Diversis Capital is an operationally focused middle market private equity firm with over $1B AUM. Leveraging a unique, hands on approach, we’ve invested primarily in software and technology-enabled organizations led by teams looking for a partner to help accelerate growth and create market leaders.As an Operating Partner, I provide hands-on operational, financial and strategic guidance to portfolio company management teams with a focus on long term value creation. I partner with the Diversis investment team to identify and assess potential new platforms and add on acquisitions, validate investment theses, perform due diligence and lead post acquisition transition.

Black Box Intelligence (BBI) is a guest experience, performance analytics and competitive intelligence platform for the chain restaurant industry. Serving hundreds of the industry's most recognizable brands, BBI provides a unified view of brand and competitor performance across sales, workforce and guest experience metrics. BBI enables clients to delight their guests by identifying critical menu, pricing or unit level operational issues. Served as Interim CEO shortly after the acquisition by Diversis. Lead acquisition efforts for two critical add-on's, MillerPulse and AreTheyHappy. Transitioned to Operating Partner after onboarding the new CEO.

FORM is a mobile task management and field inspection platform used by large organizations such as BP, Fannie Mae, Wendy's, Coca-Cola, Pepsi, Anheuser-Busch and Wal-Mart. FORM accelerated its growth in 2020 with the acquisition of GoSpotCheck, a trailblazing retail execution business. In 2021 FORM acquired Shelfwise and incorporated AI powered digital image recognition technology into its platform. Later in 2021 FORM also acquired Rodio, a field collaboration and instant messaging product used by large mobile workforces.I served as CEO following the acquisition by Diversis. I lead the company through the initial impact of COVID and the GoSpotCheck acquisition. After onboarding the new CEO I transitioned to an Operating Partner role.

DriverTech is a fleet management platform designed for the long haul trucking industry. The platform includes DOT complaint electronic logging devices (ELD), video telematics, trailer monitoring, mobile communications, fleet management software, and a range of connected devices and vehicle sensors.Served as strategic advisor. Assisted management with their transition from channel based sales to direct sales. Worked with management on product marketing and launch actvities around their video telematics and IOT offering.

ArrowStream, a former Diversis portco, is an end to end platform that streamlines the foodservice supply chain for restaurant operators, distributors, GPO's and food suppliers. As CMO, I was responsible for commercial strategy, M&A, go-to-market programs, pricing, positioning and product marketing. Lead efforts that moved the company from an all-in platform sale approach to modular solutions that enabled significant TAM expansion, successful adoption of new or acquired product modules and improved net revenue retention.During the hold period, the business tripled in ARR while sustaining retention levels near 100%. The business exited in 2020 to Tailwind Capital.

Led efforts to develop an expanded product vision and corporate strategy for Runzheimer. Drove efforts to modernize the widely used FAVR Vehicle Reimbursement product while also extending the company into the rapidly growing and adjacent geo-productivity market. Following extensive business assessment, was asked by company ownership to lead the sell-side process that resulted in the merger of Runzheimer with Motus under a new private equity owner, Thoma Bravo.

Responsible for market analysis, strategic development and commercialization of new ventures focused on the transportation and logistics market. Lead product development and GTM operations for a new business unit offering a trip planning, truck safe navigation and mobile commerce app targeting the highly under served commercial driver market. Leveraged industry leading tech from across Trimble’s Transportation portfolio to deliver a unified solution that saved drivers significant time and money while improving their on the road life. Gained buy-in from leading truckstop retailers and commercial partners to promote the app. The new venture ultimately created the industry’s largest network of commercial drivers.

Managed a $50M business unit that offered a range of data products and healthcare provider credential management software that served over 3000 hospital, health insurance and life sciences clients. Accountable for division P&L, commercial operations, business strategy, product development and operations. Oversaw the commercial and operational transformation of the business unit from a flat and labor intensive data licensing business into a growing and efficient data services and SaaS business. Building on major GTM changes (dedicated sales org, subscription pricing, new partnerships) that drove higher revenue, leveraged better tech and streamlined operations to deliver significant EBITDA growth to fund mission related activities.

Accountable for the strategic direction and performance of Rand McNally's Commercial Transportation and Logistics business that provided thousands of drivers and fleets with ELD, back office routing and truck safe navigation technology.Scaled this new business from zero to nearly $35M+ in under 4 years, becoming the foundation of the company's overall transformation and future growth.

Given a mandate by the CEO and private equity ownership to help reinvent the company from being a paper map provider to a tech business. Along with a focused team of execs, lead product and commercial efforts to leverage the IP and market penetration of the MileMaker product to build a broader portfolio of transportation technology products. This began with the Truck Navigation Device (TND) and then expanded into mobile communications and electronic logging devices (ELD).

Took position as account executive selling the MileMaker truck routing and rating software. Achieved quota for multiple years and was then promoted to Sales Manager and later Sales Director. Through extensive client engagement, identified market opportunities for expansion into navigation and mobile resource management product lines.