Navigating through a Take-Private transaction

Jamie was appointed to the post of Chief Financial Officer for NextGen Healthcare, effective March 1, 2016, bringing more than three decades of finance and software technology experience to the role. 

An industry veteran with more than three decades of finance and software technology experience, he was recognized in 2022 with a Lifetime Achievement Award by the Orange County Business Journal. Jamie played a pivotal role in NextGen Healthcare’s fall 2023 acquisition by Thoma Bravo and transition from public to private company.

From June 2010 to May 2015, Jamie served as the Chief Financial Officer and an executive board member at Kofax Ltd., a software company based in Irvine, California, where he led finance, accounting, IT, real estate, treasury, audit, tax, and investor relations. He was instrumental in the completion and integration of six acquisitions and disposition of the hardware distribution business. Additionally, he oversaw the company's US initial public offering and transition from a listing on the London Stock Exchange. As a key member of management, he participated in and facilitated the strategic process resulting in the sale of its Enterprise Software division, focused on integration and transition matters.

During his tenured career, Jamie held a multitude of roles with Nuance Communications, Inc., a publicly traded software company based in Burlington, Massachusetts, including Senior Vice President and Chief Financial Officer. During his time there, Nuance acquired 17 companies and completed several debt and secondary stock offerings.

Earlier, Jamie held executive positions at Cadence Design Systems, Inc., Informix Software, Inc., and Centura Software Corp. He served as a board member and the chair of the audit committee at Selectica, Inc. from 2003 to 2010. In 2010, he served as the cochairman of the board. He began his career at PriceWaterhouse LLP.

Jamie holds a master of business administration from Loyola University and a bachelor of business administration in Finance from Delta State University.

Mr. Sullivan, age 51, served as Chief Financial Officer of Acorns Grow Incorporated, one of the leading subscription businesses in consumer financial and technology services, from August 2021 to December 2022. Prior to that, Mr. Sullivan served as Vice President of Financial Planning and Analysis at Twitter from August 2019 to August 2021, and in Chief Financial Officer and Chief Operating Officer roles at STX Entertainment from September 2014 to June 2019. Prior to his time at STX Entertainment, Mr. Sullivan held various finance roles, including as Deputy Chief Financial Officer, at Dreamworks Animation from January 2005 to September 2014 as well as Vice President of Investor Relations for AT&T from 2002 to 2005. Mr. Sullivan holds an MBA from Columbia Business School and a B.S. in Economics from Hamilton College.

Joe is a Principal with STG, where he has helped lead and manage STG’s investments in Skyhigh Security and Trellix (from the combination of McAfee Enterprise and FireEye) and SurveyMonkey (formerly Momentive). Prior to STG, Joe worked at TPG in San Francisco, where he was part of TPG’s investment in Astound Broadband (from the combination of RCN, Grande, and Wave). He was also part of TPG’s investment in Fandom, where he spent time driving value creation as interim CFO and led the acquisition of Curse Media from Amazon.
Prior to TPG, Joe was a banker with Morgan Stanley’s media & communications team in New York.
Joe graduated from Boston College with degrees in Biology and Economics.