White Oak Healthcare Finance makes senior secured debt and real estate investments in middle market healthcare companies with approximately $3 billion in assets under management. Lead underwriter and portfolio manager of senior secured cash flow debt investments.- Led underwriting and structuring of 12 new debt and equity investments, deploying over $400 million. Funded an additional $100 million in upsize financings. - Co-manage a portfolio of 24 investments with… Show more White Oak Healthcare Finance makes senior secured debt and real estate investments in middle market healthcare companies with approximately $3 billion in assets under management. Lead underwriter and portfolio manager of senior secured cash flow debt investments.- Led underwriting and structuring of 12 new debt and equity investments, deploying over $400 million. Funded an additional $100 million in upsize financings. - Co-manage a portfolio of 24 investments with approximately $650 million outstanding with a team of 5 associate and AVP underwriters. Show less

Providing financial consulting services to lower middle market institutional investors and entrepreneurs. Currently seeking engagement opportunities that can benefit from a professional with a technically trained background and 17 years of investing debt and equity in the lower middle market, including extensive turnaround experience. Service offerings include:Financial Management Services (Startup assistance, Planning and Evaluation, Budgeting, Cost reduction programs, and Interim… Show more Providing financial consulting services to lower middle market institutional investors and entrepreneurs. Currently seeking engagement opportunities that can benefit from a professional with a technically trained background and 17 years of investing debt and equity in the lower middle market, including extensive turnaround experience. Service offerings include:Financial Management Services (Startup assistance, Planning and Evaluation, Budgeting, Cost reduction programs, and Interim CFO services)Valuation Services (Financial modeling, Acquisition due diligence, Sale of business preparation and diligence support, Industry/Competitor analysis, Financing support, Bankruptcy and restructuring assistance)Finance/Accounting Services (Financial analysis, Profitability improvement, Business Decisions – expansion, contraction, improvements, Forecasts and projections, Cash forecasting and cash flow studies) Show less

• Led underwriting and structuring of senior debt, subordinated debt and equity investments over 31 transactions deploying over $231 million across diverse industries. Realizations of realized proprietary deals have a 12.5% IRR and a 1.22x cash-on-cash return.• Acted as the senior deal team member in the workout and sale of a radio broadcaster with interests that were sold in the 600 MHz wireless spectrum auction. The overall investment returned $11.5 million over a series of… Show more • Led underwriting and structuring of senior debt, subordinated debt and equity investments over 31 transactions deploying over $231 million across diverse industries. Realizations of realized proprietary deals have a 12.5% IRR and a 1.22x cash-on-cash return.• Acted as the senior deal team member in the workout and sale of a radio broadcaster with interests that were sold in the 600 MHz wireless spectrum auction. The overall investment returned $11.5 million over a series of transactions culminating in a 1.88x return (or 14% IRR) over nine years. In 2017, made an $800 thousand add-on investment that resulted in a 24% IRR. • Acted as the senior deal team member supporting a Managing Director in the workout and sale of an high purity ingredients maker for the pharmaceutical industry in September 2013, returning $40 million on a $26 million original investment resulting in a 1.6x return (or 11% IRR) over eight years• Acted as the senior deal team member supporting a Managing Director in the workout and sale of an outdoor billboard company in September 2013, returning $18 million on a $14.1 million investment resulting in a 1.3x return (or 4.8% IRR) over five years• In 2016-2017, issued $63 million in new and add-on capital commitments for four companies resulted in $6.3 million in new capital deployed. Show less

Acted as the lead analyst deploying $24.5 million in capital through 5 individual investments involving due diligence, financial analysis, preparation of a detailed financial projection model and an investment memorandum, and presentation to the Investment committee.• Monitored the financial condition and operating trends of 5 portfolio companies (total investments of $47.5 million) for changes affecting asset quality and business value through financial analysis and regular contact… Show more Acted as the lead analyst deploying $24.5 million in capital through 5 individual investments involving due diligence, financial analysis, preparation of a detailed financial projection model and an investment memorandum, and presentation to the Investment committee.• Monitored the financial condition and operating trends of 5 portfolio companies (total investments of $47.5 million) for changes affecting asset quality and business value through financial analysis and regular contact with executive management.• Developed and implemented a ‘Field exam audit program’ for annual detailed analysis of companies with weak financial reporting structures or troubled performance. The exams are designed to continuously monitor the weaknesses identified during underwriting and pro-actively identify deteriorating trends• An active contributor to the MCG Research group for M&A activity of the media marketplace, key industry trends and contributing articles for the Transactions, the firm’s client newsletter.• Participated as a shareholder in the Company’s initial public offering in December 2001. Show less

Served as Field Team Leader on assurance engagements for High-Tech, Manufacturing and Financial Services Industries, supervising staff of up to five members. Conducted planning, supervision and performance of all phases of audit engagements on SEC and private clients, including the preparation of consolidated financial statements, filings and related disclosures.

In-charge on assurance engagements with a concentration in Financial Institutions, including public and private banks with assets of $150 million-$60 billion, insurance and leasing companies.