Team Spotlight: Drew Kepes, Associate

Drew Kepes first joined Birchwood Healthcare Partners in 2021 as a Private Equity Analyst after graduating from the Ross School of Business at the University of Michigan with a BBA in Finance. Since then, he has hit the ground running. When he started as an analyst, Birchwood CEO & Founder, Isaac Dole, took him and Associate Jordan Lu out to lunch to discuss concerns about post-COVID company culture. He and Jordan saw this is an opportunity to help shape Birchwood’s new culture, where empowering everyone with a sense of leadership was important to them. This led to the inception of Birchwood’s Culture Committee where “we track our wins, no matter how small, every day so that our goals are at the forefront of what we do daily.”

Drew is actively involved in acquisitions, portfolio management, and assisting with capital raising. He has experience with financial analysis, modeling, research, underwriting within private equity, investment banking, and private credit. By combining these skills and knowledge, Drew has been an invaluable asset to the team. He is particularly proud of revamping Birchwood’s internal underwriting process, which has resulted in increased efficiency and a higher volume of screened deals entering our pipeline. This achievement played a crucial role in our successful initial seed closing, even in a challenging fundraising environment. Drew believes that “it’s very easy to allow things outside of your control to discourage progress, but it takes grit to fight back.” To him, the most successful investors are not only those that succeed in ideal scenarios, but also those that possess the hunger to succeed in difficult economic environments. This mindset has contributed significantly to Birchwood’s strong reputation as “the folks who under promise and over deliver.”

Drew’s outstanding performance led to his promotion to Senior Analyst in 2022 and we are excited to announce that recently, he was promoted to Associate. His growth is a testament to his dedication and hard work on all things Birchwood. He has consistently demonstrated a strong commitment to the company’s success and serves as an example of what can be accomplished through having a positive impact and creative problem-solving. Everyone at Birchwood Healthcare Partners thanks Drew for all that he has done, and all that he will continue to do as he takes on this new role.

About Birchwood Healthcare Partners

Birchwood Healthcare Partners is a seniors healthcare investment firm headquartered in Chicago, IL. Using their extensive industry experience, Birchwood creates value through a vertically integrated approach. Birchwood’s investment strategy includes active adult, senior housing, skilled nursing, home health, hospice, and other healthcare services.

Birchwood has launched a fund and recently held an initial closing – read more about this achievement here: Birchwood 5V+ Fund Initial Close Announcement.

To learn more, please reach out to SVP of Investor Relations, Bill Brennan at [email protected] and visit our 5V+ Seniors Healthcare Fund website: Our second close is targeted for October 2023.


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