David J. Email & Phone Number

New York, Ny, Us

New York, Ny, Us

I partner with leadership teams to develop competitive strategy, identify growth opportunities and pursue value-additive mergers and acquisitions. . Strategic insight and hands-on operational experience alongside deep financial, capital raising and accounting expertise at several investment banks combine to provide management with balanced and actionable advice.

Los Angeles, California, Us

Managed operations for 17 centers at large radiology facility operator:• Responsible for $65 million P&L, budgeting, capex, monthly reporting • Reduced SG&A by 3% and increased EBITDA by 4%• Managed partnership relationship with RWJ Barnabas Health System at board level• Restructured business development process/analytics and identified potential acquisitions• Managed relationships with key equipment vendors and lease financing sources• Coordinated alongside company CFO relationships with senior credit facility lenders

Led turn-around plan to counter healthcare reimbursement declines and significant operational and business challenges:• Re-wrote business plan and implemented changes to operational processes, capitalization, legal structure and physical plant• Increased volume and revenue by 8% and by 13%, respectively• Reduced expenses as a percent of revenue 16% (110% to 93%)• Renegotiated contracts with affiliated physicians; reduced exam read time by 24%• Raised $2.0 million of additional capital and completed one acquisition

Irvine, California, Us

Created and led M&A group at large radiology and cancer treatment healthcare services firm:• Completed 5 transactions ($102 million in TEV) and evaluated 50+ opportunities• Added $25-30M in incremental EBITDA• Created M&A processes, evaluation materials, acquisition criteria, financial model, etc.• Managed relationships with acquisition targets and their financial and legal advisors• Coordinated transaction due diligence, valuation, legal and post-acquisition integration• Formulated acquisition strategy and valuation levels for each opportunity• Stewarded internal transaction approval process with internal senior / board leadership

Launched radiology healthcare services operator in Puerto Rico:• Developed business plan and financial model for $5.0 million equity funding• Oversaw multi-stage implementation plan involving market analysis, obtaining regulatory approvals, site selection, facility construction and launch• Volume and revenue CAGRs over 4-year period of 30% and by 22%, respectively• Recruited key personnel including entire senior management team and radiologists• Managed all financial relationships to fund construction, equipment and working capital• Completed acquisition of one imaging center in September 2007

Launched and led operations and finance for medical device software start-up:• Negotiated sale of business to strategic buyer in July 2008• Prepared business plan, complex quarterly financial model and investment materials• Raised $15.4 million in three financing rounds• Developed job responsibilities/standard operating procedures and hired key personnel• Structured agreements with major customers, distributors and equipment suppliers• Created product pricing and customer value proposition strategy• Managed branding, advertising, sales materials, press releases and tradeshows

Frankfurt Am Main, Hessen, De

Represented private equity clients in acquisition and leveraged buyout activity:• Evaluated capital structure, valued companies and assets for leveraged buyouts, stock-for-stock and purchase mergers, debt financings, and IPOs• Prepared presentation materials and met with clients• Supported internal credit and capital committee approval effort for several financings

Boston, Ma, Us

Conducted analysis and presented to the board of a Central American financial services firm Bain's conclusions and recommendations from a bank valuation and strategy project.

Montreal, Qc, Ca

Supported corporate finance advisory effort in Europe and Latin America:• One of two individuals selected from a pool of 75 junior bankers to extend the firm’s advisory business to the European market• Collaborated on business plan to refocus the firm’s European investment banking activity• Completed (i) media M&A transaction, (ii) specialty chemicals leveraged recap, (iii) two Latin American media debt offerings, and (iv) Brazilian real estate merger fairness opinion• Prepared financial analyses, offering memoranda and approval committee materials• Conducted company due diligence and prepared new business (“pitch”) presentations

Distrito Federal, Mx

Stewarded restructuring project of 250K subscriber cable television system operation:• Coordinated all projects assigned to department heads involved in restructuring plan• Collaborated on the creation and management of new technical departments including cable system maintenance, emergency technical response, and service installation• Direct management of equipment distribution and Pay-Per-View customer service

Mba, Finance

B.A., History & Political Science

Education record