Brad Brumbaugh, CFA
Managing Director
Brad Brumbaugh, Managing 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 almost 15 years 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.
Brad Brumbaugh of Helix Health Capital Advisors is a registered representative offering securities and investment banking services through Britehorn Securities, a registered broker-dealer (member FINRA/SIPC).
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)
Contact Us
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