Advise and assist the PE firms' portfolio companies on executing best practices in a variety of areas, including:
• Support execution of add-on acquisitions, including sourcing, screening, due diligence, and integration
o Develop and execute integration of acquisitions across all functions
• Coordinate strategic planning with portfolio company management in line with companies' growth objectives and transaction goals
• Lead value creation plans and initiatives within portfolio companies
• Advise and lead evaluation, selection, and implementation of technology solutions
• Develop and optimize operations, sales force effectiveness, and pricing discipline
• Drive other initiatives to improve performance of portfolio companies, including budgeting, monthly/quarterly portfolio reporting, IT and infrastructure projects, and other activities

• Built a team to source, evaluate, negotiate, execute, and integrate women's health practices and technology businesses; developed a proprietary pipeline representing $300M in deal value
• Successfully executed 5 transactions, creating ~$74M in enterprise value
• Developed internal financial and operating infrastructure to enable integration and scale
PRIVATE EQUITY FINANCE LEADER M&A
● • Served as interim head of operations during the COVID-19 crisis; collaborated with clinical leadership, large payors, and local health officials to mobilize Advantia's response and manage financials to keep the business liquid
• Expertise in commercial payor negotiations and Medicaid relationships
• Led initiative test innovation of women and children's primary care for world's largest retailer

• Founded and led the Private Equity division, bringing cross-functional expertise to portfolio companies, specializing in healthcare, technology, and business services
• Advised numerous financial sponsors and their portfolio companies in growth strategy, financial infrastructure, and M&A execution and integration
• Over $3B in successful deals
• Managed the practice to triple-digit revenue growth and successful exit
• Led and advised 11 successful IPOs, raising over $1.3B; including building financial and operating infrastructure for success post-IPO
• Promoted quickly and supported the firm's national expansion and successful sale in August 2019
• Regular contributor to leading financial publications; nominated to Consulting Magazine's 35 Under 35

• Managed financial statement audits, attestations, and compliance audits for public and private companies and institutions in healthcare, technology, financial services, government contracting, and higher