As a Managing Partner of Critical Flex, I work with institutional investors and executive teams to understand customer dynamics to reduce risks and optimize opportunities. Insights provide include voice of the customer analysis, pricing optimization, market diligence, and innovation development.

MarketLens is a full-service market research agency that uncovers deep insights quickly and cost-efficiently to produce dynamic business results. We conduct all aspects of traditional market research, but specialize in new product development. Our expertise lies in helping companies broaden their offerings and keeping current products fresh. This includes reinvigorating old offerings and creating new offerings that expand beyond core areas of focus. We bring innovation to the innovation process.www.marketlensresearch.com

As a member of investment team, I focused on the Indiana activities of the funds transferred from Credit Suisse and the Indiana Investment Fund II. Funds managed out of the Indiana office of AlpInvest included the Indiana Investment Fund, Indiana Future Fund, and INext Fund. Activities included investment directly into privately held businesses and investment into Indiana-based private equity funds.

Worked in the Credit Suisse Customized Fund Investment Group focused on making private equity investments. Since joining, I have evaluated over 300 private equity opportunities, resulting in investments of $156 million across 13 companies. My role included playing an active role in all aspects of the due diligence process, including creating financial models, assessing the strength of the business and senior management, and conducting industry research on two-to four-person diligence teams. These investments led to the ability to serve as a board observer on the board of directors for three portfolio companies.