AI-Driven, Computer-Vision Robotic Inspection Platform for solar sites.

Co-Founder of due diligence practice providing business, legal, audit, and tax advisory services to firms raising debt or equity, restructuring for growth, undertaking M&A, or planning for succession.

Assisting European family-owned mittelstand industrial product firms with corporate development and strategic partnership activities in the US

• Volunteer Treasurer of religious institution comprised of over 200 churches, schools and institutions serving 48,000 members in the Greater Los Angeles Area. • Trustee of Diocesan Investment Trust and Endowment Fund. • Focusing on improving transparency, governance, and long-term financial sustainability

Interim CFO at firms in industrial, construction, and AI/Biotech markets• Managed financial restricting of firm in preparation for 2x business expansion• Successfully secured $3-5M loan facilities• Assisted with due diligence for multiple VC fund raising rounds• Secured 4 PPP loans under the CARES act with values up to $1M to help firms retain employees during COVID period • Recruited financial staff, streamlined accounting and implemented financial controls to… Show more Interim CFO at firms in industrial, construction, and AI/Biotech markets• Managed financial restricting of firm in preparation for 2x business expansion• Successfully secured $3-5M loan facilities• Assisted with due diligence for multiple VC fund raising rounds• Secured 4 PPP loans under the CARES act with values up to $1M to help firms retain employees during COVID period • Recruited financial staff, streamlined accounting and implemented financial controls to significantly improve firms bottom line and allow for timely financial reporting Show less

Head of mergers & acquisitions at $1.7B manufacturer of automated test equipment serving the semiconductor, wireless, industrial automation (robotics) and aerospace markets.• Executed over $1B in transactions in US and abroad since 2011 contributing one-third of profits and doubling market cap from $2B to $4B. All acquisitions continue to be successful.• Developed & executed growth strategy in consultation with CEO, CFO, engineering, and marketing including plans to diversify into… Show more Head of mergers & acquisitions at $1.7B manufacturer of automated test equipment serving the semiconductor, wireless, industrial automation (robotics) and aerospace markets.• Executed over $1B in transactions in US and abroad since 2011 contributing one-third of profits and doubling market cap from $2B to $4B. All acquisitions continue to be successful.• Developed & executed growth strategy in consultation with CEO, CFO, engineering, and marketing including plans to diversify into wireless communication, industrial automation, cleantech and biotech markets.• Screen 100’s of opportunities/year, analyze leading candidates and prepare acquisition proposals for Board of Directors review including market assessments, valuation, synergy analysis, deal structure and negotiation.• Manage acquisition process from due diligence through closing and integration. Reduced deal closing times from 140 days to less than 60. Notable acquisition results:• Universal Robots (2015) – $349M cross-border acquisition, expanded into fast growing collaborative robot market, doubled revenue in 1st year. • Avionics Interface Technologies (2014) – expanded into aircraft bus test market.• ZTEC (2013) – added PXI Instruments for digital and RF test.• LitePoint (2011) – $646M acquisition (largest in company history) - expanded into $3B wireless test market, doubled revenue in 1st year. Show less

• Identified and led development and/or acquisition of technologies needed to achieve growth plans.• Managed inter-departmental team of over 40 engineers, QA, marketing and sales staff to deliver high performance color imaging products to market• Total revenue generated by R&D investment exceeded $67M while generating 524% increase in company stock price in 2005 alone (3rd best performer on NASDAQ).• Promoted from R&D Program Manager (2001-2005) to Product Planning Director… Show more • Identified and led development and/or acquisition of technologies needed to achieve growth plans.• Managed inter-departmental team of over 40 engineers, QA, marketing and sales staff to deliver high performance color imaging products to market• Total revenue generated by R&D investment exceeded $67M while generating 524% increase in company stock price in 2005 alone (3rd best performer on NASDAQ).• Promoted from R&D Program Manager (2001-2005) to Product Planning Director (2005-2007) then to Senior Director.• Facilitated sale of majority of business to large Japanese company (Kyocera Mita) Show less

• Launched technology due diligence practice for large firms (NASDAQ, Nortel), startups and their venture capital and private equity investors• Diligence practice grew to 1/3 of firm’s business within a year

• Launched first web-based photo processing and sharing solution generating 2M+ customer base• Acquired processing lab and merchandise fulfillment center.• Nationally recognized with several 5-star reviews and PC Magazine Editors’ Choice Awards

• Led planning, development and acquisition of new imaging software technologies for Canon. • Helped launch first Powershot cameras and other imaging products.• Managed $10M in R&D with ten project teams with over 40 software engineers.• Managed Canon-Microsoft Alliance in co-developing new imaging and printing technologies.• Awarded three patents in digital imaging, user interfaces and content management while also leading acquisition and development of new imaging software.