Private investor taking majority stakes, or sizable minority stakes, in established, small-cap, B2B companies. I take an active role managing target investments for 2 - 4 years to improve business performance while also strengthening the internal management team and processes. The goal is to finish with a highly profitable business that operates independently and can be held for dividends or offered for sale. Recent Investments include:R.P.Fedder Industrial, LLC: A 60-year old air filtration company with two divisions: a manufacturer of custom products for OEMs; and a distributor of equipment and consumables for HVAC and clean room applications. Served as President of the company until selling to a strategic buyer. Generated 6x ROI to investors in four yearsRealPropRT, LLC: A 15-yr old SAAS company providing data, analytics, and education services to real estate investment companies. With over 2,000 customers already, the focus is on driving growth through increased retention, cross-selling the portfolio, and increasing functionality with AI. Dividend stream has yielded 500%+ ROI so far. Trackmasters, Inc: a 35-yr old high-performance driving-education (HPDE) company. Acquired in 2022 and currently serving as President, this one is admittedly as much a personal passion as a business. Still early for any ROI, but growing solidly though a combination of grass-roots marketing to traditional customers (semi professional and amateur racers), and introducing new products for corporate team-building events and for automotive promotional events. Comprehensive Care Solutions, LLC: A healthcare services start-up specializing in building and managing bundled payment programs for hip- and knee-replacement surgeries. Took an active role in service design and delivery management, enabling the business to scale with repeatable results. Sold the business to a global orthopedic company.

Management consulting firm specializing on the service businesses within large product companies. Served clients across North America, Europe, Middle East and Asia. Clients included many Fortune 100 companies seeking to leverage services to increase their competitiveness and market share in their core product markets. Personally responsible for selling and leading large-scale, multi-year, multi-million dollar, service-transformation programs for these companies, encompassing service sales, delivery, offer development, and leadership. In 2015, moved to a Partner Emeritus status to continue to work with past clients while freeing up time to pursue the small business investment opportunities of Realise, LLC.

P&L Responsibility for a $70M professional services business unit bringing GE's lean six sigma and management processes to large hospitals and healthcare systems in the US. Service lines included healthcare operations management, care quality and outcomes improvement, and leadership development programs.

Top marketing officer globally for Xerox's $3B services arm, and successfully pivoted Xerox Corp to embrace Services as a primary vehicle for growth, differentiation, and customer retention. Responsible for: strategic marketing of all Xerox's service businesses; creation, launch, and management of the Xerox Global Services brand; all services advertising, promotions, and trade events; training and enabling direct sales force and indirect sales channels; new offer development and commercialization.

Strategy consultant for this global management consultancy. Based in London and New York. Specialized in creating new sources of organic growth within mature product markets. Clients included Kellogg, Bank of America, IBM, Diageo, Dow Chemical.