Supported a highly acquisitive orthodontic platform across dozens of practice acquisitions over multiple years, embedding directly within the client’s deal and finance teams to support add-on integration. Helped develop the platform’s internal finance analysis, overcoming poor data quality to give a reliable view of collection rates.

Developed analysis across numerous add-on acquisitions for IT services platforms to separate recurring from project-based revenue, validate customer run-rates, and analyze profitability by service line consistently across targets.

Partnered with sponsors investing in clinical trials platforms across numerous acquisitions, leveraging AI to overcome the unreliable data common among single- and multi-site companies to deliver robust revenue recognition analysis. Built a forward-looking view of the health of each investment’s pipeline of studies.

Strengthened how deal teams at sponsor-backed women’s health platforms underwrite physician compensation across dozens of practice acquisitions, shaping the compensation model the platform uses today. Developed a revenue recognition model for bundled service reimbursement.

Built a management dashboard for a residential services platform’s add-on program, used to assess opportunities and compare performance across acquisitions on profitability by service line, labor utilization, retention, recurring revenue, and fixed asset utilization.

Advised an independent, non-sponsor-backed MSO supporting 600+ physicians through its sale, building analysis that demonstrated the loyalty of its practice base through high retention and low churn. Quantified technology-driven cost reductions that lifted run-rate earnings and earned credit in the transaction, and positioned the network’s covered lives as an opportunity for buyers with ACO strategies.