Evergreen Advisors, a middle-market Investment Bank, and Corporate Advisory Firm, with offices in both Columbia, MD and McLean, VA, is pleased to announce the addition of John Goode to our CFO Advisory Practice.

John Goode has fostered his executive financial management experience through strategic roles as a COE/CFO for a large regional construction company and several professional IT-based companies in the Mid-Atlantic region. John has prominent experience in the following industries: construction, oil and gas production, information technology, CFO consulting, public accounting, radio broadcasting, and government contracting. John earned dual Bachelor of Arts degrees in Accounting and Business Administration from Loyola College (now Loyola University) in Baltimore, Maryland, and is a Certified Public Account in the State of Maryland.

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Health Catalyst Capital Management LLC (“HCC”), a New York-based private equity firm investing in growth stage healthcare information technology and technology-enabled services businesses, is pleased to announce the sale of its portfolio company MedVirginia, Inc., doing business as Clareto (“Clareto”), to Munich Life Holding Corporation (“Munich Re”).

Clareto partners with health information exchanges (HIEs) and other electronic health record (EHR) data sources to facilitate the collection of electronic health information pursuant to HIPAA-compliant authorizations in support of underwriting, claims, and other business processes for the life insurance industry. Clareto has partnerships with more than 25 health information exchanges (HIEs) and electronic health record (EHR) software vendors.

Clareto joined HCC’s portfolio in February 2019. HCC’s investment in Clareto is a result of deep thematic research into interoperability and insuretech. Dave Dorans, CEO of Clareto, commented that “HCC has been a stalwart supporter of Clareto these last three years, including leading our latest financing round leading to this sale.”

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