– Lower-middle market growth equity fund focused on healthcare services and HCIT– Supported $100M recapitalization bid for RCM software platform in the durable medical goods space from CIM to LOI, including transaction modeling, QoE reconciliation, and other diligence– Worked with new CEO of portfolio company on first 100 days transition– Developed thesis on investable opportunities in next-generation telehealth

– Performed commercial diligence, valuation analyses, and clinical trial pipeline reviews for Series B-D life sciences investments, including fluorescent imaging technology for minimally-invasive surgery and implantable device to slow macular degeneration

– Developed products, proposed strategic investments, and expanded payer/provider partnerships to accelerate Meta's impact in health and wellness across VR and AR platforms

Select engagements: – Scaling state testing and vaccination infrastructure for COVID-19 response– Leading full-scale organizational and cost transformations at large health systems – Serving private equity clients through due diligence on healthcare assets (e.g., in the diagnostic imaging, substance abuse disorder treatment, revenue cycle management, and independent physician practices spaces)

– Supported design and development of a digital retirement-focused investment product for a Fortune 50 insurance company as part of broader enterprise strategic realignment, with projected profitability of $20M in five-year window after launch– Co-authored "Winning with Digital in Consumer Financial Services," a published white paper on customer-focused value creation with digital innovation