About
Experienced healthcare and technology industry professional with a deep and diverse skill set in strategy, operations, finance, capital markets and investing through various positions in investment banking and strategy consulting.
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Work experience
- May 2023 – present
Freedaprint
Co-Founder - Head of Business Development and M&A - September 2015 – present
Altitude Capital Partners
Consultant, Special Advisor and Investor• Advise companies and private equity firms on strategic alternatives, growth strategy, investments/M&A, operational assessments, etc. • Perform financial, operational and commercial due diligence for potential investments, acquisitions, divestures and on-going strategy • Provide customized solutions and deliverables for senior leadership, board of directors, and investors • Opportunistic investor in unique platforms and startups providing corporate, strategic, financial and operations guidance - March 2020 – January 2024
CPSI
Head of Corporate Development / M&A / Strategic PartnershipsLead corporate development, M&A and Strategic Partnerships activity to develop and support CPSI’s overall strategy. CPSI is a leading provider of healthcare solutions and services for community hospitals, their clinics and post-acute care facilities. Founded in 1979, CPSI is the parent of four companies – Evident, LLC, American HealthTech, Inc., TruBridge, LLC and Get Real Health. Our combined companies are focused on helping improve the health of the communities we serve, connecting communities for a better patient care experience, and improving the financial operations of our customers. - June 2011 – August 2015
Ernst & Young Capital Advisors
Vice President - Healthcare Investment Banking and Strategic Advisory• Advise on buy-side/sell-side M&A transactions and strategic advisory for healthcare companies globally • Collaborate and consult on growth strategy to companies looking to expand, diversify or enter the Healthcare industry, including new product / business line development strategy, asset evaluation / re-purposing analysis, growth and value pathways and acquisition screening • Led over 400 healthcare industry insights, trends and strategy meetings with both corporate and financial investors to gain intelligence and advise current and potential clients on strategic alternatives • Responsible for subsector coverage contributing to sourcing process while developing relationships with CEOs and CFOs at numerous healthcare companies • Contribute to the firm’s cross-selling efforts helping to win multi-disciplinary strategy and diligence projects - June 2010 – May 2011
Credit Suisse
Associate, Healthcare Investment Banking• Created M&A, financing and strategic alternative pitches for healthcare companies and financial sponsors detailing key transaction metrics, optimal leverage and capital structure, returns and industry outlook • Supported the deal origination and sponsor coverage effort by regularly evaluating opportunities with senior bankers • Developed detailed financial models to drive complex M&A, financing and equity structures - October 2009 – May 2010
UBS Investment Bank
Associate, Financial Sponsors & Leveraged Finance• Led the internal credit process including in-depth due diligence, modeling and multi-committee credit approval • Analyzed key clients credit documentation for potential limitations for capital restructuring / refinancing pitches • Aided in the negotiations of Description of Notes and other Offer Memorandum documentation - June 2006 – October 2009
CIT Group, Healthcare Investment Banking
Associate• Led the internal credit process including in-depth due diligence, modeling and multi-committee credit approval • Analyzed key clients credit documentation for potential limitations for capital restructuring / refinancing pitches • Aided in the negotiations of Description of Notes and other Offer Memorandum documentation
Education
- 2002 – 2006
Boston University - School of Management
Bachelor of Business Administration (BBA), Finance, General