Managing Director
CurrentAdvisory and Consulting services for Technology and Software companies on acquisition integration, process re-engineering, revenue and margin improvement. Key engagements include:• CPA Global, Global Integration Lead, Bingham Farms, MI. Present. Retained by CPA Global, the world’s leading IP Management and Technology company, to lead the global integration team of the Master Data Center acquisition including Sales, Technology, Product, IP Payments and Business Operations.• GlobalView Capital, LLC, Operating Advisor, Darien, CT. Ongoing. GlobalView Capital offers private capital investments and advisory services to middle and lower market companies in the Aerospace, Defense, Information Services, Transportation & Logistics verticals. • SecurityScorecard, New York, NY. Provided commercial policy, sales process and contract negotiation advice to a private cyber security monitoring and grading company leading closing a $12.5mm Series A round investment.• TG OPTIMA, New York, NY. Developed “Go to Market” strategy including market segmentation and competitive landscape for this quantitative analytics and portfolio optimization software maker.