Andrew Bernard Email and Phone Number
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I help companies grow revenue and increase profits by enhancing product or services and optimizing existing portfolios. I do this by developing KPIs to improve performance and increase profitability. As a Principal M&A Advisor, I specialize in mergers, acquisitions, and advisory services for family-owned and privately held businesses in the lower middle market, typically ranging from $2 million to $25 million in revenue. My approach involves thorough analysis, transactional expertise, and strategic counsel, fostering a fiduciary relationship with clients. My approach: DETERMINE market-accurate business valuations efficiently and affordably; BUILD enhancing business value and formulating effective exit strategies; and my ultimate aim is to REALIZE the full value of the business, attracting qualified buyers or sellers to achieve an optimal price for the business.SKILLSβ’ Customer Success Leadershipβ’ Customer Relationship Managementβ’ Cross-Functional Collaborationβ’ Operational & Process Improvementβ’ Customer Value & Adoptionβ’ Analytical & Strategic Thinkingβ’ Strategic Planningβ’ Strategic Partnershipsβ’ Business Developmentβ’ Project Managementβ’ Portfolio Strategyβ’ P&L Managementβ’ Competitive Analysis β’ Budgeting, Forecasting, & Planningβ’ Go-to-Market Executionβ’ Sell-side Advisory β’ Buy-side Advisoryβ’ Business Valuationsβ’ Business Searchesβ’ Raising Debt/Equity
Neri Capital Partners
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M&A AdvisorNeri Capital Partners May 2024 - PresentAtlanta, Ga, UsNeri Capital Partners is an investment bank for small business that provides business valuations, seller and buyer advisory engagements, business advisory consulting, exit planning for business owners, and raising equity and debt for privately held and family owned businesses. Neri Capital Partners is sector agnostic, but tends to focus on healthcare, light manufacturing, pharma, and business to business service market sectors.
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Founder / Strategy Advisor / ConsultantServizo Strategies Mar 2023 - PresentEnable B2B SMEs with Service Lines' go-to-market strategies, updating strategic plans to include specific growth initiatives with a focus on new markets, new solutions, and new models for greater profitability. Create Go-To-Market plans and support execution and outcomes. Ongoing Coaching and Advising for continued successful deployment programs. -
Owner / Operator / GmHello Garage Of South Atlanta Nov 2021 - Mar 2023β’ Purchased and operated a franchise home improvement construction business. Created and executed the business plan, including all financial plans, sales, operations, and marketing activities. β’ Achieved first year sales exceeding plan of $250,000 with over 60 homeowner customers.
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Senior Director - Revenue Operations | Strategic Marketing | Business DevelopmentBlue Yonder Feb 2018 - Mar 2023Scottsdale, Arizona, Usβ’ Revenue Growth & Strategy: Developed and executed scalable revenue operations strategies, growing the sales pipeline to $9M. Managed product messaging, sales process, and customer proposals using data-driven insights.β’ CRM & Technology Management: Optimized Salesforce for lead generation and customer success, increasing annual sales by $250K through strategic pricing and process refinement.β’ Cross-Functional Leadership: Directed a global team of 30, including Senior Directors and Managers, overseeing a $7M P&L. Aligned cross-departmental efforts to ensure revenue goals were met.β’ Customer Engagement & Marketing: Led multi-channel campaigns, including website content, branding, and customer communications, generating $1M in demand.β’ Expansion Strategy: Spearheaded business development initiatives, growing revenue by 28%, and executing go-to-market strategies that expanded market share. -
Director - Business Operations | Product Services | Marketing And ManagementAcuity Brands Sep 2016 - Feb 2018Atlanta, Georgia, Usβ’ Operations Efficiency: Designed and implemented a $2M SaaS portfolio roadmap. Introduced scalable processes using strategic metrics for product lifecycle management and market growth.β’ P&L Management: Led a $30M P&L, driving business operations and service expansion for Professional Services. Utilized data-driven insights to commercialize SaaS offerings.β’ Customer Retention & Sales Alignment: Captured customer needs via Voice-of-Customer (VOC), shaping a go-to-market strategy that drove revenue growth to $10M. -
Product Portfolio Leader | Industrial & CommercialEaton Oct 2013 - Jul 2016Dublin, Ireland, Ieβ’ Market Expansion: Created market growth plans, increasing distribution channels with $1M new installation programs based on customer feedback and competitor analysis.β’ Process Optimization: Achieved a 15% CAGR by building and executing a product development roadmap targeting key verticals. Improved operational efficiency to expand market share.β’ P&L Oversight: Managed a $125M multi-product portfolio, driving innovation through process improvements and integrating new technologies to ensure consistent growth. -
Director Of Product Management β ServicesPearson Nov 2009 - Jul 2013London, GbDirector of Product Management β Servicesβ’ Managed a P&L that supported EdTech software platform. Grew revenues from $30M to $42M, a 12% CAGR. -
Business Development LeaderParkson Corporation Jan 2008 - May 2009Fort Lauderdale, Fl, Usβ’ Executed $12M sales deliveries for the Industrial water treatment equipment business unit and increased gross margins 5% via a product rationalization, removing unprofitable products from the portfolio. -
Strategic Marketing ManagerHoneywell Aerospace Oct 2002 - Jan 2008Charlotte, North Carolina, Usβ’ Developed mechanical aerospace system value proposition calculators by creating cross-functional teams to address multiple productsβ advantages across a competitive landscape to drive growth for this $5B business. -
Finance Manager β Sales And MarketingFreedom Communications Inc. Aug 1997 - Oct 2002Santa Ana, California, Usβ’ Built the financial analysis practice for the local media company, creating accountability through reporting dashboards, profitability templates, and evaluating new business initiatives for the $125M business.
Andrew Bernard Skills
Andrew Bernard Education Details
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Arizona State UniversityManagement -
Western Michigan UniversityFinance
Frequently Asked Questions about Andrew Bernard
What company does Andrew Bernard work for?
Andrew Bernard works for Neri Capital Partners
What is Andrew Bernard's role at the current company?
Andrew Bernard's current role is KPI Improvement π "Harnessing KPIs for strategic growth" I help enterprises achieve accelerated growth through a structured approach to performance improvement.
What is Andrew Bernard's email address?
Andrew Bernard's email address is an****@****jda.com
What is Andrew Bernard's direct phone number?
Andrew Bernard's direct phone number is +181888*****
What schools did Andrew Bernard attend?
Andrew Bernard attended Arizona State University, Western Michigan University.
What skills is Andrew Bernard known for?
Andrew Bernard has skills like Product Management, P&l Management, Cross Functional Team Leadership, Business Strategy, Marketing Strategy, Strategic Partnerships, Product Marketing, Leadership, Operations Management, Strategic Planning, Management, Strategy.
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