Philip Gisi
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Hey Philip — we both ended up in PE, though from different directions. been thinking a lot about healthcare origination lately and Alluvium caught my eye. would be good to connect.
Hey Philip, we both ended up in PE though from pretty different paths — I came through banking at CS & Greenhill in London, not three decades building healthcare operations like you. origination was always the same story for me — clear thesis, decent relationships, but no proprietary system of record. the people, tools and ideas were never really connected. every deal virtually sourced from scratch, nothing compounding over time. curious if that's still how most funds operate or if I'm behind the times? — Russ
Hey Philip, looks like we both landed in PE, though I came through IB at CS & Greenhill in London rather than building a healthcare operator from the ground up like you've done with Edgewood. the pattern I keep seeing with most funds is weirdly consistent — strong thesis, solid network, but no proprietary system of record. the people, tools and ideas are never really connected, so every deal is virtually sourced from scratch. nothing compounds on itself. curious if that resonates or if you've already built something different at Alluvium? — Russ
hey Philip — no worries if the timing's off. most funds I talk to have tried some version of building origination in-house — analyst pulling from Pitchbook or Grata, maybe using ChatGPT to help qualify, dumping it into a spreadsheet. each piece kind of works, but there's no system of record tying it together. the people, tools and ideas stay disconnected, so there's tonnes of wasted energy. been helping a few funds like Mentmore work through that. curious if you've run into the same thing at Alluvium? — Russ
totally get it if origination infrastructure isn't top of mind right now — especially with a new fund and everything else on the list. the funds I've seen crack it early just tend to compound deal flow in a way that's hard to replicate later. if it ever moves up the list, I'm easy to find. — Russ
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Philip — hope you're having a good Wednesday. wanted to reach out — congrats on launching Alluvium Equity, always impressed by those who've taken the leap. though we share a PE background, I hope to one day do the same. in the meantime I've been working on the origination side with funds like Backer Group and Mentmore — curious how you're thinking about origination at Alluvium. mostly proprietary or still seeing a lot through brokers? very best, Russell linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Philip Gisi Title: Co-Founder / Managing Partner Fund: Alluvium Equity Background: Name: Philip Gisi Location: Grand Forks, North Dakota Current Role: President/CEO at Edgewood Healthcare and Aspire Clinical Intelligence. Current Focus: Philip is a seasoned executive in the healthcare and real estate investment sectors. He currently manages multiple leadership roles, serving as the President/CEO of Edgewood Healthcare (since 1993) and Aspire Clinical Intelligence (since 2021). Additionally, he serves as the President of Edgewood REIT, indicating a heavy focus on the intersection of senior housing, clinical data, and healthcare real estate. Background: Philip has over four decades of experience in executive management and finance. He began his career in 1982 as a Vice President/CFO for Custom Contractors before moving into healthcare administration as the President of UniMed Medical Center for ten years. His academic foundation is in Accounting and Finance, having earned a Bachelor's degree from The University of North Dakota (1978–1982). Key Skills and Interests: - Strategic Healthcare Leadership: Over 30 years leading Edgewood Healthcare. - Financial Management: Background as a CFO and current President of a Real Estate Investment Trust (REIT). - Governance: Extensive board experience, including past roles with Cypress Energy Partners and Altru Health System. - Community and Education Advocacy: Active in the University of North Dakota community, serving on the Alumni Association and UND Foundation boards, as well as the UND Center for Innovation Foundation. Posts: NO POSTS AVAILABLE Fund details: - Description: Private Equity firm based in Grand Forks, ND. - Website: https://www.alluviumequity.com - Location: Grand Forks, North Dakota, United States - Lead qualification: Research: - Query: =Alluvium Equity Philip Gisi recent investments fund thesis - Answer: Alluvium Equity focuses on long-term value, invests in enduring industries, and emphasizes integrity and community impact. Philip Gisi and Landon Bahl co-founded it to apply disciplined growth and compassionate leadership in private equity.