• Head non-profit hospital M&A and Financing Options; engagement sourcing and execution
• Responsible for revenue generation and platform development
• Deal execution lead; substantial hands on experience with documentation, financial model building and presentation development and management
• Client acquisition goals consistent with investment and commercial banking segments

• Lead M&A execution banker for healthcare services sector transactions
• Day-to-day client and process management with support from Associates and Analysts
• Significant Board level participation, standing in for Managing Directors as needed
• Point person for client transaction decision committee and potential acquirors
• Lead banker contacting potential acquirors during transaction marketing phase
• Oversee creation of deal materials including offering memorandum and buyer lists

• Built pro-forma three financial statement model, co-led due diligence and created Board presentation materials for $535 MM acquisition of Schaller Anderson
• Provided analysis for over 20 acquisition targets sized from $50 MM to over $5 B
• Provided accretion/dilution, return on investment and financial returns analyses
• Performed detailed healthcare industry research to develop Aetna’s acquisition pipeline