Jake G. Email & Phone Number

Washington DC-Baltimore Area

Providing medical insights and synthesized reports within the elder care space by utilizing AI/ML to improve access to medical information for residents and families in LTC | Healthcare IT SaaS

Washington DC-Baltimore Area

• Led multiple technology services transactions (M&A, debt/equity) building standalone models, conducting valuations, and crafting presentations for client pitches.
• Collaborated closely with technology sector clients to develop and refine their M&A strategies, leading to the identification and execution of key acquisition targets that aligned with their long-term growth objectives.
• Assisted with due diligence, managed information flow, and facilitated communication between clients and potential buyers.

New York, New York, United States

• Directed the execution of three healthcare and life sciences M&A transactions, valuing over $500 million, managing due diligence, financial modeling, and deal structuring to drive successful acquisitions and mergers.
• Mentored and supervised a team of six analysts, elevating their skills in complex financial modeling and market analysis, which significantly improved the efficiency and accuracy of deal evaluations and client.
• Implemented advanced analytical methodologies to assess market dynamics and investment opportunities in the healthcare sector, contributing to the development of data-driven strategies for client portfolios and deal.

Washington, District Of Columbia, United States

• Directed a team of 10 experts in managing 600+ transactions, enhancing deal flow processes, and realizing a 20% uplift in key performance indicators through strategic leadership and effective transaction management.
• Championed change management initiatives to automate key functions, reducing operational inefficiencies by approximately four weeks.
• Developed automation process boosting daily efficiency by 400% and throughput by 20%.

Baltimore, Maryland Area

• Developed a comprehensive business model predicting 10% excess returns from MBS asset strategy; effectively communicated the optimal Agency MBS strategy to the investment team.
• Performed detailed scenario analysis using Bloomberg, providing insightful theoretical financial projections for strategic planning.
• Analyzed stress tests to quantify downside risk and restructured portfolio for interest rate exposure reduction.

Washington D.C. Metro Area

• Successfully reverse-engineered the Principal and Interest (P&I) schedule for approximately 1,000 securities in 8 months, enhancing capital structure accuracy and minimizing litigation risk due to errors in waterfalls.
• Developed proprietary in-house analytic models for Asset-Backed Securities (ABS), effectively determining cash flows, tranches, waterfalls, and triggers.

New York, New York, United States

• Orchestrated client engagement across 50+ accounts, seamlessly integrating efforts between U.S. and Tokyo teams to manage a monthly TBA and financing operation worth approximately $4 billion.
• Enhanced capital utilization, achieving a remarkable 300% boost in funding efficiency, which contributed to a revenue increase of $10 million.
• Conducted rigorous stress test analysis, quantifying the impact of a 200 bps interest rate shift, and strategically realigned the fixed income portfolio to mitigate interest rate exposure.

New York, New York, United States

New York, New York, United States

Master Of Business Administration - Mba

Bachelor Of Science (B.S.)

Education record