Team

Bio

Melissa joined Aquilo Partners in August 2012. Prior to Aquilo, she worked as an account manager in the environmental services division of Underwriters Laboratories Inc. (UL) in Atlanta. Melissa received a BS in Biology and Ecology (Phi Beta Kappa) in 2010 from the University of Georgia, where she also played on the Georgia Bulldogs NCAA Division I Women's Varsity Golf team. Also fluent in Spanish, Melissa conducted research on the ecology of infectious diseases at the University of Georgia and on resource management and conservation in Costa Rica through Duke University.

Contact
Phone: (415) 677-8989

Bio

John joined Aquilo Partners in 2009 from JP Morgan, where he was an Executive Director in the healthcare investment banking group. Joining JP Morgan in 2006, John advised public and private biotechnology clients on a wide range of strategic and financing engagements. From 2000 to 2006, John was a member of the healthcare investment banking group at Cowen and Company in New York and San Francisco, where he focused on small and mid-cap public and private biotechnology clients.

His experience includes partnering, sellsides, acquisitions, divestitures, IPOs and follow-on offerings in the biotechnology, specialty pharma and diagnostics sectors. Prior to joining Aquilo, John's advisory transaction experience includes Medivation's collaboration with Pfizer, Myriad Genetics' spin-off of its pharmaceutical business and Agensys' sale to Astellas. John also led financings for Seattle Genetics, Genomic Health, Array BioPharma, Myriad Genetics and MannKind.

John received a Masters in International Business Administration from the Moore School of Business at the University of South Carolina, where he graduated Beta Gamma Sigma, and a BA from the University of Virginia.

In July 2012, John opened Aquilo’s office in Cambridge, MA.

Contact
Phone: (617) 401-2483

Bio

Kelly joined Aquilo Partners in May 2017. Prior to Aquilo, she worked as a senior associate consultant at Trinity Partners, a life sciences consulting firm based in Waltham, MA. Kelly received a BA in Molecular Biology in 2015 from Princeton University, where she also was a member of the Women's Varsity Water Polo team.

Contact
Phone: (415) 677-8939

Bio

Phil joined Aquilo Partners in January 2012. He began his career in healthcare investment banking at Jefferies and then at Montgomery & Co., serving growth stage companies in the biotech, pharma, medical device and services sectors. Phil has worked on a range of transactions throughout his career, including financings for public and venture-backed companies, as well as M&A and strategic partnering advisory. Phil’s previous clients include Accuray, Covenant Care, Dental One, Onconova, Orthopaedic Synergy, Nuvelo, Power Medical Interventions, and Praxim. His focus on healthcare began during an analytical chemistry internship in the Controlled Release Technology division of Medtronic’s Drug Eluting Stent program. Phil has a BS in Chemical Engineering from Stanford.

Contact
Phone: (415) 677-9085

Bio

Eric joined Aquilo partners in July 2017. He received his BA from Middlebury College in 2017 with a double major in English & American Literatures and Spanish, and previously interned at Fundación Ciencia para la Vida.

Contact
Phone: (415) 677-8979

Bio

Ian joined Aquilo Partners in November 2015. Ian received his BA in Biochemistry and Economics in 2015 from Middlebury College, where he also worked as an economic research assistant and was a member of the Men’s Varsity Swim team.

Contact
Phone: (772) 532-3692

Bio

David joined Aquilo Partners in February 2003. Prior to Aquilo, he worked as a paralegal on health care and other corporate transactions at the law firm of Winston & Strawn in Washington, DC. David received his BA from Cornell in 1999 with Phi Beta Kappa honors and a double-major in chemistry and philosophy.

Contact
Phone: (415) 505-2748

Bio

Prior to co-founding Aquilo Partners, John spent 12 years in life science investment banking at Hambrecht & Quist and PaineWebber.

John began his career in 1989 in investment banking at PaineWebber Development Corporation, which provided capital to leading biotechnology companies such as Alkermes, Amgen, Centocor, Cephalon, Genentech and Genzyme.

