BayMark Health Services — Account Dossier

Why This Company

Fit:

• PE-backed opioid treatment provider — 399+ locations across 36 states, 75,000+ patients daily, ~$750M revenue (est., Growjo). No CCaaS platform exists. 8-person IT team structurally requires managed services. HIPAA-compliant patient communications at scale with zero incumbent to displace. — BayMark About; GlobeNewswire; The Org IT Team

Pain:

• Patient access failures documented across locations — 2+ hour wait times, unreturned calls. MedMark Fort Worth: "2 to 2 1/2 hours and more and not uncommon... one nurse and 400+ people to dose in a day." AppleGate Nashville: "I have called 4 times since yesterday and still no one has returned my calls." — Rehab.com; Birdeye
• Chronic understaffing: 314+ open positions, 2.7/5 Glassdoor (~21% below healthcare average), 7+ open Intake Coordinator positions in HQ contact center. Employee: "Most of the time you work by yourself even though it gets so busy." — Glassdoor; Indeed; Indeed Jobs

Timing:

• Active PE exit: Webster Equity Partners (10+ year hold) running $1B+ Goldman Sachs auction. First-round bids due October 2025; no completed transaction as of February 2026 — second attempt (first in 2019, shelved). Every operational improvement strengthens the exit narrative. — PE Hub; BHB
• New CEO Marshal Salomon (June 2024) driving leadership rebuild — new CMOs (Dec 2024), new Group President (Jan 2025). Transformation in progress, window open for technology adoption. — GlobeNewswire

---

Decision Makers

Marshal Salomon — Chief Executive Officer

Decision Maker / Executive Sponsor

• LinkedIn: linkedin.com/in/marshal-salomon-b76b00
• Email: msalomon@baymark.com
• Cares about:
  • PE exit execution — brought in to improve operations pre-exit. Entire career is optimizing multi-location healthcare networks (DaVita → Vantage Oncology → InterDent → Unio → BayMark) — BayMark Bio; BHB
  • DSO-scale automation — ran InterDent (202-location DSO) and Unio Health Partners (160+ providers, 50+ sites), both PE-backed multi-location healthcare operations — Becker's Dental; BusinessWire
• Why they matter: Final decision authority. Was CEO of Unio Health Partners, which deployed IntelePeer SmartOffice and SmartEngage — automating 30% of inbound calls and targeting 25% no-show reduction via an AI agent named "Nio." — Unio Specialty Care

Connection Vectors:

• IntelePeer Customer (Unio Health Partners): Salomon was CEO of Unio, which deployed IntelePeer SmartOffice/SmartEngage for multi-location patient communications automation (announced March 2025). He left Unio in June 2024 but built the operational framework that led to the deployment. — Unio Specialty Care
• DSO Industry: CEO of InterDent (202 locations, Gentle Dental/Smile Keepers). IntelePeer's core vertical — directly analogous to Jefferson Dental, 42 North, Benevis deployments. — Becker's Dental

---

Michael Minks, MBA — Chief Information Officer

Technical Evaluator / Primary Contact

• LinkedIn: linkedin.com/in/michael-minks-mba-5191194
• Email: mminks@baymark.com
• Cares about:
  • Focused, high-impact technology — podcast: "We need to do less things faster." "What gets measured gets done." Appetite for concentrated, measurable initiatives over sprawling transformations. — Saxon.ai Podcast, March 2025
  • AI automation for patient experience — LinkedIn: discussed how "clicks removed and seconds saved" through AI "actually shift clinician trust." Identifies "data silos and system fragmentation, legacy infrastructure" as key barriers. — LinkedIn Activity
• Why they matter: His career IS contact center operations and patient access — VP-AscensionConnect at Ascension focused on "driving operational efficiency through service lines, improving patient access, hospital operations, and telehealth services." Stated expertise includes "contact center operations." Leads an 8-person IT team supporting 400+ locations — cannot build or manage a contact center platform internally. — BayMark Bio; The Org

---

Justin Hargis — Director, Contact Center

Champion / Operational Owner

• LinkedIn: linkedin.com/in/justin-hargis
• Email: jhargis@baymark.com
• Cares about:
  • Contact center performance and intake coordinator retention — directly owns centralized intake contact center at HQ (Lewisville, TX). 7+ open Intake Coordinator positions indicate turnover pressure. — Indeed Jobs; LinkedIn Job Post
  • Patient access improvement — prior role was Senior Manager, Patient Contact Center at Serenity Healthcare. Healthcare contact center operations is his career focus. — ZoomInfo
• Why they matter: Owns the exact function IntelePeer automates. Feels the daily pain of understaffing, turnover, and patient access failures. Automation directly solves his operational challenges.

---

Bruce Jarvie — Chief Financial Officer

Financial Gatekeeper

• LinkedIn: linkedin.com/in/bruce-jarvie-b035a9
• Email: bjarvie@baymark.com
• Cares about:
  • ROI validation for PE sponsors — at a company pursuing $1B+ exit, every technology investment must demonstrate measurable returns to Webster Equity. Responsible for Finance, Accounting, RCM, FP&A, M&A. — BayMark Bio
  • Revenue cycle optimization — RCM is explicitly in his mandate. Prior CFO roles at Elara Caring and EmblemHealth included RCM oversight. — BayMark Bio; BusinessWire
• Why they matter: Financial gatekeeper who must validate ROI for PE sponsors. His RCM ownership means billing/collections automation results speak directly to his mandate.

