Brad Brumbaugh, CFA

Director

Brad Brumbaugh, Director at Helix Health Capital Advisors, specializes in guiding healthcare companies and investors through complex M&A, capital raising, and strategic financial decisions. He brings over a decade of experience in healthcare deals at firms such as PwC, VMG Health, and Berkeley Research Group, where he has advised a diverse range of clients, from Fortune 500 companies and major health systems to specialized provider groups and innovative startups.

Additionally, Brad has held leadership roles in PE-backed entities, including US Anesthesia Partners and a healthcare AI startup, where he focused on strategic finance, corporate development, and value creation.

Brad's unique combination of advisory and operational expertise gives him a distinct perspective, enhancing his advisory strategies with practical insights and bespoke solutions tailored to the dynamic healthcare landscape.

Prior Work Experience

Eon — SVP, Finance | Healthcare Corporate Finance

PwC — Senior Manager | Healthcare M&A Advisory

US Anesthesia Partners — Manager, Finance | Healthcare Corporate Finance

VMG Health — Manager | Healthcare M&A Advisory

Berkeley Research Group — Senior Associate | Healthcare M&A Advisory

Ascendient Healthcare Advisors — Senior Consultant | Healthcare M&A Advisory

Education

MBA, The Wharton School, University of Pennsylvania

CFA Charterholder

BS, Finance, summa cum laude, East Carolina University

Board & Community Involvement

Board Member, CFA Society of Colorado (2019-2024)


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