Sector Experience

Financial Services

Total Earnings


Avg Response Time


Jobs Completed


Total Hours Logged


Management Consulting
Management Consultant - Freelance Consultant
06/2015 - Present
Sample projects:

Healthcare Co with $2B Mkt Cap: Identified optimal sales strategy for clients with revenue > $500M. Presented findings directly to CEO/Founders.

Tech Co with $200M in funding: Worked with CFO and COO to analyze the risk of 1099 employment status on strategy and budget.

National Hospital w/ 20 sites: Worked with COO to conduct behavioral health market study. Built budget and plan for launch of new hospital in Southwest.

Pine Ridge Holdings - Private Equity Investor
06/2014 - 12/2018
•Acquired hospital with capital from large family office.
•Stabilized and converted into chemical dependency facility.
•Responsible for all aspects of deal execution including: sourcing, business diligence, lenders discussions, credit documentation, fundraising, PSA, and ongoing oversight of the asset.
•Personally own substantial portion of general partnership and limited partnership interests in the Company.
•Currently sit on board of ~$300M Revenue provider of autism services.

Genstar Capital - Private Equity Investor
08/2011 - 06/2014
Evaluated and executed investments for $5B PE fund. Responsible for executing the ~$450M purchase of ERT (sold for 8.0x MOIC), and the ~$400M purchase of AssetMark (sold for 2.4x MOIC). Also executed ~9 "tuck-in" M&A transactions with deal values of $20M or less, and completed a number of refinancing transactions.

Deutsche Bank AG - M&A Professional
01/2009 - 07/2011
Executed M&A deals for fortune 100 technology and healthcare companies. Responsible for executing CD&R's $3.2B purchase of Emergency Medical Services and for executing the sale of US Oncology to McKesson for $2.2B.