HealthDrive is a diverse network of skilled doctors and providers, industry expert executives, and dedicated support staff committed to providing high-quality service to long-term care facility residents. HealthDrive has delivered on-site dentistry, optometry, podiatry, audiology, behavioral health, and primary care services for over 30 years. HealthDrive, a Cressey & Company portfolio company, serves residents in long-term care facilities across the United States

Founded boutique advisory helping middle market companies perform successfully over the long term. Engage with owners and their teams, both family and sponsor owned to help on tactical and board level decisions, including key staff, organic and acquisition growth, and exit preparedness. Industries include Education, Healthcare, and Mobile Services

SeniorWell delivers Podiatry, Dentistry, Optometry, and Audiology with a patient-centric approach in senior living communities from the midwest to the eastern seaboard. Led all functions for a Chicago based multi-state, multi specialty healthcare practice with patient base of 25,000 and up to 100,000 patient encounters annually. Responsible for driving stabilization of the practice through COVID -19 pandemic and ultimately led successful exit process to PE backed acquirer.

Advisor on strategy, capital markets, and executive talent to portfolio companies across verticals including Optometry/Ophthalmology practices, niche EMR's, and education.- Led more than $2B of executed and prospective debt or equity transactions domestically and abroad for NC healthcare focused holding company.- Led process for independent board implementation and $500+mm recapitalization of healthcare education company. Responsible for interviewing/hiring board members and negotiation of debt and equity capital document

• Support equity deal team to ensure deal value is correctly distributed amongst all equity and debt holders for transactions up to $230 million• Develop replicable business process to project manage equity and payroll implications of large business unit divestiture spanning more than 15 countries. • RTP Early Career Leadership Team – Community/Social Co-Lead for 400+ early career professionals; responsible for planning, marketing and executing community volunteerism, social, and professional development events.

• Support Stock and Payroll Mergers and Acquisitions team to help ensure smooth term sheet execution and payroll integration.• Provide deliverables to numerous internal and external dependencies against tight deadlines in a fast paced, highly dynamic environment for one of the leading acquirers in tech. • Monitor key compliance programs including Sarbanes Oxley and internal audit and project manage risks to mitigation across the Finance Global Shared Services team.

• Conducted market research to help the Manager for North America understand the medical market for nonwoven and polymer materials. • Researched and identified targets for strategic acquisition to help expand the company’s position in the medical materials and textiles market.

• Carried out market research, competitive analysis and developed business plan for a clinical research organization centered around a proprietary software for drug discovery and development. • Generated and presented a venture pitch including expansion of the business model and financial projections to potential angel and venture investors. • Presented on behalf of the company in the Carolina Challenge competition, the foremost startup competition at UNC, winning third place in the Commercial track

• Co-authored a market research report for a European energy technology firm advising on the feasibility of entering the U.S. market, interviewing numerous C-level executives and ultimately making an entry strategy recommendation. • Carried out research projects that included full market, competitive, and pricing analysis reports for products entering medical, security, and energy industries and then helped present the findings.• Researched specific consumer market for zinc-oxide product. Generated deliverables that recommended entry and branding strategy for a new spray-able zinc-oxide product Bumease.

• Started and grew lawn care business; built customer list to more than 20 regular customers, in addition to job by job customers, including business owners and corporate clients.• Billed projects worth more then $3,000 managing workload and payroll while leading a team of 5 workers.• Budgeted, scheduled, and negotiated all revenue and cost items for project and time materials and ensured record keeping for smooth transition to new management.