Adam Joseph Email & Phone Number

United States

ACJadvisors provides advisory services to technology companies and venture capital partnerships. Areas of expertise include:- Strategy and coaching for leadership to support growth and business efficiencies- GTM strategy and execution. Team building and indirect channel alternatives- Customer success as measured by satisfaction, retention and revenue expansion - Shifting professional services to technology enabled recurring revenue - Navigating acquisitions, potential exit opportunities, and fundraising- Executive coaching and board management

Falls Church, Va, Us

Kastle Systems pioneered security as a service to the Commercial Real Estate (CRE) industry more than 50 years ago in the Washington DC region. The closely held company has continued to innovate as a leader in property technology for access control, video surveillance, visitor management, and mobile security applications. As General Manager, my P & L doubled its recurring monthly revenue and improved adjusted EBITDA margin by 50% despite the headwinds associated with post-Covid return-to-office and interest rates impacting the CRE landscape. Our success was driven by a combination of 93% customer retention rates, major CRE portfolio awards, and a relentless focus on new construction and multi-family development projects. Kastle Mid-Atlantic proudly won market share at every major DC development project in the last 4 years and exceeded quarterly sales targets 50 out of my 52 quarters with the company.

Valiant HCM, Woodbury NY Valiant is a leading provider of payroll and scheduling solutions for Security and Hospitality that was acquired by K1 Investments in early 2019. I was hired by majority shareholder Peak Equity to facilitate the turn-around of a niche payroll and scheduling company. Implemented rigorous analysis of market positioning, sales organization, and technology stack to facilitate further investment decisions by Peak and its co-investors. Made significant cost reductions across the board and narrowed to focus on the guarding industry as we address gaps in the product offering. After assessing the time/cost to rehabilitate the business, I made the recommendation to sell the company to the Board of Directors early in my tenure. Initiated efforts to identify a strategic acquirer for the technology and customer base to maximize shareholder value on behalf of Peak and company was sold to K1 Investments in early 2019.

Bellevue, Wa, Us

Concur is the global leader in cloud-based, travel and expense solutions, acquired by SAP in 2014.Brought on board to establish managed services product solutions for Concur's growing client base and new markets. Organization launched seven unique Extended Services cloud and mobile solutions to support approximately 30% of Concur annual revenue in 2016 at a contribution margin exceeding 70%. Concur Extended Services are a hybrid of cloud computing technology and a global services labor force that provide material incremental value for clients as measured by product utilization and NPS score.

Marlton, New Jersey, Us

Acsis delivers end-to-end products, solutions, and services that help manufacturers and distributors ensure safe, secure, and efficient supply chains. Acsis provides solutions to manufacturers to ensure safe, secure and efficient supply chains. Retained by Saints Capital to assist turn-around of $20mm supply chain technology company. Assisted organization in return to profitability through cost reductions and incremental sales, new product development initiatives, and the recruitment of long-term CEO over a period of 9 months.

Rooster.com created largest selection of managed vacation properties that could be viewed and booked on-line. Early innovator in vacation rental industry built platform to bring over 200,000 rental properties on-line. After extensive development of real-time supply connectivity and relevant consumer experience portal, the site went live in 2007 with global inventory. Within 12 months, company was acquired by Kinderhook Industries for a combination of cash and stock at a significant premium to prior valuation as part of a larger roll-up strategy.

Recruited by venture investors Greylock, Walden and strategic investor Gartner to establish and scale a network security risk management services company from the existing International Computer Security Association (ICSA.net). The company pioneered software as a service by automating solutions for risk assessment, device management, and security intelligence. During my tenure, I honed product strategy and vision and applied it to successfully raise $26M in venture capital led by Weston Presidio, JP Morgan, and J&W Seligman. This investment also funded the expansion of a global direct sales organization and through organic growth, grew to TruSecure to $50MM ARR by end of 2002. The company merged with BeTrusted and Ubizen in 2003 and later became a roll-up platform– branded Cybertrust that was acquired by Verizon Business for $460MM in 2007.

Over its 12 year history, Platinum grew to become the eighth largest global software company with revenue of a billion dollars per year. It was sold to Computer Associates for $3.5 Billion. The largest software transaction of record at that time. After its acquisition of AIB Software took responsibility for the international expansion of the Application Lifecycle Development Solutions business from UK growing revenues by 10X and managing integration of international assets of LBMS, and LogicWorks. Was later made General Manager of LogicWorks business and established Erwin as the top selling product at Platinum with a dedicated R&D, marketing, and distribution team based in Princeton, NJ through sale to CA.

AIB Software was an early innovator of software quality and performance testing tools acquired by Platinum in 1996. Bootstrapped company with a small team of proven individuals and used personal funds for the creation of the company. Raised $1.8mm from individual investors to fund technology acquisition, marketing and distribution. Established reputation as a thought leader and innovator with patented IP. During process of raising first institutional capital, the company was approached by multiple potential acquirers before completing transaction with Platinum for 3X trailing revenue and 7X return on invested capital.

Bs, Economics, Computer Science

Education record