David Gens Email & Phone Number

Dallas-Fort Worth Metroplex, Texas, US

Everest Group is a leading market research firm covering the technology and technology services verticals with 700 team members globally. Our clients include leading global companies, service providers, and investors. Clients use our services to guide their journeys to achieve heightened operational and financial performance, accelerated value delivery.

• Serve as operational/financial consultant, taking on interim executive roles for companies facing key inflection points; assist founders with strategic business planning, modeling, capital raising, and M&A due.
• Retained as CFO (09/22-05/23) by Best Management Partners, a global EdTech company; oversaw financial operations of EdTech investments in UK, Spain, Colombia, Brazil, South Africa and Kenya
• Took on interim EVP role leading strategic plan formulation for Landmark Group (9/23-Present), a fast-growing heavy civil construction firm; key contributions included leading a strategic bolt-on acquisition, revamping.
• Served as a strategic advisor to SCIE (2020-Present), crafting strategic and financial plans for several early-stage medical device clients
• Worked with a professional services provider to raise capital and establish operations in four countries

San Antonio, Texas, US

• Recruited to help lead a transformational pivot of this market research and consulting firm; reversed several years of financial losses, shifting several product lines to a SaaS-based recurring revenue model that.

Springville, Utah, US

• Hired as CFO in 2015 and took additional role as Chief Operating Officer (COO) in 2017
• Partnered with the CEO to rebuild the global leadership team and champion the company's transition from a standard consumer electronics firm into an outsourced designer/manufacturer of medical devices, increasing GM%.
• Transformed a 6% EBITDA transactional consumer electronics business model into a 15%+ EBITDA recurring revenue business.
• Envisioned and launched a new engineering services revenue stream that generated an annual $2.5M in revenue and drove an additional $10M in manufacturing revenue

• Led a long-range planning process that led to equity and subordinated debt capital raise, providing the funding platform needed for inorganic growth and expansion of this personalized products digital platform
• Sourced, negotiated, and executed three acquisitions to expand the company's geographic footprint and enable additional product sales; acquisitions averaged 50% ROI and generated 71% growth
• Expanded to East Coast and Continental Europe to be the sole source provider, gaining an average 25% wallet share of existing customers
• Led M&A due diligence and integration, attaining 50% ROI and adding 40% to revenue and 33% to EBITDA
• Generated significant buying synergies, reducing raw material costs by 22% of acquired firms
• Implemented an EPICOR ERP system that eliminated 15% from Accounting/IT labor and overhead costs

Austin, Texas, US

• Altify, headquartered in Dublin, Ireland, provides on-demand software solutions (SaaS) and sales effectiveness consulting to Global 1000 companies. The Company was formed by the merger of a startup with the sales.
• Joined firm concurrently with significant investment by institutional (venture capital) shareholders.
• Created the international organizational structure, established global banking relationships and audits, and created the international tax strategy including transfer pricing agreements and IP distribution agreements.
• Reviewed/approved all customer and vendor contracts, negotiating improved terms and pricing, when appropriate.
• Reported monthly financial results to Board and Irish investors. Created and implemented a new stock option program. Developed compensation and bonus plans for all employees.

• Leadership team member of this innovative online marketing company, recognized in 2005 as a "Best Place to Work” by Washington CEO magazine and as the 7th fastest growing company by Inc. magazine.
• Reported to CEO and scaled/managed the finance and admin functions during revenue growth from $3M to $70M.
• Managed $40M investment process by a top-tier private equity firm in conjunction with handling the company's first audit, encompassing three prior years of financial data. Acquired $39M in debt financing for expansion.
• Key leader in the fast-paced acquisition of three companies, the largest valued in excess of $20M.
• Led team in successfully implementing a new accounting system within 120 days that allowed for full automation of the invoicing-revenue recognition process, generating cash in excess of $2.5M and reducing the need to.
• Led lease negotiations for 75,000 sf office space that represented a $5M commitment. Conducted related negotiations for leasing space in a new data center and oversaw key technology vendor negotiations.

• Worked on numerous intensive client engagements related to business and finance plan development, litigation support, capital formation and fundraising, M&A transaction leadership, and financial reporting.

• Recruited to VP role with Global Seafoods, one of the world’s largest producers of whitefish, wild salmon, and herring with 3,300 employees, over $450M in assets, and sales in excess of $170M.
• Reported to the CEO and Co-Founder; helped guide the company’s growth from $20M in revenues in 1995 to over $170M in 1999, including the subsequent sale of the Russian division in 2001 to a strategic buyer.
• Created and implemented the company's strategic planning and budgeting processes, banking relationships, and HR/IT functions to ensure smooth operations across sites in five countries. Created the international tax.
• Oversaw all legal affairs of the company, including contract management and the successful resolution of an 18-month litigation action occurring simultaneously in six countries. Acted as worldwide general counsel in.
• Provided a detailed business valuation to purchase shares of JV partner in 1997 and acquired $27M in financing to provide working capital and minimize foreign exchange risk.
• Responsible for worldwide risk management. Created and managed an Offshore Captive Insurance subsidiary that insured assets in excess of $400M. Collected insurance claims in excess of $32M in 24 days from accident date.

Mba, Executive Program

Bachelor Of Science (Bs), Accounting

Cpa (Inactive)