Board observer - MedArrive, Welcome Health, Healthcare in Action, Homebase Medical, and myPlace Health.

Invested in MedArrive, Monogram Health, Abridge, and Guaranteed Hospice. Evaluated over 150 companies focused on payers, Medicare Advantage, and older adults.

Mergers and Acquisitions

• Authored substantial portions of two RFPs and over 15 pitch decks for large infrastructure clients in the transportation, water system, and P3 sectors; worked on analysis driven deliverables such as pricing and post-pricing decks for clients• Presented to senior bankers on a potential new money transaction for an existing client based on data-driven projections and qualitative analysis of existing disclosures; utilized DBC system to structure potential deal around current debt profile • Analyzed tax-exempt issuers’ capital structures to create eight comprehensive debt profiles of multi-credit municipalities for senior banker use in meetings and strategy

• Assessed early-stage startup companies and sourced ten potential deals for Indie.vc based on firm’s unique investment thesis; provided qualitative analysis and reports on companies with highest potential to firm• Evaluated eight applications of social impact startups for the 2018 Camelback Ventures Fellows Cohort and provided feedback

• Produced significant portions of 7 credit memorandums including market/industry research, firm overview, financial analysis, key risks and mitigating factors, and financial spreads for clients with revenues in excess of $500 million• Analyzed capital structures to create memo charts and exhibits; reviewed and assisted with creation of financial models within portfolio of over 30 consumer and retail companies including investment grade and highly leveraged, sponsor-owned companies• Wrote notes for several lender calls and internal meetings for distribution to analysts and bankers within the group

• Conducted market research and due diligence on over 80 prospective clients and assisted audit requests, financial reporting, and covenant monitoring for current clients across five bankers’ portfolios.• Drafted proposal for the purchase of approximately $3 million in voting and non-voting stock in Broadway Financial Corporation (Broadway Federal Bank) executed on December 21, 2016