Partner with lower middle-market companies to provide strategic financial and operational improvement consulting to deliver strategic growth furthering market penetration and expansion while implementing budgeting, forecasting and reporting systems

Prepare investor pitch books and serve principal role in fundraising efforts to secure optimal mix of growth capital between debt and equity financing

Leverage operating experience to diversify revenue streams and develop scalable processes

Principally involved in identifying, negotiating, structuring and executing impact investments through equity and debt deals in lower middle market companies across various sectors including healthcare, professional services and technology.

For Harvard Med Sch funded start-up, developed formal business plan and built comprehensive operating model consisting of multiple revenue streams to drive top-line growth to $1.4M

Developed product and pricing matrix for 140+ medical accreditation courses to deliver 15-20% increased net margin on revenue of $29.1M

Managed cross-functional team and created dynamic financial model to determine optimal mix of external funding for PhD students on the front lines of principal research labs

Managed day-to-day operations of data analytics and software visualization start-up to positive cash flow by leading sales, corporate strategy and contributing to SaaS product development and testing

Increased pre-money valuation by 62% by executing business transformation strategy away from project-based to recurring revenue model that expanded addressable market to win clients Biogen and USAID

Created business plan and led fundraising process to secure early stage capital

For private equity portfolio company, conducted acquisition analyses to execute three bolt-on acquisitions totaling $122M. Built pro forma merger models assessing revenue/cost synergies, led due diligence, performed valuations, and managed post-merger integration

Managed complex projects to establish new finance and accounting architecture as part of $1B divestiture

Led cross-functional team to implement customized revenue management system achieving 45% reduction in staff effort

Originated growth equity and leveraged buyout deals of middle-market companies in financial services, technology and healthcare

Independently sourced $18M bolt-on acquisition, negotiated deal terms, and engaged 400+ companies generating 15 active deals

Conducted rigorous financial and operational due diligence, built comprehensive financial models and performed valuations using discounted cash flow, precedent transactions and comparable company analyses

Identified acquisition targets with revenues ranging from $500M to $3B and established framework for evaluating financial and market risk correlated to product and geographic concentration of merged company

Developed template merger model to perform valuation analyses, assess operating synergies, and acquisition financing alternatives