Thomas Cannon Email & Phone Number

Floral Park, Ny, Us

In my current role at Montauk AI, I lead our initiatives in the home care and digital health sectors, focusing on integrating AI-driven solutions to democratize investment banking services for mid-market companies.Key Responsibilities:Strategic Leadership: I develop and implement comprehensive strategies to expand Montauk AI's presence in the home care and digital health markets, aiming to democratize access to top-tier investment banking services for business owners in these sectors.Market Analysis: I conduct in-depth analyses of industry trends to identify opportunities for AI integration in investment banking services, ensuring that our solutions address the unique challenges faced by home-based care providers.Client Engagement: I cultivate and maintain relationships with key stakeholders in the home care and digital health sectors, understanding their unique needs and challenges to provide them with the exits they deserve.Product Development Collaboration: I work closely with our AI technology team to tailor Montauk AI's solutions to meet the specific demands of home care and digital health clients, producing detailed financial forecasts, marketing materials, and acting as a matchmaker for companies looking for exits and investors seeking deals.Team Leadership: I lead a high-performing team focused on delivering exceptional services to clients in the home care and digital health industries, empowering them to achieve their full potential through innovative, AI-driven solutions.

Founded and led a management consulting firm that provides services in growth strategy, process optimization, change management, and new technology. Primarily focused on the Home Care Services industry.Developed and executed innovative and customized solutions for clients across healthcare and technology.Leveraged deep industry insights, market research, and data analysis to identify and capitalize on growth opportunities for clients.

Overland Park, Ks, Us

Member of the post-acquisition integration team. Responsible for integrating technologies, marketing, and operations for the new company. Designed and Implemented PowerBI Dashboards for the C-Suite to monitor operational and financial performance. Member of Netsmart’s due diligence team evaluating coding companies and software platforms to be acquired. Worked with the integration team on completed deals. Product manager and roadmap planner for McBee Advantage SaaS platform. Worked with CEO of consulting division on financial modeling and budget planning.

Wayne, Pa, Us

Founding member and COO of company that saw explosive growth over 12 years, going from a consulting company with $40,000 annual revenue into an industry leading outsourced coding, revenue cycle management and consulting firm with $20 million in annual revenue. Personally responsible for formulating growth strategy plan annually focusing on marketing and communications, day-to-day operations and technology. Led the day-to-day operations team of the organization ensuring 1000+ audits were completed in a 48-hour turnaround period. Product manager and roadmap planner for the creation and enhancement of the SaaS platform QIRT Advantage. This platform allowed thousands of audits to be processed by our employees and allowed our clients to see in the system which audits were completed, coding deadlines, money saved, tracking of employee productivity and client billing. Executive lead in due diligence process for 2020 acquisition of company. Responsible for all requests and coordinating with other employees and leadership to develop reports. Was part of the leadership team that negotiated sale of company. Led technology, marketing/communications and operational integration for the two companies.Launched offshore coding initiative in India in 2014. Instituted risk management protocols for information and physical security to comply with HIPAA and other legal requirements. This initiative led to a 30% cost savings.Led marketing and communications for the company both externally and internally. Was responsible for annual strategic marketing and communication plan.Developed an incentive plan for our remote employees. The plan led to a 10% increase in productivity.Team lead for annual SOC 2 Type II assessment.At time of sale, the Vice President of Operations, Vice President of Marketing and Communications, Vice President of New Client Implementation, Assistant Director of Operations, Data Analyst and Director of Information Technology reported directly to me.

Wayne, Pa, Us

New York, Ny, Us

Managed incoming institutional order flow for the financial and healthcare sectors.Responsible for committing capital on behalf of the firm up to $10 million per transaction and risk mitigation via derivatives and open market trading.

Mba, Computer Information Systems

Bsba, Finance, Economics