Bespoke Partners is the largest firm focused exclusively on executive recruiting and leadership advisory services for software and SaaS companies in the United States.Bespoke-placed executives have orchestrated exits and more than 425 acquisitions by their companies, totaling up to $130 billion in value.The firm is the leadership talent partner of choice for public, private, private equity and venture backed software and SaaS companies. Bespoke has executed more than 1,000 leadership searches including CEOs, CFOs, CROs, CMOs, CPOs, CTOs, CIOs, CHROs, Board Members, Operating Partners and many more.The firm’s unique, data-driven services complete searches in typically half the industry average time with a 99% placement success rate. The firm’s unique methodology cuts the risk of C-suite mis-hiring and identifies leaders who will accelerate growth.Learn more at www.bespokepartners.com.

I purchased a financially unstable company from the founder and established a turnaround plan. I set the strategy, trained the General Manager and recruited a Director of Operations, Director of Finance, and Director of Training to oversee a 20-employee company. Past successes:❖Brought the company from insolvency to stability, transitioning the business from a high transaction-based operation with low A/R collection rates to a subscription/membership-driven business with almost 100% A/R collection rates and highly predictable revenues.❖Significantly grew revenues by developing a marketing strategy centered around understanding and leveraging customer personas to drive growth.

I conceived and launched the company to leverage big data and artificial intelligence in helping parents and players with collegiate athletic recruiting. I lead a team of 10 direct reports and a 3-member Board of Directors. I established the overarching strategy, including operational milestones to achieve proof-of-concept, viable product, fundraising, and expansion. I created the business plan and fundraising documents, and recruited the senior management team, Board of Directors, and advisors. I wrote comprehensive product specifications for the commercial product, interacting directly with the outsourced development team. In addition, I created customer personas and selected initial targets based on market size. Among my achievements:❖Achieved market share and significant open rates on a minimal budget by developing and executing the marketing strategy, including the development of 10 customer personas and the sizing of each group.❖Fostered partnership with Stanford Baseball Camps that enabled access to families for primary market research. Additionally, forged relationships with strategic partners who developed an extensive mailing list.❖Recruited and assembled a core leadership team comprised of a co-founding baseball expert, accomplished CTO, VP of Marketing and Business Development, and CFO (all of whom worked for equity).❖Created the 1st viable matching engine for collegiate athletic recruiting by utilizing Big Data and AI solutions; acknowledged by competitors for innovation of matching engine.

I was brought on board through its acquisition of Deloitte Recap to optimize revenue growth, improve profitability, and transform the Marketing function as the #2 leader in a $350M division. I led a team of direct reports through the transition that included the CTO, VP of Sales, Marketing Director, and 2 Analysts, and managed 7 dotted-line reports (1st-time business leaders in 7 different product units) as VP of Life Sciences. I assisted leaders in developing plans and providing insight during staff and customer meetings. Additionally, I served as the interim VP of Marketing following the existing VP’s departure, and spoke at multiple industry conferences as a Subject Matter Expert in Biopharma. I am proud to have:❖Drove the transformation of Life Sciences Marketing through a 90-day turnaround by hiring 6 marketing professionals and implementing keystone processes to facilitate change.❖Played key role in the successful integration of the Deloitte Recap into TRLS, establishing the unit as a fundamental and vital entity in the BD&L segment. Created strategy that exceeded target sales goal by 200% in the first year - leading to the growth of ARR from $3.7M to over $19M.❖Managed a team to achieve 95% employee retention as the leader of a newly acquired business with ambitious growth plans and forecasted synergistic revenue opportunities.❖Transformed TRLS’ limited executive presence at Life Sciences conferences as a keynote speaker at numerous conferences and a host of industry conferences with 300 professionals.

