Experience

Transformations Care Network

• United States
• Mental Health Care
• 100 - 200 Employee

• Growth Manager

  • Jan 2022 - Present

  Transformations Care Network is a network of behavioral health clinics across the U.S. with the goal of providing easy access to high quality, outcomes-based mental healthcare. Transformations Care Network is a network of behavioral health clinics across the U.S. with the goal of providing easy access to high quality, outcomes-based mental healthcare.



Webster Equity Partners

• Financial Services
• 1 - 100 Employee

• Private Equity Associate

  • Mar 2021 - Oct 2021

  • Boston-based Private Equity firm focused on healthcare service investments across the U.S. and Canada • Manage portfolio consisting of 4 fertility practices, 1 home health agency and 1 legacy consumer company, helping to monitor current performance, build and assess acquisition pipeline and close 6 tuck-in acquisitions • Lead deal analysis by evaluating services offered, patient base, competition, market trends, revenue, margins, and EBITDA • Develop LBO models for new acquisition opportunities including analyzing capital structures and shareholder returns • Create and present pitch decks for internal investment committee and limited partners outlining specific investment theses as well as both operational and financial value creation strategies • Facilitate the organization and coordination of 10+ working groups to complete the diligence and execution of transactions Show less



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Sep 2019 - Feb 2021

  • Middle market leveraged finance group • Supported the origination, syndication, and execution of leveraged buyouts, recapitalizations, and add-on acquisitions for middle market private equity backed portfolio companies across the U.S. and Canada • Prepared due diligence analyses and financial models to assess risks and mitigants of proposed transactions, analyses including LBO & Enterprise Valuation models, industry forecasts, deleveraging projections, product / SKU data breakdown, customer and supplier detail, technology & software integration strategies, and holistic company trends and plans for growth • Managed 10 portfolio companies within the Food & Consumer, Industrials, Technology & Services, and Healthcare sectors • Relevant transaction experience: Schoeneck Containers, Inc. (LBO), A. Stucki Company (Add-on Acquisition), Aquamar (Recap), Flavor Producers (Recap), TestEquity (Recap) Show less



PNC

• United States
• Financial Services
• 700 & Above Employee

• Corporate & Institutional Banking Analyst

  • Aug 2018 - Sep 2019

  • Underwent a comprehensive credit underwriting and sales development training program, stressing both technical and client-related skills while working on live deals across the Corporate, Middle Market, Public Finance, and Healthcare segments • Participated in 3-month intensive credit training, emphasizing financial accounting, risk analysis, and excel modeling • Underwrote 30+ live deals involving various deal structures (M&A, ESOP, Syndications, & Asset Backed Finance) • Performed due diligence to examine loan structure, free cash flow, leverage, revenue, EBITDA, and enterprise valuations • Ran risk rating models to assess probability of default and loss given default for current and prospective customers Show less