Senior Financial Analyst at a Blue Sea Capital portfolio company growing to 130+ physicians across 100+ locations and 11 states. The acquisition cadence required a repeatable diligence framework and a defensible returns model on every target.
PE-backed multi-state specialty platform aggregating partner practices. Acquisition pace was the constraint. Every deal needed defensible diligence and a returns model the sponsor and lender could both sign off on without re-doing the work each time.
The LBO and diligence framework end-to-end. Standardized capital structure inputs, debt paydown schedules, and IRR / MOIC sensitivity tables. Templated the diligence checklist across financial, payor, and operational lines. Built the Python + SQL dashboards the platform ran on so leadership had real-time visibility into the partner-practice pipeline. The same workbook structure carried from indicative offer through close.
Transaction closing time reduced 20% across the rollup. Network scaled to 130+ physicians across 100+ locations and 11 states. The diligence framework outlived me at the platform.
Confidentiality note — Target names, sponsor-specific commercial terms, and any client-identifying detail have been sanitized for confidentiality. Methodology, structure, and outcome direction are real. A sanitized representative workbook is available on request.