Healthcare Transaction Advisory

• Feb 2023 - Present

CPA

• Oct 2017 - Present

Senior Director, Acquisitions and Development

• May 2022 - Feb 2023

Execute and manage all aspects of acquisitions, joint ventures, divestitures, and strategic partnerships across CHS’ services lines. Lead project teams in all phases of transactions, including pipeline development, valuation, negotiation, due diligence, legal documents, and post-closing integration. Execute and manage all aspects of acquisitions, joint ventures, divestitures, and strategic partnerships across CHS’ services lines. Lead project teams in all phases of transactions, including pipeline development, valuation, negotiation, due diligence, legal documents, and post-closing integration.

Director of Finance

• Jun 2021 - May 2022

Leader of valuation models used for deal sourcing and LOI including internal and external due diligence analyses (quality of earnings, fair market valuation, operational, and legal). Summarized the results of due diligence findings and performed transaction investment analyses (ROE, IRR, payback period) for executive leadership and Board review. Post-close, maintained financial models’ that analyzed budgeted vs. actual results and achievement of forecasted pro forma adjustments. Leader of valuation models used for deal sourcing and LOI including internal and external due diligence analyses (quality of earnings, fair market valuation, operational, and legal). Summarized the results of due diligence findings and performed transaction investment analyses (ROE, IRR, payback period) for executive leadership and Board review. Post-close, maintained financial models’ that analyzed budgeted vs. actual results and achievement of forecasted pro forma adjustments.

Strategy and Transactions - Due Diligence Manager - Healthcare

• Aug 2019 - Jun 2021

Performed financial due diligence for buy-side and sell-side clients. Analyzed quality of earnings, working capital, debt and debt-like items, and other operating metrics for targeted companies ranging from $5 million to $800 million in revenue. Managed relationships and deal issues with executive-level management and client team.

Strategy and Transactions - Senior Valuation Analyst - Healthcare

• Sep 2016 - Aug 2019

Helped create social and economic value for our clients by helping them make more informed decisions about strategically managing capital and transactions. Advised clients on strategies to raise, invest, optimize and preserve capital.

Vice President

• Nov 2013 - Dec 2014

Part of a team that collected $30,000 of unpaid membership dues, decreasing allowance for doubtful accounts by 15%. In charge of overseeing the daily operations involved within my fraternity including the planning and successful execution of every external event within Pike. Part of a team that collected $30,000 of unpaid membership dues, decreasing allowance for doubtful accounts by 15%. In charge of overseeing the daily operations involved within my fraternity including the planning and successful execution of every external event within Pike.

Vice President External Affairs

• Nov 2012 - Dec 2013

Negotiated with various companies successfully reducing the price by 50% of market value for lighting and sound. Successfully cut the social budget by 30% while increasing the number of social functions. Negotiated with various companies successfully reducing the price by 50% of market value for lighting and sound. Successfully cut the social budget by 30% while increasing the number of social functions.

Hospitality coordinator

• Sep 2012 - Jul 2013