Advised and assisted the management and board of Casa Grande Regional Medical Center pre- and post-petition in this bankruptcy case which resulted in a transfer of the hospital and all of its services to a new sponsor, the rehiring of all employees and 100 cent recoveries to the creditors.

Advised Morehead Memorial Hospital, a distressed independent hospital in rural North Carolina, by assisting in cash flow forecasting and pension termination, among other services, as it pursued a strategic partner and navigated various difficulties related to the bankruptcy process and a distressed sale. Advised the debtor in confirming a plan of liquidation, and advised the liquidating trustee as it distributed assets per the bankruptcy process.

Advised, Oconee Regional Medical Center, a financially-challenged hospital system in rural Georgia in addressing its liquidity needs, and navigating a chapter 11 bankruptcy proceeding.

Led financial and strategic advisory services to a mental health organization that violated its debt covenants. Led the development of short-term and long-term financial models with the potential for continued use, as well as sensitized debt covenant calculations to be provided to lenders enabling the client to negotiate a waiver with its lenders to continue to operate effectively. Longer-term, Brian equipped the organization with the knowledge it needs to make sound financial decisions moving forward.

Advised the operator of three assisted living facilities that struggled to generate sufficient cash flow to meet its debt service obligations. Led the development of short- and long-term cash flow forecasts to support discussions between the operator and its lenders, enabling the facilities to continue to operate while they sought strategic partnerships, and access almost $2 million of debt service reserve funds early to fund operations.

Served as an advisor to Highmark Inc. on its creation of one of the largest integrated healthcare delivery systems. Brian assisted in developing financial projections, business plan analysis, and in discussions with representatives of state regulators to gain approval for the transaction which totaled over $2 billion in investment for seven hospitals and the build out of a large physician network.

Advised the administration and board of a 4,500 student private research university, leading a team in identifying $15M in annual revenue enhancement and cost reduction opportunities. Led the development of a forecast including various scenarios and sensitivities to enable informed decision making, measurement, and transparency.

Identified and quantified $20M – $30M in cost reduction opportunities, including leading a department-level analysis of proformas to identify necessary costs to operate the college.