- Identify potential service businesses and markets for acquisitions. - Created thesis proposals for the markets we viewed to acquired businesses in. - Lead operational oversight of portfolio companies and acquisition searches.

Accomplishments:- Acquired an IT company and developed proprietary software offerings for record review and summary creation to insurance and legal industries.- Grew ABI from 20 employees to over 550 employees and turned it into the leading national provider of record retrieval and summary services to the insurance provider and legal markets.- During my tenure as President from 2001 to 2018 the company had 100% carrier retention and never lost an account to a competitor.- From… Show more Accomplishments:- Acquired an IT company and developed proprietary software offerings for record review and summary creation to insurance and legal industries.- Grew ABI from 20 employees to over 550 employees and turned it into the leading national provider of record retrieval and summary services to the insurance provider and legal markets.- During my tenure as President from 2001 to 2018 the company had 100% carrier retention and never lost an account to a competitor.- From 2001 to 2018 I grew the business entirely through organic growth from approximately $4 million in revenue to over $80 million in revenue.- Built Ebitda from $250,000 in 2001 to over $16 million going into 2019.- Executed the successful sale of the business to ExamWorks Group (NYSE: EXAM).Responsibilities:- Responsible for all aspects of business development and strategic planning for the business.- Worked directly with appointed department heads and managers to delegate responsibilities and ensure that all aspects of the company are running efficiently.- Create and implement policies and objectives to ensure continuing operational performance with increased productivity and maximized return on investments.- Developed and built top performing team that constantly met or executed EBITDA and revenue budgets.- Devised and executed strategic and tactical action plans focused on improving financial performance and establishing significant near-term business growth. Show less