Jeff has had a 40-year career with 15 years in M&A investment banking and 25 years as an institutional research analyst. He was twice named to the Wall Street Journal All-Star Analyst team and has completed over $2.5 billion in transactions. Jeff started freelancing with Toptal to find assignments where his experience in advising corporate clients in attaining their objectives and in providing modeling solutions.
Founded an investment bank focused on the healthcare market completing 20+ merger, debt, and equity financing transactions.
Negotiated the purchase of IP from Harvard Medical School.
Advised in a proxy contest against the incumbent board of directors of Tenet Healthcare, the second-largest hospital company in the U.S. at the time, resulting in a change of governance and the replacement of the CEO and COO.
Advised a client's board of directors to institute a poison pill.
Negotiated the sale of a home healthcare company to a private equity-backed company.
Completed two Section 363 bankruptcy sales resulting in the full repayment of creditors.
Recruited to head the healthcare research department for Robinson Humphrey, a subsidiary of Salomon Smith Barney & CitiGroup.
Received second Wall Street Journal All-Star Analyst designation.
Rebuilt the healthcare research team and completed $750+ million in transactions including the successful IPO of Province Healthcare.
Focus areas: Healthcare, Investment Banking, Investment Research
Partner and Director of Research
1991 - 1997
Johnson Rice & Co.
Built a seven-person institutional investment research department as the director of research, expanding the firm's investment research to include healthcare, retailing, and restaurants.
Named the number-one healthcare analyst by the Wall Street Journal.
Designed and implemented protocols to bring Johnson Rice research to institutional clients every morning before the market opened.
Worked with investment banking department on several projects, including with the co-manager with Merrill Lynch on shareholder rights offering, public offerings for funeral home, and hospital management companies.
Focus areas: Investment Research, Investment Banking, Health Care