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Jon Rousseau

President and Chief Executive Officer at BTSG
CEO
Executive
Board

About Jon Rousseau

Jon Rousseau is Chairman, President, and Chief Executive Officer of BrightSpring Health Services (BTSG). He has served as CEO since September 2016 and became Chairman in January 2024; age 53; MBA from Harvard Business School and AB from Princeton University . Under his leadership in 2024, revenue grew 27.6% to $11.3B and Adjusted EBITDA rose to $588M from $537M, with TSR of 54.82% since the January 2024 IPO reference date; the CEO pay ratio was 496:1 for 2024 .

Past Roles

OrganizationRoleYearsStrategic impact
BrightSpring Health ServicesPresident & CEO; ChairmanCEO since Sep 2016; Chairman since Jan 2024Led multi-line healthcare services platform; multi-disciplinary background blending operations, pharmacy, and provider services
Kindred HealthcareEVP; President – Kindred Rehabilitation Services; President – Care Management and Kindred at Home2013–2016Led rehab services and home health/hospice/home-based care businesses
Mylan, Inc.VP Global Marketing, Strategy, and Commercial Development2006–2013Senior leadership in healthcare products
Medtronic PLCGlobal Senior Director – Continuous Glucose Monitoring2006–2013Led CGM franchise
Friedman Fleischer & Lowe (FFL)Private Equity Professional1998–2005Investing experience in healthcare
Morgan StanleyInvestment Banking Analyst1996–1998Corporate finance experience

External Roles

OrganizationRoleYearsNotes
Not disclosedNo current external public company directorships disclosed for Rousseau

Fixed Compensation

Component2024 AmountNotes
Base salary rate$1,000,000 Annual rate
Perquisites and other (plane use)$233,036 Private plane usage
Insurance premiums (LTD/GTL/AD&D)$1,687 / $684 / $180 Enhanced benefits program
Director fees$0Company does not pay director compensation currently

Multi‑year summary (CEO total comp):

Metric202220232024
Salary ($)$800,000 $926,027 $1,000,053
Bonus ($)$132,680
Stock awards ($)$12,582,492
Option awards ($)$5,949,200 $2,250,205
Non‑equity incentive plan ($)$627,320 $1,419,531 $1,605,556
All other comp ($)$2,551 $10,054,073 $235,587
Total ($)$1,562,551 $18,348,831 $17,673,893

Performance Compensation

Annual cash incentive (BHS STIC) design and 2024 outcomes:

MetricWeightThresholdTargetActual% Achievement% Payout
Adjusted EBITDA ($M)60% 499.04 548.40 588.07 107.23% 135.00%
Net Revenue ($M)15% 9,385.90 10,314.17 11,266.47 109.23% 145.00%
Quality Index (non‑financial)25% 102.78% 102.78%
Gate (EBITDA trigger)Must meet minimumFunded in 2024Plan requires EBITDA gate

Payout summary:

ItemValue
Target award (% of base)125%
Target award ($)$1,250,000
Actual payout ($)$1,605,556
Payout vs target128%

Long‑term incentives and vesting:

AwardGrant dateQuantityExercise/StrikeVestingNotes
RSUs1/25/2024967,884 Quarterly over 3 years (Rousseau) Time‑based; continued service required
Stock options1/25/2024320,086 $13.00 Quarterly (Rousseau); special acceleration on termination w/o cause/good reason/death/disability 10‑yr term
Stock options11/22/2023436,180 ex.; 191,928 unexercisable $22.29 1/3 vested 5/22/2024; remainder monthly over 2 years Full acceleration on CIC for Rousseau
Stock options10/16/20192,239,362 exercisable; 955,823 performance portion outstanding $6.37 Time‑based + performance‑based; remaining 2.5x performance portion subject to criteria Special pre‑CIC and post‑termination treatment

Equity Ownership & Alignment

ItemValue
Total beneficial ownership (shares)3,742,654
Ownership (% of outstanding)2.1%
Unvested RSUs at 12/31/2024 (shares; market value at $17.03)725,913; $12,362,298
Insider trading/hedging policyProhibits short sales, derivatives (options, puts/calls), and hedging transactions
Pledging disclosureNot specified; no pledging policy language disclosed in proxy

