Provided various consulting services to healthcare clients, specializing in corporate development and strategic initiatives. Engagements involved corporate development and capital raising efforts for multiple start-up organizations, including: Arete Health, a planned multi-state healthcare company operating acute care hospitals and related businesses formed by a contingent of former LifePoint Health executives; Ascend Medical Holdings, a planned private real estate investment trust (REIT) focused on the acute care hospital sector; and Endodontic Practice Partners, a newly formed partnership of endodontic practices.

Facilitated the execution of transactions involving approximately $3 billion in new revenue during tenure with the company. Devised and implemented strategic growth strategies laying foundation for immediate and long-range organizational development. Assessed potential and risk of new acquisitions as well as joint ventures and divestitures. Drafted proposals and related materials, liaising with financial reporting and valuation teams to identify key transaction terms. Oversaw transaction processes related to financial, regulatory, and legal compliance considerations, and coordinated execution of final purchase agreements and schedules. Arranged fair market valuations on compensation, assets, and real property, and presented findings to executive managers and other internal approval authorities. Drafted due diligence reports and followed through to ensure remediation of issues in financial models and purchase agreements.

Served institutional investor client base as a healthcare services sector equity research analyst, specializing in facility-based providers – hospitals (short and long-term acute, behavioral, and inpatient rehabilitation), ambulatory surgery centers, dialysis clinics, senior living and skilled nursing facilities, among others. Analyzed and forecasted operational and financial performance of companies under coverage. Identified and reported on economic and industry trends. Tracked reimbursement changes across various healthcare subsectors.

LBMC Healthcare Group, LLC was the healthcare consulting arm of regional accounting firm Lattimore, Black, Morgan & Cain, P.C. (LBMC).Developed financial models, including debt capacity studies, financial forecasts, service line profitability analyses and business valuations. Performed financial due diligence for mergers and acquisitions involving multi-facility healthcare organizations. Assisted with revenue cycle assessments and the development/implementation of process improvement strategies for hospitals.

Pine Creek Healthcare Capital, LLC was a private equity backed healthcare financing company.Conducted financial and operational due diligence combined with service area market research on not-for-profit critical access hospital applicants. Contributed to the development of a credit mapping process that was used by Moody’s Investors Service and Fitch Ratings to assign “shadow ratings” to credit applicants.

Developed a contract modeling process that illustrated the financial impact of new managed care rate structures. Performed monthly, quarterly and ad hoc financial reporting to support the company’s contracting efforts with managed care providers. Maintained the managed care database by coordinating monthly data loads and performing quality assurance testing. Coordinated Structured Query Language (SQL) training classes for department employees and field analysts and served as department lead in the training and mentoring of new analysts.