Drive results for strategic investments, managing the full life cycle of deal execution, from concept to close of transaction. Lead merger and acquisition (M&A), minority interest, and divestiture transactions, ensuring accurate and comprehensive deal evaluations. Forge and foster relationships with investment bankers, internal general managers, and industry contacts. Develop and execute “strategy-first” investment approach to evaluate opportunities through the lens of business priorities, R&D roadmap, capital constraints, and synergy potential. Reviewed and evaluated 250+ assets for potential acquisition or investment since 2018.• Influence executive leaders and build consensus for investments through clear and ongoing communication, facilitating investment committee meetings, and explaining complex information in easy-to-understand language.• Negotiate purchase price, structure, and key business points. Plan and manage diligence process, and support legal counsel in negotiating legal documents.• Negotiated and executed five acquisitions, two minority equity investments and three divestitures with a total deal value near $3 billion. Acquisitions secured included: 1) Pharmacy network, eRx Network, from Blackstone; 2) Pharmacy software, PDX, from founders; 3) Next-gen cloud imaging technology Nucleus.io from NucleusHealth; 4) Patient access services business from Connect America; and 5) Value-based payment solution, Prometheus, from Altarum. • Played lead role in streamlining portfolio ahead of the $14B acquisition of Change Healthcare by United Health Group at a 41% premium to prior closing share price in January 2021.• Divested claim editing franchise, ClaimsXten, to TPG Capital to alleviate Department of Justice concerns for UHG’s acquisition of Change Healthcare.

Vice President (2013 to 2018)Associate (2011 to 2013)Planned and executed over 40 strategic deals for clients supporting acquisitions, dividend recaps, and refinancings, through structuring and distribution of $14+ billion of associated debt financings. Acted as strategic advisor to executive stakeholders on optimal debt-focused capital structure solutions. Spearheaded projects to develop investment highlights, analyze credit strengths/weaknesses and assess competitors, in order to best position company’s story and pitch it to debt investors. Managed all aspects of debt transaction process, including deal evaluation and screening, financial modeling, structuring, due diligence, stakeholder consensus building, client negotiation, creation of marketing materials, and syndication to debt investors. Negotiated key debt transaction documents, including engagement and commitment letters and credit agreements, with client management, appointed counsel, and internal legal counsel. A sample of strategic acquisition-related transactions included:• Cross Country Healthcare (NASDAQ: CCRN): Structured, underwrote, and distributed $215 million debt financing, backing the company’s $88 million acquisition of Advantage RN. • Zelis Healthcare (fka Stratose; private): Structured, underwrote, and distributed $120 million debt financing, backing Parthenon Capital’s LBO of Stratose, and $295 million debt financing, backing its merger with Premier Healthcare Exchange.• AMN Healthcare Services (NYSE: AMN): Structured and distributed $125 million add-on debt financing, backing the company’s $160 million acquisition of B.E. Smith. • BioScrip (NASDAQ: BIOS): Structured, underwrote, and distributed $475 million debt financing, backing the company’s $223 million acquisition of CarePoint Partners.