• Lead identification, negotiation, and execution of transactions with physician groups, hospitals, and health systems, including traditional fee for service and value-based care initiatives.• Closed over 135 transactions totaling $1 billion in value including acquisitions, divestitures, and joint ventures.• Build relationships with external parties such as investment banks, private equity firms, potential deal targets, and financial advisors.• Conduct analysis to determine potential strategic, operational, and financial business impacts of transactions, and present key insights and recommendations to internal stakeholders.• Provide leadership throughout critical due diligence processes, ensuring the integrity of financial modeling, valuation analysis, and deal development.• Negotiate deal terms with acquisition targets while maintaining focus on key business objectives.• Work closely with cross-functional teams to ensure successful integration of acquired companies and realization of synergies.• Continually update deal management processes, including continuous improvement initiatives regarding tools and playbooks used to execute acquisition activities by incorporating prior experiences and industry best practices across all key work streams.• Coach and mentor junior team members to ensure professional development.

• Sourced investment opportunities at a $2 billion equipment leasing fund.• Independently sourced over 30 investment opportunities from a network of private equity, investment banking, and business broker contacts.• Responsible for leading Icon’s interactions and relationships with the private equity community.

• Sourced, structured, and executed private equity and mezzanine investments in the consumer products, industrial, and energy sectors at $1.2 billion lower middle market investment arm of Alliance Capital.• Devised creative investment structures via extensive interaction with sellers, intermediaries, senior lenders, and attorneys.• Transaction execution responsibilities included term sheet preparation, due diligence, negotiation of legal documents, financial modeling, presentations to investment committee, and attendance at board meetings.• Leadership role in fundraising activities, including extensive interaction with SBA officials in Washington.• Utilized detailed knowledge of Fund LP agreement to uncover innovative way to significantly increase annual firm income.

• Worked directly with Portfolio Manager in managing and monitoring a $24 billion private equity and venture capital portfolio, consisting of 700+ portfolio companies spanning ten industry verticals on five continents.• Responsibilities included evaluating performance of portfolio companies and determining valuations, capital gains and IRR. Developed reports and recommendations that led to numerous liquidity events.• Conducted “deep dives” into specific portfolio companies and worked with deal teams and management to identify and correct financial and operational issues. • Conducted in-depth analysis of over 400 portfolio companies representing $7 billion in book value, enabling JPMP to realize over $140 million in tax savings on impaired assets.• Directed application development team of six consultants in design of proprietary web-based Portfolio Review System to track and identify potential impairment of investments more accurately.• Instrumental in helping raise $8 billion Global Fund for JPMP (largest private equity fund ever raised to that point). Aided in development of due diligence reports, offering memoranda, and marketing materials for potential investors.• Developed proprietary IRR model that was featured on front page of “Money & Investing” section of The Wall Street Journal.