Certifications

CFAChartered Financial Analyst

Sector Experience

Healthcare
Technology

Languages

English
Spanish
57
minutes

Avg Response Time

19
years

Years of Experience

7/14

Member Since


Experience

 
Progenity Corporate Strategy & Development
Director of Corporate Finance & Strategy
11/2019 - Present
• Maximize value by partnering with the business development and commercial teams in driving M&A efforts from identifying potential acquisition targets to closing and ensuring integration efforts.
• Identify growth opportunities and potential synergies with the undergoing merger activity. Be an active part of Post-Merger activities

Temachia Capital Management Consulting
Founder and Managing Partner
09/2018 - 10/2019
Provide investment banking, corporate finance and market research advisory to lower-middle market transnational corporations. Secured 6 clients: MAVENIR, CAPSTONE HEADWATERS, INTERNATIONAL MANAGEMENT CORP, SOLIS MAMMOGRAPHY, SCHOK and ILUMNO

First Choice ER Corporate Strategy & Development
Director Corporate Development & Capital Markets
10/2014 - 04/2018
• Grew the acquisition pipeline from 25 facilities to 95 through networking and analysis and acted as deal leader, supported negotiations, created valuation models, drafted term sheets and managed due diligence
• Completed the integration of the $200M Dignity, UCHealth and THR healthcare systems partnerships businesses
• Scoped and managed strategic projects from beginning to end, such as the successful post-acquisition integration of a centralized EMR system for Arizona and Dallas facilities

ACE CASH Corporate Strategy & Development
Director
11/2012 - 10/2014
• Increased 3x company’s portfolio value in 2 years by leading cross-functional teams to build and implement M&A pipelines, manage due diligence and negotiation process on payday lending transactions
• Spearheaded the strategic plan and execution of +100 stores to a world class revenue cycle under a superior POS platform delivering 3x business plan value in 2 years
• Optimized post-acquisition integration process with operation leaders, achieving a 40% reduction in integration time

Hostess Brands Corporate Strategy & Development
Director
01/2009 - 10/2012
• Revamped an M&A pipeline strategy to evaluate investment opportunities looking at return/metrics such as IRR and EBITDA multiples. The strategy improved SG&A by slashing 300bps on shipping and delivery expenses
• Collaborated with banks and executive team in the divestitures of Dolly Madison, Drake’s, Wonder Bread, Beefsteak and other brands for $900M
• Led cross-functional deal teams within finance, legal, HR and IT departments, that ensured the timely completion of M&A cycle

Highland Capital Management Finance
Portfolio Management
04/2006 - 04/2008
• Oversaw $300M Private Equity middle market distressed portfolio. Outperformed the HFRI Index by 15%
• Provided initial investment review and screening of prospective investment opportunities totaling $1Bn
• Built and maintained transaction models, using DCF and transaction multiples approaches of a $300M portfolio
• Drafted LBO investment decks illustrating financing alternatives, earnouts, capitalization tables, pre and post conversion ownership for +20 opportunistic investments

Alcon Labs Corporate Strategy & Development
Sr. Financial Analyst
09/2004 - 04/2006
• Worked as the go-to analyst supporting Alcon’s corporate development team, developing valuation work of prospective equity investments +$150M —including the acquisition of 77% of the outstanding shares of Wavelight for $13.8 per share
• Modeled complex financial structures to buy-out over $20M of royalty streams in a 2-year span
• Assisted in strategic M&A planning and vetting efforts, including data gathering and assumptions and business cases for potential M&A opportunities