---

Stephanie Madrid — Group President, Residential Treatment & Sales/Marketing

Influencer

• LinkedIn: linkedin.com/in/slmadrid
• Email: smadrid@baymark.com
• Cares about:
  • Referral development and admission conversion — owns sales/marketing alongside residential treatment. Prior SVP Strategic Development at ScionHealth/Kindred Healthcare. — BayMark Bio
  • Transformation execution — joined January 2025 as part of Salomon's leadership rebuild. Hired with a change mandate. — The Org
• Why they matter: New executive with transformation mandate who owns patient intake and admission conversion — automating inbound communications directly improves her KPIs.

---

Brian Finn — Senior VP, Revenue Cycle

Influencer

• LinkedIn: linkedin.com/in/brian-finn-33745aa
• Email: bfinn@baymark.com
• Cares about:
  • Revenue cycle optimization and collections — LinkedIn self-describes as "PE-Backed Healthcare Operator | Stabilization, Turnaround & Value Creation | Revenue Cycle Leader." — ContactOut
  • PE value creation — explicitly positioned for stabilization and turnaround in PE-backed healthcare. Prior SVP Patient Services Administration at Elara Caring.
• Why they matter: Owns revenue cycle. IntelePeer's documented healthcare RCM results ($5.5M receivables collected, $900K/quarter bad debt recovered at DSO reference customers) directly map to his KPIs. Part of CFO Jarvie's trust network — both came from Elara Caring.

---

Jerry Rhodes — Board Chair (Webster Equity Partners)

PE Operating Partner

• LinkedIn: linkedin.com/in/jerry-rhodes-18365012
• Email: jrhodes@websterequitypartners.com
• Cares about:
  • BayMark exit execution — Webster Operating Executive since 2015 (11 years). Overseen BayMark through entire hold period. Drives portfolio value creation across 6 Webster portfolio company boards. — Webster Equity
  • Multi-site behavioral health at scale — career spans CRC Health Group (120+ behavioral health programs, sold to Acadia for $1.2B), Comprehensive Addiction Programs (10+ years), Dental Care Alliance (DSO). — Levin Associates; Becker's Dental
• Why they matter: PE operating partner driving the exit. His DSO background (CEO, Dental Care Alliance) means he understands the multi-location healthcare automation value proposition from IntelePeer's core market.

Connection Vectors:

• DSO Industry: Was CEO of Dental Care Alliance. Understands multi-location healthcare automation from the same vertical IntelePeer sells into. — Becker's Dental

---

Entry Strategy

Recommended Entry Point: Michael Minks (CIO)

Minks is the most accessible and technically aligned contact. He has active public presence — podcast appearances, LinkedIn engagement on AI and healthcare IT. His career at Ascension running contact center operations and patient access means he immediately understands IntelePeer's value proposition. His own words signal readiness: "We need to do less things faster" and "What gets measured gets done." — Saxon.ai Podcast. His 8-person IT team supporting 400+ locations cannot build a contact center platform internally — managed services is the only viable model. — The Org IT Team

Potential Champion: Justin Hargis (Director, Contact Center)

Owns the centralized intake contact center at HQ. Dedicated his recent career to healthcare contact center operations (Serenity Healthcare → BayMark). Lives the understaffing and patient access problems daily — 7+ open Intake Coordinator positions, documented call-back failures. Automation directly solves his operational challenges. — ZoomInfo; Indeed Jobs

Warm Path: Marshal Salomon (CEO) was CEO of Unio Health Partners, which deployed IntelePeer SmartOffice and SmartEngage in a multi-year partnership (announced March 2025). At Unio, IntelePeer's AI agent "Nio" handles patient inquiries 24/7, automates up to 30% of inbound calls, and targets 25% reduction in no-shows by automating 60% of scheduling interactions. Unio's President: "Patients no longer have to wait on hold during peak hours; our AI-powered agent, 'Nio,' ensures they get the help they need anytime, day, or night and even on weekends." — Unio Specialty Care. Salomon left Unio in June 2024 (~9 months before the announcement), so the degree to which he was directly involved in evaluating IntelePeer is unknown. However, he built the operational framework that led to the deployment, and BayMark now faces identical challenges at 8x the scale.

---

Key Context

• Dual Senate investigations targeting BayMark by name. Senator Hassan (Aug 2025): allegations of falsified records and fraudulent billing. Senators Markey/Braun (Dec 2024): PE ownership impact on methadone access. BayMark did not respond to press requests for comment. Creates urgency to demonstrate improved patient access and care quality. — BHB; Senator Hassan; Senator Markey
• MOTAA legislation (Modernizing Opioid Treatment Access Act) would allow pharmacy-based methadone dispensing — threatening BayMark's clinic-visit model. Passed Senate HELP Committee but died without a floor vote when the 118th Congress ended (Jan 2025); not reintroduced in the 119th Congress. But the policy direction is clear: technology-enabled patient experience is BayMark's strongest defense if this resurfaces. — Congress.gov, S.644
• Data breach litigation unresolved (RansomHub ransomware, Sept-Oct 2024, 1.5TB exfiltrated including patient PII/PHI). Multiple lawsuits consolidated in Eastern District of Texas. CIO Minks actively posting about cybersecurity. IntelePeer's HIPAA, SOC 2, and ISO 42001 certifications are differentiators in this security-conscious environment. — HIPAA Journal

---

Quick Reference

---