Lead a private equity group with a focus on small to medium-sized business acquisitions, identifying and evaluating potential prospects to determine the right fits. Provide direct or indirect investments in private placements or businesses that match the company's goals and will generate a high ROI. Oversee a large portfolio of private and public investments, carefully monitoring performance and analyzing any issues. Successfully closed multiple acquisitions across many different industries.

Conducted thorough accounting and financial analysis on monthly, quarterly and annual basis to evaluate company performance, flag potential issues, and design strategies to improve performance. Orchestrated the acquisition of a structured cabling company to diversify the company's offerings and increase potential revenue streams. Oversaw all financial activities including accounting and financial reporting. Supervised staff members and installed a positive workplace culture that drove high-performance.Created and executed effective budgeting and financing models to grow the company from a start-up to positive cash flow in just over one year. Designed and implemented initiatives that improved collection times by 50% and greatly reduced delinquent accounts. Established pricing tools and standardization that increased gross profit by 15% and net margin by 20%.

Led the acquisition of the company in April 2015 and took over all daily management. Oversaw a team of 70 staff members working in a high-volume clinical setting with multiple locations, installing an improved company culture to drive results while increasing employee engagement and morale. Developed goals and KPIs for the organization and monitored performance against those projections. Completely overhauled management and operations to transition from siloed business entities to a unified team to promote cohesion and improved performance. Shifted the business from paper to cloud-based EHR system and coordinated the digitization of all files, leading to an 80% reduction in time required for billing and records retrieval. Installed new cloud-based team and business management tools which enabled faster decisions and significant cost savings.

Managed financial accounting and analysis for all company activities including building financial models to project earnings and costs of product offerings. Established ambitious but achievable KPIs to measure the success of individual sales initiatives and programs. Collaborated with sales team to drive new initiatives and increase top-line revenue YOY. Directed daily operations and partnered with other senior executives to lead the company and make major decisions. Successfully negotiated a joint venture agreement with a strategic acquirer. Implemented a real-time cloud based residential mortgage pricing system that increased the speed of rate quotes by 50% and increased net profitability for all residential mortgages by 25%. Designed a quantitative algorithmic risk rating system that was adopted by the credit department and lowered credit decisions times by over 50%.