Blake Williams Email & Phone Number

New York, NY, US

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San Francisco, California, US

• NextRoll is a marketing technology company providing a platform used by sales and marketing teams to reach target audiences and grow their businesses. Through its core machine learning, AI, and integrated data.
• Managed annual budgeting, forecasting, and long-term planning across the NextRoll, AdRoll, and RollWorks divisions.
• Oversaw financial reporting to the CEO, CFO, Executive Leadership, and the Board for performance tracking against annual and quarterly budgets and directed ad hoc financial analyses to support decision-making.
• Collaborated with sales operations teams on revising incentive and compensation structures for go-to-market teams.
• Developed and implemented KPIs, OKRs, and data-driven risk/opportunity assessments and worked across teams to consolidate data sources into a single source of truth for analysis and reporting.
• Led team of 12-15 members with a focus on individual development, coaching, team building, efficient prioritization, and delivery of high-quality output.

Oakland, California, US

• Worked with CEO to raise $62 million Series C capital raise from Capital G, Menlo Ventures and Andreessen Horowitz
• Created revenue forecasts and financial budget for a leading high growth SaaS provider targeting the eDiscovery market
• Maintained Everlaw's financial model and forecasts to steward its long-term financial strength by advising on hiring, spending and investments
• Provided ad hoc analysis and financial input on AWS optimization, partnerships, commercial terms
• Provided analysis and insight into pricing across new product introductions and advise on other strategic initiatives
• Partnered with leadership across teams to track internal metrics and budgets

San Francisco, US

• Served as Senior Finance Executive to CEO and Senior Executive Staff and managed the CFO/Finance department (excluding Accounting). Responsible for presenting financial performance, strategic plan and forecasts to the.
• Managed worldwide team of ~20 direct reports to drive multi-hundred million annual operating budget, 3-Year strategic plan, monthly management reporting, business performance, cash and departmental forecasts and.
• Forecasted, monitored, reported and measured performance of six revenue-generating departments with six unique business models including: Software Licensing/SaaS, Advertising, Cloud Provisioning, Hybrid-Cloud, Online.
• Collaborated with Accounting Team to establish financial policies related to a transition from a term-license to SaaS-based business model under ASC 606 reporting. Developed SaaS-based KPI’s specifically tailored to.
• Implemented and staffed procure-to-pay (P2P) Supply & Procurement team to consolidate all material corporate expenditures with significant savings within the first year.
• Worked closely with HR and Recruiting to manage departmental budgets and hiring pacing for annual employee growth of >40% from a basis of 2,000 employees spread over 22 offices.

• Co-founded a web-based content platform for accessing, sharing and creating Virtual Reality experiences.
• Led capital-raising effort among venture capital community and provided detailed future-looking industry forecasts and ideas for the potential of Virtual Reality across multiple industries.

New York, NY, US

• Advised CEOs, CFOs, Board Members and Business Development executives of mid-cap (~$200 million to $4 billion) companies in machine vision, virtual/augmented reality (VR/AR), artificial intelligence (AI), drones.
• Principally responsible for originating and executing mergers and acquisitions (both buy-side and sell-side), convertible debt and equity mandates as primary advisor/bookrunner.
• Originated over 13 mandates, including acting as lead bookrunner for the Adesto IPO, the first successful US semiconductor industry IPO after 3 years.

New York, NY, US

• Managed semiconductor and capital equipment industry coverage.
• Won 3 significant public company M&A mandates in competitive situations against “bulge-bracket” incumbent banks.
• Originated both public-to-public M&A transactions, public-to-private as well as fixed-income restructuring mandates.

Minneapolis, MN, US

• Managed global semiconductor, capital equipment, optical and communications industry coverage.
• Built a leading “growth” investment bank Technology practice with a balance of bookrun and primary advisor roles for both public and private clients ranging from $50 million to ~$ 4 billion in value.
• Originated ~60 mandates in equity, convertible debt, private capital, contested proxy advisory and mergers and acquisitions, with a balance of both public and private clients – generated 40% of Technology Group revenue.

• Managed “analog/mixed signal and wireless” sub-franchise of the semiconductor group, advising CEOs and CFOs of public and private companies. Marketing efforts resulted in primary mandates for Intersil, Xicor, Dallas.
• Executed over 15 lead-managed/primary advisor corporate finance transactions including initial public offerings; secondary offerings; private placements; convertible debt; shareholder rights plans and merger and.

New York, US

• Focused on securities, corporate law, asset securitization and merger & acquisition transactions.Conducted due diligence, drafted prospectuses, indentures, purchase, registration rights and transaction agreements.
• Acted in principal in negotiating and drafting merger agreements, purchase/underwriting agreements, financing agreements, pre-packaged reorganization agreements, and other material documents in corporate transactions.

Ba, Government, Economics

Juris Doctorate (Jd), Law