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Anthony Colaluca, Jr.

Director at Claritev
Board

About Anthony Colaluca, Jr.

Independent director since October 2020; age 58; Chair of the Audit Committee and member of the Compensation Committee. He is President of Colaluca Business Advisors LLC (since January 2011), a former public-company CFO and SPAC president, and a certified public accountant (NY) with prior senior manager experience at KPMG LLP; the Board has affirmatively determined he is independent under NYSE rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
Colaluca Business Advisors LLCPresidentJan 2011–present Independent financial advisory to PE firms
AfterNext HealthTech Acquisition Corp. (public)President; DirectorJul 2021–Aug 2023 SPAC leadership
MedAssets, Inc.EVP & CFOMar 2015–Feb 2016 Healthcare performance improvement company executive
Intergraph CorporationEVP & CFO2005–2010 Engineering & geospatial software; finance leadership
Harland Financial Solutions, Inc.CFONot disclosedFinance leadership
Novient, Inc./Solution 6 North AmericaCFONot disclosedFinance leadership
Computer Management Sciences Inc.CFONot disclosedFinance leadership
KPMG LLPSenior Manager; CPA (NY)Not disclosedAudit/financial reporting expertise

External Roles

OrganizationRoleTenureCommittees/Impact
Nextech Systems (private)DirectorCurrent Healthcare software board service
Tekelec (public)Director; Audit & Compensation Committee memberFeb 2011–Jan 2012 Audit/comp oversight
AfterNext HealthTech Acquisition Corp. (public)DirectorJul 2021–Aug 2023 SPAC board governance

Board Governance

  • Committees: Audit (Chair), Compensation (member); Audit members are Colaluca (Chair), Prince, Klapstein; all qualify as “audit committee financial experts.” Compensation members are Colaluca, Philbrick (Chair); after Philbrick departs, Klapstein becomes Chair and the committee remains two members .
  • Independence: Board determined Colaluca is independent under SEC/NYSE rules .
  • Attendance: Board met 5 times in FY2024; Audit 5; Compensation 6; Nominating & Corporate Governance 4; Risk 4. Each director participated in at least 75% of meetings of the Board and applicable committees; directors encouraged to attend the annual meeting .
  • Board structure: Lead Independent Director is Allen R. Thorpe; executive sessions held regularly among non-management and independent directors .
  • Audit Committee remit includes related-party transaction review, oversight of financial reporting/internal controls, auditor appointment, and independence; Compensation Committee oversees executive pay and equity plans .

Fixed Compensation

Component (2024)AmountNotes
Annual cash retainer$100,000 Non-employee directors; payable quarterly
Audit Committee Chair retainer$25,000 Committee chair fee
Compensation Committee member retainer$10,000 Committee member fee
Meeting feesNone disclosed Not listed in program
Total fees earned (cash)$135,000 As reported for 2024
Other cashNone disclosed 2024 director comp table shows no “All Other Compensation” for Colaluca

Program detail (for context): Committee chair/member retainers are Audit $25,000/$12,500; Compensation $20,000/$10,000; Nominating & Corporate Governance $15,000/$7,500; Risk $20,000/$10,000 . Non-employee directors receive $100,000 cash plus $100,000 RSUs annually; pro-rata vesting upon voluntary resignation and full vesting upon certain terminations in connection with a change-in-control (unless for cause) .

Performance Compensation

Equity AwardGrant dateShares/UnitsGrant date fair valueVestingNotes
Annual director RSUs2024 cycleUnvested units outstanding: 4,310 $100,000 Earlier of 1-year from vesting commencement or next annual meeting Pro-rata vesting on resignation; full vesting upon certain CoC terminations (not for cause)
  • No stock options or PSUs for directors; director equity is time-vesting RSUs; clawback provisions apply to awards under the 2020 Omnibus Incentive Plan (plan-level clawback/recoupment for misconduct/restatements) .

Other Directorships & Interlocks

TypeEntityRelationship/Note
Private equity influence on boardHellman & Friedman-affiliated director (Allen R. Thorpe) and outgoing Compensation Chair (Philbrick)H&F-affiliated service provider HUB International received ~$1.0M insurance brokerage payments in 2024; Audit Committee oversees related-party transactions; proxy states Philbrick did not have a material interest in these transactions .

Expertise & Qualifications

  • Audit Committee financial expert; accounting/finance expertise confirmed by Board; extensive CFO experience across public and private multi-national technology businesses; CPA (NY) and former KPMG senior manager .

