Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Matt
Work Experience
2023 - 2023
Software Engineer Intern
2023 - 2023
Software Engineer Intern on Digital Dialogue team, building high-throughput systems to manage SMS/Email/Push messaging between Liberty and its customers. Redesigned email archiving service to run on serverless AWS Lambda/SQS architecture, reducing runtime by 67%. Designed and implemented event-driven service on Apache Kafka to notify business groups upon SMS message delivery via Twilio.
2022 - 2022
Software Engineer Intern
2022 - 2022
Transitioned core member data monitoring and removal services from Python to extensible Go service architecture. Increased data removal rates for top brokers by more than 40%, addressing backlogs for over 10,000 members.
2021 - 2022
Board Observer
2021 - 2022
2018 - 2022
Principal
2021 - 2022
Responsible for sourcing, evaluating, and structuring venture capital and private equity investments in innovative early- and growth-stage healthcare companies. Particular focus on alternative, forward-looking care delivery models. Selected investment and governance experience: Dispatch Health TytoCare FastMed Genome Medical Heartbeat Health
Senior Associate
2019 - 2021
Associate, Strategic Investment
2018 - 2019
2019 - 2022
Board Observer
2019 - 2022
2019 - 2022
Board Observer
2019 - 2022
2019 - 2022
Board Observer
2019 - 2022
2014 - 2018
Investment Banking Associate, Healthcare
2017 - 2018
Investment Banking Analyst, Healthcare
2014 - 2017
Structured and underwrote over $10 billion in taxable and tax-exempt debt for large healthcare systems. Valued acute care providers for healthcare organizations considering consolidation; performed comparable company and discounted cash flow analysis, and forecasted industry trends to make strategic recommendations. Monitored outstanding debt for refinancing opportunities; projected financial performance; authored and delivered presentations to senior client executives and ratings agencies. Served as Intern Sponsor for Healthcare group; managed project staffing, provided feedback, and participated in hiring decisions for summer analysts.
2013 - 2013
Public Finance Summer Analyst
2013 - 2013
Completed rotations through Healthcare and Southeast regional coverage groups. Constructed financial models to structure debt repayment, optimize capital structure, and identify refinancing opportunities; developed strategic recommendations for health systems considering mergers and acquisitions. Created presentation materials delivered to senior client executives and ratings agencies; authored macroeconomic commentary, industry overviews, and client-specific financial analysis. Composed pitch documents for oral interviews and written RFP response for $230 million new money financing. Selected Transaction Experience: $275 Million Refinancing and New Money Issuance for Large Not-for-Profit Health System - Built model to calculate optimal principal amortization schedule, determine ideal variable/fixed rate debt mix, and measure effects of issuance on company financials - Synthesized results of analysis to produce presentation recommending a plan of finance to client CFO $90 Million Debt Restructuring for Hospital Acquisition - Compared fixed and floating rate financing options to determine the most cost-effective strategy for buyer to refinance target hospital’s outstanding debt and interest rate swaps - Created presentation outlining changes to buyer’s capital structure caused by acquisition-driven restructuring
2012 - 2012
Teaching Assistant, Business Statistics
2012 - 2012
Lead review sessions and graded homework assignments, projects, and exams for 300 Statistics students. Trained students to use JMP statistical software to organize and conduct hypothesis tests on large data sets.