Functional Skills

Corporate Finance
Divestitures
Financial Due Diligence
Financial Modeling
M&A Deal Sourcing
M&A Support
M&A Transaction Readiness
Marketing Operations
Operational Efficiency
Portfolio Optimization
Post-Merger Integration
Process Design / Re-engineering
Process Improvements
Visual Design

Software Skills

Figma
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Artificial Intelligence
Canva
Content Management Systems (CMS)
Dropbox
MacOS
Microsoft OneDrive
Monday
Outlook
Quickbooks
Salesforce
Smartsheet

Sector Experience

Business Services
Healthcare
Real Estate
Technology

Languages

English
Case Study
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Case Studies

corporateStrategyDevelopment
Subsidiary Viability
Healthcare Business Analysis Corporate Finance Organizational Leadership
corporateStrategyDevelopment
Start-up Viability
Healthcare Business Unit Strategy Financial Modeling Launch Planning & Preparation
financeAccounting
Forensic Accounting
Healthcare Accounting Revenue Cycle Optimization Internal Auditing

Notable Clients

HCA Healthcare
Metropolitan Government of Nashville and Davidson County

Experience

Diversicare Healthcare Services, Inc. Corporate Strategy & Development
Senior Vice President, Strategic Development
2/2020 - 9/2023
Leadership of company-wide M&A, strategy development and innovation. Represented company on professional association committees and in political advocacy.
• Lead all M&A activities for the company, resulting in over $55M in deal volume for 2022. Over $100M in 2023 pipeline with 5 transactions closed.
• Established large network of brokers, lenders, industry experts and other owners and operators providing a growing pipeline of deal volume well into the next several years.
• Evaluate strategic opportunities and consult with ownership and CEO to create sound strategies for targeting acquisitions in new markets, as well as new strategic initiatives and partnerships.
• Developed highly sophisticated acquisition valuation tool streamlining and expediting the process to underwrite potential acquisitions.

Diversicare Healthcare Services, Inc. Corporate Strategy & Development
Vice President, Strategic Programs
11/2017 - 2/2020
Reengineered company-wide managed care and value-based care strategies. Led the redesign of the company’s case management and care coordination models.
• Led a team responsible for negotiating contracts with insurance companies and evaluating financial viability of potential admissions. Increased net income by over $1.3M per year.
• Developed and implemented company strategy for participation in the Texas QIPP program, generating over $6M in additional net income per year.
• Created a model to more efficiently coordinate the overall process of admitting patients, ensuring effective communication with all interdisciplinary team members and increase probability of successful patient discharge back to the community.

LBMC Management Consulting
Senior Manager, Strategic Consultant
10/2016 - 9/2017
Provided analytic and operational guidance for clients to effectively respond to strategic, regulatory and reimbursement challenges. Participated in industry panel discussions and speaking engagements.
• Advised hospital leadership in the development of post-acute care network strategies.
• Led a team of reimbursement consultants on large client engagements covering multiple states, all with differing reimbursement models requiring unique approaches. Personal expertise in proactive reimbursement management led to securing engagements worth over $500k in first 5 months.
• Developed financial model to anticipate Medicaid reimbursement rates based on historical costs. Presented to client leaders in various levels of management regarding their state-specific financial programs and the opportunities these programs offered.
• Participated in client engagements with other firm departments, specifically Litigation and Valuation Services, Audit, and Transaction Advisory Services.

Tennessee Health Management Operations
Vice President and General Manager, TruHealth
9/2013 - 2/2016
Initially engaged as a consultant to develop business model and 5-year strategic plan for THM’s new post-acute focused medical group.
• Advised board of directors on opportunities and risks associated with traditional practice models, and presented an approach that would offer the highest possible chance of success. The board voted to move forward with the project and hired me as the leader to launch and run the new company. Today, this company has become an integral part of AHP’s recent growth, expanding into multiple states, and serving a customer base beyond what was initially only the THM/AHP family of companies.

Providers Dynamic Services/Da Software Start-Up
Founder/Chief Executive Officer
11/2010 - 8/2013
Launched start-up company and raised over $600,000. Developed business model to differentiate services in an industry often considered to be a commodity.
• Successfully grew company from $0 to $400,000 in first year. Implemented marketing plan that brought in 20 new client providers in first 10 months.
• Raised additional capital to purchase Doctors Access intellectual property from bankruptcy court.
• Implemented new customer support and software development programs. Doubled revenue in 3 years to just under $1M and led successful exit yielding over 320% return on invested capital.

Sun Healthcare Group Operations
DIRECTOR OF OPERATIONS, VITAL CARE SERVICES
11/2008 - 12/2010
Led a new business unit for a publicly traded company operating 200+ locations in over 20 states.
• Implemented productivity improvement strategies for Sun’s post-acute focused medical group. Increased annual revenue by $36,000 per provider.
• Presented program to corporate senior management, facility leadership and physicians. Centralized all back-office functions and eliminated excess overhead.
• Implemented new practice model to improve efficiencies and maximize billing opportunities.
• Created a more disciplined billing office with professional personnel, policies, and procedures.
• Developed and presented expansion strategies to senior leadership which increased opportunities in previously unserved markets. Leading up to Sun Healthcare’s sale to Genesis HealthCare, led the exit strategy for the business unit increasing market value and ultimately the sale price of Sun.

Greystone Servicing Corporation Finance
Loan Originator/Underwriter
6/2007 - 4/2008
Grew loan pipeline from $0 to $100M+ in six months. Expanded market into FL, TN, WI, and GA.
• Utilized operational expertise to provide unique approaches to capital restructuring.
• Collaborated and advised firm’s underwriting department to better understand industry-specific elements critical to maximizing value of subject properties.
• Consulted with clients to secure senior living, healthcare and multifamily loans from Federal Housing Administration and Fannie Mae.