Functional Skills
Financial Due Diligence
Financial Modeling
Product Development
Accounting
M&A Support
Software Skills
AWS
GitHub
Jira
SQL
XML
Sector Experience
Consumer Goods
Financial Services
Healthcare
Technology
Travel & Hospitality
Experience
PressBeyond
Start-Up
Founder
3/2023 - Present
https://www.pressbeyond.com/
PressBeyond (“PB”) is a content-driven discovery & booking app for the global higher-end hotel market.
• Originated concept and devised the app’s fundamental components and logical relationships that brought those pieces together
• Led product development with offshore development team, the result of which was a successful App Store launch nine (9) months after commencing development work
• Obtained access to and led integration processes for all third-party API services used by PB including the Amadeus GDS, which supports the app’s hotel booking engine
• Re-presented and re-constructed imagery and metadata for all hotels included in the app to achieve levels of data consistency and clarity not available on any other travel platform
• Actively leading the Company’s marketing and fundraising efforts
PressBeyond (“PB”) is a content-driven discovery & booking app for the global higher-end hotel market.
• Originated concept and devised the app’s fundamental components and logical relationships that brought those pieces together
• Led product development with offshore development team, the result of which was a successful App Store launch nine (9) months after commencing development work
• Obtained access to and led integration processes for all third-party API services used by PB including the Amadeus GDS, which supports the app’s hotel booking engine
• Re-presented and re-constructed imagery and metadata for all hotels included in the app to achieve levels of data consistency and clarity not available on any other travel platform
• Actively leading the Company’s marketing and fundraising efforts
Orthopedic Care Partners
Finance
Vice President, Finance & Analytics
7/2020 - 2/2023
Orthopedic Care Partners (“OCP”) is a portfolio company of Varsity Healthcare Partners and is a leading provider of complete musculoskeletal care operating across 4 states with 110+ surgeons.
• Led sell-side financial due diligence for platform; constructed all financial and operating schedules and ran point on related dialogue with buyers. Built full roll-up model utilized in process that incorporated each physician’s unique revenue and cost allocation rules, along with individualized compensation arrangements
• Led the Company’s annual budget processes: interfaced with practice leads to understand physician-level volume expectations, and then built the supporting models that informed the board-approved budget
• Compiled monthly management discussion & analysis materials and supporting schedules; actively involved in related discussions
• Led sell-side financial due diligence for platform; constructed all financial and operating schedules and ran point on related dialogue with buyers. Built full roll-up model utilized in process that incorporated each physician’s unique revenue and cost allocation rules, along with individualized compensation arrangements
• Led the Company’s annual budget processes: interfaced with practice leads to understand physician-level volume expectations, and then built the supporting models that informed the board-approved budget
• Compiled monthly management discussion & analysis materials and supporting schedules; actively involved in related discussions
Varsity Healthcare Partners
Finance
Private Equity Associate
7/2018 - 6/2020
Key transactions:
• Recapitalization of The Steadman Clinic, a world-renowned orthopedic and sports medicine practice
• Recapitalization of Probo Medical, the largest vertically integrated dealer and repair provider of ultrasound probes in the U.S.
• Recapitalization of The Steadman Clinic, a world-renowned orthopedic and sports medicine practice
• Recapitalization of Probo Medical, the largest vertically integrated dealer and repair provider of ultrasound probes in the U.S.
Raymond James & Associates
Finance
Senior Investment Banking Analyst
7/2015 - 6/2018
Key transactions:
• Sale of Avella Specialty Pharmacy, the largest independent specialty pharmacy platform in the U.S., to Optum
• Sale of two Jacksonville-based anesthesia physician practices to Welsh Carson-backed U.S. Anesthesia Partners
• Sale of Avella Specialty Pharmacy, the largest independent specialty pharmacy platform in the U.S., to Optum
• Sale of two Jacksonville-based anesthesia physician practices to Welsh Carson-backed U.S. Anesthesia Partners