Barrett has an emphasis on serving Healthcare, Technology, and Business Services companies. He has held various roles as an investment banker, investor, president, CFO, and COO.
Barrett has worked with companies ranging from pre-revenue to $100 million in revenue. He advises them on process improvements, financial strategy, organization/team structure, and M&A.
Areas of Expertise
- Capital Markets
- Health Care Providers & Services
- Health Care Technology
- IT Services
- Professional Services
Bear & Kenmore LLC - Consulting
Tuesday October 18, 2022
Sourced hundreds of investment opportunities, annually, across asset classes.
Led the diligence and execution of over a dozen investments, including syndicated venture deals, independent sponsor deals, co‐investments alongside other PE funds, and investments in credit/hedge/private equity funds.
Appointed to a board role in two manufacturing businesses, a dermatology practice, and an audiology practice.
Promoted to President of Debt Collections in May 2019 for implementing a growth strategy and rebuilding plan that was initiated in May 2018; Leader of the debt collections division from May 2018 until resignation
Drove ~30% revenue growth and almost doubled EBITDA in the first year of leadership, through new business development, higher employee productivity, identifying inefficiencies, and rationalization of expenses