John joined Hambrecht & Quist in 1994, where he continued to focus on life sciences and worked extensively in biotechnology, specialty pharma and medical devices. His clients at H&Q included Cephalon, Centocor, Connectics, Darwin, Dura, Durect, EVT, Genzyme, Gilead, Incyte, Intermune, Invitrogen, i-STAT, Khepri, King, Ligand, Medicis, Novoste, SangStat, Shire, Sugen, Unimed, and Versicor.

John received a BA from Williams College.

Contact
Phone: (415) 677-0309

Bio

Ric has spent a career of more than forty years holding various leadership roles in the medical device and diagnostics sectors.

Prior to joining Aquilo Partners in 2015, Ric most recently served as the Vice President and General Manager of Becton Dickinson’s Point-of-Care Diagnostics business unit. Prior to its sale, Ric served as President and CEO of Alverix, which was acquired by Becton Dickinson.

Ric began his career with Marion Laboratories, Inc. He has served in various operational, strategic and executive leadership positions at American Hospital Supply Corporation, Baxter International, Cardinal Health and Thermo Fisher Scientific. Additionally, he has been instrumental in the foundation and early stage development of Ostex International, Inc., Metrika Laboratories, Inc., BioSeparations, Inc., Cleardata Networks, Inc. and Alverix, Inc. He has served on the Board of Directors of these companies, as well as for the Healthcare Industry Distributors Association (HIDA) Educational Foundation. He has also served on the Scientific Advisory Boards of various early stage healthcare companies.

Ric earned his undergraduate degree from the University of Washington and master’s degree from the Kellogg School of Business at Northwestern University.

Contact
Phone: (619) 203-1279

Bio

Jason joined Aquilo Partners in 2012 from Montgomery & Co, where he was a Principal and headed up the firm’s healthcare investment banking group. Joining Montgomery in 2008, Jason advised public and private medical device and diagnostics clients on a wide range of strategic and financing engagements. From 2001 to 2008, Jason was a member of the healthcare investment banking group at Jefferies in San Francisco, where he focused on small and mid cap public and private medical device and diagnostics clients.

His experience includes acquisitions, sellsides, divestitures, IPOs and follow-on offerings in the medical device and diagnostics sectors. Jason’s clients have included Accuray, Bioform Medical, Edwards Lifesciences, Health Hero Networks, Inverness Medical, Myoscience, NeoGuide, Orthopaedic Synergy, Pathway Medical, Power Medical Interventions, Praxim, Spectranetics, and Vivant Medical.

Jason received a Masters in Business Administration from the Wharton School of Business at the University of Pennsylvania and a MEng and BS in Electrical and Biomedical Engineering from the Massachusetts institute of Technology.

Contact
Phone: (415) 677-8950

Bio

Jim has 28 years of life science investment banking experience in the therapeutic, medical device and diagnostics sectors.

Prior to co-founding Aquilo Partners in 2003, Jim spent 11 years with JPMorgan and Hambrecht & Quist, where he was Managing Director and Head of Private Placements. Under his leadership, the group expanded to 34 professionals worldwide and raised over $13 billion of private equity for public and private companies. Jim began his career at Salomon Brothers Inc in the Venture Capital Group.

He has served as a director of the California Pacific Medical Center and chaired the medical center’s investment committee for its $350 million endowment.

Jim graduated from Middlebury College.

Contact
Phone: (415) 677-0999

Aquilo Partners prides itself on its focused, diligent and collaborative team. Our deals and advisory services span the gamut of inflection points within the life science life cycle, allowing each member of our team to bring a unique perspective to our engagements. We have spent decades developing relationships in the life sciences sector, often advising our clients throughout their careers. On each transaction, we devote a senior team of bankers committed to a transparent, thoughtful approach to success. As further testament to our team’s dedication to our clients, after fifteen years of business, the vast majority of our engagement involve repeat clients or are referral-based from previous successful transactions. For more information on our team's individual backgrounds, please click on a name to the left.

