Operators, dealmakers, and clinicians — aligned for the long term.

Operations, turnarounds, acquisition integration

• Led the acquisition and integration of nine specialized care facilities, transitioning systems and personnel in under a year
• Raised portfolio-wide gross margins from 18% to 24% (35% at top locations)
• Directed the design, construction, and lease-up of a ~$75M continuing-care community — full occupancy within months of opening
• Turned around 15 newly acquired sub-acute rehabilitation facilities representing $225M in revenue
• Launched non-medical home care and memory care programs across two states; Ivy League graduate degree in healthcare administration

Full-lifecycle M&A, capital structure, corporate finance

• Led a $3.5B refinancing and out-of-court restructuring for a global manufacturer
• CFO of major industrial companies; prior Big 4 and Fortune 500 restructuring and audit background
• Full-lifecycle deal execution: sourcing, diligence, negotiation, closing, and post-acquisition integration
• Deep operational finance toolkit: 13-week cash-flow forecasting, treasury redesign, lender and covenant reporting, ERP implementations across major platforms
• Certified Insolvency & Restructuring Advisor (CIRA); Ivy League graduate credentials

Transaction tax structuring and diligence

• Partner-level leadership, including office managing partner and national M&A tax roles, at a global accounting firm
• 600+ transactions from $10M lower-middle-market deals to $1B+ cross-border transactions
• Structuring and formation expertise for private equity funds and strategic buyers
• Board member of a senior living community, including audit committee service

Healthcare finance, pharmacy, long-term care M&A

• 36 transactions closed, 14 of them M&A, totaling more than $6B in value
• Finance leadership across Fortune 500 pharmaceutical, pharmacy, and healthcare technology companies
• A decade focused on long-term care: senior living, skilled nursing, IDD, and post-acute services
• Currently finance leader of a fast-growing technology-enabled healthcare services company

Enterprise building, senior care acquisitions, capital raising

• Grew a real estate development company from $2M to over $400M in valuation
• Closed a nine-figure acquisition of two high-end senior care facilities, financed by a major institutional capital partner
• Raised and executed $300M+ across 45 financing transactions
• Operational P&L leadership from $2M to $100M in revenue across healthcare and telecom
• Transformed a telecommunications company from negative earnings to 20% net profit in three years, serving 40,000+ customers across 13 states

Healthcare consolidation, AI-enabled care platforms

• 20+ M&A transactions executed across healthcare and communications
• Led consolidation of ~$400M in communications assets
• Managed organizations of 5,000+ employees
• Ivy League engineering degrees; business school lecturer; advisor to government digital-health legislation

Cross-border litigation, arbitration, asset recovery

• Over $1B in judgments obtained for international financial institutions
• Lead counsel in international arbitrations for U.S. healthcare companies
• Decades of partner-level practice at leading global law firms before founding an international disputes boutique
• Secured a nine-figure judgment in U.S. federal court for a large group of international clients; obtained contempt orders against sovereign-state debtors
• Longtime law school lecturer in international negotiations

Regulated industries, data privacy, board governance

• Former partner and practice founder at a global law firm; led cross-border privacy, cybersecurity, and regulatory teams
• Former group senior vice president and chief international counsel of a global telecommunications company
• M&A regulatory diligence and merger clearances across 50+ jurisdictions; current board and audit committee service at a $100M+ health services provider
• Selected for dispute-resolution panel service by a global technology-governance organization

Government programs, regulatory approvals, cross-border transactions

• Former senior legal advisor within the U.S. government on international programs totaling hundreds of billions of dollars in value
• Counsel on treaties and international agreements signed at the head-of-state level, including some of the largest multinational programs in history
• Advised the largest government contractors and high-technology companies on export controls, foreign investment (CFIUS) reviews, and compliance agreements
• Selected as independent trustee by one of the world's largest banks on a $100M matter arising from a multi-billion-dollar transaction
• Prior Big 4 executive director in complex international tax; law firm transactions including M&A, funding rounds, and IPOs up to $3B
• Retired senior military officer; graduate degrees from top U.S. and U.K. universities

Clinical quality, continuity of care

• Double board-certified physician practicing full-time emergency medicine
• Clinical experience across major academic hospitals and rural and urban emergency departments in Canada
• Research, teaching, and community-care engagement including geriatric populations