Vice President, M&A

o Led Brightwood’s $400 mm+ special situations carve-out and acquisition of non-core digital media subsidiaries from a publicly traded Canadian media conglomerate; managed complex transaction execution and value creation strategy, driving a 30%+ EBITDA uplift and strategic repositioning o Managed full lifecycle execution of a $7 mm Series C financing and BaaS-focused M&A pipeline, overseeing diligence, valuation modeling, and target screening to support long-term strategic expansion execution and value creation strategy, driving a 30%+ EBITDA uplift and strategic repositioning o Led execution of a $2 mm platform acquisition and subsequent tuck-in, implementing operational and strategic value-creation levers that generated ~$80 mm in enterprise value over 20 months o Directed end-to-end buy-side execution including TSA structuring, standalone financials, and synergy modeling, enabling smooth operational separation and post-close value creation o Implemented 13-week cash flow forecasting and liquidity strategy, unlocking ~$12 mm in working capital efficiencies and stabilizing near-term operations o Advised on the $600 mm global carve-out and divestiture of a cybersecurity software business unit from a multinational infrastructure software conglomerate; transaction spanned five countries and required jurisdiction-specific structuring and TSA negotiation o Built fully integrated carve-out financials and multi-scenario M&A model to assess value impact from dis-synergies, stranded costs, and potential vendor transitions o Led $350 mm distressed acquisition of a leading healthcare RCM platform through a structured 363 bankruptcy sale process; worked with stakeholders across lenders, legal, and management to align on deal terms and maximize asset value o Negotiated go-forward management compensation and retention plans to preserve continuity and institutional knowledge during ownership transition

Chief Financial Officer

* Board Member, Portfolio Operations, FP&A, Digital Health $10mm+ ARR Venture-backed Digital Health Technology Company with a Tech-Enabled Platform (e.g., remote patient monitoring, disease specific chronic care management, biometric sensors, vital tracking wearables) and payment model that integrates with most EMR systems and over 250+ FDA approved vital tracking monitoring devices o Reconciled balance sheet accounts to ensure proper recording of cash, receivables, collateral, payables, current costs, revenues, accruals, obligations, and intercompany accounts o Compiled monthly reporting package including financial statements, support schedules and analyses for several medical practices, which are used by partner physicians and operations team o Performed month-end close activities, such as reviewing accruals and updating headcount and financial forecasts o Supported Corporate FP&A team and business partners with the annual planning process, including forecasting expenses and developing plan review materials o Assisted with the day-to-day accounting functions, including preparing journal entries, account reconciliations, analyses, and with monthly close processes in Oracle (NetSuite) software o Developed complex financial models for what-if analysis, scenario planning, and M&A activities o Implemented data-driven financial controls to enhance revenue forecasting accuracy, enabling proactive decision-making and alignment with overall growth objectives o Deployed technology solutions to automate billing workflows, centralize financial data, and enhance real-time visibility into revenue cycle KPIs, leading to improved efficiency and accountability

Advisory Board Member

Private Equity Investment Professional

Responsible for deal sourcing, new investment evaluation, and supporting St. Cloud's portfolio company initiatives. Corporate Development, Deal Sourcing and +1 skill

Incoming Restructuring & Special Situations Analyst

• Actively identified distressed entities for potential advisory opportunities through in-depth credit and liquidity analysis • Analyzed credit agreements / indentures, bankruptcy filings, restructuring support agreements, financial projections, and business plans to evaluate debt capacity, valuation, rent & lease obligations, covenant compliance and liquidity needs • Worked with law / advisory firms on the negotiation of plans of reorg, credit agreements, and lease accept/reject decisions • Built full three-statement financial models with restructuring alternatives and covenant analysis • Assembled due diligence materials and responded to analytical and operational requests from buyers / creditors Selected Transaction Experience: o Advisor to parent company of Chuck E. Cheese, CEC Entertainment in restructuring of over $0.9bn in total liabilities (closed) o Advisor to MobiTV, provider of live and on-demand video delivery solutions in Chapter 11 bankruptcy (closed) o Advisor to an ad hoc group of unsecured noteholders in Ch.11 restructuring of 24-Hour Fitness Inc. (closed) o $1.0bn carve-out acquisition of a large US food producer with limited presence in Europe (closed) o Carve-out of ReVive Skincare LLC (ReVive), a $17MM private-equity backed luxury skincare brand (closed) Data Analysis, Financial Analysis and +4 skills

Investment Banking Division - M&A Group - Analyst

• Associate in more than $2.3 billion in lead-managed and co-managed public and private offerings of debt and equity and M&A transactions • Worked on approximately twenty live deals, including sell-side and buy side M&A, leveraged buyout, and debt and equity financings; prepared valuations analyses, merger and LBO models and client presentation • Oversaw complex deals as part of the M&A team’s senior analyst in the largest initial funding for an E&P start-up in the history of the industry, when it assisted Aubrey McClendon’s American Energy – Utica LLC in securing $1.7 billion in private equity commitments and term loan proceeds from The Energy & Minerals Group and First Reserve Corporation Selected Transaction Experience: • Potential $600 million sale of Jefferson Energy Midstream Oil & Gas Company  Prepared valuation using public company comparables, precedent transactions, and DCF; analysis showed company was under-valued by 20% and was successfully used in negotiations to raise asking price to $750 million. • $550 million Leveraged Buyout of Network Communications Company  worked with CFO to create a 5-year financial projection for use in lender presentations; created LBO model showing potential returns in 15%-20% range • Leading Semiconductor Company’s $600 million Initial Public Offering  Assisted with customer calls, due diligence, and writing of S-1; also researched and selected public company comparables to be used in IPO valuation • IT Consulting Company’s Section 363 Asset Sale  worked with senior management to make bankruptcy-related adjustments to normalize EBITDA; created valuation using liquidation analysis, trading multiples, precedent transactions, and DCF showing value in $750 million-$1bn range •Conducted buy-side due diligence for ~$10B cross-border deal Built outside-in model with standalone valuation, top-down and bottom-up synergy estimations; led to letter of intent