LEO J. BORRELL, M.D.:

4150 Westheimer. Suite 103
Houston, Texas 77027
Phone: (713) 627-3532
Fax: (713) 627-2536

FINANCIAL and MANAGEMENT EXECUTIVE with 25 years of progressively responsible experience in healthcare and investment banking with private and public companies. Demonstrated performance in the following areas:

CORPORATE FINANCE & VENTURE CAPITAL

BUSINESS PLANNING, DEVELOPMENT & NEGOTIATION

GENERAL MANAGEMENT

RESEARCH & CONSULTING SERVICES

MARKETING

RECENT ACTIVITIES

• Consultant ,Citizens Democracy Corps For Integrated 2000- Health Care System in Samara ,Russia
• Consultant,Medical Records International, Austin 1999- Texas-Venture Capital and Strategic Planning
• Consultant, Texas Instruments. Houston, Texas 1997-1999
• Review of technology, markets, financial and economic trends in home care and its relevance to the healthcare industry.
• President, Healthcare Equity Investors, Houston, Texas 1990-present Responsible for Formation, Management and Development of seed capital and venture capital activities
• Cosmetic Surgery and Aesthetic Services of 1999- America, Houston, Texas Psychiatric Consultant and Director, Responsible for Development, Formation, and Management of clinics to provide Diagnostic and Preventive medical services
• Well Woman Clinic and M.D Managed M Weightcare, 1995-1998 Houston, Texas President
• Responsible for development of 15 clinics in Texas and California for Weight Management which became the foundation for the Well Woman’s Clinic
• Comprehensive Weight Management, Irvine, CA 1991-1997 Board of Directors,Chairman-1991-1995
• CEO 1995-1997 A Management and Marketing company that developed specialized programs for the surgical treatment of morbid obesity in joint venture with the hospital and physician. Sold November, 1997 to the management team.
• National Med Serv, Houston, Texas 1996-present President Development and funding of marketing, sales, and service for mobile medical diagnostic equipment
• Progressive Enterprises, Houston, Texas 1985-present President & Owner Management and analysis of investments in publicly traded companies, real estate, and privately held companies. Providing seed and expansion capital
• Leo J. Borrell, M.D. & Associates, Houston, Texas 1975-present Private Psychiatric Services, specializing in the Assessment and treatment of Children, Adolescents and Adults, inpatient and outpatient.
• Investors Circle 1995-1998 National Organization of 150 private Investors who invest in socially responsible companies Houston Technology Incubator 1997- 1997-present A non-profit corporation founded to facilitate start up of companies in technology, energy, and healthcare.
• Member of the Steering committee, Marketing committee, and the Evaluation and Selection of Companies committee

PAST ACTIVITIES

• Psychiatric Services of Houston, Houston, Texas 1977-1989 Chairman of the Board and President, A Fifteen Member Multi-Disciplinary Mental Health Private Practice Group with revenues of $3 million.
• Healthcare Capital Group, Inc., Houston, Texas 1991-1995 Managing Director, Responsible for Formation, Management and Development Of Investment Banking Activities
• The Sportsman’s Gallery, Houston, Texas 1985-1995 President & Owner Acquisition and turnaround of retail art gallery
• Interactive Health Systems 1985-present Board of Directors A Computer Software Company with the first cost effective, interactive treatment software programs for hospitals and managed care.
• Integrated Orthopedics, formerly DRCA Medical Corporation Houston, Texas Board of Directors, Provides Physician Management Services
• Med Center Bank, Houston, Texas 1991-1995 Board of Directors Participated on Audit, Compliance, Loan, and Trust Investment Committees
• West Oaks Limited, Houston, Texas 1978-1985 Founding and Managing Partner A 185 bed Psychiatric Hospital with $30 million in revenue (a joint venture with Healthcare International)
• Stafford Meadows Hospital, Stafford, Texas 1985-1989 Founding and Managing Partner A 100 bed Psychiatric and Substance Abuse Treatment Facility (a joint venture with Mediplex, Boston, Massachusetts-a subsidiary of Avon).

DESCRIPTION OF PREVIOUS RESPONSIBILITES

• Developed business plans, implemented start ups and achieved successful ongoing operations of various business enterprises with revenues ranging from $500,000 to $30 million.
• Negotiated and structured development of investments to achieve growth and prepare exit strategies. Successful negotiations of sales and purchases of various entities to major corporations such as Healthcare International, Mediplex, HEI and National Medical Enterprises.
• Conceptualized, developed, and structured financing for hospitals and health care projects. Involved in developing various businesses from start ups, turnarounds and divestitures, with responsibility for operations, marketing, finance, and personnel.
• Developed and negotiated joint ventures and strategic alliances with professionals and major corporations. Developed long range plans exploring mergers and acquisitions and exit strategies to achieve maximum return on investments.
• Evaluated investment potential of various health care entities.
• Responsible for clinical administration and management at various hospital programs throughout Houston.
• Served on numerous committees and leadership positions in professional organizations locally and nationally. (List available upon request)
• Executive Director of a medical specialty professional group with responsibility for marketing, finance, and long range planning.
• Research , anlayze forecast and financial and market trends in hcis,diabetes treatment and testing and the emerging biosensor market