Employment Terms

TermKey details
ContractEmployment agreement effective March 5, 2019; auto‑renews annually
Base salary; target bonusInitial $800,000; later anticipated amendment to $1,000,000 and target bonus to 125% of base (reflecting established 2023 target)
Non‑compete24 months post‑termination; confidentiality and non‑disparagement covenants, plus non‑solicit/no‑hire
Severance (without cause/good reason)2.0x salary + target bonus; prior-year bonus if earned; pro‑rated current year bonus; 18 months COBRA at active rates
Non‑renewal severance2.0x salary; COBRA; prior‑year bonus if any
Death/disabilityPrior‑year and pro‑rated bonus only
Equity treatment on termination2019 options: pro‑rata quarterly vest; remaining time‑based options eligible to vest if CIC within 9 months; performance options remain eligible for 9 months; 2023 options fully vest on termination w/o cause/good reason/death/disability
Equity treatment on CICTime‑vesting options fully vest; performance options generally forfeited unless escrow mechanics apply; 2023 options fully vest for Rousseau
Pre‑CIC termination (buyer request/LOI)Pro‑rata quarterly vest; remaining time‑based options eligible to vest at CIC even beyond 9 months; performance options eligible based on CIC satisfaction
Clawback policyAdopted to comply with SEC/Nasdaq

Board Governance

  • Rousseau is combined Chairman and CEO; independent directors have not elected a Lead Director; executive sessions of non‑management directors occur regularly .
  • BTSG is a “controlled company” on Nasdaq; KKR‑affiliated holders have ~54% voting power (ownership table shows 53.1% beneficial ownership by KKR Phoenix Aggregator) .
  • Committee memberships (Board year 2024): Audit (Chair: Olivia Kirtley), Compensation (Chair: Max Lin), Quality & Compliance and Governance (Chair: Steve Miller); Rousseau is not on Board committees .
  • Board/committee meetings in 2024: Board 5; Audit 5; Compensation 4; Quality & Compliance and Governance 4; all directors ≥75% attendance .

Director Compensation

  • No cash or equity compensation currently paid to directors; reimbursement of reasonable out‑of‑pocket costs; CEO compensation shown separately in executive tables .

Compensation Peer Group and Consultant

  • Meridian Compensation Partners engaged to advise; peer group of 19 healthcare services companies used to benchmark; peer set includes DaVita, Tenet, UHS, Encompass, Option Care, AMN, Quest, LabCorp, Molina, Ensign, Brookdale, Chemed, Select Medical, Aveanna, Pediatrix, Community Health Systems, Acadia, Guardian Pharmacy Services; aim to keep pay within reasonable range of peer median .

Related Party Transactions (Context)

  • KKR Capital Markets acted as IPO underwriter; Company paid monitoring agreement termination fees ($22.7M), and prior monitoring fees ($0.7M Q1 2024); ABDC supply agreement replaced WBA program in Q1 2025 .
  • FMR and Walgreens are notable shareholders; Walgreens declined to nominate a director under Stockholders Agreement .

Performance Snapshot (2024)

Metric2024Prior / Reference
Revenue ($B)11.3 +$2.4B YoY; +27.6%
Adjusted EBITDA ($M)588 537 (2023)
TSR (from 1/26/2024)54.82% Peer index TSR 3.33%

Investment Implications

  • Pay‑for‑performance alignment appears strong: 75% weighting on EBITDA/Revenue in the annual plan, with above‑target outcomes driving a 128% payout for Rousseau in 2024; equity grants are sizeable with multi‑year vesting that ties outcomes to stock performance .
  • Watch potential insider supply from quarterly‑vesting RSUs and options for Rousseau; company policy prohibits hedging/short sales but does not disclose pledging restrictions; monitor Form 4 activity and any 10b5‑1 plans for selling pressure signals .
  • Governance risk: combined Chair/CEO and “controlled company” structure with no Lead Independent Director may reduce counterbalance on executive decision‑making; however, committee chairs are independent and attendance is robust .
  • Retention risk appears mitigated: robust severance economics (2x salary+target bonus) and favorable equity acceleration on certain terminations/CIC for Rousseau, plus strong 2024 performance footing; clawback in place per SEC/Nasdaq .
  • CEO pay ratio (496:1) and large equity grants warrant continued say‑on‑pay scrutiny; Board recommends annual say‑on‑pay frequency .
Note: For deeper trading signal analysis (insider buying/selling cadence, outstanding 10b5‑1 plans, option exercise behavior), consider retrieving recent Form 4s via the insider-trades skill.

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Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%