Scott Sumner

Management of all non-lawyer staff including new hires/terminations, evaluations, staff appreciation, staff meetings and employee relations. Assist in the recruitment, interview, onboard and acclimation process for new employees to the Firm. I also assist the Managing Partner with day-to-day operations of the Firm.

Key Accomplishments

• Lead project team responsible for reviewing, testing and implementing a document management system. Part of the project included a break even analysis demonstrating that a modest increase in billing accuracy will offset the increased costs.
• Reviewed, tested and implemented a new phone system to address needs of a increasingly mobile workforce while decreasing costs over 15%.
• Created Individual Attorney P&L statements. Prior to this, the firm relied solely on billable hours and collected revenue to evaluate financial contribution to the firm.

Assisted my family’s HR Legal & Consulting business to prepare for an aggressive expansion period. This is a business led by an experienced Labor and Employment Litigator to assist businesses with policies/procedures, training, investigations, and litigation support.

Key Accomplishments

• Prepared Business Plan and Pro Forma Income Statement for expansion planning
• Established sales targets for each new product and service to achieve expansion goals
• Secured Credit Facility for short term use during initial expansion phase

Lead development of the company's mergers and acquisitions strategy for new PE Ownership, targeting qualified home healthcare agencies for business expansion.

Key Accomplishments

• Introduced Salesforce for streamlined pipeline management and efficient reporting.
• Developed a formal transition guide encompassing HR, payroll, provider credentialing, and overall integration.
• Established relationships with investment bankers and Private Equity firms, refining the company's approach to deal negotiations.
• Reported to the PE sponsor and Board of Directors monthly

Led the strategic expansion of a pediatric dental group with a focus on Medicaid Providers, managing a team of a Financial Analysts and a Transition Managers. Liaised with brokers and influencers to identify potential acquisitions while still allowing sellers to maintain operational and ownership roles. Responsible for all employment contracts of acquired practices

Key Accomplishments

• Exceeded plan revenues for multi-location acquisition in Maryland
• Developed and Instituted an "Acquisition Playbook" that streamlined evaluation processes 20% and aligned objectives of all stakeholders
• Developed initial plan to acquire orthodontic practices to increase revenue per patient
• Reported to PE sponsor and Board of Directors quarterly
• Reported to secured creditors monthly
• Participated in two capital calls to fund acquisitions

Headed the expansion of a general dentist group across multiple states through targeted acquisitions. Conducted meticulous due diligence and financial analysis to identify suitable practices. Facilitated the transaction process from initiation to closure, including drafting letters of intent and negotiating legal documentation. Worked closely with Transitions team post close to ensure long-term success of each acquisition.

Key Accomplishments

• Increased EBITDA by $9.5MM through the acquisition and transition of 28 practices.
• Exceeded Year 1 EBITDA projections for over 90% of acquired practices
• Developed plans for each practice to increase service offerings
• Secured LOIs for 4 practices, totaling $2.1MM in EBITDA, prior to COVID-19

• Responsible for Business Banking growth of private practice portfolio in several geographies. Collaborated with executive teams across business lines to facilitate additional revenue growth.

Key Accomplishments

• Ranked in top 5% each year based on 8 KPIs
• Led the expansion of PNC Healthcare into New York City, scaling team to 12 bankers and generating $1MM in annual risk-adjusted interest income with in 24 months
• Averaged 35 new clients per year
• Averaged $17.6MM in new loan growth per year
• Averaged $347M in new fee income per year