Principal, Real Estate: Owner and operator of 25+ bed senior living facility, ~30 residential doors (multifamily and single family), affiliated investor in ~60,000 sqft of neighborhood commercial centers-Manage all acquisitions including scouting new markets as well as sourcing, diligence and negotiating transactions- Portfolio management including financing & capital structure strategy of residential and senior housing assets- Lead acquisition into senior housing / assisted living space including business and regulatory diligence Work with property managers and other vendors to execute business plan for residential portfolio- Maintain relationships with brokers and other owners to source new transactions and successfully exit respective dealsPrincipal, Venture: Provide Prop Tech and Elder Tech expertise to Watershed Ventures, focused on pre-seed to Series A companies and some capital support in subsequent rounds- Hello Sage (formerly Elder): Performed operational diligence on company prior to investment; meet with company every 2 weeks to advise on strategy, product & operational improvements and make potential customer introductions- Additional Active Investments: LoftyAI, Baselane, Sharebite

Administrator of 26 bed assisted living community with extended congregate care and memory care offerings.- Strategic planning including pricing and staffing model, purchasing, sales & marketing and regulatory- Raised occupancy by 43% from pre-acquisition, and maintained occupancy of approximately 85% (annual average)- Expanded direct referral efforts and established county government vendor relationship- Supervised regulatory efforts for state re-licensure in group home care, commercial kitchen, fire and emergency plans- Managed staff of 16 direct care, housekeeping and culinary; including hiring and troubleshooting any staffing issues- Created formalized business processes for payroll & HR, staff promotion & retention and client & vendor contracts- Managed all annual P&L responsibilities of ~$720,000, focused on understanding fixed vs. variable costs- Right-sized expenses raising net margins by 13.5%, areas included insurance, payroll costs, grocery & medical costs- Investment IRR of 67.7%

• Supported senior investment banking coverage efforts across healthcare services, distribution, biotechnology, medical devices, pharmaceuticals and life sciences• Built financial models to assess valuation, returns to shareholders and pro forma impact of financing transactions including leveraged buyout, discounted cash flow, recapitalization, merger consequences and sum-of-the-parts• Presented historical analyses and financial projections to risk committee and potential investors• Conducted operational due diligence to assess business risks, effectiveness of profitability initiatives and growth opportunities• Evaluated industry trends related to pricing, volume, regulation, etc. to understand competitive dynamics• Authored key transaction and marketing documents such as information memorandums and management presentations • Interacted with management teams and sponsors in meetings, diligence sessions and marketing processes

Financial Sponsors and Leveraged FinanceSelected Transactions:- $300 million dividend recapitalization of Blue Bird Body Co.- $400 million acquisition of Tensar by Castle Harlan, acquisition financing

- Executed over $11.9 billion in financing transactions and more than $7.1 billionof acquisition or divestiture transactions for corporate and sponsor clients in the Industrials and Basic Materials sector- Directly promoted to associate from analyst in 2012Selected Transactions:- $4.5 billion acquisition of Temple-Inland by International Paper and related financing- $470 million Dept. of Justice mandated sale of assets by International Paper- $813 million sale of SGS by Court Square to Onex- $4.8 billion dividend recapitalization of Novelis- $850 million recapitalization of Nortek

- Global Industrial Group: Collaborated with global sector and product teams to support coverage of corporate and sponsor clients in Paper, Packaging & Forest Products, Building Materials & Products and Metals and Mining subsectors

- Investment banking analyst, focusing on healthcare with strong focus in debt financed m&a transactions as well as loan portfolio management- Participated in range of transactions including acquisitions, equity private placements and debt financings for middle-market healthcare companies- Supported Portfolio Managers of $100 million book of senior secured loans by communicating with company CFOs and maintaining periodic financial and operational benchmarks