Advisory services to closely held and start-up businesses within the life science tools and medical diagnostics industries.

Diagnostic testing laboratory for cancer patients with over 40 employees and annual revenues of more than $5 million.Designed short-term and long-term financing plans after performing comprehensive strategic review of business operations. Managed finance, accounting, procurement, information technology and revenue cycle management functions.➢ Developed and maintained detailed financial projection model, incorporating patient testing volume forecast and expected cash collections, resulting in predictable net cash outflows to facilitate execution of strategic growth plan.➢ Provided steering committee oversight for implementation of new laboratory information management system.➢ Increased focus on revenue cycle management processes resulting in $3 million of cash collections in first half of 2021.

Full-service broker-dealer performing capital markets services.Senior equity research analyst responsible for two healthcare sectors: molecular diagnostics and life science tools.➢ Established sector coverage of nine companies within one year and ultimate expansion to fourteen. ➢ Recognized as one of the top 100 Wall Street analysts of 2019 by TipRanks (#81 out of over 6,000) based upon three factors – success rate, return per recommendation, and the number of ratings issued. ➢ Grew healthcare sector client base from zero to over 200 institutional investors.

Advisory services to closely held and start-up businesses within the life science tools and medical diagnostics industries.Executed multiple consulting engagements that included strategic planning, financial forecasting, corporate presentation creation, market intelligence, investment banker selection, and the evaluation of financing alternatives.➢ Arranged a $15 million equity offering for a life science equipment manufacturer with annual revenues of $10 million.➢ Negotiated and structured an exclusive license to develop high-throughput immunoassays to detect heart failure for a cardiovascular diagnostic company with annual revenues of $25 million.

Medical diagnostics company with over 400 employees and annual product sales of more than $35 million developing a next-generation technology platform for the global blood transfusion market.Designed and executed comprehensive financing plans after determining the short-term and long-term capital needs of international business operations. Managed finance, accounting, information technology, and human resources functions at three locations, while providing oversight of outside legal counsel, contract investor relations, and transfer agent.➢ Negotiated $15 million credit facility prior to IPO and subsequent expansion to $50 million.➢ Created sophisticated capital needs reporting system for the Board of Directors to optimize the timing and size of proposed corporate financings relative to the achievement of important product development milestones.➢ Designed new forecasting system for the product sales of legacy operations in Scotland, incorporating the impact of foreign exchange fluctuations and currency hedging activities, to set financial guidance for the investment community.➢ Promoted to CFO in January 2014 ahead of planned IPO.➢ Completed $75 million IPO through roadshow participation and executing the activities of investment banker selection, prospectus drafting, presentation creation, sell-side analyst education, and investor targeting. ➢ Streamlined the quarterly process for converting general ledger accounts to U.S. GAAP through greater separation of duties and increased automation, eliminating adjustment errors, while reducing preparation time by 20% to four weeks.➢ Secured $25 million in up-front financing and $59 million of potential downstream development and commercialization milestone payments through the structuring of a complex strategic agreement with Ortho Clinical Diagnostics.➢ Raised $85 million in aggregate gross proceeds from three follow-on equity offerings. ➢ Structured $120 million private placement of debt.

Full-service broker-dealer performing capital market services.Senior equity research analyst responsible for four healthcare sectors: molecular diagnostics, life science tools, pharmaceutical services, and healthcare information technology. ➢ Ranked #15 within Institutional Investor’s 2012 All-America Research Team (Life Science Tools & Diagnostics). ➢ Secured $1-2 million of annual investment banking revenue by establishing a reputation as an authoritative expert on the molecular diagnostics, life science tools, and pharmaceutical services sectors. ➢ Organized two-day investor conference for private companies focused on emerging molecular diagnostics technologies.➢ Lead analyst of initial public offerings for MedQuist Holdings, Inc. and BG Medicine, Inc.

Multibillion-dollar multi-strategy asset management firm.Responsible for long/short investment analysis within the healthcare industry with coverage of the life science tools, clinical diagnostics, laboratory services, pharmaceutical services, managed care, and healthcare information technology sectors.➢ Established sector coverage and provided long/short investment recommendations within first two weeks.➢ Contributed to a net positive return by the healthcare team during the third quarter of 2008.

Global investment bank, with comprehensive capital markets, wealth management, and global clearing operations.Senior equity research analyst responsible for four healthcare sectors: pharmaceutical services, life science tools, pharmaceutical supply chain, and healthcare information technology.➢ Received four promotions during first seven years – Vice President (1999), Associate Director (2000), Managing Director (2002), and Managing Director / Principal (2004).➢ Ranked #8 within Institutional Investor’s 2007 All-America Research Team (Healthcare Technology & Distribution). ➢ Recognized within “Top 5” of firm’s 50-plus research analysts for stock picking performance in each of last five years. ➢ Secured $2-5 million of annual investment banking revenue by establishing a reputation as an authoritative expert on the pharmaceutical services and life science tools industries.➢ Lead analyst of initial public offerings for PRA International, Inc., Inveresk Research Group Inc., and Informax, Inc.

Middle-market investment bank performing capital markets and wealth management services.Assisted senior equity research analyst with coverage of healthcare information technology sector. Developed sophisticated financial forecasts, detailed marketing materials, individual company research reports, and daily notes for investors.

Commercial mortgage banking organization originating loans on a variety of properties.Assisted entrepreneur with the establishment of a manufactured housing consumer lending start-up. Developed sophisticated financial forecasts and mortgage securitization models for initial business plan and the beginning of lending operations.

Global professional services firm providing audit, tax, consulting, and financial advisory services.Executed audit engagements for a variety of companies, including Honeywell, Pentair, and Bio-Techne Corporation.