Co-Host of Ethical Exits, the podcast from Up & Over Advisors that explores everything M&A for impact entrepreneurs.

We specialize in mission-driven M&A sourcing, focusing on off-market, niche opportunities that align with your values. Our comprehensive services are designed to guide you through successful growth and impactful exits.*Mission-Driven M&A Opportunity Sourcing We help you find the perfect acquisition targets that align with your mission and values. Our goal is to connect you with like-minded businesses that share your commitment to positive impact.**Strategic Market Analysis & Segmentation We provide detailed market analysis and segmentation to identify the best strategic opportunities for your business. Our insights help you make informed decisions that drive growth and your intended impact.**Strategic Partnerships & Alliances We help you build strong, strategic partnerships and alliances that align with your business goals. Our network and expertise ensure that you form valuable connections that foster growth.***CRM Establishment & Optimization We take an enterprise sales model to M&A deal sourcing. We assist in setting up and optimizing CRM systems to streamline the process. Our services ensure that your CRM is tailored to your unique needs, enhancing your partner relationships and driving success.Discounted services are available for registered B Corps and Triple-Bottom-Line Businesses.

Recognized by KPMG & HSBC as the #1 fastest-growing startup in Hong Kong and #8 fastest in Asia (among 6400+ startups). • Guide GTM strategy, ICP identification, and systems engineering. • Established CRM, call transcription, and other essential day-to-day sales enablement tools. • Created and implemented SOPs and workflows for the expanding sales organization. • Conducted extensive market research and competitor analysis to identify growth opportunities, resulting in strategic recommendations to senior management.

Reporting directly to the CEO, I am pleased to serve alongside the most tenured team in the industry. Together, we not only drive new revenue but also continually level-up to promote long-lasting, fruitful, partnerships for our client base.Key Achievements:1. Strategy Transformation: Orchestrated comprehensive overhaul of our Ideal Customer Profile (ICP) and fine-tuned inbound strategies. 2. Deal Size Expansion: Increased average deal size by 47% YOY. Reinforced focus on targeted sales strategies of the highest value.3. Accelerated Pipeline Velocity & Boosted Conversion Rate: Reduced aged pipeline days by 42% YOY and increased conversion rate to over 27% through 1H23 through the infusion of best-in-class deal management practices.5. Resource Optimization. Adopted a significantly scaled-down staff yet surpassed sales driven YOY. Resourceful and tenacious in navigating challenges in a down market. 6. Developed New Commission Structure: Rightsized goals and calibrated commission plan to rationalized forecast and historical performance. 7. Revitalized Organizational Framework: Revamped sales organization structure and introduced net new roles and positions to the department. Bridged knowledge gaps that bolstered our day-to-day operational effectiveness.8. Enhanced Operational Excellence: Crafted and implemented revised Standard Operating Procedures (SOPs) spanning multiple functions. Optimized our capacity to fully harness revenue potential from both new and existing partnerships.9. CRM Implementation: Successfully integrated new CRM tool and established rigorous data integrity benchmarks.10. AI-Infused Insights: Pioneered AI-driven performance coaching, unlocking the capability to provide real-time qualitative feedback critical in fostering continuous growth.11. Launched New Trade Show Strategies: Introduced rigor and strategy to our trade show frameworks, yielded the highest ROI ever recorded from a single event in our company's 15-year history.

Thrasio is a next gen consumer goods company focused on making the world's most beloved products more accessible to everyone. We do so by tapping into the inspired ecosystem of successful entrepreneurs who have brought their own dream products to life and offer them the life altering opportunity to sell their business, secure a lucrative exit, and pursue what's next for them. My task is to the lead the team that sources these opportunities for Thrasio. The first to fill this role, I moved quickly to build and introduce several critical frameworks that enabled us to play a significant role in driving $60M in acquired EBITDA for the business in Q4 2021:1. Developed a streamlined, systematic, dynamic online training program that is highly scalable and implemented globally for our remote first workforce. 2. Established success frameworks, daily working protocols, standardize data integrity guidelines, and weekly KPIs so my reps knew what to do and how to do it, in a highly repeatable way, so that they could hit their OKRs.3. Developed and coordinated 360 degree feedback loops across our closest interdepartmental working teams to highlight areas of strength and improvement for my direct reports. 4. Partnered with corporate marketing to define, develop, and launch dynamic lead scoring and a brand new ABM driven, strategic approach, to prospecting new acquisition opportunities. 5. Introduced product category specialities and chartered new communication approaches that leveraged both synchronous and asynchronous techniques. 6. Created routine weekly working protocols and established processes that unlocked global collaboration. Resulting in not only a boast to team morale but also day-to-day effectiveness.7. Introduced gamification to drive incremental results and reinforce the deployment and mastery of key techniques.

