David Harelick

PE Marketing Strategist | Fractional CFO (Healthcare) | Medical Office Investor | MIT Sloan MBA, CFA

Role
CFO at Cape & Islands Periodontics And Oral Surgery, P.C
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Harelick

ProSage Group operates across three business lines:* We help professional services firms increase their marketing ROI across sectors including private equity. We amplify the impact of live events, showcase thought leadership, and drive client engagement.* We provide fractional CFO services in healthcare, bringing operational and financial discipline to multi-location dental and medical organizations.* Through Health Office Trust™, we invest in medical office real estate, offering practice owners long-term lease stability while generating strong risk-adjusted returns for investors. Before ProSage, I led the North American operations and investments of a Kuwaiti-based investment company managing a $500M+ portfolio spanning private equity and commercial real estate. I was a partner in a net lease real estate fund backed by Prudential and started my career as an investment banker at Wasserstein Perella. I hold an MBA from MIT Sloan, a BS from Cornell, and a CFA charter. I\'m also a licensed Massachusetts real estate broker and have served the MIT Sloan Boston Alumni Association for 20 years, including 8 terms as president. Outside of work: skiing, family, hiking, travel, and \"vibe\" coding.Please reach out if you are in the PE space, professional services marketing, dental/DSO industry, medical/dental field, own or invest in real estate or if I can otherwise be of service.

Experience

  1. CFO

    Cape & Islands Periodontics And Oral Surgery, P.C

    Jun 2021 — Present · New Bedford, MA, US

    Oversee strategic planning, finance, legal, real estate, procurement, and operations for a multi-location specialty dental practice. Helped drive a 60%+ increase in topline in under 3 years.

Education

  • MIT Sloan School of Management

    MBA

    2000 — 2002

  • Cornell University

    B.S., Industrial Relations

    1993 — 1996

Skills

  • Real Estate
  • Sem
  • Non-Profit Leadership
  • Mergers
  • Start-Ups
  • Analytics
  • Business Strategy
  • Corporate Real Estate
  • Management
  • SEO
  • Crm
  • Leadership
  • Acquisitions
  • Online Marketing
  • Strategy
  • Mergers & Acquisitions
  • Entrepreneurship
  • Private Equity
  • Business Development
  • Commercial Real Estate

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David Harelick — CFO at Cape & Islands Periodontics And Oral Surgery, P.C in Boston, MA, US | Unifers