Drove financial success by leveraging expertise in financing and accounting, resulting in the identification and financing of over $1 billion in senior secured loans. Conducted comprehensive financial, accounting, & operational due diligence to identify superior loan opportunities and mitigate risks. Performed detailed credit analyses to evaluate the financial health and stability of companies. Evaluated operational efficiency, management teams, and strategic initiatives, providing insights into business sustainability and growth prospects. Within the healthcare industry, assessed reimbursement methodologies, revenue cycle management practices, contractual agreements, and regulatory compliance, ensuring thorough risk assessment and informed financing decisions.

Generated superior, risk-adjusted returns for institutional investors through the identification, analysis, and management of a portfolio comprising broadly syndicated, below investment-grade, senior secured leveraged loans. Employed a combination of top-down and bottom-up fundamental analyses to identify attractive sectors and loan prospects. Conducted detailed financial and accounting due diligence, examining financial statements, credit profile, and business fundamentals. Negotiated and evaluated the terms and structure of loans, including covenants and collateral coverage, to optimize investment outcomes.

Originated and directed corporate restructuring and financial valuation engagements. Implemented comprehensive transformation and turnaround strategies to enhance financial stability and operational efficiency. Conducted detailed financial and operational analyses, identified key drivers of distress, and recommended restructuring measures. Negotiated and implemented favorable debt refinancing agreements. Coordinated cross-functional teams and optimized finance and accounting functions.

Managed financial due diligence and valuation engagements. Sample engagements include:

Managed a comprehensive financial due diligence engagement which assessed the financial health and potential regulatory risks of a leading dialysis company. Provided tailored financial statement, Quality of Earnings, working capital and regulatory analyses that revealed generally sound financials and minimal regulatory issues.
Originated and managed a financial valuation of a large physician practice to ensure regulatory compliance. Provided a clear and defensible, regulatory-compliant, fair market value opinion.