Meet The Team
50+ years of combined healthcare and PE experience
50+ years of combined healthcare and private equity experience
Leadership Team
Our leadership team brings deep experience in healthcare private equity, alongside physicians and surgeons across multiple specialties

- Former healthcare private equity investor and investment banker.
- Expert in scaling practices, optimizing profitability, and preparing for high-value exits.

- Over 10 years of experience in financial services, investment analysis, and consulting.
- Has managed transactions exceeding $35 billion, specializing in valuation and capital strategy.

- Background in clinical research and financial analysis.
- Specializes in business development, market strategy, and data-driven decision-making for healthcare practices.

- Oversees organizational alignment, project execution, and team operations.
- Ensures cross-departmental efficiency and facilitates strategic initiatives.

- Leads workflow automation and AI-driven tools to enhance operational efficiency.
- Oversees cold outbound systems and data processes to streamline client acquisition.

- Expert in healthcare sales strategy and practice optimization.
- Drives business growth through tailored client engagement approaches.

- Specializes in lead generation, marketing strategies, and demand creation.
- Focused on building SovDoc’s brand presence and engaging new client opportunities.

- Focused on building SovDoc’s brand presence and engaging new client opportunities.

- University of Chicago student studying Economics and Computer Science
- Passionate about the intersection between finance, healthcare, and tech
Advisory Board
Expert insights from leading physicians, surgeons, and healthcare entrepreneurs

- Specializes in orthopedic spine surgery and practice growth strategies.
- Helps physicians optimize patient care and business operations.

- Specializes in aesthetic medicine and practice expansion.
- Advises on branding, growth, and patient acquisition strategies.

- Expert in facial plastic and reconstructive surgery.
- Advises on practice growth, patient acquisition, and operational optimization.


- Financial consultant and digital marketing strategist.
- Expert in optimizing growth and profitability for healthcare organizations.
