Founder & CEO, $15M Health Management Provider

Lead investor in the acquisition of a $3.5M durable medical equipment provider. Changed business model to an outcome driven, population health services provider Recruited and trained new Management Team while raising $10.5M from private equity group. Remain a Board Member with private equity investors as the Management Team has successfully taken the Company to an industry leading position.

CFO & Co-founding Member, $81M Specialty Pharmacy

Co-founded start-up specialty pharmacy. The company began as the restructuring of a small healthcare provider. The Newco was created to implement a strategy whereby the initial tasks were to reformulate the corporate structure, rationalize the overhead, renegotiate supplier agreements and work with lenders to finance the early growth of the Company. Sourced and negotiated $15M debt facility with major institutional lenders. Company later sold with an affiliate for over $60M valuation.

COO, $22M, NASDAQ IT Business Solutions Provider

Spearheaded the budgeting, planning, and operational management of the business which included parent company and 3 wholly owned subsidiaries. Interfaced with Chief Financial Officer, independent auditors and outside securities counsel on filings of SEC forms 10-K Annual Reports, 10-Q Quarterly Reports, 8-K Current Reports and DEF 14A Proxy Statements. Closed three acquisitions that furthered business development in Internet infrastructure, e-commerce solutions and information technology consulting. Negotiated line of credit facilities and separate acquisition funding for the three acquisitions. Revised operating and cost structure by: (1) consolidating operations and finance departments, (2) selling $30M equipment lease portfolio, (3) selling marginal employee staffing company, and (4) closing consulting company with offices in Memphis, TN and Charlotte, NC.

Interim CFO, OTC:BB Electrical Utility Cable Manufacturer

On behalf of a merchant bank considering significant investment, I served as Interim CFO to a small-cap public company that developed, manufactured and marketed products incorporating composite technologies to the global electric utility industry. The company was established by means of a reverse merger into a publicly traded OTC shell. My responsibilities were to prepare the investment prospectus, lead the development of the business model and forward budget.

Corporate Finance, $80M Defense Contractor

On behalf of a merchant bank with a controlling interest in this closely held manufacturer, I worked with senior management on the recapitalization of its balance sheet. Prepared the confidential memorandum and sourced and negotiated a $30M credit facility for the Company with an international institutional lender. The resulting increase in capital helped to increase revenues in excess of $100M, leading to a later sale of the Company to a multi-national defense industry conglomerate