Lead multi-disciplinary and multi-national teams in delivering comprehensive transaction execution support to public and private corporations and private equity firms, with a specialized focus on the healthcare and life sciences sectors. Responsibilities encompass the entire transaction lifecycle, including:• Target Selection: Identifying and evaluating potential acquisition or investment targets that align with strategic objectives.• Due Diligence: Conducting thorough financial, operational, and strategic due diligence to assess risks and opportunities, ensuring informed decision-making.• Integration/Separation: Developing and implementing integration plans for mergers and acquisitions, or separation strategies for divestitures, to ensure seamless transitions and business continuity.• Synergy Realization: Identifying and capturing synergies to maximize value creation post-transaction, including cost savings, revenue enhancements, and operational efficiencies.• Post-Deal Transformation: Leading post-deal transformation initiatives to optimize business performance, drive growth, and achieve long-term strategic goals.

• Value Modeling and Capture: Led development of quantitative value modeling and value capture strategies to realize synergies in smaller oil and gas markets.• Subject Matter Expert: Served as a subject matter expert for organizations undergoing large-scale transformations due to transactions, providing strategic guidance and expertise.

• Synergy Capture and Integration: Directed sales and delivery teams in the US and Canada for synergy capture and integration initiatives involving two mid-sized oil and gas companies.• Quantitative Model Development: Developed sophisticated quantitative marketing models to enhance value capture for acquired organizations.

Demonstrated a consistent record of success and achievement at one of the largest Strategy and Transactions practices, marked by increasing responsibility, influence, authority, and accountability. Advanced based on subject matter expertise, new business development, program execution, and exceptional leadership and recruiting abilities. Renowned for developing deep, trusting client relationships in account leadership roles.• Vision and Strategy Leadership: Directed vision, strategy, and execution for new business development, operational diligence, and client program design and delivery, with a specialized focus on Healthcare.• Team Building: Built a world-class transactions team, generating millions in annual recurring sales and capturing significant synergies.• Market Assessments: Developed quantitative, data-driven market assessments to support corporate development teams in executing new strategies within the Healthcare sector.• Executive Advisory: Advised senior leaders and client C-suite members on operational diligence, divestitures, merger planning, joint ventures, and integration activities.• Sales Excellence: Achieved a strong sales record in Healthcare, consistently rated “Outstanding” by client leaders in independent quality reviews.• Recruiting and Mentorship: Actively participated in campus and experienced hire recruiting, recognized for coaching and mentoring junior staff.• Diversity Leadership: Served as a national leader in the EY LGBT organization, advocating for inclusivity and diversity within the firm.

• Management Consulting Leadership: Oversaw multiple high-value international consulting programs focused on merger integration, organizational design and performance, corporate strategy, human performance, workforce transformation, and change management. Primary industries included Healthcare and Energy.• Revenue Generation: Achieved strong sales in Strategy Management Consulting, generating strong revenues.• M&A Talent Acquisition: Led experienced hire and campus recruiting efforts for the M&A Strategy team, ensuring the acquisition of top talent.• Post-Merger Integration: Directed integration efforts for mergers valued between $1B and $30B across Healthcare, Energy, High Tech, and Products/Services sectors.• International Strategy Studies: Conducted studies for several international oil companies expanding into BRIC countries, collaborating closely with governmental organizations to ensure strategic alignment and compliance.

• Strategic Leadership: Designed and implemented a new strategic agenda for the Department of Clinical Cancer Genetics – administrative director for both clinical research and clinical operations.• Organizational Management: Led organizational design and development, overseeing financial planning, human resources, research activities, compliance, community outreach, and operations.• Clinical Services Management: Managed clinical patient care services within Clinical Cancer Genetics, ensuring high-quality care and patient satisfaction.• Research Coordination: Coordinated all research activities with the National Cancer Institute and National Institutes of Health and collaborating institutions, ensuring alignment with national standards and advancing cancer genetic scientific knowledge.

• Investigative Leadership: Directed comprehensive investigations into individual, team, and organizational factors influencing performance and safety across aviation, space, and the medical operating theater. Collaborated with NASA, FAA, NTSB, US Navy, five commercial US airlines, pilot unions, and hospitals in the US and Europe.• Data Analysis and Metrics Development: Collected and conducted complex analysis of over 1,000,000 human behavioral data points to create innovative performance measures in aviation and medicine. Assessed the impact of human factors training on attitudes and behaviors to prevent incidents and accidents in civil and military aviation and the surgical theater.• Regulatory and Training Contributions: Findings informed the development of new regulations and training programs by collaborating organizations and the International Civil Aviation Organization.• Award Recognition: Received the Outstanding Dissertation Award from The University of Texas at Austin, 1998.

Space Shuttle and International Space Station Programs• Pyrotechnics Quality Assurance: Ensured the quality and safety of pyrotechnics for the Space Shuttle program.• Standardization of Quality Procedures: Developed and implemented standardized quality procedures for all mechanical parts used in NASA’s manned space flight programs, coordinating across all NASA centers nationwide.• Security Clearance: Held US Government Secret Security Clearance.