to three 501(c)3 organizations based in the DFW area to advance multiple healthcare professional pursuits including business and personal development. Lloyd has held a real estate sales or real estate brokers license under the Texas Real Estate Commission for over 30 years.