Brendan Cash, CPA

Critic
DISC Type : C

Vice President at Coker

Charlotte Metro, United States

Overview

Brendan Cash leads the Healthcare Financial Due Diligence practice at Coker as Vice President. A Certified Public Accountant and Clemson University alumnus, he leverages extensive experience in buy-side and sell-side due diligence to help clients navigate complex M&A transactions and enhance future profitability within the healthcare sector.

He is an active networker who is passionate about building connections within the healthcare industry. Brendan frequently attends major conferences in cities like Miami and Nashville, consistently extending invitations to connect with fellow professionals and discuss industry trends.

To share his expertise, Brendan created a four-part educational series aimed at demystifying the Quality of Earnings analysis.

Personality Overview

Information Seeker

Negotiator

ROI Driven

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Healthcare M&A
Leads Coker's practice in guiding healthcare organizations, private equity firms, and investment banks through complex M&A transactions.
Quality of Earnings
Authored a multi-part series to educate others on QoE analysis, demonstrating his deep expertise and passion for the subject.
Financial Due Diligence
Specializes in delivering high-quality analyses for healthcare transactions, focusing on QoE, revenue, and working capital insights.

Media Appearances

Brendan has no verified media appearances

Work History

1-2026
Vice President at Coker
7-2023 - 1-2026
Director at Intrinsic LLC
8-2021 - 7-2023
Manager at FORVIS
4-2019 - 8-2021
Senior Associate at FORVIS
9-2018 - 4-2019
Senior Associate at Deloitte

Education

2016 - 2017
Master's degree from Clemson University
2012 - 2016
Bachelor's degree from Clemson University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Charlotte Metro, United States Job Level : Senior Designation : Vice President at Coker
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Insights For Selling To Brendan

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brendan is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Brendan

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Brendan move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Brendan take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Brendan

Personality Compatibility


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