IHH provides interim Chief of Staff and interim executive services to PE-backed management teams and small business owners.
• Served as Interim CEO during a leadership transition. Sharpened company focus areas and led executive team with 6 direct reports. Ensured no disruption with external business partners and no voluntary employee turnover. Strengthened departments by migrating to a new IT provider and hired a new HR manager.
• Served as Interim Director of Revenue Cycle Management by leading a large project to improve collections. Aged accounts receivable reduced by $7M, monthly cash flow flipped from negative to positive, created new reporting to manage AR weekly.
• Served as Interim Director of Compliance. Launched an internal Compliance Committee with new processes and communications to manage payor contracts, business licenses, and HR policies.

Long-term holding company that acquires and manages a network of ERP software consulting companies.
• Launched the holding company and established all core functions including accounting, payroll, banking, and IT.
• Grew the company by $10M in EBITDA through four acquisitions. Led operational due diligence for each acquisition.
• Responsible for $50M P&L. Operating company EBITDA grew 15%+ annually primarily through top-line revenue growth.
• Led the Board of Directors for each acquired company; established company goals and management incentives, evaluated annual budgets, led monthly financial review meetings, coordinated strategic growth initiatives.
• Hired and coached Group Controller and Director of People Operations to support initiatives at our operating companies.
• Achieved investors' 5-year growth goals in under two years.

SAP Business One partner providing ERP software implementation and consulting services. Acquired by Deca Development Group.
• Responsible for Finance, People, and Operations; partnered with the company's Founder to transition for her retirement.
• Implemented the company's first budget; providing strategic visibility to grow EBITDA from $1.4M to $2.5M organically.
• Improved recruiting, established annual career check-ins, started eNPS surveys, maintained employee turnover below 5%.
• Hired a Controller, three consultants, a product owner, and a new CEO to replace myself and the Founder.

Private equity firm investing in growth-stage healthcare services and healthcare technology businesses.
• Developed the investment thesis, conducted due diligence, and led the acquisition of three healthcare companies representing ~$300M of equity capital invested from a $1 billion fund.
• Managed equity co-invest programs and partnered with lenders to secure an additional $200M in funding for future growth.
• Selected and implemented a CRM system to manage prospective deal leads, increasing the deal pipeline by ~1,500 companies.
• Coordinated a consulting engagement to identify $500,000 in annual shipping cost savings across three portfolio companies.

M&A and strategic advisory services for large cap Technology, Media, & Telecommunications clients.
• Performed valuation analysis for the Weather Company's Product & Technology division that was acquired by IBM.
• Responsible for pitching emerging millennial-focused media acquisition opportunities to Fortune 500 company leadership.