Caleb Rooker joined JTaylor in 2023 and is a Senior Manager in the consulting division. Caleb’s primary practice areas include transaction advisory, strategic planning, financial due diligence related to mergers and acquisitions, and business valuation. Caleb primarly serves clients within the healthcare industry, including multi-hospital health systems, community hospitals, ambulatory surgery centers, physician group practices, and private equity firms.

Prior to joining the firm, Caleb served as a management consultant at Alvarez and Marsal. There, he specialized in M&A transaction support & integration, budgeting and forecasting improvement, and cost optimization through operational improvement. He served clients across multiple sectors including oil & gas, utilities, construction, and retail.

Caleb earned a bachelor’s degree in economics and a master’s degree in finance from May’s Business School at Texas A&M University in 2019. He and his wife currently live in Fort Worth, Texas.

Caleb's areas of practice include:

• Transaction support, including sell-side advisory services, business valuation, and fair market value assessments
• Due diligence, including quality of earnings analysis
• Strategic planning, including financial projections, capital planning & returns analyses, and market studies
• Operational efficiency, profitability studies, and cost optimization
• Budget and forecast improvement
• Post-merger business integration

Caleb has been actively involved, past and present, in the following civic and professional organizations:

• Member, Texas A&M Association of Former Students
• Volunteer, Catholic Charities
• Member, National Wild Turkey Federation (NWTF)