Jeff Whitcomb Email & Phone Number

Tampa, Fl, Us

Tampa,

As Managing Director, I engaged with C-suite executives, private equity partners, investment bankers, and high-level client leaders to deliver strategic insights, support for buy-side and sell-side transactions, and implementation plans.I acted as a performance manager for a team of 5+ Directors and 7+ Managers, 10+ Associates, and served as an informal mentor to several peers and team members.Among my notable accomplishments, I:• Pioneered a healthcare-specific strategic diligence methodology, introduced 15 specialized analyses to enhance due diligence and value creation processes, and disseminated findings through a thought leadership publication in 2022.• Facilitated practice growth to a $100M business and steered global HC initiatives.• Successfully conducted extensive commercial, operational, and synergy diligence for over 15 assets in the healthcare sector, pinpointing critical risks and opportunities for informed decision-making. • Empowered a client to finalize acquisitions of community hospitals and swiftly execute a growth plan for the physician enterprise, setting them on a clear path to achieve a $60M EBITDA growth target.• Piloted a scenario-based economic impact analysis to identify and explore the implications of various strategic partnership options with values ranging from $10M to $250M+.• Orchestrated development and execution of a detailed hospital closure plan, leading cross-functional teams through critical tasks and ensuring all preparations aligned with key milestones and regulatory requirements.• Led a pro-bono engagement to map the current state of diabetes research across an integrated health system to identify roles, collaboration efforts, and areas for improvement. Recommendations culminated in 8 key themes for growth and a plan that helped raise nearly $200K in new donations.• Guided a nonprofit organization looking to double revenues, developed strategic plans and implementation roadmaps for their business units.

Tampa/St. Petersburg, Florida Area

As Vice President, I was instrumental in helping to diversify the practice, transitioning from a practice based on revenue from diligence/transactions to one more diversified with diligence/transactions and strategy and performance improvement.Moreover, I led several market assessments and growth strategy analyses, examining healthcare market dynamics and the competitive landscape.Listed below are select key achievements:• Achieved the development of a fully integrated medical group, positioning the client favorably for future acquisitions by developing a medical group prioritization model for pipeline assessment, and guiding M&A processes through the design of an implementation roadmap. Launched a comprehensive survey to understand physician group leaders' purchasing criteria for MSO services, informing market entry strategies. Led the PMO and M&A activities, facilitating the integration of a large physician group acquisition, serving as the foundation for the client's new company. Created a dynamic 5-year proforma for business case development, projecting operational costs and savings.• Crafted a comprehensive partnership pro-forma, evaluating partner hospitals' financials, assets, and capabilities to identify synergy opportunities by service line, and conducted thorough assessments to pinpoint partnership opportunities and risks.• Empowered the client to pinpoint critical growth maximization areas, delineate strategic next steps, and uncover $10-$20M in incremental revenue opportunities based on the advised partnership structure and recommendations. Developed a partnership incentive model, outlining various structure options, defining key incentive metrics, and offering strategies to maximize financial gains while minimizing risks, along with a clear roadmap for future actions.

Tampa/St. Petersburg, Florida Area

As Associate Director, I steered several strategic planning and joint venture / M&A engagements, leading complex merger integration efforts by devising strategic growth plans, integration plans, mobilizing subject matter experts, providing industry trends and insights, and conveying competitive best practices. Developed “theory of the market” assessments and financial models to support strategic growth plans and business cases.A small section of my noteworthy accomplishments include:• Enabled an investor group to secure financing for the project and make informed decisions on programmatic and service offerings for the new facility. Developed a dynamic 3-statement financial proforma model, incorporating market research and benchmarking to inform key assumptions for forecasting.• Pioneered a successful, disruption-free integration of two health systems, maintaining critical functions like patient care and billing by conducting a comprehensive assessment of the integration program, including its architecture, management office, and progress across six key areas.• Earned promotion to the Director role for demonstrating solid client relationships, business development, leadership, and strategic planning skills.

Tampa, Fl

During my tenure, I steered comprehensive financial and operational evaluations to pinpoint improvement and collaboration opportunities, establishing deal parameters, and guiding hospital and physician stakeholders through the partnership development process.Following are some of my notable achievements:• Led the development of diverse physician employment and compensation agreements across multiple specialties, ensuring compliance with fair market value and regulatory standards.• Conducted comprehensive financial and scenario modeling, performance and compensation benchmarking, and downstream revenue analyses. • Drafted structures for future compensation agreements, aligning incentives and optimizing contract enhancements.• Pioneered the integration and development of innovative compensation agreements for a 500+ member physician group within a medical group acquisition by a large payor. Expedited the successful design and implementation of a new physician employment contract structure.• Enabled the creation of co-management agreements between hospitals and physicians across various service lines, including orthopedics, cardiology, gastroenterology, and oncology.• Managed and executed in-depth benchmarking analyses, analyzed physician supply and demand, evaluated competitors, assessed demographic data, and identified profitability and growth opportunities across various service lines.• Awarded several promotions throughout the tenure for consistently delivering tangible, out-of-the-box results.