Ferguson Enterprises, Safe Step Walk-In Tubs, (Through Crossfire Consulting Corp)Business consultant to Fortune 125 company leading post-acquisition integration and digital transformation of four acquired companies. Focusing on standardized and efficient business operations and processes. Preparing subsidiary for multi-fold growth.

The Fusion Advisor Network is a diverse community of forward-thinking advisors who are passionate about supporting the build and scale of early-stage startups. Fusion Advisors share their expertise with High Alpha Innovation and portfolio companies, learn from and connect with their peers, and get early access to board, advisory, and investment opportunities at High Alpha Innovation startups. Fusion Advisors come from different backgrounds, functions, geographies, and industries, but come together in multiple ways to share their expertise, entrepreneurial advice & industry-specific knowledge to help others in the High Alpha Innovation community be successful.

High Alpha Navigators is an invite-only network for senior leaders and executives who advise new High Alpha Studio companies. High Alpha is a venture studio that creates and funds B2B SaaS companies. Learn more at highalpha.com.

Strategic CFO, thought partner to CEO, through full-time, fractional or consultative structure. Healthcare Venture Studio, Private Equity and Venture Capital senior executive, operations and administration, portfolio management, diligence, and M&A.

Led healthcare fund finance and operations during growth period from $200M to over $1B—professionalizing processes, reporting and building out systems and teams. Managed five family office affiliated funds; creating three during tenure. Owned portfolio management, due diligence and M&A. Closed nine portfolio exit transactions and one eight-company secondary sale. Responsibilities included fund administration, deal presentation to family officer, due diligence, deal negotiation, portfolio management, treasury, fund financial and performance reporting. Structured new funds, led legal and banking on investments and exits, M&A transactions, valuations. Built strong oversight and portfolio company management serving as a Board Observer on 20 companies, attending over 400 board meetings. Managed policies and procedures for fund activities. Developed reporting documents and processes for reporting fund performance, capital requirements, portfolio company updates and valuations for investor presentations. Worked with portfolio companies' executives on reporting, strategy, equity capital and debt structures (venture, ABLs, mezzanine), executive contracts and incentives. Worked with family back office on fund accounting input and reviews, and outside resources on HR, IT, facilities and purchasing. Managed Nashville office staff and worked with San Antonio office staff on tax compliance (corporate and partnership), regulatory (HSR, FBAR, etc.), and document retention.Helped guide and execute family objective to restructure family office investments. Co-led $600M healthcare secondary portfolio sale. Achieved $1.2B plus proceeds / valuation to date on MedCare investments.

Healthcare private equity due diligence, portfolio management, financial modeling, portfolio company performance analysis, intellectual protection vetting, and terms and document negotiationsManagement consulting, change management, turnaround, strategic growth, board and management structuring, debt facility

Managed all aspects of a medical equipment leasing and lending company. Led return of capital to owner and winding down of company.

Funded over $80M in approximately 3,000 medical equipment lease agreements. Raised $11M equity to fund lease origination growth. Sold $15M in lease contracts CitiCorp (formerly Copelco) and others to manage concentrations and generate cash. Responsible for equity and banking relationships, financial management and reporting, cash and treasury management, policies and procedures, securitization servicing and compliance, audit and taxes, strategic direction, customer and manufacturer relationships, management of all employees (except Sales), legal, human resources, IT, office and facilities.

Closed 3 Asset-backed securitization deals totaling $45M. Day-to-day responsibilities included heavy cash management and bank borrowing, financial statement preparation, bank borrowing-base compliance and certification, documenting lease transactions, tracking accounts receivable team efforts and reporting to senior management. Responsible for audit, tax and securitization compliance, certificates and filings.

Involved in management-lead LBO financed by Asset-Backed Securitization (ABS) a packaged block of lease receivables. Worked directly with Bank One Capital, Dun & Bradstreet, Sun America, KPMG, and Kutak Rock on ABS.Managed financial reporting for small division of public company, Kinetic Concepts, Inc., (KCI) of San Antonio, TX. Managed small accounting staff, support sales staff in pricing, manage auditor KPMG for audit, prepare statements for consolidation into KCI's statements and taxes. Managed data for sales tax reporting in over 40 states.

Senator Orrin Hatch Staff - Washington, DC - Responsible for advising Senator of new tax legislation for voting position. Support legislation of interest to the Senator through other Senator's staffs or through lobbying efforts. Aid Legislative Correspondents in drafting tax related responses to constituent letters.