Exceptional group of select advisors that help small, mid, and enterprise level companies overcome the strategic, business development, organizational and board level obstacles they face.

Vizant was successfully sold to a strategic buyer in March of 2019.Vizant is a business intelligence and thought leadership firm with a specialty expertise in the areas of financial operations, treasury management and inbound and outbound business payments. Vizant partners with its clients to implement actionable and real world solutions that improve efficiencies and reduce the structural costs of financial operations, treasury management and business payment functions. Vizant’s business model is truly unique and it stands alone in the world of financial and professional services firms. We stand behind our solutions with a 100% performance based fee model that clearly validates our expertise.

Engaged by the CEO of this middle-market, healthcare IT services firm to oversee and work with the senior leadership team on potential acquisitions. Involved in all aspects of acquisition activity from evaluation and structuring to implementation planning. Evaluated multiple opportunities while successfully closing and integrating a major acquisition, expanding the company's marketplace and providing significant growth opportunities.

SDI is the largest pure-play provider of outsourced maintenance, repair and operations ("MRO") supply chain management services ("Integrated Supply") in North America.

General management (full P&L) for one of four operating divisions of this publically held, NYSE company. CDI IT Solutions provides IT consulting, outsourcing and staffing to large and middle market companies. Revenues are in excess of $300 million with over 3,000 employees across the United States.

Co-founder of a private equity firm specializing in control oriented investments with companies at the lower end of the middle market. Primary responsibilities include post-investment operations and general managment oversight of portfolio companies.

Full profit and loss responsibility for independent professional services business unit, an industry leading consolidator in the accounting sector. Revenues of $400 million with 2,800 employess in 50+ locations. Business unit subsequently sold.

Responsible for leading company-wide business process outsourcing initiative, fundamentally chaning the traditional operating model. Scope included strategy, development and presentation of business cases, selection and negotiation of partners and managment of partner operational delivery.