Stock analyst and investor focused on long-term value. I use innovative research methods to look for and find underfollowed, underappreciated, or misunderstood companies and securities in the public markets. Investment areas of focus include healthcare, business services, housing market, and consumer.

Analyst with H.I.G. Capital's value-oriented long/short hedge fund with a focus on healthcare and business services. Evaluated, recommended, and monitored long and short equity investments based on extensive fundamental analysis. Created detailed financial models, assessed management teams, and interviewed many industry sources. Developed and improved quantitative screening criteria (long and short) to effectuate efficient investment idea generation.

Originated, evaluated, and structured leveraged buyouts for a middle market private equity firm. Primary focus was on business services and healthcare services. Originated, evaluated, and structured leveraged buyouts with primary focus on business services and healthcare services. Raised senior and subordinated debt financing, negotiated credit documentation, and managed lender relationships. Regularly advised management teams on strategic direction, financial analysis, and operational improvement.Transaction experience includes acquisitions of a healthcare/insurance services provider, lab testing company, and call center company.

Developed and presented strategic and financial analyses in a team environment for Fortune 500 corporations in a variety of industries, including technology, retail, and automotive. Managed relationships with key client employees, and supervised first and second-year associate consultants. Project experience included Brazilian market entry strategy for major computer manufacturer and turnaround of a major Mexican department store chain.