SPECIAL INTERESTS

• Creating business opportunities with new technology or market and regulatory shifts
• Decision making and negotiation
• Management of rapid growth in transition and discontinuities
• Implementing organizational change strategies in mergers and acquisitions, and turnarounds.
• Leadership learning styles and team building.
• Strategies for conflict resolutions.
• Special problems of family and closely held businesses.
• Motivational factors in customer decision making

BUSINESS and MANAGEMENT PUBLICATIONS and PRESENTATIONS

• "Building a Lexus rather than an Edsel", published in DBA Magazine, Feb. 1992
• "Back to the Future and More: Healthcare Opportunities in 1992 and Beyond"
• "Opportunities in Health Care " presented at Norton & Blair, a Houston Venture Capital Forum
• "Learning for the Future: A Model for Adult Learning: Relevance for Environmental Education" presented in Madrid, Spain in 1992, published by the Santinalla Foundation, 1993.
• "Technology that Cares: Improving Patient Care and Health Care Delivery Using HCIS and Evolving Medical Technology and TeleMedicine"
• Texas Instruments Consulting Project: Home Health Care Opportunities presented by the convergence of technological advances and demographic and health care trends, Diabetes Market Analysis and Trends, Biosensors A window of Opportunity for Leadership in Medical andConsumer Healthcare Markets
• (Medical presentations and publications available on request)

EDUCATION

St Louis University, Undergraduate, 1960
Emory University – Undergraduate, 1961-1963
Emory University School of Medicine, 1963-1967
Southern Pacific Hospital, Internship- San Francisco, CA, 1967
Harvard Medical Fellow in Adult Psychiatry – McClean Hospital, Belmont, MA 1968
Fellow in Child & Adolescent Psychiatry – Sheppard-Pratt Hospital, Towson, Maryland, 1975

POST GRADUATE TRAINING

Program for Executive Development in International Business-Institute for Management Development (I.M.D.), Lausanne, Switzerland, 1990 Organizational Diagnosis, Albert Einstein Institute, Dr. Harry Levinson, Summer, 1990

Leadership for Physician Executives-Harvard Medical School, 1991

Program on Negotiation, Harvard Law School, 1992

NASD-Series 7 & 63-1994

Training and Certification in Kirton Adaptation and Innovation and Creative Problem Solving, utilized for team building and management selection, 1996

Media Training, 1998

Workshop for development of Interview and Presentation skills for radio and television.

MEDICAL CERTIFICATION

Certified in Addictionology-March 1988
American Medical Association of Alcoholism and Other Substance Abuse
Certified in Adolescent & Child Psychiatry-February, 1981
American Board of Psychiatry and Neurology
Certified in General Psychiatry-April 1979
American Board of Psychiatry and Neurology

PROFESSIONAL AWARDS OF RECOGNITION

Fellow of the American Psychiatric Association, December, 1991
Fellow of the American Society for Adolescent Psychiatry, 1981
Wendell-Muncie Award, Honorable Mention, 1975-"Adolescents and Peer Counseling"
Wendell-Muncie Award, 1974-"Aspirations to Altruism: A Study of the Psychiatrically Hospitalized Physician"

ACADEMIC AFFILIATIONS AND TEACHING APPOINTMENTS

Clinical Assistant Professor, Baylor College of Medicine
Clinical Assistant Professor, University of Texas School of Medicine
Instructor and Mentor, Center for Entrepreneurship and Innovation, University of Houston

PERSONAL

• Born of Cuban Immigrant parents
• 2 Brothers, one is a pediatrician and one is CEO of a large electrical contracting company
• Married for 28 years, 4 children, ages 17-24
• Excellent health
• Leisure time activities: Tennis, travel, reading, Internet, art, wine
• Membership and active participation in various management, social and community organizations

REFERENCES

Mr. Gene Frantz
Senior Fellow,Texas Instruments
(281) 274-2254

Ms. Barbara Santry
Managing Partner, Capstone Venture Fund
(650) 322-3054

Douglas Hansen, M.D.
Former Chairman, Dept. of Psychiatry and Medical Director of West Oaks Hospital
(713) 523-0742

Atilla Ertan, M.D.
6550 Fannin
Houston, TX 77005
713-790-2171

MILITARY SERVICE

• Ward Medical Officer-U.S. Naval Hospital, San Diego, CA, 1970-1971
• Staff Psychiatrist-U.S. Naval Hospital, San Diego, CA, 1969-1970