Functional Skills
Commercial Due Diligence
Financial Planning & Analysis (FP&A)
Market Research
Private Equity Investing
Revenue Cycle Optimization
Secondary Research
Software Skills
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Sector Experience
Aerospace & Defense
Business Services
Financial Services
Healthcare
Industrials
Languages
English
Zulu
Experience
ARIETIS HEALTH, (Long-Term Capital Backed Healthcare Technology Startup)
Management Consulting
Vice President of Client Services
7/2020 - 5/2023
Arietis is a fast-growing, tech-enabled revenue cycle management ("RCM") platform focusing on PE-owned physician practices
Started as employee #2 at the company who did a little bit of everything; Currently focus on strategic revenue analysis of large customers ($40mm-$700mm in annual sales) identifying opportunities for increased revenue and control of unnecessary expense
Provided counsel to my clients’ senior leadership on opportunities for sustained operational growth via improved collection on their cashflow; Generated incremental revenue of $7mm in year 1 and 27mm in year 2 for my largest client ($500mm total book)
Started as employee #2 at the company who did a little bit of everything; Currently focus on strategic revenue analysis of large customers ($40mm-$700mm in annual sales) identifying opportunities for increased revenue and control of unnecessary expense
Provided counsel to my clients’ senior leadership on opportunities for sustained operational growth via improved collection on their cashflow; Generated incremental revenue of $7mm in year 1 and 27mm in year 2 for my largest client ($500mm total book)
THE CRANEMERE GROUP
Finance
Investment Associate
3/2018 - 6/2020
•Sourced, performed due diligence on and executed middle-market transactions ($100mm-1bn in revenue, $20-100mm in EBITDA)
•Built and maintained acquisition models, reviewing and incorporating as needed the feedback from our acquisition consultants
•Performed "top-down" market research on attractive sectors for investment as needed
•Supported operating company portfolio with primary and secondary research, analytical support (as needed) and add on M&A
SelectedTransaction Experience
Acquisitionof NorthStar Anesthesia, a top 5 anesthesiology staffing consolidator in the US
•Performed due diligence and executed the acquisition of the largest anesthesiology staffing consolidator in rural markets of the United States
•Analyzed revenue expansion and cost elimination opportunities to drive operating case decision-making
•Coordinated third-party diligence service providers including legal, accounting, tax, environmental and M&A teams
•Owned and updated the acquisition model post-close,
•Built and maintained acquisition models, reviewing and incorporating as needed the feedback from our acquisition consultants
•Performed "top-down" market research on attractive sectors for investment as needed
•Supported operating company portfolio with primary and secondary research, analytical support (as needed) and add on M&A
SelectedTransaction Experience
Acquisitionof NorthStar Anesthesia, a top 5 anesthesiology staffing consolidator in the US
•Performed due diligence and executed the acquisition of the largest anesthesiology staffing consolidator in rural markets of the United States
•Analyzed revenue expansion and cost elimination opportunities to drive operating case decision-making
•Coordinated third-party diligence service providers including legal, accounting, tax, environmental and M&A teams
•Owned and updated the acquisition model post-close,
McKinsey&Company
Management Consulting
Senior Business Analyst –Private Equity Practice Focus
7/2014 - 3/2018
•Worked on 12+ due diligence engagements to validate the strategic merits of client transactions
•Ran expert interviews and built market models (to track market evolution over time)
•Presented findings, recommendations and actions plans to both our internal leadership team and to clients
SelectedCase Experience
Aerospaceand defense private equity fund – aircraft component manufacturer commercial and operational due diligence
•Commercial due diligence
▪Size the market for the component based on new deliveries, retirements and the install base of aircraft by platform
▪Validated the estimates through insights from 10 expert interviews
▪Defended the strategic merits of the transaction on behalf of the client (the fund) in discussions with lenders
•Operational diligence
▪Traveled to 2 of the target's manufacturing sites to determine the quality of its manufacturing assets
▪Assessed the competence of factory management in in-person interviews
•Ran expert interviews and built market models (to track market evolution over time)
•Presented findings, recommendations and actions plans to both our internal leadership team and to clients
SelectedCase Experience
Aerospaceand defense private equity fund – aircraft component manufacturer commercial and operational due diligence
•Commercial due diligence
▪Size the market for the component based on new deliveries, retirements and the install base of aircraft by platform
▪Validated the estimates through insights from 10 expert interviews
▪Defended the strategic merits of the transaction on behalf of the client (the fund) in discussions with lenders
•Operational diligence
▪Traveled to 2 of the target's manufacturing sites to determine the quality of its manufacturing assets
▪Assessed the competence of factory management in in-person interviews