Co-Founder, Director
Sourcecorp
SOURCORP was a NASDAQ listed (NASDAQ: SRCP) +$500M revenue document centric business process outsourcing company with +8,000 employees, and having the enviable distinction of numerous corporate accolades, including: The Best 100 Small Companies (Business Week, 2001); 100 Fastest Growing Public Companies In America (Fortune Magazine, 1999); 200 Best Small Cap Companies (Forbes, 1997 and 1998).• Leadership: Co-founded and co-led all aspects of Sourcecorp (formerly F.Y.I. Incorporated) from idea conception and venture capital equity raise through I.P.O. and subsequent public company growth, ending with a going private transaction.• Stewardship: Board member since inception. Well versed in corporate strategy, growth, financing, governance, executive compensation, organizational development, and succession planning as well as board constituency and independence.• Mergers and Acquisitions: Sourced, valued, structured, negotiated, completed financial due diligence and successfully closed +75 acquisitions with revenue and EBIDTA of over $500M and $75M, respectively. Also, led LBO/sales process, resulting in a sale to leveraged buy-out firm, Apollo Partners for approximately $500M.• Treasury/Investor Relations: Venture Capital ($.9M), IPO ($25M), Secondary Stock offering ($40M) and Line of Credit ($25M at I.P.O., subsequently expanded to $65M). While CFO was primary investor interface regarding company’s current and expected future financial performance. Co-sourced, developed and maintained investment banking and research analyst relationships with firms ranging from Merrill Lynch, Bear Stearns and Smith Barney to Thomas Weisel, Raymond James and William Blair, among others.