I partner with leadership teams to identify and resolve issues inhibiting company growth in order to create strategic competitive advantage. Strategic insight and hands-on operational experience alongside deep financial, capital raising and accounting expertise at several investment banks combine to provide management with balanced and actionable advice.

Managed operations for 17 centers at large radiology facility operator:
 Responsible for $65 million P&L, budgeting, capex, monthly reporting
 Reduced SG&A by 3% and increased EBITDA by 4%
 Managed partnership relationship with RWJ Barnabas Health System at board level
 Restructured business development process/analytics and identified acquisitions
 Managed relationships with key equipment vendors and lease sources
 Coordinated alongside company CFO relationships with lenders

Led turn-around plan to counter healthcare reimbursement declines and significant operational and business challenges:
 Re-wrote business plan and implemented changes to operational processes, capitalization, legal structure and physical plant
 Increased volume and revenue by 8% and by 13%, respectively
 Reduced expenses as a percent of revenue 16% (110% to 93%)
 Renegotiated contracts with affiliated physicians
 Raised $2.0 million of additional capital
 Completed one acquisition

Created and led M&A group:
- Completed 5 transactions ($102 million in TEV) and evaluated 50+ opportunities
- Added $25-30M in incremental EBITDA
- Created M&A processes, evaluation materials, acquisition criteria, financial model, etc.
- Managed relationships with targets and their financial and legal advisors
- Coordinated transaction due diligence, valuation, legal and post-acquisition integration
- Formulated acquisition strategy / valuation
- Stewarded deal approval process

Launched and led operations and finance for medical device software start-up:
 Negotiated sale of business to strategic buyer in July 2008
 Prepared business plan, complex quarterly financial model and investment materials
 Raised $15.4 million in 3 financing rounds
 Developed job responsibilities/SOPs and hired key personnel
 Structured customer agreements, distributors and equipment suppliers
 Created product pricing and customer value proposition
 Managed marketing effort

Represented private equity clients in acquisition and leveraged buyout activity:
 Evaluated capital structure, valued companies and assets for leveraged buyouts, stock-for-stock and purchase mergers, debt financings, and IPOs
 Prepared presentation materials and met with clients
 Supported internal credit and capital committee approval effort for several financings

Valuation and strategy project for Central American financial services firm

Supported corporate finance effort in Europe and Latin America:
 One of two individuals selected from pool of 75 junior bankers to extend the firm’s advisory business to the Europe
 Collaborated on business plan European investment banking effort
 Completed (i) media M&A deal, (ii) specialty chemicals leveraged recap, (iii) 2 Latin American media debt offerings, and (iv) Brazilian real estate merger fairness opinion
 Prepared all internal and external deal documents

 Stewarded restructuring project for 250K subscriber cable television system operator
 Coordinated all projects assigned to functional department heads