David Eagleton Email & Phone Number

Framingham, Massachusetts, Us

Surprise, Arizona, Us

Chicago, Il, Us

Chicago, Illinois, Us

• Lead the financial planning arm of the payor-provider partnership vertical at Kaufman Hall• Built and trained a team to support the payor-provider partnership vertical• Present to boards and executive teams of health systems as large as $20 Billion on a daily basis• Created a comprehensive strategic growth options blueprint for a $5 Billion health plan• Developed multiple commercial open-access partnerships between health systems and health plans• Facilitated a full vertical integration between a market leading health plan and health system• Led buy-side transaction advisory and financial modeling of a majority stake in Dean Health Plan• Led sell-side transaction advisory and financial modeling of a midwestern health plan and associated specialty pharmacy business

Chicago, Illinois, Us

• Facilitated the PeakCare product between Premera Blue Cross and MultiCare Health System – an EPO targeting fully-insured small group employers• Developed the quantitative and qualitative business case for a large health plan in the Northeast to purchase a physician practice of 500 doctors• Created a model which calculated the financial impact to a health system of a partnership with a payor across 6 lines of business (MA, Large/Small Group, ASO, Individual, Dental) and 4 geographies• Analyzed the financial impact of a Children’s Hospital taking risk on a state-run Medicaid HMO program• Produced financial models for various value based care initiatives such as BPCI, MSSP & Next Gen ACO

Chicago, Illinois, Us

• Projected and presented five-plus year financial plans for health systems executive teams and boards• Developed long range inpatient and outpatient volume projections at the service line level• Created and monetized strategic and financial initiatives in order to improve operating performance• Analyzed and amended capital allocation management processes at large health systems• Created pro-forma combination analyses for multi-billion dollar mergers and acquisitions

Charlotte, Nc, Us

• Negotiate covenant packages, pricing, term, etc. both internally with risk partners and management, and externally with clients • Drafted detailed term sheets and letters of interest in response to RFPs and as part of proactive pitches• Worked directly with clients’ senior management to produce creative debt solutions• Evaluated proposed mergers/acquisitions impact on credit quality/capacity and projected cash flows• Composed and defend comprehensive credit memos for internal risk and credit approval • Underwrote credit, treasury, and derivative facilities for hospital systems, universities, and senior living communities including CCRCs, ALFs, and SNFs• Built financial models in order to judge repayment ability and credit capacity • Identified and mitigated potential credit risks for current and prospective clients • Created pricing models for variable and fixed rate securities• Developed a prospect memo template, including incremental debt analysis, now used platform wide

Charlotte, Nc, Us

• Personally brought in over $3.5 Million in investment management assets • Completed financial modeling training and created three statement models with Free Cash Flow valuation and multiple sensitivity analyses • Help to manage a $1.8 Billion book of business • Sourced 12 loan opportunities from conversations with current clients • Worked on many credit deals, including a $250 Million hedge fund loan • Created multiple templates in Excel that are now used office-wide

Bloomington, In, Us

Managed 35 clients' needs simultaneouslySold over $25,000 in advertisements in my first 4 monthsGained 4 prospective clients who hadn't advertised in the paper the year beforeLearned the core strengths of my clients and helped develop exciting ad campaigns to match and support those strengths

Analyzed and suggested changes to the portfolios of 5 clients, collectively worth $300MMCreated 9 complex macros in Excel for the purpose of quickly analyzing dataGenerated over 500 prospects worth in excess of $3MM in the Chicago/Milwaukee territoryEvaluated and compiled data on 30 stocks for a REIT fund currently being created

Irvine, Ca, Us

Produced a marketing scheme that distributed over 5,000 flyers offering painting estimatesSold over $60,000 worth of paint jobs all in one summer profiting $15,000Interviewed over 75 candidates to hire as painters and hired 10Managed 5 crews of 2 peopleProvided flawless customer service to every customer without a complaint

Recorded all of the incoming donations and outgoing expensesCanvassed over 500 houses throughout the St. Louis area

Bachelor Of Science, Finance, Entrepreneurship

Education record

Education record