Growth equity and buyouts in healthcare technology and healthcare services companies. Investment in Sword Health (board observer) and portfolio support for Wedgewood Pharmacy

Investing in software, healthcare, and business services through the search fund model. - Led team carving out software business from PE-backed content business; partnered with incoming CEO on transition planning and growth strategy - Coached first-time / incoming CEOs through the acquisition process- Rebuilt long-term forecast model for growth-stage software business

- Core member of consumer team, making investments in Bridges Consumer Healthcare (Board member), City Brewing, and Empire Today (Board member). - Successful exits of Wayfair, HDT Global, and Sound United. Managed sell-side process from end-to-end, including banker selection, overseeing data room and CIM creation, diligence support, and legal document negotiation.- Partnered with portfolio company CFOs to improve monthly reporting, budgeting, and forecasting processes - Recruited and onboarded portfolio company CFOs

- Core member of consumer team, making investments in Rockport and Reef, MyEyeDr., and Wayfair. Oversaw end-to-end diligence in complex situations, including bankruptcy sale, carve-out, minority investment, and convertible debt. Managed teams and 3rd party support workstreams (commercial DD, legal, accounting & tax)- Assisted in post-merger integration of Rockport and Reef, including financial and PMO support

Investments in Varsity Brands and HDT Global

- Promoted to post-MBA role without receiving an MBA- Supported pharmacy client on go-to-market and supply chain projects, identifying tens of millions of dollars in inventory savings and improving access to specialty medications. - Supported retail client on private label strategy, including identifying gaps in assortment and pricing adjustments.

Supported food distribution, big-box retail, and alcoholic beverage clients