Luke B. Email & Phone Number

New York, Ny, Us

Healthcare services investment bankingM&A advisory and private capital raisingCoverage areas include:- Managed care and payor services (incl Medicare Advantage, Medicare ACOs/Direct Contracting, Medicaid)- Physician services: primary care, specialty care, PPMs/MSOs/IPAs -- with a focus on value-based care- Home health, home care, hospice and other home-based services- Mental and behavioral health- Tech-enabled healthcare services- payor and provider HCIT

New York, Ny, Us

New York, Ny, Us

Miramar, Fl, Us

Provide executive & investor level strategy, business development, finance, and M&A expertise/services to:* early and growth stage venture-backed healthcare companies* lower middle market private equity portfolio companies pursuing organic and M&A driven growth strategies* founder-controlled companies pursuing growth capital or recapitalization investor partners* institutional and individual healthcare investors

Waltham, Ma, Us

Louisville, Kentucky, Us

(November 2014 - January 2018)Report directly to the CFO:* Mergers & Acquisitions and Corporate VC investments - diligence, modeling, governance; (incl $37B proposed AET/HUM merger subsequently terminated due to adverse judicial ruling)* over $1B of transactions closed while in this role. Additionally, over $3B of transactions closed in prior Humana role.* Financial Planning & Analysis - owned substantial components of total company long-term financial plan, specifically strategic scenario planning & development of multi-statement multi-year forecasts therein* Investor Relations* Treasury Capital Markets* Productivity Solutions & Cost Management* Capex planning* Opex investment prioritization & budgeting* special projects for the CFO and executive leadership teamsee below for prior roles at Humana

Louisville, Kentucky, Us

Responsible for the following within a Fortune 100 healthcare services/managed care company:* Mergers & Acquisitions, Joint Ventures, and Divestitures* Corporate Strategy* Corporate Venture Capital* Strategic Partnerships Unique expertise in: * Payor/Provider partnerships in the accountable care/primary care space * Joint venture formation and board governance* Federal antitrust matters* Asset divestituresFocus on accountable care, primary care, Medicare Advantage health plans, healthcare IT/data analytics, and healthcare servicesScope of responsibility spans entire deal life cycle: from ongoing monitoring of external marketplace, to relationship development and deal flow generation, management of cross-functional due diligence efforts, financial modeling, synergy identification and validation, negotiation of definitive agreements, and post-close integration planning.Deal experience in: * Managed Care/Health Plans* Medicare Advantage/Part D* Primary Care* Payor/Provider Accountable Care partnerships* Medicaid Managed Long-Term Care* Health Care IT (HCIT) & Analytics* Population Health ManagementM&A and JV deal portfolio of over $3B in total value. Notable transactions led include but not limited to: JenCare/ChenMed JV, Concentra acquisitions and subsequent divestitures, Arcadian Health Plan acquisition and subsequent anti-trust related divestitures, MCCI, Metropolitan Health (dba MetCare), American Eldercare, SeniorBridge, Anvita Health.Strategy:- Enterprise strategy, business unit & functional strategy, competitive analysis, scenario planning, long-term financial planning, capital allocation, customer segmentation, product and geographical market entry strategies

Louisville, Kentucky, Us

Founding member of an internal management consulting team within a Fortune 100 healthcare company Areas of consulting focus included strategy implementation, operations & process design/re-engineering, cost reduction, re-organizations, performance management, industry benchmarking Led projects for multiple areas of Humana, including: * Clinical operations (utilization & case management, clinical strategy, disease management, Quality/HEDIS) * Provider contracting and provider network administration * Medicare Advantage direct response sales * Commercial group medical sales (small group and large group segments) * Commercial individual medical sales * Incentive compensation management (external & internal) * Call center operations

Formed and served on the Board of this value-based care joint venture formed between Humana Inc. and Duly (f.k.a. DuPage Medical Group)

Formed and served as an inaugural Board Director for this value-based care joint venture formed between Humana Inc. and ChenMed

Formed and served on the Board of this value-based care joint venture formed between Humana Inc. and NAMM/Aveta Health. NAMM was subsequently acquired by Optum and Aveta renamed to InnovaCare.

Worldwide, Oo

• Led CTO/CIO technology strategy consulting projects for financial services clients, focusing on merger integration and IT capex planning.• Developed staffing models and managed global enterprise data center supply chain, optimizing IT product portfolio management.• Achieved cost savings and efficiency improvements through strategic IT initiatives, resulting in increased client satisfaction and revenue growth.

New York, Ny, Us

Systems development and IT management for data-intensive experimental brain research institutedeveloped, deployed, and managed data center architecture for new fMRI brain imaging center

Pikeville, Ky, Us

Planned, built, and managed critical data center infrastructure for a venture-backed regional telecommunications company. Linux/BSD systems administration.

Us

Technology consulting for small/medium businesses, municipal government agencies, and not-for-profit organizations

Congressional campaigning - led all youth campaign efforts as well as substantial portions of Get Out the Vote operation, working directly for Emily's List-staffed Campaign Manager.Solicit and secure endorsements from area college/university student organizations, promote campaign events, develop and manage Get Out the Vote teams for multiple precincts with large youth demographics.

Mba With Honors

B.S. With Honors, Management & Information Systems

Undergraduate Honors Program, Bingham Scholar, Majors: History & Sociology, Minor: Computer Science