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Overview

The operations and culture of boards for companies with venture capital or private equity firm ownership can be much different than what you will experience on a family-owned business board or that of a company led by an entrepreneur with majority ownership. This panel of executives has specific board experience in all three ownership structures. They'll explain what they have learned and provide recommendations on how you can be most effective in each situation.

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Panelists

Jim Lackey Chairman of the Board Complete Holdings Group

Jim Lackey is Chairman of the Board of Complete Holdings Group, Inc. (CHG), a holding company that manages revenue cycle operating companies that serve the needs of healthcare facilities. The initial portfolio company is EnableComp, LLC. Lackey is former Chairman of the Board of Directors for Passport Health Communications, Inc. Lackey was with the company since its founding in October 1996. Passport was sold to Experian in late 2013. He was CEO of the company until retiring in 2009. Prior to joining Passport, Lackey spent four years with the nation’s largest Worker’s Compensation PPO, FOCUS Healthcare Management, as executive vice president and later as president. Before that he was vice president of administration and one of the founding officers of Coventry Corporation and assistant vice president of administration for HealthAmerica Corporation. Lackey’s diverse experience also includes hospital administration and health care consulting with Ernst & Young, LLP. He serves or has served on the board of directors for PharmMD, Concept Genetics, PatientFocus, Parental Health, The Nashville Capital Network, Harpeth Capital, Complete Holdings Group, Omnia Partners, Harmony Health IT, The Nashville Entrepreneur Center, BrightStone, Mnet Health and Williamson Medical Center Foundation. He was a board member of the Nashville Healthcare Council for eight years. He is an Operating Partner with SSM Partners, a growth private equity company based in Memphis. Among his notable industry accolades are three “Healthcare 100” awards from the Nashville Business Journal and in 2015 he was honored as Legacy Entrepreneur of the year by the Nashville Chamber of Commerce. In 2016 he was Nashville Business Journal’s Most Admired CEO. Lackey holds a bachelor’s degree in business administration from Oklahoma Baptist University.

Since 2012, Theresa Sexton has been a Partner of Nashville-based Claritas Capital, a private equity investment firm that has deployed over $750 million into private healthcare, technology, and real estate transactions. Today, Theresa is a member of the firm’s equity Investment Committee and co-leads its equity practice, which invests $2-$25 million into healthcare, fintech, tech-enabled businesses and business services companies. She is a co-founder and Managing Partner of Claritas Health Ventures, a dedicated investment division of Claritas Capital that focuses on investing venture, expansion, and late-stage capital into leading and disruptive healthcare technology and services companies across the United States. Claritas assesses approximately 1,000 deals annually for investment consideration. Theresa has led private capital investments in mental health, femtech, software-as-a-service, fintech, managed technology services, marina services, and staffing. She currently serves on the Board of Directors for the following companies: Genomind (KOP, PA), Oasis Holdings (Annapolis, MD), Apcela (Reston, VA), Twelvestone Holdings (Murfreesboro, TN), Virtue Technologies (Greenville, SC), nSight (Nashville, TN), and, Forbes Travel Guide (Atlanta, GA). As a board member, Theresa provides support and guidance to companies involving strategy, evaluating product or market expansion, equity and debt financing, joint venture opportunities, and strategic acquisitions.

David Stansell graduated from the University of Virginia with a BS in Commerce with a concentration in accounting. In 1990 he and his manager left the DC-area based consulting firm Financial Dynamics to start their own consulting venture to focus on developing network-based business applications. After growing to more than 100 consultants, their firm Crosstier was sold in 2002 to a subsidiary of Volkswagen. In 1999 David joined Stansell Electric Company, Inc. in Nashville, TN as Vice President of Finance and Administration. Since arriving at the 81-year-old family business founded by his grandfather, David has focused on increasing efficiency through better communication, processes and appropriate use of technology. In 2004, David was promoted to President and in 2019 to CEO. Stansell Electric has experienced significant growth through diversification and primarily organic growth. Stansell Electric formed its board of advisors in 2015 and has benefitted greatly from the expertise, counsel and oversite that group has provided, currently having three outside members along with the three owners. For the past several years, David has also served on the board of another Nashville based family business, an experience that has been both rewarding and informative.

Moderator

Leonora Zilkha Williamson is the Founder/CEO of Platinum Rule Advisors, a consulting firm serving corporate leaders, owners of family businesses and private equity investors through executive coaching and leadership development. Her career includes leadership roles at J.P. Morgan, Boston Consulting Group, and Estée Lauder. A graduate of Princeton University and Harvard Business School, she is also a certified coach (ACC) through the International Coach Federation. She has lived in 8 countries, speaks 5 languages, and carries 2 passports. She was a founding partner of women’s angel investment group The JumpFund, and also sits on the board of family company Sabre Yachts. Leonora’s “side hustle” is teaching Negotiation to undergraduates as a Lecturer at Vanderbilt University. She volunteers actively at the University School of Nashville.

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