Lead all financing initiatives.

Report directly to CEO/sponsors, catalyzing revenue growth from $50M to $500M within a decade.Recommend strategic investments based on in-depth financial analysis of healthcare investments. Lead team in the entire transaction lifecycle for all control investments and financing activities: M&A, developments, startups, and senior and mezzanine debt financings.Negotiated acquisitions in key markets to double revenue from $500M to $1B over the next five years, including… Show more Report directly to CEO/sponsors, catalyzing revenue growth from $50M to $500M within a decade.Recommend strategic investments based on in-depth financial analysis of healthcare investments. Lead team in the entire transaction lifecycle for all control investments and financing activities: M&A, developments, startups, and senior and mezzanine debt financings.Negotiated acquisitions in key markets to double revenue from $500M to $1B over the next five years, including $100M buyout of two non-profit facilities.Led $50M acquisition of six facilities from Brookdale Senior Living (NYSE: BKD).Led $150M management buyout of Elderwood companies to build sponsor’s main platform company, resulting in a 20% increase in operational efficiency within the first year. Quarterbacked all add-on investments for 15+ single asset investments, ranging in size from $5M to $30M in transaction value. Formulate strategies to generate distributions to sponsors, improve healthcare outcomes, lower re-hospitalization rates, and rationalize debt to set up a clear roadmap for future growth. Restructured $100M short term debt in our construction portfolio, securing a 40% discount and ensuring completion of all capital expenditures and continued operations post-pandemic.Devised COVID-19 response plan for immediate financial stability, securing $26M in CARES Act and $40M in PPP, enabling continued patient care and preventing layoffs for 500 employees.Originate unique investment opportunities and negotiate and structure purchase price, capitalization, debt covenants, and leverage multiples to generate equity returns above 20% hurdle rate. Secure favorable financing terms with 80% LTV and 2.75-4.60% interest rates, saving $20M in financing costs through disciplined asset management and entry into capital markets. Build, test, and deploy AI software solutions, including cash flow forecasting model, improving accuracy by 20% and reducing manual work by 80%. Show less

Investor and Board Advisor to healthcare technology startup. Facilitated friends and family round of equity financing and developing short term and long term corporate strategy.

Launched Fundraising Committee in 2010. I raised $400,000 during my three year tenure (over 70% of $550,000 raised since YP’s inception in 2006) for education and healthcare programs in India. I negotiated exclusive sponsorship with ZeeTV, international media company, and emceed two annual charity balls in New York with over 300 guests. I led all board operations, including content development, event planning, fundraising, leadership training, marketing, mentoring, and membership retention.

Raised over $150,000 (200% increase year-over-year) for education and health care development NGOs in India.Initiated and managed relationships with sponsors including Bulldog Gin and Goldman Sachs; Emceed 2011 Annual Benefit.Coordinated 2012 trip to India to visit AIF’s signature programs with nationwide participation from all six YP chapters.

Coordinated Friends & Family round and mentored founder on fundraising and corporate strategy. Delve is a news curation dashboard that allows teams and organizations to find relevant news items, share them internally, and engage with them across their teams. Delve (formerly mycirQle) is currently in a private beta with select organizations and will launch to the public in summer 2012.

