Behavioral Health Leaders.
Investment-Focused Advisors.

Sarah is a seasoned finance executive with 16+ years of leadership across healthcare services, behavioral health platforms, and multi-site clinical operations. She partners with providers, investors, and emerging healthcare organizations to deliver strategic financial leadership, operational turnaround, and scalable infrastructure.

She brings deep expertise in behavioral health M&A, including financial modeling, reimbursement analysis, quality of earnings reviews, operational assessments, and scalability evaluations across residential, outpatient, community-based, and multi-state programs. Sarah is known for quickly identifying gaps, strengthening controls, and providing clear, actionable financial visibility to owners and investors.

With additional experience in manufacturing, life sciences, and consumer health products, she offers a cross-sector perspective valuable to integrated care models and behavioral health enterprises entering new markets. She has led ERP implementations, optimized revenue cycles, and improved cash flow and working capital for organizations navigating rapid growth and investor scrutiny.

Recognized for her analytical rigor and collaborative leadership style, Sarah provides the clarity, structure, and financial strategy organizations need to grow sustainably in an evolving healthcare landscape.

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Dr. Danielle Carson-Cadenhead provides the medical and psychiatric oversight that anchors Monarch’s diligence process.

A dual board-certified nurse practitioner in psychiatric mental health and family practice, she brings more than a decade of executive leadership across integrated medical and behavioral healthcare systems.

Dr. Carson-Cadenhead leads the evaluation of medical governance, geographic-specific regulatory compliance, and psychiatric medical-necessity interventions to determine whether care delivery models meet clinical, legal, and payer standards. She reconciles medical staffing patterns, scope of practice alignment, and the organization’s capacity to scale psychiatric and medical services across states and service lines.

Her ability to integrate regulatory review with real-world operational insight helps investors quantify risk exposure, validate clinical sustainability, and confirm the scalability of medical and psychiatric functions before capital is deployed.

Dr. Lilliam Rodriguez brings over 14 years of leadership in clinical operations, compliance, and program development across complex behavioral health systems. A licensed clinical psychologist and seasoned executive, she specializes in clinical payer compliance, medical necessity criteria, SIU management, and payer relations, ensuring that care delivery models align with both clinical quality and reimbursement standards.

In M&A diligence, Dr. Rodriguez evaluates the clinical health of programs, assessing documentation fidelity, treatment alignment with payer requirements, and system readiness for sustainable reimbursement. She identifies opportunities to maximize reimbursement accuracy, minimize clinical liability, and streamline programming for efficiency and scalability.

Her reviews provide investors with a clear understanding of how clinical operations drive and/or limit the financial performance and long-term sustainability of a behavioral health platform.

Tiffany Tait-Moss brings more than 15 years of behavioral health executive experience, specializing in reimbursement fidelity, cash-to-accrual risk assessment, and operational compliance across payer and federal frameworks. As both a Project Management Professional (PMP) and Lean Six Sigma Black Belt, she applies structured, efficiency-driven methodologies to uncover waste, improve systems performance, and strengthen scalability.

In M&A diligence, Tiffany leads the evaluation of financial accuracy, reimbursement sustainability, and operational integrity, identifying both vulnerabilities and opportunities for improvement. She is recognized for her ability to develop innovative, compliant, and data-informed solutions that optimize performance and prepare organizations for sustainable growth.

Her analytical and process-driven approach enables investors to make confident, evidence-based decisions that protect capital, enhance efficiency, and position platforms for expansion.

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Duchess Raufman brings more than 20 years of behavioral health leadership specializing in compliance, licensure, and regulatory operations across multi-state treatment systems. She has guided organizations through complex licensing, accreditation, and change-of-ownership processes, ensuring regulatory continuity during acquisitions, expansions, and integrations.

In M&A diligence, Duchess leads the review of state and federal compliance, accreditation readiness, and audit exposure to identify risks that may delay or compromise transactions. She evaluates historical findings, corrective actions, and policy adherence to assess organizational reliability and long-term regulatory stability.

Her expertise provides investors with a clear understanding of licensure transferability, compliance strength, and the true regulatory posture of each target, enabling confident, informed investment decisions and smoother post-close transitions.

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