HS GovTech (a Banneker Partners portfolio company) is the trusted provider of web-based and mobile solutions for health and safety regulatory agencies across North America.As CFO I am responsible for building the Finance function ground-up, transforming operations from previously public-facing accountability to serve private-equity ownership, implementing and optimizing processes and tooling, and aligning overall finance operations with HS GovTech’s go-forward growth objectives.As Chief Strategy Officer, I manage / coordinate strategic and value-creation initiatives (incl. M&A), and support all functional operations to align to and achieve corporate objectives. Lead growth/strategic planning and development of HS GovTech’s annual budget. Assist all functional leaders navigate operational hurdles to achieving their individual growth goals/budgets.

Versaterm Public Safety (a Banneker Partners portfolio company) is a trusted software solutions partner to public safety agencies through its dedication and unwavering commitment to customer outcomes and innovation.CFO: Acted as interim-CFO and helped optimize the Finance function and its processes to better align cash management with Versaterm’s growth objectives.GM, Visual Labs BU: Acted as interim-GM of Visual Labs and managed integration of the business into Versaterm operations.As Chief of Staff, I managed / coordinated strategic and value-creation initiatives (incl. M&A), and support business unit and functional operations to align to and achieve corporate objectives. Led growth/strategic planning and development of Versaterm’s annual budget. Assisted all Versaterm business unit GMs navigate operational hurdles to achieving their individual growth goals/budgets.

Independent consulting to provide operational diligence, growth strategy, transformation best practices, and end-to-end value-creation advisory for private-equity funds and PE-owned enterprise software and SaaS businesses.

As a member of Diversis' operating partner group, led market and operational diligence activity for over 30 platform and add-on deals. Leveraged operational best-practices as a key differentiator during all phases of the investment life cycle including development of investment theses and and post-investment enterprise value creation.

As a member of K1’s operating practice directors group, oversaw market and operational diligence activity for over 40 platform and add-on deals. Leveraged operational best-practices as a key differentiator during all phases of the investment life cycle including development of investment theses and and post-investment enterprise value creation.

Nexonia-Tallie (a K1 Investment Management portfolio company): Stepped in as interim-COO and successfully turned around performance after multiple qtrs of declining revenue and profitability. Managed CEO transition, drove integration of two add-on acquisitions, and executed culture initiatives and transformation plan that stabilized overall org.

Chirotouch (a K1 Investment Management portfolio company): Led company strategy and operational execution to double recurring revenue and increase ebitda by 50% within a 12-month period. Implemented a revised sales process and marketing program, executed product repricing and win-back campaign for a 50% improvement in net retention, established key revenue share partnerships, migrated customers to higher-value contracts, and acquired/integrated two direct competitors. Initiatives quadrupled enterprise value of Chirotouch within 36 months of initial equity investment.

Led corporate planning and budgeting, M&A, product portfolio strategy, and group-wide strategic/transformation initiatives. Was responsible for tripling Micro Focus revenues and enterprise value via the acquisition of The Attachmate Group (Attachmate, Novel, NetIQ and Suse) - led diligence, integration planing, and the development of FY 2015 combined strategic plan and budget. Also led overall portfolio investment rationalization exercise across legacy and growth assets, leading to an increase in Micro Focus' ebitda by 30%.

Led multiple business transformation projects and implemented Vista’s operational best practices designed to drive revenue and improve EBITDA. Worked with multiple Vista portfolio companies to drive top-line growth, improve and scale business processes, and to increase bottom-line profitability.

Bullhorn (a Vista Equity Partners portfolio company): Oversaw all add-on M&A transactions, all revenue and margin growth initiatives, and worked with Bullhorn's senior leadership team to double revenue and increase margins by 50% within 24 months.

Managed business strategy development and implementation projects to enable executive leadership and financial sponsors – Bain Capital / T.H. Lee Partners, to achieve growth and cost objectives.Led the consolidation of commercial production activity across all Clear Channel markets into a virtual center of excellence. This led to a significant decrease in variance in commercial production quality, increase in customer retention by over 50%, and decrease in commercial production costs by ~30%.

Developed and implemented strategic solutions for clients across several industries including High-Tech, Financial Services, Retail, Manufacturing, and Healthcare.Provided due diligence and transaction related consulting services for private equity and M&A deals.

Managed global cross-functional teams involved in Motorola's cellular infrastructure product design and development initiatives; Worked extensively with customers and partners across the world to test and deploy products.