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CFO with Deep M&A Expertise

Summary: A results-driven CFO with extensive experience in M&A transactions across consumer, healthcare, and business/tech services industries. A track record of driving value through operational leadership and strategic financial management in middle-market and private equity-backed companies.

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Key Strengths:

  • Completed over 60 M&A transactions as an investment banker and operator.

  • Expertise in buy-side and sell-side M&A, including healthcare IT, consumer services, and tech-enabled businesses.

  • Proven ability to lead financial operations in multi-site healthcare services and technology-enabled organizations.

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Profile

Industry Experience: Healthcare IT, multi-site healthcare services, consumer/retail, business/technology-enabled services.


Investment Types: Private/ESOP, PE-backed.

 

Revenue Bands: $10M - $50M, $50M - $100M, $100M - $500M.

 

M&A Expertise: Buy-Side and Sell-Side M&A.

 

International Experience:

  • Led cross-border operations and M&A for healthcare IT and behavioral health companies in the UK and Ireland.

 

Functional Expertise: Finance.

Location: Southeast US

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