Lead corporate finance department for private equity-backed diversified B2B company comprised of technology, advisory, trade show, events, and digital media businesses. Hands-on role responsible for financial reporting, lender covenant compliance, financial modeling, cash flow forecasting, budgeting, incentive compensation, and board reporting. Successful track record across various M&A and restructuring transactions. Winsight is the parent company to Technomic Inc, the National Restaurant Association Annual Show, Restaurant Leadership Conference, FSTEC, Restaurant Business, and various other brands. The company was acquired by Informa PLC (LSE: INF) in May 2023.

Financial consultant to multiple private equity and healthcare investors. Financial operations at PBM/GPO.

Direct and execute acquisition and divestiture activities, venture capital investments, and various corporate finance roles across several privately held healthcare companies. FP&A and project management at various portfolio companies. C-Suite and BOD presentations.www.accountablehealth.com

Strategic analysis, financial modeling and due diligence services on acquisition targets. Clients include Precision for Medicine and Witt O’Brien’s.

Led financial due diligence on companies in the pharmaceutical services sector. Involved in all stages of the deal process from identification to post-close activities. – Executed a dozen acquisitions, managing deal process and cross-functional teams– Built Excel-based models for valuation, budgeting, restructuring and revenue recognition– Developed deal structure and negotiated key financial-related items for purchase agreements– Worked with portfolio companies on business analyses and staffing modelsCorporate development, M&A due diligence, financial modeling, deal process management, valuation, target identification, deal structuring

Investment banking M&A generalist

Boutique middle market investment bank

$150 million venture capital fund