Viscogliosi Brothers, LLC (“VB”) is a single-family office investment holding company functioning as a merchant bank dedicated to financing the Neuro-Musculoskeletal industry.• Assume leadership role reporting to the Principal of the firm, overseeing both sides of family office operations; includes investment activities (buyside & sellside) and operational roles within the portfolio, depending on the needs of the family office• Execute principal private equity fund investments and merger & acquisition advisory assignments across the musculoskeletal and orthopedic industry, including investments in key portfolio companies• Management of internal and external capital raising efforts, specifically related to active equity and debt principal investments; critical role in fund & investment road shows, diligence packages, deal terms, and all applicable documentation drafting• Develop financial models and analyses for growth assessments, responsible for capitalization tables and waterfalls, and prepare investment committee and board packages to present key financial and operational insights for strategic decisions

Viscogliosi Brothers Watermark Holdings, LLC (“VBW”) ∙ is a perpetual joint-venture holding company employing three unique strategies (Growth, Venture, and Income) investing exclusively in the MedTech sector.• Successfully completed VBW’s first exit within 26 months of inception• Conduct portfolio company valuations through a comprehensive net asset value performance model quarter over quarter• Lead the deal origination and investment selection processes to identify unique MedTech opportunities aligned with VBW’s strategy• Create detailed investment memorandums that articulate the strategic rationale, presenting to the investment committee for approval

MCRA, LLC is a leading medical device, digital health, biologic, regenerative medicine, diagnostics CRO platform with integrated, end-to-end regulatory advisory, clinical trial, market access, healthcare compliance, and quality assurance capabilities.• As Financial Planning & Analysis analyst, utilized various valuation methods and Excel functionalities for extensive monthly key performance indicators, quarterly board meetings, annual budgeting, historical client synthesis, company growth plan, and ongoing analysis• As team lead on the Merger & Acquisition Group, performed diligence on companies