Team

Melissa Brody Vice President

Bio
Melissa joined Aquilo Partners in August 2012. Prior to Aquilo, she worked as an account manager in the environmental services division of Underwriters Laboratories Inc. (UL) in Atlanta. Melissa received a BS in Biology and Ecology (Phi Beta Kappa) in 2010 from the University of Georgia, where she also played on the Georgia Bulldogs NCAA Division I Women's Varsity Golf team. Also fluent in Spanish, Melissa conducted research on the ecology of infectious diseases at the University of Georgia and on resource management and conservation in Costa Rica through Duke University.

Contact
Phone: (415) 677-8989

John Dyer Managing Director

Bio
John joined Aquilo Partners in 2009 from JP Morgan, where he was an Executive Director in the healthcare investment banking group. Joining JP Morgan in 2006, John advised public and private biotechnology clients on a wide range of strategic and financing engagements. From 2000 to 2006, John was a member of the healthcare investment banking group at Cowen and Company in New York and San Francisco, where he focused on small and mid-cap public and private biotechnology clients.

His experience includes partnering, sellsides, acquisitions, divestitures, IPOs and follow-on offerings in the biotechnology, specialty pharma and diagnostics sectors. Prior to joining Aquilo, John's advisory transaction experience includes Medivation's collaboration with Pfizer, Myriad Genetics' spin-off of its pharmaceutical business and Agensys' sale to Astellas. John also led financings for Seattle Genetics, Genomic Health, Array BioPharma, Myriad Genetics and MannKind.

John received a Masters in International Business Administration from the Moore School of Business at the University of South Carolina, where he graduated Beta Gamma Sigma, and a BA from the University of Virginia.

In July 2012, John opened Aquilo’s office in Cambridge, MA.

Contact
Phone: (617) 401-2483

Kelly Gross Analyst

Bio
Kelly joined Aquilo Partners in May 2017. Prior to Aquilo, she worked as a senior associate consultant at Trinity Partners, a life sciences consulting firm based in Waltham, MA. Kelly received a BA in Molecular Biology in 2015 from Princeton University, where she also was a member of the Women's Varsity Water Polo team.

Contact
Phone: (415) 677-8939

Philip Lehman Principle

Bio
Phil joined Aquilo Partners in January 2012. He began his career in healthcare investment banking at Jefferies and then at Montgomery & Co., serving growth stage companies in the biotech, pharma, medical device and services sectors. Phil has worked on a range of transactions throughout his career, including financings for public and venture-backed companies, as well as M&A and strategic partnering advisory. Phil’s previous clients include Accuray, Covenant Care, Dental One, Onconova, Orthopaedic Synergy, Nuvelo, Power Medical Interventions, and Praxim. His focus on healthcare began during an analytical chemistry internship in the Controlled Release Technology division of Medtronic’s Drug Eluting Stent program. Phil has a BS in Chemical Engineering from Stanford.

Contact
Phone: (415) 677-9085

Eric Machado Analyst

Bio
Eric joined Aquilo partners in July 2017. He received his BA from Middlebury College in 2017 with a double major in English & American Literatures and Spanish, and previously interned at Fundación Ciencia para la Vida.

Contact
Phone: (415) 677-8979

Ian Mackay Associate

Bio
Ian joined Aquilo Partners in November 2015. Ian received his BA in Biochemistry and Economics in 2015 from Middlebury College, where he also worked as an economic research assistant and was a member of the Men’s Varsity Swim team.

Contact
Phone: (772) 532-3692

David Metzger Managing Director

Bio
David joined Aquilo Partners in February 2003. Prior to Aquilo, he worked as a paralegal on health care and other corporate transactions at the law firm of Winston & Strawn in Washington, DC. David received his BA from Cornell in 1999 with Phi Beta Kappa honors and a double-major in chemistry and philosophy.

Contact
Phone: (415) 505-2748

John Rumsey Managing Director

Bio
Prior to co-founding Aquilo Partners, John spent 12 years in life science investment banking at Hambrecht & Quist and PaineWebber.

John began his career in 1989 in investment banking at PaineWebber Development Corporation, which provided capital to leading biotechnology companies such as Alkermes, Amgen, Centocor, Cephalon, Genentech and Genzyme.

