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Investment firm operating locally to target and acquire a small business – Pre-Revenue, 1 employee• Established the corporate mission, structure, goals, metrics, website, and exit strategy for the newly formed investment entity operating in Connecticut. • Founded the company by utilizing an entrepreneurial mindset with the purpose of acquiring a small business in the Northeast.• Actively project future growth of target acquisitions based on historical data through use of a DCF analysis and EBITDA multiples.• Negotiate with small business owners to close target investments and produce added value for equity partners.• Analyzed hundreds of target companies and modelled future performance in Microsoft Excel to arrive at company valuations.• Interact with multiple stakeholders, including CEO’s, senior employees, debt financiers, equity investors, professional services experts, and M&A professionals.• Successfully pitched new equity and debt partners closing seven-figure capital commitments through creative presentation skills and properly designed pitch decks.

Manufacturer’s representatives for 30 vendors in the controls, LED lighting, audio, video, wellness, and smart home residential building market throughout 7 states – 30 M+ Sales Revenue, 12 employees• Leveraged entrepreneurial mindset to encourage and advise a multi-million-dollar merger to create a new B2B and consumer start-up resulting in 3M+ of additional profit.• Responsible for overseeing and leading complex projects while designing and streamlining internal and external sales strategy and communication.• Acquire and expand trusted customer relationships through the entire sales cycle, from pre-sales to deal close to long-term strategic account management. • Manage new vendor acquisition and high-dollar projects.• Design and deliver complex sales and training presentations to actors in the vertical channel resulting in consistent double-digit sales growth.• Expedited remote and virtual communications and online trainings for 100% team adoption.• Routinely negotiate six figure project agreements while managing seven figure B2B clients.

Manufacturer’s representatives in a high-paced sales environment serving hundreds of vendors in the controls and LED lighting residential building market throughout 6 states – 100 M+ Sales Revenue, 120 employees• Enhanced company’s growth and visibility by cultivating relationships with existing partners while identifying, soliciting, and negotiating new alliances. • Directed company silo of 5 employees, managing sales growth from 5MM to 15MM in a B2B market. • Delivered exceptional customer service and authentic sales leadership to create win-win partnerships and loyal clients.• Consulted and presented product and project knowledge to various stakeholders in the residential building space, including architects, builders, lighting designers, interior designers, contractors, engineers, and owners’ representatives. • Creatively developed and implemented upselling and expansion sales strategies immediately adopted by the CEO.• Advised the VP and CEO on daily activities and organizational structure which expanded the profitability of the entire organization.

Boutique information technology consulting firm specializing in the implementation and management of business intelligence and data warehousing solutions for Fortune 500 clients – 10M Revenue, 10 employees• Established and designed the first IT staffing department at the company to leverage strategic relationships and expand the organization. • Delivered consulting resources to C-suite executives to implement data warehousing and business intelligence software solutions for major projects.• Managed the entire sales-cycle from prospecting and pre-sales, to account management and strategic partnerships.• Cultivated custom recruiting and interviewing tools designed to interface with Salesforce.com.• Created sales pipeline, conceived go-to-market strategy, and designed custom client presentations.