Helping other women succeed in their jobs, building my career in a male-dominated industry, meeting leaders of growing companies, particularly those in the healthcare space.
San Francisco native, but currently Boston-based, private equity professional focused on healthcare and growth equity investments.
August 2014 — Present
One of 15 investment professionals responsible for managing over $2Bn of capital dedicated to U.S. and international growth equity, mezzanine and buyout investments.
Identify, evaluate, execute and monitor investments in healthcare, technology, business services and industrial industries. As part of the evaluation process, meet with management, review financial models, conduct customer reference calls, build dynamic models to evaluate returns and present recommendations to the Investment Committee.
The Wharton School
August 2012 — May 2014
Corporate Strategy & Business Development Intern
June 2013 — August 2013
Investigated viability of independent pharmacy customer base by quantifying impact of drivers such as Medicaid expansion, health insurance exchanges, preferred pharmacy networks, and downward reimbursement pressure from payers. Project research resulted in 10-year profitability forecast for average independent pharmacy. Identified specific areas for McKesson to support pharmacies diversifying revenue to mitigate industry headwinds.
October 2011 — July 2012
August 2009 — September 2011
Investment Banking Analyst
July 2006 — July 2009
Analyst in San Francisco (2 years and 2005 summer internship, Corporate Finance Group), Analyst in New York (1 year, Global Power and Utilities Group)
Advised clients on sell-side transactions, buy-side acquisitions, and equity and debt financings. Constructed dynamic financial models and performed valuation using leveraged buyout, discounted cash flow, accretion/dilution, comparable company, precedent transaction and merger analyses. Prepared and presented discussion materials to management, board of directors and internal team members.
University of Pennsylvania - The Wharton School
Master of Business Administration, Health Care Management
Bachelor of Arts, Molecular Biology
St. Paul's School