David W. Joncas

David is a Managing Director and co-founder of Aeris Partners. David has 30 years of technology industry and investment banking experience and a distinguished M&A track record spanning a range of high-growth application software and SaaS verticals including Healthcare IT (HCIT), PharmaTech, Retail & Hospitality, ConstructionTech, Supply Chain and Energy & Power, among others. David has extensive experience advising leading private equity, venture capital and founder-owned companies on a range of strategic M&A, majority and minority growth equity recapitalizations, leveraged buyouts, and private placement transactions.

Prior Experience

Prior to Aeris, David was a Managing Director and Co-Head of Technology Investment Banking at Harris Williams & Co., where he helped launch and build the firm’s technology practice and was a member of the firm’s Executive Committee. Previously, David was a Senior Vice President with Broadview International (later Jefferies Broadview) and a Manager with Accenture’s PeopleSoft practice. Previously, David co-founded Wheels for America, a 4,100 mile cross-country bicycling and fundraising event in support of cancer research, education and prevention, and was recognized as a “40 under 40” investment banking professional.

Representative Transactions

• Sale of Orchard Software to Clinisys / Roper Technologies
• Sale of Azara Healthcare to Insight Partners
• Sale of Datassential to New Mountain Capital and Endicott Capital
• Sale of Prometheus Group to Advent International and LGP
• Sale of Valant Behavioral Health to Resurgens
• Sale of Exostar to Arlington Capital Partners
• Growth Equity Recap of Prendio-BioProcure by Primus Capital
• Sale of Integrated Practice Solutions (IPS) to PracticeTek​
• Sale of ESO Solutions to Vista Equity Partners​
• Sale of Within3 to Insight Partners​
• Sale of Qualifacts to Warburg Pincus​
• Sale of MedBridge to Brentwood Associates​​
• Sale of WebPT to Warburg Pincus​
• Sale of iN2L to Vista Equity Partners
• Sale of Casamba to Net Health
• Sale of Nextech to THL
• Sale of Net Health to Carlyle (Nasdaq: CG)
• Sale of Navicure to Bain Capital
• Sale of GatewayEDI to TriZetto / Cognizant (Nasdaq: CTSH)
• Sale of HealthMedia to Johnson & Johnson (NYSE: JNJ)
• Acquisition of ALI Technologies by McKesson Corp (NYSE: MCK)
• Sale of MedData to TransUnion (NYSE: TRU)
• Sale of Cycle Computing to Microsoft (Nasdaq: MSFT)
• Sale of Formstack to Silversmith Capital Partners / PSG
• Sale of Elemica to Eurazeo SE (EPA: RF)
• Sale of WorkWave to IFS
• Sale of ConstructConnect to Roper Technologies (NYSE: ROP)
• Sale of Aderant to Vista Equity Partners
• Sale of Manatron to Thomson Reuters (NYSE: TRI)