• Directed all aspects of M&A process, including sell-side and buy-side transactions; oversaw due diligence processes; coordinated junior team workflow and development
• Managed transactions for companies valued at $100 - $400 million Enterprise Value, sold to sponsors and strategic buyers
• Led sale processes, developed positioning strategy for strategic and financial sponsor buyers, oversaw creation of marketing materials, built financial projection model by distribution channel with client CFO, and managed process and buyer diligence
• Built financial projection model on a product and category basis alongside client leadership, oversaw CIM creation, and coordinated third-party advisors (consultants, lawyers, due diligence providers)

• Prepared valuation analyses, merger and LBO models, and client presentations for buy-side and sell-side healthcare transactions
• Delivered corporate strategy reports evaluating major trends, challenges, opportunities, and monetization strategies to hospital boards
• Coordinated all aspects of buy-side acquisition including preparation of RFP response, building and updating valuation model, leading due diligence process, and transaction structuring and negotiation, which resulted in execution of definitive agreement
• Evaluated the financial fairness of the $200 million sale of hospital assets and operations

• Conducted corporate strategy and operational engagements focused on hospitals, biopharmaceutical, and insurance companies
• Created growth strategy for a data-enabled drug discovery and development platform
• Quantified addressable market and valued client's annual revenue opportunity ($125 million – $180 million) in five years
• Assessed probability-adjusted net present value of potential royalty arrangements with clinical trial sponsors
• Detailed plan for immuno-oncology product (CAR-T) launch and continued data acquisition

• Built 3 healthcare centers, and performed business unit and operational efficiency analyses as part of strategic growth initiatives