Co-founder and owner of startup business servicing the restaurant and hospitality industries. Manage daily operations, encompassing strategic planning, budgeting, marketing, business development, and client relations. Plan and execute multiple concurrent client projects/events under aggressive timelines.

Evaluated 150+ new investment opportunities through in-depth industry research and data analysis. Subject matter expert in building leveraged buyout financial models. Led due diligence process and coordinated with intermediaries during deal execution. Served as board observer to two portfolio companies. Managed annual budgets and quarterly financial performance. Partnered with management to execute strategic initiatives, including acquisitions, reorganizations, and margin improvement measures.

Core contributor to 17 deals involving valuation analyses of companies in the healthcare life sciences, medical devices, and services sectors. Completed complex projects: created financial models of leveraged buyouts, discounted cash flows, leveraged recapitalizations, and merger analyses. Prepared marketing communications and supporting analyses for proposed and live transactions, including $2.2B sale of US Oncology to McKesson and IPO offering of a private equity owned healthcare IT company.