Paradigm shifters. Industry creators. Visionaries.
The experience and insight of our staff are what make the difference. The integrity of every partnership comes from our collective best-practices experience and we're proud not only of our company's reputation, but each individual's reputation as well.
CHARLIE HORN is a seasoned entrepreneur and investor in numerous high growth companies. He is an innovator in the health care and consumer benefits arena, utilizing strong marketing and category changing technology. Charlie founded two mature companies, ScriptSave® and HealthTrans, both of which have been designated as Inc. 500 companies multiple times. Additionally, ScriptSave® has been recognized numerous times in Best Place to Work and Most Admired Company lists.
Multiple national business publications have recognized Charlie, and The University of Arizona McGuire Entrepreneurship Program and Tucson Regional Economic Organization both recognized him as one of the leading entrepreneurs in Arizona. He has been awarded the Thomas R. Brown Excellence in Entrepreneurship award, and The University of Arizona McGuire/Anheuser Bush Entrepreneur-in-Residence award. Charlie also serves on the National Board of Advisors to The University of Arizona College of Pharmacy.
Under the inspiration, guidance and funding from the Horn family, Charlie's alma mater, the University of Delaware, created the Horn Program in Entrepreneurship at its highly regarded Lerner Business School. The program initiatives create new and extend existing curricula, co-curricula and numerous community entrepreneurial ecosystem engagement programs designed to invigorate entrepreneurship and serve as a model for the rest of the world.
SUZANNE PASSALACQUA is a Managing Director at PBMS group. She is responsible for portfolio performance and lends hands-on support to developing management teams, executing the vision, and promoting continuous improvement. Suzanne leads strategic and business model development, creates business infrastructure and deep dives into discrete projects to bridge resource gaps.
In both later-stage and start-up environments, Suzanne has executed sell-side and buy-side transactions, including buy-outs, corporate restructurings, execution of growth plans, sourcing deals, directing diligence teams, and leading transaction negotiations and execution. She has also led an array of corporate finance and strategic advisory initiatives, including debt and equity financings in public and private markets, the development and execution of business plans and strategic alliances, assessing valuations, and delivering fairness opinions. She is responsible for having advised clients in transactions totaling over $1.5 billion in value and has served several portfolio companies through hands-on involvement and Board representation.
Suzanne earned bachelor's degrees in economics and Italian from the University of California at Davis, and a Juris Doctor degree from the University of San Francisco School of Law. She is a member of the California State Bar and her accomplishments include having won a favorable decision from the California Supreme Court.
ROD DUNMYRE leads the business development initiatives for PBMS Group. As a Vision Builder and Rainmaker, Rod focuses on strategic marketing and top line performance/growth of each business. He is the co-founder of several PBMS companies and currently serves as an interim President.
Rod has 30 years experience serving as Chief Marketing Officer or Chief Operations Officer for three national insurance organizations. He was a member of the founding management team at ScriptSave, and served in capacities as Executive Vice President and Chief Marketing Officer. He was the founder of a consulting practice which assisted several clients achieve INC 500/5000 status. Another client was recognized in the best seller "Freakonomics". Rod has founded or held senior management roles in seven successful start-up companies.
Prior to realizing his entrepreneurial aspirations, Rod launched new sales/marketing divisions for three national insurance companies; he guided the turn around and divestiture of another. Rod recruited and lead a management team that built a national insurance sales organization comprised of over 20,000 agents and managers and was recognized for its top performance and quality by numerous insurance carriers.
Over his career, Rod has innovated and launched numerous insurance and value added products that have enabled companies to open new markets and distribution channels, which resulted in significant growth and profitability.
Rod has a B.A. in political science from Westminster College. He has served as Director of several non-profit boards and is an active volunteer in his community.
JOSH WOOLDRIDGE is the Vice President of Technology and Operations at PBMS, directing information technology strategy and initiatives for PBMS' investment group companies. As an IT translation agent, he bridges the gaps in technology architecture and expertise within the business dynamics of the organization.
His passion is building organizations and effective teams by managing infrastructure, data services, operations, and implementation processes to meet PBMS' multi-company business objectives, and scale the needs of modern technology architecture.
In both start-up and mature tech environments, Josh has over 17 years of senior IT management experience in the delivery of highly visible, complex technology projects by leveraging product knowledge, team building skills, and business acumen to deliver programs.
Josh earned his Bachelor's in Communications Studies from the University of North Texas, and a Master of Business Administration in Information Technology from Southern Methodist University. He served as an appointed participant on the Technology Committee for the Phoenix Art Museum and volunteered for the YMCA Dallas Technology Program.
LANCE MARTIN is the Controller for PBMS group. He is responsible for development and implementation of accounting policies and procedures, oversight of day-to-day accounting functions, and business analysis of financial and non-financial data for all PBMS group entities.
He has several years of experience in public accounting and private industry, working with a wide variety of organizations ranging from non-profits to privately held companies.
Lance graduated summa cum laude from the University of Arizona with a B.S.B.A. in accounting. He received his Masters degree from the University of Phoenix and is a member of the AICPA.