Iconic Technologies is an IT services company providing 24/7 network and systems monitoring. By offering a wide range of expertise, we can deliver more professional and diverse solutions than a company’s IT department at a more economical cost. Iconic also provides C-level technology and strategy personnel to augment and help small and medium sized business reach the next level of their growth strategies. We specialize in professional services firms – wealth management, legal and accounting firms and marketing companies. Our portfolio currently includes 30+ companies with a total of ~1500 employees, where we have deployed architects, solutions technologists, and C-Suite consultants.

Erado is the leader in SaaS-based unified archiving and compliance platforms for email, social media, instant messaging, websites, text messaging, audio and video content to customers worldwide. Our patented technology delivers measurable value by providing an intuitive and simplified user experience across 50+ communication channels - email, messaging, social media, websites, SMS, and voice. Hired to stabilize, grow and sell the company. Focused the CEO into more strategic planning, infused the staff with a new mission to boost morale and tightened up processes in sales and operations. Took over daily operations responsibility for Sales, Customer Service, DevOps and Finance. • Designed and rolled out a new channel sales program, increasing sales by 5% in the first month. • Increased sales overall by 50% in the first year, and company profit by 10x in 4 months.• Designed, wrote and implemented the company’s go-to-market plan to be sold.• Engaged a publicly traded company interested in purchasing the company.• Negotiate an all-cash deal, increasing the ownership's value 2.5x in under 15 months.• Organized and lead the creation, organization and presentation of all due diligence material and orchestrated the sales from LOI to close in under 50 days.

Co-owner & CFO of this PE firm specializing in real estate, corporate turnarounds, distressed companies, and startups. Negotiated and structured deals of multiple companies, successfully setting up financing, securing infrastructure, and negotiating purchase and sales agreements. Deals completed:• Blueprint Consulting Services – Startup• Society Consulting – Startup• Westmark Products – Purchase• Quantum Windows & Doors – Purchase• Redmond Athletic Club LLC – Purchase• The Orchards – Real Estate Purchase• MIKALA 6 Properties – Real Estate PurchaseHighlights include: BLUEPRINT CONSULTING, FOUNDER, VP OPERATIONSDesigned the business model and analytics for this new management and technology consulting firm. Guided Blueprint to grow to $50M in yearly revenue by Year 3. Expanded operations to include Texas, North Carolina, & California. Assembled a strong executive team capable of expanding the company to $100 million in revenue in under 5 years of operation. On Washington’s Fastest Growing and Best Companies to Work For list for 5 years straight, and #1 for 3 of those. WESTMARK PRODUCTS - OWNER, PAST PRESIDENTNegotiated and completed the purchase of Washington State’s largest commercial cabinet and casework manufacturer. Revitalized company producing $30M/year in revenue and within 60 days, from losing $3M/year to profitability of $750K/year. SOCIETY CONSULTING - FOUNDER, OWNER, VP OF OPERATIONSBuilt this technology consulting firm specializing in project management and analytics. Provided 130x ROI in 3 years. Built the company’s financial, operational, and customer service organizations from scratch. Grew sales to $18M/yr in 3 years. QUANTUM WINDOWS AND DOORS - OWNER, PAST PRESIDENTNegotiated the Quantum Windows agreement. Provided ownership with a 20x ROI in 10 years for this premier windows and door manufacturer. Purchased company in 2006 prior to housing market collapse; maintained company profitability every year following purchase.

Private equity firm specializing in acquisitions and investments in middle market companies; focused on equity investments in companies with maximum gross revenues of $75M. Investment portfolios ranged from energy aggregation to aerial firefighting.As Managing Partner, I purchased a failing tech consulting company (Endeavor Consulting) and produced a 150x return to investors in two and a half years. I facilitated the purchase and merger of two other companies into Endeavor Consulting; negotiated the purchase of Celerity Energy and spent 12 months in San Diego negotiating and executing with its largest customer (SDG&E); and produced a 100x return to investors in less than 24 months.