Experience

Align Business Advisory Services

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • May 2023 - Present

• Senior Associate

  • Jul 2021 - May 2023

  Align was founded with a mission to break the mold of the traditional M&A advisory firm. Most investment banking firms or consultancies won’t even look at deals for companies with less than $100M in revenue - they deem them too small for the effort. And those that might take a deal, treat it like a commodity. Merely an asset to trade to the first bidder only to benefit themselves - certainly not aligned with your needs and motivations.Align takes the opposite approach. We’re a team of former business owners, operators, and executives who leverage our experience and our extensive network to maximize the value of our clients’ business. We bring Wall Street resources to the lower-middle-market. We know where you have been, and where you want to go, because we have been there ourselves. Our expertise and strategic service approach will generate significant enterprise value for your business - we guarantee it. Show less



Cross Keys Capital, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Associate

  • Jan 2018 - Jul 2021

  Specializing in healthcare related M&A transactions. Anesthesia Ophthalmology Optometry Pediatrics Radiology Surgery Other Specialties Healthcare Technology Medical Coding / Billing Specializing in healthcare related M&A transactions. Anesthesia Ophthalmology Optometry Pediatrics Radiology Surgery Other Specialties Healthcare Technology Medical Coding / Billing



AutoNation

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Sr. Corporate Development Analyst

  • Nov 2016 - Dec 2017

  M&A Divestitures Valuation Due Diligence M&A Divestitures Valuation Due Diligence



Cross Country Healthcare

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Senior Financial Analyst

  • Dec 2015 - Nov 2016

  M&A, Corporate Finance, FP&A M&A, Corporate Finance, FP&A



Mednax, National Medical Group

• United States
• Hospitals and Health Care
• 700 & Above Employee

• M&A Analyst

  • Jun 2013 - Dec 2015

  Mergers & Acquisitions Financial Modeling Due Diligence Mergers & Acquisitions Financial Modeling Due Diligence



Liberty Medical LLC

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Revenue Strategy and Analytics Manager

  • May 2013 - Jun 2013



Liberty Medical LLC

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Financial Analyst

  • Jun 2011 - Jul 2012



KontactIntelligence, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Financial Analyst Intern

  • May 2011 - Jun 2011

  • Brainstormed new product pricing points and features • Created a product pricing model using scenario analysis • Trained upper management to both understand and quickly update new pricing model • Brainstormed new product pricing points and features • Created a product pricing model using scenario analysis • Trained upper management to both understand and quickly update new pricing model



Student Investment Fund

• Equity Analyst

  • Aug 2010 - Apr 2011

  Helped manage fund with capital in excess of $1 million Acquired advanced knowledge of firm valuation Forecasted Macroeconomic conditions as part of Risk Management analysis Helped manage fund with capital in excess of $1 million Acquired advanced knowledge of firm valuation Forecasted Macroeconomic conditions as part of Risk Management analysis



Seven Hills LLC

• Research Analyst

  • Oct 2010 - Jan 2011

  Calculated trends and demographics in national and regional business industry sectors Traversed multiple databases and compiled information into a single organized talking document Assisted in building a business plan for a client with completed research Calculated trends and demographics in national and regional business industry sectors Traversed multiple databases and compiled information into a single organized talking document Assisted in building a business plan for a client with completed research



Clements Financial Services

• Intern

  • May 2009 - Aug 2009

  Organized an H.D. Vest Chapter meeting for 25 registered representatives Observed numerous financial planning meetings with clients Conducted avid research on financial instruments and growing firms Acquired the ability to use Microsoft Excel as an advanced financial tool Scheduled quarterly appointments with all clients Participated in educational discussions based on weekly financial journals Organized an H.D. Vest Chapter meeting for 25 registered representatives Observed numerous financial planning meetings with clients Conducted avid research on financial instruments and growing firms Acquired the ability to use Microsoft Excel as an advanced financial tool Scheduled quarterly appointments with all clients Participated in educational discussions based on weekly financial journals