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.

Territory: New Jersey
Managed 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 with RWJ Barnabas Health System at board level
- Restructured business development process and identified potential acquisitions
- Managed key equipment vendors and lease financing sources
- Coordinated with CFO relations with senior credit facility lenders

Based in Puerto Rico
Led turn-around plan to counter healthcare reimbursement declines and significant operational 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 operating expenses by 16% (110% to 93%)
- Renegotiated contracts with physicians; reduced exam read time by 24%
- Raised $2.0 million and completed 1 acquisition

Territory: Eastern US
Created and led M&A group at healthcare services firm:
- Completed 5 transactions ($102 million in TEV) and evaluated 50+ opportunities
- Added $25-30M in incremental EBITDA
- Created M&A processes, evaluation materials and criteria, financial model
- Managed entire acquisition process from target identification, due diligence, valuation, negotiation, legal and post-acquisition integration
- Stewarded internal transaction approval

Based in White Plains, NY
Launched and led operations and finance for medical device software start-up:
- Negotiated sale of business in July 2008
- Prepared business plan, financial model and investment materials
- Raised $15.4M in 3 rounds
- Developed job responsibilities/SOPs and hired key personnel
- Structured agreements with customers, distributors and equipment suppliers
- Created product pricing and customer value proposition
- Managed branding, sales materials, press

Based in New York
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

Based in Mexico City, Mexico
Managed valuation and strategy project for Central American financial services firm

Based in London, UK and New York
Supported corporate finance advisory:
- One of two bankers selected from a pool of 75 to open the London office
- Collaborated on business plan for the European market
- Completed one media M&A transaction, one specialty chemicals leveraged recap, two Latin American media debt offerings, and one Brazilian real estate merger fairness opinion
- Prepared financial analyses, offering memoranda and approval committee materials