Equity Ownership

MetricValue
Total beneficial ownership (shares)13,500 (3,690 direct; 5,500 in joint revocable trust; 4,310 RSUs vesting within 60 days)
Ownership as % of shares outstanding<1%
Unvested RSUs outstanding (12/31/2024)4,310
Stock ownership guideline (non-exec directors)≥5x annual cash retainer (i.e., ≥$500,000) within 5 years
Estimated value of beneficial shares vs guideline~$270,675 using $20.05 per share (Mar 14, 2025)
Hedging/pledgingHedging prohibited; pledging requires pre-clearance. No pledges by Colaluca disclosed .

Notes: Ownership guidelines include time-vesting RSUs and certain option “in-the-money” net shares; guideline compliance timing is five years from becoming subject to the guideline; the proxy does not disclose individual compliance status .

Governance Assessment

  • Strengths: Independent director; Audit Chair with “financial expert” designation; robust committee remits; regular executive sessions; attendance meets Board minimum; director equity and ownership guidelines support alignment; plan-level clawback policies in place .
  • Potential risks/RED FLAGS: Private equity influence via H&F presence and ~$1.0M payments to H&F affiliate HUB International; mitigated by Audit Committee oversight and independence determinations, but still a perceived related-party exposure to monitor . The Compensation Committee will temporarily operate with two members after chair change, which could constrain perspectives; however, committee independence is maintained .
  • Shareholder signals: 2024 say-on-pay support at 99% suggests broad investor confidence in pay governance; still, 2025 equity pool constraints led to shifts away from PSUs to mitigate dilution—relevant for compensation risk oversight at the committee level .

Director Compensation (Detail)

Category2024Source
Fees Earned/ Paid in Cash ($)135,000 Director compensation table
Stock Awards ($)100,000 Director compensation table
Aggregate Unvested Units Outstanding (#)4,310 Director RSU holdings
Total ($)235,000 Director compensation table

Board Governance (Attendance and Structure)

Meetings in FY2024CountColaluca attendance threshold
Board5 ≥75% (all directors met threshold)
Audit5 ≥75%
Compensation6 ≥75%
Nominating & Corporate Governance4 Not a member
Risk4 Not a member

Related Party Transactions & Policies

  • Policy: Formal approval required by Audit Committee for related-party transactions >$120,000; considers arm’s length terms and extent of interest .
  • 2024 exposure: HUB International Limited (affiliate of H&F) received ~$1.0M in payments and commissions related to Claritev’s insurance policies; Audit Committee oversight applies .
  • Interlocks: Compensation Committee Interlocks section reports no officer interlocks; notes H&F transactions and that outgoing chair Philbrick did not have a material interest .

Say-on-Pay & Shareholder Feedback

  • 2024 say-on-pay approval: 99% votes in favor; committee considered feedback and kept program largely intact, emphasizing pay-for-performance .

Compensation Structure Analysis (Director)

  • Mix: 50/50 cash retainer ($100,000) and annual RSU grant ($100,000), plus committee retainers; no meeting fees disclosed; no options/PSUs for directors .
  • Alignment mechanisms: Ownership guidelines (≥5x retainer within 5 years); hedging prohibited; pledging requires GC pre-clearance; plan-level clawback provisions .
  • Dilution context: Low share reserve remaining prompted 2025 equity pool amendment proposal; overall board equity governance includes caps and prohibition of option repricing without stockholder approval .

Expertise & Qualifications (Expanded)

  • Financial and operational leadership across technology and healthcare; SPAC and public board experience; Audit Committee “financial expert” per SEC rules; CPA credential enhances oversight over financial reporting and internal control .

Equity Ownership (Breakdown)

Holding typeShares/Units
Directly held3,690
Joint revocable trust5,500
RSUs vesting within 60 days4,310
Total beneficial13,500 (<1%)

Ownership value illustration: 13,500 shares × $20.05 FMV (Mar 14, 2025) ≈ $270,675, vs. guideline threshold of ≥$500,000 (≥5× $100,000 retainer). The proxy does not disclose individual compliance status; guideline allows 5 years to reach threshold .

Governance Assessment

  • Overall: Strong audit oversight and independence credentials; compensation and ownership frameworks align director incentives with shareholders.
  • Monitor: PE-affiliated relationships (H&F) and service-provider transactions; continued transparency via Audit Committee review reduces conflict risk. Temporary two-member Compensation Committee merits attention for workload and breadth of perspectives .