Yelp's mission is to connect people with great local businesses and along the way, hope to enrich lives of consumers and small business owners. A terrific and noble mission, I was very happy to support especially during the exceptional challenging times presented by the Covid global pandemic. For my community and the health and advancement of others. #shoplocalMy role was to advance and enhance the experience of our customer base that we defined in the mid-market segment; 5-30 location businesses. In my role, I focused on working cross-functionally to lead and implement enhancements that would improve the experience and impact Yelp could make on their business including:1. Developed new reporting protocols and standardized analytical practices that better enabled the Yelp story to come to life for our existing clients. 2. Shaped and introduced new communication techniques and approaches to reach and build new relationships with prospects in a hyper personalized way.3. Drove new strategic month to month production metrics that reflected the attainment progress of desired key results rather than simple activity counts.4. Redefined and created several new working protocols that not only aligned our goals with how we approached day to day client management but also unlocked more consistent attainment of our KPIs and OKRs.

Evanta, a Gartner Company is the #1 C-Level community globally. Working with 83% of the Fortune 100, our platform serves as a strategy for C-Level executives to commune with their peers alongside the top thought leaders in product innovation. As a Named Account AE, I am ideally positioned between a 23,000+ member volunteer collective of enterprise C-Level executives and their chosen, vetted, technological service providers. Working with the largest firms across all industries making the greatest impact on our daily lives, I serve as a conduit built to deliver access to conversations that are defining our future. Specializing in the big data space and the Chief Data Officer persona, my goal is to connect the top providers to their hardest to reach decision makers at the Fortune 1000. Via private, highly targeted, regional events we enable opportunities to deliver thought leadership, drive highly qualified leads, and promote brand awareness. Delivering value to all stakeholders as exemplified in a 78% NPS and a return spend growing by 197% YOY in 2018 to 325% YOY in 2019 for our most engaged partners. Evanta is a strategy to operationalize an account-based marketing strategy and drive expedited market share in the enterprise. Personally drove over $3M in sales in 2019.

Partner with vacation rental property management companies of all sizes nationwide to find the best operational, mission critical, software fit from our portfolio of solutions. Own the entire sales process with core daily responsibilities including detailed technical demos, responding to RFPs, hosting in market seminars and public speaking engagements at industry events. Quota consistently met year after year and on track to reach 126% attainment for 2017. Travel in market 25%.

Work directly with existing client base to ensure the highest level of customer service, consulting services, and account management were exceeded. Multi-state region and extensive travel requirement. Executed add-on sales and identified upgrade opportunities. Served as a trusted ally for the advancement of my client base.

Sustainable Systems at Work Outreach Intern. Working to grow the community of businesses employing the curriculum to stimulate employee engagement around sustainable business practices and meaningful change.

Creator and COO of a small start-up green janitorial firm built to be a revolutionary, catalytic, force in its industry.Q19 Greening is small commercial janitorial service specializing in LEED buildings and sustainable office spaces. Built to be sustainable from the ground up and partnered with The BEST Business Center in developing a comprehensive sustainability plan. We use 100% ecological, petrochemical free, 'greening' products and offer our Greeners sustainable, livable, wages. We offset our vehicle emissions through NativeEnergy and are building a cargo bike fleet to green spaces by bike.Sustainability and social justice are my personal passions and Q19 is my living vehicle for change.

Director of Operations & Business Development for a mid-size property management firm looking to add a more sophisticated and strategic approach to their business model. Spearheaded discussion, identified, and executed many areas of growth, market positioning, technological & ecological advancement.

HIV/AIDS Prevention VolunteerStationed in the rural village of Mokubilo, Botswana as a Home Based Care/ Orphan Care volunteer. Responsible to design programs based on need and site assessment. Partnered with local social worker and assisted current and promoted new orphan care initiatives. Opted to work extensively with local clinic and developed program to track HIV/AIDS infection rates and subsequently design targeted educational efforts from collected data. Key Achievements:Created, drafted proposal, and successfully pitched the Zebras for Life, Test for Life HIV testing program that utilized the social capital of Botswana's popular national football team- the Zebras. The proposal was adopted by the US Ambassador, Katherine Canavan, the Botswana National Government, a myriad of it's ministries, and private Botswana companies. The proposal was originally awarded a $100K grant from PEPFAR and continues to thrive today. The program has been internationally hailed and credited for significantly increasing male testing rates. Created, drafted proposal, and successfully pitched the Cresta Cares 4 Kids program to bring playgrounds to depressed and impoverished communities throughout Botswana. Proposal was created for and adopted by Cresta Lodges and 6 playgrounds were planned with the first being built in Mokubilo.

Elected to the first national steering committee for the Campus Greens- a collegiate arm of the Green Party. Assisted in developing campus oriented party outreach, platform education, and organizational strategy. Helped to draft the founding documents, mores, goals, and mission.