• Owner of a dental support organization focused on enabling access to dental care primarily to the geriatric community
• Provides non-clinical support to practices including marketing, mobile equipment, logistics, HR and recruitment, finance and accounting, compliance, and tax services

• Associate at a lower middle market private equity firm investing in companies up to $250M in revenue with a focus on distressed and special situations
• Responsible for sourcing deals, financial modeling, market research, and due diligence of potential acquisitions
• Prepare investment committee materials for potential investments that include financial analysis, market research, due diligence findings, and returns analysis
• Collaborate and negotiate with various types of lenders

• Analyst at a power and midstream private equity firm with more than $3.8 billion of assets under management
• Conducted financial and commercial due diligence of midstream businesses
• Created detailed financial models integrating DCFs, LBOs, IPOs, sensitivity and scenario analyses, and other valuation methods
• Prepared quarterly fair market value valuations for active investments
• Interpreted and analyzed midstream market trends to identify emerging opportunities for investment