Extensive Physician Practice M&A experience
- Eight-year experience leading the corporate development efforts of U.S. HealthWorks, a PE backed, national operator of multisite specialty physician practices (occupational medicine and urgent care)
- Built a business development program that lead to the acquisition of over 130 medical clinics through over 40 transactions. Near all transactions were proprietary, non-intermediary led transactions.
- Responsible for all aspects of the business development / mergers & acquisitions including initiation of a robust pipeline of transaction opportunities, transaction target profiling and assessment, business valuation, deal structuring, negotiations of legal documentation, management of due diligence process and post-transaction integration and implementation.
- Drove the Company’s nationwide expansion by leading the entrance into 8 new states through “beachhead” acquisitions.
- Culminated in the sale of the company to Concentra, a division of Select Medical, in a transaction valued at over $750 million.
Strong Behavioral Health experience having led the growth efforts of a regional multi-site Behavior Health provider
- Led the M&A and new market development efforts of Autism Learning Partners, a PE backed multi-site, multi-state Autism Services provider.
- Developed of a robust pipeline of proprietary and intermediary-led acquisition opportunities.
- Completed two corporate acquisitions, both non-auctioned proprietary transactions.
- Led new market Denovo growth strategy – successfully entered 15 new metro market including five new states.
Extensive middle market investment banking experience
- Eight-year experience as a senior deal team member of regionally focused, middle market M&A advisory firms including McGladrey Capital Markets and B. Riley Financial.
- Successfully completed a number of healthcare sell-side advisory transactions and as well as a number of buy-side advisory engagements.