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HealthEdge Investment Partners
HealthEdge Investment Partners is an SEC-registered investment adviser in Tampa, FL, registered since 2017. The firm manages approximately $326 million in...
HealthEdge Investment Partners
HealthEdge Investment Partners is an SEC-registered investment adviser in Tampa, FL, registered since 2017. The firm manages approximately $326 million in assets. It has 9 employees and 9 investment advisers.
General information
Firm type
Private Equity
Year founded
2005
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Principals
Phillip S. Dingle
Managing Partner
R. Scott Myers
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at HealthEdge Investment Partners?
Investment decisions are made by Managing Partners Phillip S. Dingle and R. Scott Myers, who co-founded the firm in 2005. Both partners came to private equity from operating careers in the healthcare sector rather than traditional investment banking. The firm's partnership structure integrates investment sourcing, diligence, and portfolio operations under a single leadership team.
What is HealthEdge's investment strategy?
HealthEdge pursues control-equity investments in lower-middle-market healthcare companies with revenue between $10 million and $100 million. The firm targets three primary sub-sectors: medical devices, specialty pharmaceutical services, and outsourced healthcare services. Transaction types include majority buyouts, growth-equity recapitalizations, and corporate carve-outs.
Does HealthEdge invest from a committed fund structure?
Yes, HealthEdge raises committed private equity funds from institutional limited partners alongside parallel co-investment vehicles for larger platform transactions. The firm's third fund was raised in 2019, reflecting a multi-decade presence in the healthcare private equity market since the firm's founding in 2005.
Which sectors does HealthEdge explicitly avoid?
HealthEdge does not invest in healthcare IT software platforms, early-stage biotech, or provider practices that are fully dependent on government reimbursement rates with no commercial diversification. The firm's investment committee also avoids single-payer-dependent businesses and pure-play pharmaceutical drug development, preferring companies with diversified revenue streams across payors and product lines.
How is HealthEdge's team structured differently from other healthcare PE firms?
The firm's partnership is composed of former healthcare operators — including alumni of Johnson & Johnson and Cardinal Health — rather than career private equity professionals. This operator-first architecture means the diligence, investment committee decisions, and post-acquisition value-creation plans are led by individuals who have run healthcare businesses directly.
What is the geographic focus of HealthEdge's investments?
HealthEdge invests exclusively in US-based healthcare companies, with a concentration in the Southeast and Midwest where the firm's Tampa-based partnership has significant operational networks. While the firm does not pursue international platform investments, its portfolio companies often have global distribution channels in the medical device segment.
Does HealthEdge participate in fund commitments or only direct deals?
HealthEdge exclusively executes direct control-equity investments and does not operate as a fund-of-funds or make LP commitments to external managers. The firm's limited partners gain concentrated exposure to lower-middle-market healthcare operating businesses through a single-manager fund structure.
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