Functional Skills

Business Unit Strategy
Product Strategy
M&A Support
Market Research
Financial Due Diligence

Sector Experience

Business Services
Healthcare
Industrials
Social & Public Sector
Bulge Bracket Investment Banks
Fortune 500

Experience

iN2L Corporate Strategy & Development
Strategy and Product Management Consultant
9/2020 - 1/2021
Providing growth strategy consulting services and product management support for a leading digital SaaS and managed hardware company focused on engagement solutions for seniors, family caregivers, and senior living communities.
Savoia Capital Partners Finance
Founder & Principal
4/2017 - 6/2020
Founded an entrepreneurial investment partnership focused on identifying, acquiring, and actively operating a single lower middle-market company located in the U.S. or Canada with revenues ranging between $5 to $65M. Principally focused on acquisition opportunities within the health care services & IT, education & learning, and business services sectors.
The Advisory Board Corporate Strategy & Development
Associate Principal, Corporate Strategy & New Product Development
4/2014 - 4/2017
Best practice research, technology, and consulting firm focused on improving the performance of global health care organizations. Team responsible for defining firm growth strategy and driving new product development organically and via partnerships & acquisitions.
General Electric Operations
Global Product Manager
10/2012 - 12/2013
Led upstream product development activities for creation of new $40M “standardized” lightweight locomotive to reach rail and mining customers in growing but fragmented emerging markets across Southeast Asia, Sub-Saharan Africa, and South America
General Electric Corporate Strategy & Development
Consultant
12/2010 - 10/2012
Commercial strategy and execution team focused on accelerating growth across GE’s global industrial units through direct sales, marketing, and operational initiatives. Led 5-member, global cross-functional team in defining key product requirements and business case for GE’s expansion in the distributed power industry.
Partnership Fund for New York City Finance
Senior Associate
4/2006 - 8/2008
Led evaluation of investment opportunities for $115M private venture fund with a civic mission. Structured over $12M in new principal investments. Assisted in the development of nine portfolio companies including working with senior management to review financial performance, develop growth strategies, and secure follow-on financing.
Bank of America Finance
Senior Analyst
6/2002 - 11/2005
Senior Analyst, European Healthcare Investment Banking
Analyst, Syndicated & Leveraged Finance
- Advised clients in evaluating mergers, acquisitions, divestitures, restructurings, and capital raising opportunities. Conducted research, performed due diligence, and built pro-forma financial and valuation analyses to support transactions and advisory services.