-Acquired a 7-figure EBITDA healthcare business from owner who retired
-Met over 150% of revenue goal in 2020. On track for 175% in 2021
-Launched new Chronic Care Management service offering, increasing revenue by 11%
-Negotiated long term contract with medical billing company and achieved 95% collection rate (industry high)

-Strategic partner and trusted advisor to senior executives including the Chief Strategy Officer and Chief HR Officer.
-Build and maintain strong relationships with C-suite in M&A, Corporate Venture Capital, Strategy & External Affairs, Talent Acquisition, Compensation & Benefits, Inclusion & Diversity, Labor & Employee Relations
-Full cycle budgeting and P&L responsibility
-Finance business partnering

-Founded a privately funded live video streaming company and finalist at the MIT $100K Pitch Competition
-Built relationships with top VC investors in Boston and China and offered a $7.7M Series A term sheet

-Evaluated and executed investments for a top performing sector specialist in healthcare, consumer and business services
-Closed on $315M buyout of Vee Pak, a family owned personal care product manufacturer
-Closed on $450M buyout of Corelle Brands, manufacturer of brands including Corelle, Corningware and Pyrex
-Closed on $225M buyout of Nonni’s, the largest Biscotti producer in North America

-Evaluated investment opportunities by conducting company due diligence, industry research, interviewing fund sponsors and preparing financial models using extensive valuation analysis, including LBO modeling and public/transaction comps

Various roles held