Termgrid is pioneering a new era in the debt capital market activities of Private Equity sponsors and lenders. Termgrids's purpose-built technology helps private equity firms and lenders streamline every stage of the debt financing process. By increasing productivity, reducing transaction costs, and strengthening portfolio oversight, Termgrid enables private equity firms and lenders to focus on what they love -- getting deals done. The platform to date has supported transactions with more than $25bn of total debt financing volume and over 500 global financial institutions (banks / private debt funds) have seamlessly collaborated on its platform with top tier sponsors.

Providing financial leadership and strategic partnership to leaders of growth companies across tech, healthcare, and business services. Professional sounding board. Expert at business planning, organizational development, compensation design, strategy, M&A and capital raising.

- Provide financial leadership during significant business transformation- Supported multiple capital raises- Strategic sale to Mediafly, Jan 2022

Advising clients on sales and GTM strategy, organizational design, performance management, compensation plans, and general strategy.CloserIQ empowers sustainable growth by helping companies build high performing revenue organizations. Recommended by 500+ global brands and leading institutional investors, we are an organizational strategy firm that helps companies align their commercial vision, operating plan, and talent architecture to produce extraordinary results.

• Established strategic finance and FP&A capabilities; Owned planning, models, budgets, KPIs, and forecasts• Improved strategy through analysis of revenue, customers, markets, retention, unit economics, and productivity• Received feedback: “best plan in 5 years” (Board) and “outstanding through process” (Pres/COO)• Supported repositioning with simultaneous first acquisition, headcount RIF, and $10m financing• InsightSquared is a B2B SaaS RevOps company backed by Tola, Accomplice, Two Sigma, and DFJ

• Portfolio management of 4 existing businesses >$250mm / Build family office investment group• Improved management with increased focus on financials and risk through new strategic reviews• Coordinated startup of new shared services group of ~20 people; Recruited CPO, invested in HR• Supported startup of 5th business and evaluated multiple new investment opportunities

• Focus on services/asset-light businesses with $3-20mm EBITDA (technology / generalist)• Sourced and executed largest investment ($20mm) / Served as Interim CEO of a PortCo• Developed effective sourcing strategy with mezz funds, independent sponsors, and family offices• Joined as 2nd professional - LCP is successor group to Loeb Partners (see prior role)• Board Member - Clarus Commerce - ecommerce and loyalty technology (Hartford, CT)• Board Member and Interim CEO - Rocky Mountain Urgent Care & Family Medicine (Denver, CO)

• Advisory (M&A, capital raising) and principal investments (VC/PE) on 10-person team• Worked under former Lazard Partners on advisory assignments, continued firm’s 30+ year history of VC investing, and helped start private equity investment focus• Loeb Partners is a single-family office and boutique investment bank

• TMT investment banking group

• Led financial and sales planning for executive leadership team of high-growth Security division• Modeled, analyzed, and developed worldwide financial budget and created first five-year strategic plan, including acquisition scenario analysis

• Advised worldwide CFO and executive leadership team of market leading $5B server brand with general business analysis and financial modeling• Received top performance review 2 years in a row, promoted twice within 18 months• Focused on revenue growth initiatives, sales strategy and execution• Analysis included revenue planning, sales plays, salesforce and channel partner enablement, salesforce incentives, markets, customer base, pricing, and product lifecycle

• Supported brand CFO and marketing team with management and analysis of SG&A spend• Developed expense plan for worldwide hardware division as part of special project for senior executives