• Volunteer Work: Rebuilding Duneland; Feed My Starving Children
• Interests: Card and board games, Sports, True crime podcasts
Overview
5
5
years of professional experience
Work History
Investment Banking Associate
CAIN BROTHERS
04.2022 - 10.2023
Executed both buy- and sell-side M&A processes across the hospital / health system, managed care, healthcare tech and healthcare IT sectors
Analyzed and researched qualitative / quantitative data throughout the healthcare landscape to provide clients with targeted, actionable M&A opportunities
Performed modeling and financial analyses to forecast potential value of strategic endeavors
Led creation of client deliverables for business development, advancement of deal processes and education of client management
Conducted diligence of prospective partners to ensure financial / organizational soundness and partnership viability
Assisted physician practices and health systems in improving efficiency and performance in both daily and long-term operations
Designed budgeting and forecasting models to enable clients to better understand their financial standing, to prepare for potential acquisition and to pursue initiatives in their best current and future interests
Served as project manager for both healthcare and manufacturing clients, working with leadership to achieve transformation initiatives and to execute on recommendations
Conducted analyses of current state vs strategic alternatives to optimize decision-making relating to patient care and financial stability for several hospital systems
Education
Bachelor of Science - Business Administration
WASHINGTON UNIVERSITY, OLIN BUSINESS SCHOOL
St Louis, MO
05.2018
Skills
Academic Health System Acquisition - Facilitated an academic health system's $75M acquisition of a regional hospital from a national system
Phase I Analysis - Conducted extensive client assessment and market research to provide ~15 optimal, actionable M&A recommendations in alignment with regional health system's strategic goals
Hospital Financial Improvement - Recommended industry best practices around scheduling optimization and supply chain management for a critical access hospital, leading to increased patient satisfaction scores and a $23M financial improvement over a two fiscal year period
Dynamic Budgeting - Led a $178M orthopedic center through a transition from static to dynamic budgeting, including training the staff on use and upkeep of utilized budgeting system