• Digital Health coverage team associate performing analysis and execution of M&A, capital markets transactions and strategic advisory opportunities
• Advise and connect management teams of publicly traded and privately held companies with qualified, potential investors and acquirers
• Orchestrate, manage and train the junior team throughout the preparation of deal and non-deal related marketing materials and financial models
• Identify middle-market prospects, cultivate relationships with management teams and lead business development conversations
• Select Transaction Experience:
● $28M Majority Recapitalization of CortiCare, Inc. by 1315 Capital (Closed Remote Monitoring Exclusive Financial Advisor)
• Initially collected offers undervaluing the business and advised CortiCare to reject these offers, focus on operations, enhance EBITDA and re-market the business in ~12 months; the re-marketing process achieved a 40% valuation increase

• Reported directly to the Censis CFO and prepared all periodic financial reports required by the parent company, Fortive [NYSE: FTV]
• Collaborated with Fortive Corporate Development to identify and execute M&A opportunities and strategic growth initiatives

• Healthcare Services and IT coverage team analyst providing sell-side and buy-side M&A and capital raising advisory services
• Participated in all aspects of transactions from initial business development through transaction closing
• Select Transaction Experience:
● $41M Acquisition of CareCloud Corporation by MTBC, Inc. [NASDAQ: CCLD] (Closed Provider Technology Exclusive Financial Advisor)
• Constructed the financial model, composed the marketing materials, drafted process letters, formed a potential buyers list, responded to due diligence requests and created a proceeds model
● $355M IPO by Livongo Health, Inc. [NASDAQ: LVGO] (Closed Chronic Care Co-Manager)
● $21M Acquisition of Rical LLC ("RotoGrinders") by Better Collective [STO: BETCO] (Closed Digital Gaming Exclusive Financial Advisor)
• Modified the financial model, managed due diligence and created a flow of funds statement for closing

• Underwrote and structured debt transactions for middle market companies generating $5M - $250M in revenues
• Composed and compiled credit analysis, formal approval packages and loan documentation for acquisition financings and CAPEX

• Produced P&L analysis and other trade support functions for the Global Equity Derivatives trading desk
• Monitored trade clearing activity and performed controls to mitigate counterparty risk
• Responsible for the monitoring of all securities subject to UBS possession and control