- Conducted all financial analysis, valuation, due diligence, and documentation Provided marketing, business development, and transactional support to the
- Focused on deals in the assisted living, independent living, and skilled nursing segments of seniors housing
• Involved in all aspects of the business including marketing, operations, budgeting, client relations, and deal execution
• Responsible for vital aspects of several transactions, ranging in size from $10M to over $75M

- Leading business development and execution through all stages of an engagement
- Providing financial analysis, document preparation, and presentation support to advisors.
- Corporate client base has ranged from individual entrepreneurs to $100M
corporations; established professional referral sources nationwide
- Completed advisory/consulting engagements including M&A assignments, capital raising, business/financial planning, and business growth & profitability initiatives

- Led business development efforts and execution of a wide range of advisory services, including valuation, strategic consulting, capital raising, and M&A engagements
- Supervised all engagement activities including preparation of presentation materials, offering documents, due diligence, and financial models

- Sourced and executed private equity investments in growth stage companies, primarily in the IT software/services sector
- Identified/evaluated investment opportunities and executed transactions all the way through negotiating terms and closing.

- Executed capital raising and M&A transactions in consumer/retail and industrial sectors, ranging in size from $50M to well over $1B
- Worked in M&A business development and helped establish new relationships with smaller companies in the consumer products sector