Experience

Healthcare Research Network

• United States
• Research
• 1 - 100 Employee

• President

  • Mar 2012 - Present

  Corporate leader for all aspects of the company's operations with an emphasis on long-term goals, growth, profit, and return on investment. 1. Oversees the organization's financial structure, ensuring adequate and sound funding for the mission and goals of the company. 2. Reviews the financial results of all operations, comparing them with the company's objectives and taking appropriate measures to correct unsatisfactory performance and results. 3. Ensure the company's compliance with all applicable laws, rules, regulations, and standards. 4. Negotiates with other companies regarding actions such as mergers, acquisitions, or joint ventures. 5. Serves as the company's representative to the board of directors, shareholders, employees, customers, the government, and the public. 6. Performs other related duties to benefit the mission of the organization.



Increase Alpha

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Mar 2010 - Mar 2012



Genpact

• United States
• Business Consulting and Services
• 700 & Above Employee

• Vice President

  • Mar 2009 - Mar 2010

  Originated underwrote and closed private equity sponsored healthcare mergers/acquisitions and leveraged buy-out transactions in the upper middle and Fortune 500 market. Focused on building relationships with private equity sponsors and strategic buyers. Led team of deal analysts and associates. Originated underwrote and closed private equity sponsored healthcare mergers/acquisitions and leveraged buy-out transactions in the upper middle and Fortune 500 market. Focused on building relationships with private equity sponsors and strategic buyers. Led team of deal analysts and associates.



Siemens

• Germany
• Automation Machinery Manufacturing
• 700 & Above Employee

• Director

  • Feb 2008 - Mar 2010

  Originated, underwrote and closed private equity sponsored healthcare mergers/acquisitions and leveraged buy-out transactions in the middle and upper middle market. Focused on building relationships with private equity sponsors and strategic buyers. Managed team of deal analysts and associates. Originated, underwrote and closed private equity sponsored healthcare mergers/acquisitions and leveraged buy-out transactions in the middle and upper middle market. Focused on building relationships with private equity sponsors and strategic buyers. Managed team of deal analysts and associates.



CapitalSource

• United States
• Financial Services
• 200 - 300 Employee

• Senior Vice President

  • Mar 2007 - Feb 2008

  Originated underwrote and closed private equity sponsored healthcare mergers/acquisitions and leveraged buy-out transactions. Focused on building relationships with private equity sponsors and strategic buyers. Managed team of deal analysts and associates. Originated underwrote and closed private equity sponsored healthcare mergers/acquisitions and leveraged buy-out transactions. Focused on building relationships with private equity sponsors and strategic buyers. Managed team of deal analysts and associates.



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Oct 1997 - May 2006

  • Responsible for originating, modeling and structuring private equity and debt investments in healthcare services firms & financial institutions. • Served as “trusted advisor” to client companies seeking M&A buy side & sell side advice. • Performed comprehensive M&A analysis, including accretion/dilution, valuations and combination roll up analysis. • Created and led a marketing team of 9 professionals who assisted with business development. • Developed syndicate/participant relationships with partnered lenders. • Notable accomplishments include: Originated and executed $100 million dollar investment in HCA “going private” transaction. Originated and executed HCA going private transaction. Top producer in our group of 5 during my tenure.