"It is extremely gratifying to work alongside good people – both the OnePoint team and our clients – to do work that positively impacts those in their latter stages of life.  Our aspirational goal is to have a lasting positive impact on the not-for-profit senior living and care industry, whether it’s helping an organization grow from a single site provider through development or affiliation, or guiding them through an extremely challenging financial situation.  The industry has never been more complex and challenging, yet the opportunity to think creatively and find solutions that fit for each clients’ unique circumstances has never been greater."

Toby Shea is an experienced finance and strategy advisor dedicated to serving the senior living industry. Toby provides operational, financial and industry expertise to management, boards, and investors.

Toby’s vast experience includes more than 14 years in the capital markets first as a direct lender (commercial banking) and then as an investment banker and more recently serving as Chief Financial Officer of Masonic Health System of Massachusetts, providing an important operational perspective.

This diversity of experiences enables Toby to provide hands‐on strategy and operational knowledge, as well as valuable capital markets expertise, to help clients solve even their most pressing challenges.

Mr. Shea has served his clients through a variety of engagements, including (but not limited to): master planning and long‐term strategic planning (including financial modeling) activities, acquisition/affiliation analysis, debt restructuring (including bankruptcy), forecasting/scenario analysis, internal/external reporting improvements, and asset disposition services. Mr. Shea has the experience to provide his clients not only with solid guidance, but also hands‐on execution of their specific needs.

Toby is a Registered Municipal Advisor with the Securities Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB). As a Registered Municipal Advisor, Toby is qualified to provide clients with important advice regarding structuring of municipal securities and ensuring optimal execution (pricing, terms, etc.), among other services. Importantly, Municipal Advisors take on a fiduciary responsibility to their clients, ensuring the clients’ best interests are the first priority.

Toby has been a frequent presenter at industry conferences and board retreats. The topics of his presentations reflect Mr. Shea’s unique background, and most often focus on strategic planning and the importance of linking strategy with operations and finance/capital markets considerations. Toby received a B.A. in Economics from the University of Maine and is a CFA Charter holder.

Q. Who inspires you?

A. It sounds cliché, but my parents have always inspired me.  They instilled a strong work ethic in me and my brothers and always encouraged us to see that anything is possible with effort and a positive outlook.  I’ve always said that if I can grow up and be half the man my father is, I’d be doing okay!

Q. What’s the most exciting part of your job?

A. I really enjoy the collaboration between the OnePoint team and our clients, and having that “ah-ha” moment where all of the different puzzle pieces begin to take shape and a pathway forward emerges that is executable and puts the client in the best position for success going forward.  That process of deeply understanding our clients’ goals and objectives, and then working alongside them to identify their future state strategy is extremely rewarding.

Q. What does OnePoint’s B Corp designation mean to you?

A. OnePoint was originally founded on doing work that gives us all a sense of purpose, that we can be proud to be doing.  One of the B Corp slogans I’ve seen is “putting purpose over profits”, and that so succinctly captures who we are at OnePoint.  There is an amazing team of extremely talented people that could work wherever they’d like, but I think they choose to be here because of that strong sense of purpose, and desire to do what is right for our clients and industry.  Obtaining the B Corp designation felt like independent confirmation of who OnePoint is at its core, that we aren’t alone in focusing on purpose first and foremost, as a foundational component of the business.