Closed +$600M in equity and debt investments. Built and updated all in-depth financial modelsand developed detailed business plans alongside management, board of directors, and sponsors.Sourced, screened, and analyzed investment opportunities; submitted over a dozen IOIs and three LOIs in 2011-2012. Presented detailed investment analysis to Investment Committee; received approval on all deals. Supervised team of analysts in all aspects of investment process including financial… Show more Closed +$600M in equity and debt investments. Built and updated all in-depth financial modelsand developed detailed business plans alongside management, board of directors, and sponsors.Sourced, screened, and analyzed investment opportunities; submitted over a dozen IOIs and three LOIs in 2011-2012. Presented detailed investment analysis to Investment Committee; received approval on all deals. Supervised team of analysts in all aspects of investment process including financial analysis: DCF, LBO/merger models, IRR calculations, comparable company, precedent transactions, EV/EBITDA and FCF yield. Assist in due diligence, including supplier and customer calls and industry research. Negotiated term sheets and legal documentation with assistance from internal and external legal counsel. Primary contact for management teams of portfolio companies. Developed comprehensive knowledge of company; analyzed monthly financial results and operations. Initiated introductions to strategic industry and capital markets firms. Industries of portfolio companies include advanced materials, beverages, environmental services, fitness and health care services.Promoted from Analyst to Associate in December 2010 based on successful reorganization and sale of distressed portfolio company during active role as interim CFO.Investment, Wealth Management Company ($315 million debt private placement, AUM in excess of $12.5 billion) - Drafted final investment memo and financial analysis for firm’s largest debt investment for fiscal year 2011.Leveraged Buyout, Iconic Global Golf Lifestyle Brand Company ($65 million revenues) - Completed strategic plan; analyzed business development initiatives to maximize value and leverage the brand’s global footprint.Modeled financial and waterfall projections including contingent interest and threshold equity distributions for returns analysis for a real estate CMBS Fund. Show less

Board Advisor to education non-profit organization. Facilitated brainstorming with founder and developed fundraising and marketing strategy.

Selected by the board of directors to execute the sale (500% return) in 2011 for $1B fund despite significant liquidity issues: two logistics investors bid in final sale.Managed restructuring initiatives in New York and Europe; cut SG&A (247 basis point reduction from 22.1% to 19.6%) within two quarters to prevent bankruptcy, lowered marketing spend, and implemented cost-effective technology upgrades.Built an algorithmic pricing model with CTO to collect ride trips and cost data… Show more Selected by the board of directors to execute the sale (500% return) in 2011 for $1B fund despite significant liquidity issues: two logistics investors bid in final sale.Managed restructuring initiatives in New York and Europe; cut SG&A (247 basis point reduction from 22.1% to 19.6%) within two quarters to prevent bankruptcy, lowered marketing spend, and implemented cost-effective technology upgrades.Built an algorithmic pricing model with CTO to collect ride trips and cost data to price all future trips and improve gross profit margins by 5-10%. Show less

Analyzed all opportunities in biotechnology, medical devices, and pharmaceuticals. Presented investment opportunities and closed on $31 million in VC investments across seven transactions. Grew investment opportunities five-fold and marketed the firm to strategic partners and investment banking contacts.Built complex financial model for co-investment with the Lauder Family in a manufacturer of automated hardware/software systems for dispensing medications.Negotiated asset… Show more Analyzed all opportunities in biotechnology, medical devices, and pharmaceuticals. Presented investment opportunities and closed on $31 million in VC investments across seven transactions. Grew investment opportunities five-fold and marketed the firm to strategic partners and investment banking contacts.Built complex financial model for co-investment with the Lauder Family in a manufacturer of automated hardware/software systems for dispensing medications.Negotiated asset purchase agreement for intellectual property rights between strategic partner and medical device company. Show less

Facilitated project managers on complex financial due diligence assignments for Fortune 50 companies, including: 1) Completed critical analysis of AIG’s Financial Products subsidiary. Findings uncovered major underlying risk to the division’s credit default swaps portfolio. 2) Conducted financial due diligence for Goldman Sachs for film titles collateralizing a major production studio’s debt securitization facility. Drafted final report that analyzed the studio’s compliance to the facility’s… Show more Facilitated project managers on complex financial due diligence assignments for Fortune 50 companies, including: 1) Completed critical analysis of AIG’s Financial Products subsidiary. Findings uncovered major underlying risk to the division’s credit default swaps portfolio. 2) Conducted financial due diligence for Goldman Sachs for film titles collateralizing a major production studio’s debt securitization facility. Drafted final report that analyzed the studio’s compliance to the facility’s priority of payments and financial covenants. Show less

Modeled high yield leveraged investment deals for portfolio managers for a multi-billion dollar, multi-industry buy-side leveraged loan and high yield bond portfolio management group to generate excess returns of 200-300 basis points above high yield benchmarks.