CEO for an entrepreneurial, private equity-backed tech-enabled service business focused on helping solo and small law firms grow their practices.

Responsible for the identification, sourcing, transaction process and monitoring of equity investments in the professional services, digital and tech-enabled space. Serve as an advisor to portfolio businesses on strategy, sales and marketing, and operational effectiveness.

Led the buyout, turnaround, growth and exit for a full-service digital agency, providing clients innovation, brand strategy, product design, creative and UX technology development and managed systems services. Built scale into client relationship process to drive growth in the legal and professional services markets. Served as market evangelist, setting vision for products and services based on market research and client input; spoke at industry events and channel partnerships. Fostered employee culture and values to attract, retain, and grow top talent. Maximized pricing and efficiencies across practices. Managed P&L and communicated effectively with stakeholders, including board and partners. Successfully recapped the business with private equity and engineered the eventual exit to a large strategic buyer, TEKsystems. Designed the go-to-market strategy for integration of One North into TEKsystems.

Promoted by Thomson Reuters to transform digital marketing agency’s go-to-market strategy, improving margins and scaling business. Directed internal teams by connecting strategy with sales and marketing to foster growth, and served as senior point of contact for client base. Managed P&L, and all sales, marketing and product development staff.

Led global sales for software and services. Served as thought leader for digital solutions line of business. Improved use of Salesforce for better client management, pipeline management, and sales tracking activities and metrics management. Integrated 4 sales forces and 3 marketing organizations into a single function, exceeding prior year’s targets by >10% every year and setting new sales records.

Created a software product marketing function, overseeing service and product marketing strategy, including new product launches, planning, positioning, messaging, promotions, and internal and external communications, and leading to double-digit growth in software sales.

Directed strategic account relationships and business planning activities, identifying business development opportunities, managing pipeline activities, delivering sales presentations, and negotiating deal terms. Exceeded sales quotas and grew territory sales by 20% YoY for 3 consecutive years.

Led digital strategy and user experience initiatives for financial services clients including US Bank, Citibank, American General Finance and Allstate.