Vice President Corporate Development

• May 2023 - Present

Finance Business Partner

• Oct 2021 - May 2023

Investment Banking Advisor

• Apr 2019 - May 2023

Mid-cap investment banking Engaged in market research and data mining to build financial models, pitch book compilation and tear sheets for pharmaceutical, oil midstream and consumer goods industry Actively performing due diligence, financial forecasting, and operational metrics tracking of three financial statements Mid-cap investment banking Engaged in market research and data mining to build financial models, pitch book compilation and tear sheets for pharmaceutical, oil midstream and consumer goods industry Actively performing due diligence, financial forecasting, and operational metrics tracking of three financial statements

Director Corporate Finance & Strategy

• Nov 2019 - Jul 2022

Market-leading provider of women’s health diagnostic tests and innovator of molecular diagnostics products & GI precision medicine Provide strategic analysis and assessments of the industry and competitive landscape to drive the planning process and the evolution of a long-term strategic plan within the biotechnology field Market-leading provider of women’s health diagnostic tests and innovator of molecular diagnostics products & GI precision medicine Provide strategic analysis and assessments of the industry and competitive landscape to drive the planning process and the evolution of a long-term strategic plan within the biotechnology field

Corporate Development Advisor

• Apr 2019 - Oct 2019

Operates hospitals and ambulatory clinics in Latin America Design an international healthcare growth strategy through DENOVOS and acquisitions to increase EBITDA by 200% in 5 yrs Structured a $30M optimal mezzanine and debt financing to lower cost of capital, build a stronger balance sheet that supports a long term growth strategy that maximizes portfolio value Operates hospitals and ambulatory clinics in Latin America Design an international healthcare growth strategy through DENOVOS and acquisitions to increase EBITDA by 200% in 5 yrs Structured a $30M optimal mezzanine and debt financing to lower cost of capital, build a stronger balance sheet that supports a long term growth strategy that maximizes portfolio value

Interim CFO

• Oct 2018 - Oct 2019

Start-up technology company that designs, manufactures, and markets mobile communication and media devices. Implemented financial policies and procedures and built the corporate finance forecast model to show present and future financial condition of the company Designed short-term growth strategy, market segmentation and built KPIs to track performance and areas of opportunity Set up the optimal capital structure to address risk and liquidity needs Start-up technology company that designs, manufactures, and markets mobile communication and media devices. Implemented financial policies and procedures and built the corporate finance forecast model to show present and future financial condition of the company Designed short-term growth strategy, market segmentation and built KPIs to track performance and areas of opportunity Set up the optimal capital structure to address risk and liquidity needs

Interim VP Business and Strategic Financial Analysis

• Sep 2018 - Apr 2019

A Madison Dearborn Partners portfolio company. It is a leader in Mammography and Imaging services Built a consolidated financial model that integrates P&L, balance sheet and cash flow statements that supports long-term planning, valuations and covenant calculations on a proforma TTM basis Partnered with executive team to develop scenario driven analysis models to determine likely financial outcomes, KPIs and prepare materials for BOD’s meetings Provided strategic finance support to Business Development Department by overseeing and coordinating the financial analysis, modeling and accounting support for M&A, JV partnerships and alliances Show less

Director Corporate Development Healthcare

• Oct 2014 - Sep 2018

A former Sterling Partners portfolio company. It operated 90+ free standing emergency rooms and hospitals across the U.S. Identified and evaluated partnership opportunities that improved EBITDA by 25% through market dynamics research, competition, structuring hypotheses, relevant analyses and insights and made recommendations to senior management 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 Show less

Corporate Finance

• Sep 2012 - Sep 2014

A JLL Partners portfolio company. It is a leader in the consumer finance sector. It operates 1,600+ stores across the U.S. Increased 3x company’s portfolio value in two years by leading cross-functional teams to build and implement M&A pipelines, manage due diligence and negotiation process on payday lending transactions A JLL Partners portfolio company. It is a leader in the consumer finance sector. It operates 1,600+ stores across the U.S. Increased 3x company’s portfolio value in two years by leading cross-functional teams to build and implement M&A pipelines, manage due diligence and negotiation process on payday lending transactions

Director Corporate Finance

• Apr 2009 - Aug 2012

A former Ripplewood portfolio company, is one of the largest wholesale bakers and distributors of delivered bread & snack cakes Built 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 Oversaw and evaluated strategic corporate development opportunities to revamp brand value by divesting low margin products and engaging in acquisitions of higher margin gluten-free/higher-fiber/lower-sugar products Show less

Portfolio Management

• Apr 2006 - Dec 2008

Oversaw $300M Private Equity middle market distressed portfolio and implemented tactical asset allocation strategies across multiple sectors to improve risk adjusted returns, outperforming the HFRI Index. Authored investments thesis and executed transactions within healthcare and manufacturing industries, accounting for roughly 20% of the portfolio. Oversaw $300M Private Equity middle market distressed portfolio and implemented tactical asset allocation strategies across multiple sectors to improve risk adjusted returns, outperforming the HFRI Index. Authored investments thesis and executed transactions within healthcare and manufacturing industries, accounting for roughly 20% of the portfolio.

Sr. Financial Analyst

• Sep 2004 - Apr 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 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