Sector Experience

Healthcare
Transportation & Logistics

Experience

Formation Capital Other
Senior Vice President
10/2017 - 3/2020
Source, evaluate, structure, execute and monitor platform investments in healthcare services
Capstone Logistics Finance
Senior Vice President Finance / Chief Financial Officer
5/2012 - 10/2017
 Member of Senior Team, reported to CEO; responsible for financial reporting (internal, BOD, lenders), accounting, analysis, budgeting, treasury, P&C insurance, acquisitions and integration
 Transactions: Leveraged Recap 3/13; Company Sale 8/14; Leveraged Recap (syndicated, rated financing) 10/14; Acquisition of Pinnacle Workforce Logistics (largest competitor) and related financing 6/15; Acquisition of Best Loading Service 4
MBF Healthcare Partners Other
Director
4/2006 - 10/2008
Source, evaluate, structure, execute and monitor platform investments in healthcare services