Phil is a professional financial specialist with expertise in corporate securities, derivatives, and intangible valuations.
Phil has worked over 20 years partnering with industry executives on valuations, mergers and acquisitions, and financial strategies. He has spent over two decades in various entrepreneurial and leadership roles including the CFO of several public and private companies and founder of The Camden Group (now GE Healthcare). He has significant M&A work in senior positions with HealthCare Partners and Heritage Provider Network. He also has significant investment banking and valuation experience as the Principal of Doty/Scott Enterprises, Inc.
Phil is distinguished by his ability to identify and thoroughly evaluate financial securities and transactions. His expertise includes data modeling and analytics, assessing risk and decision analysis, quantification, and interpretation of uncertainty in simulation models. Throughout his career he has evaluated complex transactions and securities for proper valuation and accounting for public reporting. He is an excellent problem solver, and his financial expertise has helped his clients navigate the complex regulatory and financial reporting required in today’s business transactions.
Phil holds a Master in Business Administration Degree in Finance, Summa Cum Laude, from University of San Diego, San Diego, California and a BS Degree from California Institute of Technology, Pasadena, California.
He has professional affiliations as a Member of the CFA Institute, Member of the National Association of Certified Valuation Analysts and Member of the American Institute of Certified Public Accountants.
Al Haddad, Managing Director
Direct Dial: (760) 889-8060
For more than 25 years, Mr. Haddad has been managing the delivery of services, technology based products, information systems and systems integration in North America, Europe, Asia, and Australia. His experience includes building and leading highly successful technology companies through domestic and international markets. With 15 years’ experience as a CEO, he has pioneered innovative operating strategies, change management programs, organizational development initiatives and partnerships that have consistently accelerated revenue, profit, and market share growth. Most recently, Mr. Haddad has served as the CEO of several San Diego based companies to implement dramatic turnarounds for eventual acquisition.
For the past 15 years he has served in executive leadership positions for GE, Lockheed Martin, RLM, WPDS, Financial Profiles, Integrant, Indyme and Meriture. Mr. Haddad brings significant experience with organic growth, sales/production turnarounds and investment based acceleration strategies including M&A of 13 companies. In addition to a B.Sc. degree from University of Massachusetts, Amherst Mr. Haddad has completed Corporate Leadership & Management Programs at Harvard University and General Electric.
Jim Doty, Chairman
Direct Dial: (858) 350-4207
Mr. Doty has more than 30 years of healthcare experience and has specialized in management service organization (MSO) development, physician group practice management, primary care group practice development, mergers and acquisitions, and the myriad hospital/physician relationships. Most recently, Mr. Doty served as President and Chief Executive Officer for Instant Communications LLC, a business communications technology company which focuses on the development of handheld communication devices for physicians and their medical groups. In addition, Mr. Doty helped lead the growth and development of HealthCare Partners, LTD, one of the nation’s largest full-service, physician-owned medical groups, as the President of the management and consulting division. HealthCare Partners, LTD is responsible for 104 partners, 39 medical delivery site locations, centralized management, and information systems and more than 1,500 contracted or employed physicians. Mr. Doty is a recognized speaker on healthcare issues from the physician’s point of view and holds a B.S Business Management degree from the University of California at Los Angeles (UCLA).