Become an agile and responsive organization to deliver value to clients
Align strategic objectives and priorities to improve how the organization operates
Take Control and Manage an increasingly complex and interconnected environment
Spearheaded business transformation during a critical "make or break" phase in the company's evolution. Applied a disciplined system to assess the situation, establish plan, and drove execution while on-site. Aligned clinical, administrative, operational, financial teams to achieve measurable results. Successfully completed turnaround.
Secured market dominance through organic growth, strategic acquisitions, and operational excellence. Mobilized resources to rapidly expand and integrate new sites, surpassing growth goals. Built a nimble field team, implemented KPIs and scorecards, exceeded budgets, and aligned stakeholders while embedding new services into acquired locations.
Transformed a private family-owned business into a market leader via organic growth, acquisitions, and operational excellence. Created effective strategy and drove aggressive execution while staying aligned with the family's personal interests. Converted systems, implemented analytics, established business controls.
Built a market-leading platform by successfully completing the complex merging or two national firms, while simultaneously converting all systems and manufacturing processes. Recruited top-tier executive and sales leadership. Implemented robust Data Analytics. Overhauled all business methodologies, and measurements of success. Transformed operations by streamlining workflows, executed cost reduction, and penetrated new markets with new innovative product offerings.
Created the premier network of specialists and technical facilities with bold vision and unwavering passion to improve care delivery. Aligned specialist incentives to our mission to demonstrate our full commitment. Transformed operations — workflow, sales, logistics, technology, billing—elevating the client experience to incredible heights. Recruited top talent to scale the company. Set ambitious KPIs, scorecards, and ULE standards for success.
Created financial models, presentations, and purchase agreements. Closed transactions delivering attractive returns. Led the sourcing, acquisition, and integration of new sites across the U.S.
Connected the value proposition with clients and team members. Converted systems. Unified core business practices and measures of success. Developed measurable standards in efficiency, quality, and growth. Accomplished objective to create market leader.
Selling your business is complex; a trusted expert ensures you navigate legal, financial, and emotional challenges, maximizing value and securing your future with confidence.
Scaled PE-backed Primary Care VBC Platform. Sold controlling interest to PE Acquirer. EV +$500mm. ("EV": "Enterprise Value" or "Company Value")
Scaled Privately owned Primary Care VBC platform. Sold to strategic in cash transaction. EV +$190mm.
Transformed PE-backed Dental platform. Successful refinancing generated shareholder return. EV +$300mm.
Scaled PE-backed Diagnostics Platform. Transformed into market leader. Sold to Strategic. EV +$2.0b.