Convoso is the leading innovator of cloud-based omnichannel contact center software.

* Led the sale of the company to Sensor TowerPathmatics turns the world’s marketing data into actionable insights. Pathmatics provides a marketing intelligence platform that helps the world’s top agencies, brands, and publishers answer their digital advertising questions across Facebook, Instagram, Twitter, YouTube, display, native, and mobile.

• Oversaw majority of the company’s organizational chart: Finance & Accounting, Human Resources, Legal, Fulfillment Operations, Merchandising, and Customer Success• Led the Series B capital raise process (successfully closed $35mm round in April 2018)• Created company's first metrics pack, board deck, financial model, and inventory forecasting tool• Worked closely with department leads to develop and maintain operating model; established formal budgeting and expenses management processes• Managed the implementation of NetSuite ERP; transitioned books to GAAP basis• Retained by the Board to lead the organized shutdown of the company; key components included the winddown of retail operations, liquidation of inventory, sale of assets, negotiations with creditors and vendors, and the return of capital to investors

• Responsible for key corporate functions including Finance & Accounting, Human Resources, and Legal• Developed KPI and metrics reporting used to drive business strategy and operational improvements• Created and maintained company's financial model and implemented formal budgeting procedures• Oversaw accounting month-end close process and production of GAAP financial statements• Prepared board decks and presented metrics and financial updates• Collaborated with HR in areas such as talent acquisition, performance management, and workforce development

• Trusted provider of financial and strategic advisory services to corporate executives and financial sponsors, primarily within the technology and media sectors• Broad advisory experience includes sale transactions (auction processes, negotiated transactions, corporate divestitures), acquisitions, fairness opinions, joint ventures, takeover defense, proxy advisory, restructurings, and capital raises across a diverse client base (public, financial sponsor backed, entrepreneur owned, cross-border)• Led deal teams through critical aspects of transactions such as strategy and tactics, due diligence, financial analysis and modeling, company positioning and marketing, transaction structuring, and negotiations• Interacted extensively with management teams, company owners, board members, potential buyers and investors, and external legal, tax and accounting advisors throughout the transaction lifecycle