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Chaz Bauer, Finance Expert in Chicago, IL, United States
Chaz Bauer

Finance Expert in Chicago, IL, United States

Member since March 31, 2022
Chaz is the lead of business development for Beaumont Health, the largest health system in Michigan, with responsibility for system-wide M&A, joint ventures, and other strategic initiatives. His previous experience includes a regional CFO role with Surgical Care Affiliates, a leading ambulatory surgery center platform, as an investment professional at H.I.G. Capital, a global private equity investment firm, and an investment banker at Houlihan Lokey.
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Career Highlights

Education

Case studies

Expertise

Employment

  • Vice President of Business Development

    2017 - 2021
    Beaumont Health
    • Devised an integrated urgent care strategy to build a network of 30+ sites across Beaumont’s market. Executed the strategy through a combination of acquisitions and de novo sites.
    • Developed the value creation plan for a hospital acquisition, identified over $50 million of synergies and additional EBITDA growth opportunities, and then produced a post-closing implementation plan.
    • Expanded Beaumont’s mental health service line by relocating current services into a de novo 150-bed freestanding mental health facility in partnership with Universal Health Services.
    • Evaluated strategic alternatives for Beaumont’s home health and hospice business and structured a robust sale process involving multiple rounds of bids and extensive reverse due diligence on prospective partners.
    • Established several joint ventures to expand key service lines, including outpatient dialysis, surgery centers, home health, mental health, and urgent care.
    Focus areas: Mergers & Acquisitions (M&A), Strategy, M&A Modeling, M&A (Buy-side), M&A (Sell-side), M&A Pipeline Management, Entry Strategy, Competitive Strategy, Competitor Analysis & Profiling, Market Research, Market Entry, Joint Ventures, Joint Venture Development, Divestitures, Corporate Sales & Divestitures, Divestiture Planning, Acquisitions, Acquisition Analysis, Investment Thesis, Due Diligence, Corporate Finance, Business Development, Valuation, Healthcare, Digital Health, Forecasting, Finance Strategy, Cash Flow Management, Revenue & Expense Projections, Budgeting, Fundraising, Pitch Decks, Financial Planning & Analysis (FP&A), Three-statement Modeling, United States, RiskMetrics, Financial Reporting Dashboards, Dashboards, Data Analysis, Finance Director, Financing, Growth Strategy, Early-stage Venture Capital, Startups, SaaS, Software as a Service (SaaS), Capital Raising, Investment Capital Raising, Early-stage Startups, Financial Modeling, Models

  • Financial Operations Manager

    2015 - 2017
    Surgical Care Affiliates
    • Provided strategic and financial leadership to a group of 10+ administrators and operators and drove growth initiatives to expand the Illinois region from 6 to 12 facilities, doubling pro forma EBITDA for the area.
    • Led a team of clinical, operational, and supply chain resources to improve two financially distressed facilities; turnaround plan increased cash flow by $1.6+ million through physician recruitment, supply optimization, and vendor negotiation.
    • Secured $15 million in debt financing for acquisitions, de novos, working capital, and other capital projects.
    • Partnered with a group of gastroenterologists to migrate office-based procedures into an ASC setting, enhancing the physicians’ economics. Arranged the buyout of the center’s anesthesia contract to strengthen further economics.
    Focus areas: Finance, Corporate Finance, Capital Budgeting, Operations, Financial Modeling, Acquisitions, Acquisition Analysis, Debt Raises, Joint Ventures, Joint Venture Development, Competitor Analysis & Profiling, Strategy, Valuation, Healthcare, Digital Health, Forecasting, CFO, Finance Strategy, Fractional CFO, Cash Flow Management, Revenue & Expense Projections, Budgeting, Fundraising, Financial Planning & Analysis (FP&A), Three-statement Modeling, United States, RiskMetrics, Financial Reporting Dashboards, Dashboards, Data Analysis, Finance Director, Tableau, Financing, Growth Strategy, Capital Raising, Investment Capital Raising, Due Diligence, Models

  • Private Equity Associate

    2014 - 2015
    H.I.G. Capital
    • Contributed to all aspects of the private equity investment process, such as sourcing, investment thesis development, financial modeling, deal structuring, due diligence, arranging financing, investment committee approval, and managing third parties.
    • Developed an investment thesis for radiology staffing services through market research on imaging modalities, reimbursement, business models, and competitive landscape and identified acquisition targets and structured offers.
    • Constructed an LBO model for a B2B tech-enabled hardware and software products business and conducted extensive market due diligence to develop a scenario analysis to determine offer price and structure.
    • Assessed the impact on a prominent restaurant franchise owner from a campaign requiring store upgrades. Built a model to analyze investment returns by prioritizing store upgrades based on store aging, sales, and profitability.
    Focus areas: Private Equity, Leveraged Buyout (LBO), Mergers & Acquisitions (M&A), M&A Modeling, M&A (Buy-side), M&A Pipeline Management, Acquisition Analysis, Acquisitions, Leveraged Finance, Leveraged Buyout Modeling, Leverage Analysis, Growth Equity, Equity Financing, Strategy, Due Diligence, Industry Analysis, Competitive Strategy, Competitor Analysis & Profiling, Investment Thesis, Investment Cases, Valuation, Forecasting, Finance Strategy, Cash Flow Management, Investments, Business Services, Revenue & Expense Projections, Fundraising, Pitch Decks, Three-statement Modeling, United States, B2B, Business Models, Venture Capital, Financial Reporting Dashboards, Dashboards, Data Analysis, Financing, Growth Strategy, Exit Strategy, Early-stage Venture Capital, Startups, SaaS, Software as a Service (SaaS), Capital Raising, Investment Capital Raising, Early-stage Startups, Financial Modeling, Models, Business Plan Consulting, Restaurants & Dining

  • Investment Banking Analyst

    2011 - 2014
    Houlihan Lokey
    • Acted as an integral member of small investment banking deal teams advising middle-market clients on M&A transactions.
    • Developed offering materials, built financial models, coordinated due diligence, and communicated with prospective buyers.
    • Closed eight different M&A transactions totaling over $1 billion in aggregate transaction value.
    Focus areas: Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Divestitures, M&A Modeling, M&A (Buy-side), M&A (Sell-side), Corporate Sales & Divestitures, Divestiture Planning, Leveraged Buyout Modeling, Leveraged Finance, Acquisitions, Acquisition Analysis, Investment Banking, Due Diligence, Valuation, Forecasting, Consumer Packaged Goods (CPG), Finance Strategy, Investments, Revenue & Expense Projections, Fundraising, Pitch Decks, Three-statement Modeling, United States, Venture Capital, Data Analysis, Financing, Exit Strategy, Early-stage Venture Capital, Startups, Capital Raising, Investment Capital Raising, Early-stage Startups, Financial Modeling, Models, Business Plan Consulting, Restaurants & Dining

Education

  • Master's Degree in Business Administration (MBA)
    2020 - 2022
    University of Chicago Booth School of Business - Chicago, IL, USA
  • Bachelor's Degree in Finance
    2007 - 2011
    Eli Broad College of Business at Michigan State University - East Lansing, MI, USA

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