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Andrew Colbert
M&A Advisor to Physician Groups | Senior Managing Director
Professional Background
Andrew Colbert is a distinguished finance professional and a founding member of Ziegler's Healthcare Investment Banking practice. With extensive experience in advising healthcare services firms, Andrew has carved out a niche for himself, focusing particularly on physician practice models. He offers a comprehensive range of strategic and financing options to his clients, which includes guiding organizations through mergers and acquisitions, raising capital, and developing lasting partnerships. His commitment to fostering enduring relationships with clients and his exceptional analytical skills have propelled him to the forefront of the healthcare banking sector.
Over the course of his illustrious career, Andrew has been at the helm of more than 50 transactions totaling an impressive $5 billion in value. His diverse portfolio encompasses sell-side and buy-side representation, strategic partnerships, private placements, joint ventures, leveraged buyouts, public equity financings, and fairness opinions. In addition to his advisory roles, Andrew actively participates in Ziegler’s principal investing initiatives, contributing to the firm’s overall strategic vision.
Andrew's deep knowledge spans a wide range of healthcare services verticals, such as:
- Physician groups / Managed Service Organizations (MSOs)
- Healthcare information technology
- Telemedicine
- Wellness services
- Managed care solutions
- Provider and payor outsourcing
- Revenue cycle management
Some of his notable engagements include advising organizations such as the Perlman Clinic in its growth investment from FFL Partners, BGO Orthopaedics in a partnership with Trivest Equity, and Direct Radiology in the sale of its teleradiology platform to Philips. Each of these transactions highlights Andrew's keen ability to match health service firms with the right strategic opportunities, ultimately driving growth and value for his clients.
Education and Achievements
Andrew's academic journey laid a solid foundation for his professional success. He studied International Relations and Economics at Colgate University, which equipped him with critical analytic skills that are essential in the complex world of investment banking and finance. Additionally, Andrew completed his secondary education at Deerfield Academy, a prestigious institution known for its rigorous academics and holistic approach to student development. Along the way, he also attended Eaglebrook School and participated in the Maine Coast Semester at the Chewonki Foundation, enriching his educational experience with unique perspectives on environmental and societal issues.
His robust educational background is complemented by a range of key positions held throughout his career. Andrew has served as Senior Managing Director at Ziegler and has been an integral part of several noteworthy organizations, holding influential roles that shaped the healthcare investment landscape. His leadership at the Healthcare Summit at Jackson Hole and as the Committee Chair of the Healthcare Conference Committee at the Association for Corporate Growth exemplifies his dedication to knowledge-sharing and his commitment to advancing the healthcare sector.
Andrew’s commitment to mentorship is evidenced by his past role at Blueprint Health, where he played a crucial part in guiding emerging entrepreneurs and healthcare innovators. His experience as a Managing Director at Ziegler and prior positions in renowned firms such as FBR, UBS, and Morgan Stanley has provided him with a wealth of industry-specific knowledge that he willingly shares with peers and up-and-coming professionals.
Achievements
Andrew Colbert's accomplishments within the healthcare investment banking domain are noteworthy and deserving of recognition. Beyond his successful transactional record, he is a sought-after speaker at conferences and industry events, including HIMSS, HFMA ANI, Health2.0, and the Radiology Business Management Association (RBMA). His active participation in these forums reflects not only his expertise but also his passion for engaging in meaningful dialogues that drive innovation and changes within the healthcare landscape.
As someone who is proactive in building networks, Andrew is always on the lookout for connections with fellow leaders in the healthcare space. He welcomes opportunities to discuss insights, share best practices, and explore potential business collaborations. This approach not only bolsters his professional network but also serves to elevate the healthcare investment banking sector as a whole.
In summary, Andrew Colbert has distinguished himself as a leader in healthcare investment banking, characterized by a commitment to excellent service, client success, and passion for the industry. His expertise, honed through years of experience and engagement across a myriad of healthcare verticals, positions him as a valuable asset to any organization seeking to navigate the complexities of healthcare finance and investment.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.