I was brought in by the VP of Corporate Development to lead a turnaround for an underperforming business. I led teams that ranged from 7 to 20, overseeing the Head of Marketing, Head of Sales, CTO, and Analysts. I instituted a series of strategies to facilitate transformation efforts, and subsequently prepared a report for the internal Board of Directors that recommended the Recap division transition to another organization, leading to business sale efforts. Notably, I:❖Spearheaded business growth from $1.5M to $3.7M ARR within a stagnant market with minimal, realized acquisition synergies. Led the organizational transformation from a founder-led company to a professionally managed, customer-driven business with distributed decision-making and milestone-driven goals.❖Improved market penetration and achieved 18% CAGR. Recruited and managed key executives, designed the organizational structure, and created strategic business plans.❖Represented Recap as a keynote speaker at numerous conferences as well as a host of industry conferences with 300 attendees.❖Boosted core product selling price by 400% through the creation of customer value selling methodology and a Marketing department to deliver the message.❖Expanded prime segment penetration strategy 300% through a target account closing strategy.❖Improved renewal rate 35% by introducing multi-year contracts and evergreen renewals.

I was hired to survey the market for opportunities to build the business. I developed a market report and identified customer personas to pursue. I targeted Life Sciences CEOs by designing a Life Sciences CEO survey of the top 5 issues impacting the industry, and subsequently created the Life Sciences Accelerator to build relationships with CEOs and CFOs. The Accelerator included Annual Issues Report, CEO peer roundtables, and other industry sessions. I led a senior executive team of 7 partners. Key highlights:❖Increased the client base from 3 to 34 and generated 82% CAGR by originating the Life Sciences Accelerator professional services marketing brand to target emerging growth companies.❖Executed a robust business strategy and transitioned to a collaborative team culture through recruiting partners by sharing a business plan and integrating a senior executive team.❖Overcame company’s lack of marketing presence by partnering with industry leaders and bringing in new business opportunities through collaborative relationships.❖Created a personal brand and served as a keynote speaker at numerous Life Sciences conferences.

I was brought on board to sell the business. I held full P&L accountability for the business, with a focus on transitioning the organization from a founder-led business in preparation for its sale. I hired an investment bank to help explore sales opportunities, and delivered 10 management presentations. My accomplishments include:❖Grew revenues from $5M to $14M in 19 months, transitioning the business to a professionally managed company (including recruitment of VP of Marketing, CFO, COO, VP of Engineering, and VP of Sales). Managed the company to a 75% CAGR. ❖Renegotiated $3M in contracts with the 2 largest OEM accounts and established key relationships with corporate officers of 7 dental companies, with a market capitalization of over $200M.❖Positioned the company to encourage competitive bidding, leading to its sale to a private equity firm (facilitated 5 offers following presentations).

I revamped the traditional venture capital process by implementing a unique investment evaluation methodology. I recruited a team of 20 executives to serve as equity entrepreneur partners and guide analysis of investment targets. I advised senior management on corporate strategy and governance, organizational improvement, and financial enhancement, and directed over 100 due diligence teams on evaluating prospective portfolio companies. Past achievements:❖Identified over 40 targets for a $40M medical device company based on an alternative strategic direction and acquisition criteria.❖Assisted with a private equity divestiture strategy for a $14B company (specializing in international telecommunications products and services).

I guided the portfolio company’s senior management teams on various business matters. I am proud to have:❖Completed multiple tasks on $100M+ in total syndicate investments, including regulation and conciliation of investment terms, equity valuation, and bridge note transactions. Additional clients and engagements included:→ Administered 50% of a $45M private equity portfolio on behalf of the company founder.→ Served as an interim executive for a $42M restructuring of a wireless portfolio company.→ Acted as an Advisory Board Member for a medical technology firm subsequently sold to Siemen’s.→ Set the strategy and negotiated deals for an eCommerce company servicing large corporations.

As Corporate Finance Director, I evaluated 200+ business plans and provided advice on M&As, private placements, and capital market strategies. I managed research and content activities for B2B/B2C pitch books, and trained clients on delivering management-level presentations to investors and buyers. Notably, I:❖Assisted a $350M business on its eCommerce strategy as well as a $24M company on its Internet business strategy and a concept internet company on initial strategies and venture financing acquisition.