John joined Hambrecht & Quist in 1994, where he continued to focus on life sciences and worked extensively in biotechnology, specialty pharma and medical devices. His clients at H&Q included Cephalon, Centocor, Connectics, Darwin, Dura, Durect, EVT, Genzyme, Gilead, Incyte, Intermune, Invitrogen, i-STAT, Khepri, King, Ligand, Medicis, Novoste, SangStat, Shire, Sugen, Unimed, and Versicor.

John received a BA from Williams College.

Contact
Phone: (415) 677-0309

Ric Tarbox Executive in Residence

Bio
Ric has spent a career of more than forty years holding various leadership roles in the medical device and diagnostics sectors.

Prior to joining Aquilo Partners in 2015, Ric most recently served as the Vice President and General Manager of Becton Dickinson’s Point-of-Care Diagnostics business unit. Prior to its sale, Ric served as President and CEO of Alverix, which was acquired by Becton Dickinson.

Ric began his career with Marion Laboratories, Inc. He has served in various operational, strategic and executive leadership positions at American Hospital Supply Corporation, Baxter International, Cardinal Health and Thermo Fisher Scientific. Additionally, he has been instrumental in the foundation and early stage development of Ostex International, Inc., Metrika Laboratories, Inc., BioSeparations, Inc., Cleardata Networks, Inc. and Alverix, Inc. He has served on the Board of Directors of these companies, as well as for the Healthcare Industry Distributors Association (HIDA) Educational Foundation. He has also served on the Scientific Advisory Boards of various early stage healthcare companies.

Ric earned his undergraduate degree from the University of Washington and master’s degree from the Kellogg School of Business at Northwestern University.

Contact
Phone: (619) 203-1279

Jason Yip Managing Director

Bio
Jason joined Aquilo Partners in 2012 from Montgomery & Co, where he was a Principal and headed up the firm’s healthcare investment banking group. Joining Montgomery in 2008, Jason advised public and private medical device and diagnostics clients on a wide range of strategic and financing engagements. From 2001 to 2008, Jason was a member of the healthcare investment banking group at Jefferies in San Francisco, where he focused on small and mid cap public and private medical device and diagnostics clients.

His experience includes acquisitions, sellsides, divestitures, IPOs and follow-on offerings in the medical device and diagnostics sectors. Jason’s clients have included Accuray, Bioform Medical, Edwards Lifesciences, Health Hero Networks, Inverness Medical, Myoscience, NeoGuide, Orthopaedic Synergy, Pathway Medical, Power Medical Interventions, Praxim, Spectranetics, and Vivant Medical.

Jason received a Masters in Business Administration from the Wharton School of Business at the University of Pennsylvania and a MEng and BS in Electrical and Biomedical Engineering from the Massachusetts institute of Technology.

Contact
Phone: (415) 677-8950

Jim Zanze Managing Director

Bio
Jim has 25 years of life science investment banking experience in the therapeutic, medical device and diagnostics sectors.

Prior to co-founding Aquilo Partners in 2003, Jim spent 11 years with JPMorgan and Hambrecht & Quist, where he was Managing Director and Head of Private Placements. Under his leadership, the group expanded to 34 professionals worldwide and raised over $13 billion of private equity for public and private companies. Jim began his career at Salomon Brothers Inc in the Venture Capital Group.

He has served as a director of the California Pacific Medical Center and chaired the medical center’s investment committee for its $350 million endowment.

Jim graduated from Middlebury College.

Contact
Phone: (415) 677-0999

Aquilo Partners prides itself on its focused, diligent and collaborative team. Our deals and advisory services span the gamut of inflection points within the life science life cycle, allowing each member of our team to bring a unique perspective to our engagements. We have spent decades developing relationships in the life sciences sector, often advising our clients throughout their careers. On each transaction, we devote a senior team of bankers committed to a transparent, thoughtful approach to success. As further testament to our team’s dedication to our clients, after fifteen years of business, the vast majority of our engagement involve repeat clients or are referral-based from previous successful transactions. For more information on our team's individual backgrounds, please click on a name to the left.

Member FINRA / SIPC