Transitioned to launch private investment group. Manage directors, partners, portfolio managers, target companies, and investment bankers. Conduct negotiations, source deals, generate investment opportunities, and potential acquisitions. Negotiate deal terms, oversee financial modeling and investment, bank partners. Acquire purchases aligned with company objectives and mission. Develop, manage turnaround strategy, improve top- and bottom-line performance. Provided executive oversight and guidance in CEO role of global cannibis manufacturer. KEY ACHIEVEMENTS:► Successfully purchased portfolio of three fast-food franchises in northern Florida. Performed extensive due diligence, full examination of locations, marketing programs, hired management team, executed acquisition and operating services strategy, forecasting, operating plans, and processes. ► Fast-Food Portfolio posted 20% profitability just 3 months post-acquisition.► 80% retention of key staff due to hands-on motivational management, teamwork, and communication.

Recruited to grow Airline start-up that serves high density city pairs with point-to-point flights using Boeing 747-400 jumbo jets. Optimized operational efficiencies through internal restructure, role centralization, and introduction of new brand strategy to attract and retain new business under direction of the Board of Directors.

Recruited by CEO and Board of Directors based on reputation for business profitability. Managed commercial line, sales, marketing, product development, pricing, contract negotiation with $60M revenue goal. Challenged to elevate profits, streamline operations, activate business development and boost sales. Transitioned direct sales products to highly regulated commercial-focused multi-industry SaaS provider. Maintained audit and security standards for 2,000 financial institutions. Developed product extensions of information management services into healthcare, pharma, manufacturing, and insurance sectors. Reengineered operating, technical teams to meet new industry compliance. Established sales criteria KPIs, hired sales team, coached consultative sales methodology, outsourced lead generation, wrote market strategy, developed marketing collateral for each industry vertical. KEY ACHIEVEMENTS:► Generated $130M in TCV in 18 months.► Increased gross margin from 10% to 18% in under 9 months.► Increased EBITA from 10% to 20% run rate in 18 months.

Hired by new Board of Directors to fix ailing company. Headed up management of technology, operations, client services, and account executives. Negotiated outsource agreement for technical support services to hire current in-house technical support team for year-long contract. Consolidated bank secure data repository, which processed 80% global financial transactions valued at $5T annually, from four to two data centers. Executed feasibility study, business, installation, and technology plans within allocated budget and governance in just two months. KEY ACHIEVEMENTS:► Decreased operating expense by 40%, and $40M in savings► Saved $20M on outsourcing personnel and $20M on data costs, total of $40M annual savings.► Migrated over 30 PB of confidential financial information with no interruption to service.

Executed oversight to improve overall performance, sales, operations, technology and oversaw numerous activities of 1,000 associates nationwide. Organized individual Product Managers, Sales Heads, Development Teams into cohesive team. Developed product criteria to consolidate features into single superior, profitable offering. manage migration of legacy software to new platform. Led WebMD rollup strategy purchase of 35 individual companies. Transformed direct sales into SaaS subscription model, outsourced management. Resolved $30M installation backlog by formulating, implementing effective client training program checklist, streamlined installation signoff to received final payment. Instituted companywide pay-for-performance compensation, improved client services across business. Cultivated outstanding client references, boosted company reputation.KEY ACHIEVEMENTS:► Sold company for $700M two years after subscription transition.► Introduced client-centric consultative sales approach which increased sales by 30%.► Restructured product delivery and redundancy reduction lowered operating expense by 35%.

Accountable for P&L, business operations, sales, forecasting, budgeting, product development, product delivery, and client services. Grew small Alabama image transaction software company, acquired by Bisys, into profitable enterprise and integrated existing banking solutions. Acquired largest competitor; integrated / consolidated technology, sales, and marketing teams into one product focus. Streamlined ROI models and verified performance to improve sales of ancillary products. Consultative sales approach formulated client pro forma to effectively demonstrate value proposition to prospects. Secured prestigious endorsement of the American Bank Association, never before awarded to a financial services company. KEY ACHIEVEMENTS:► Grew revenue 10X in 6 years and received 99% positive client references.► Raised EBITA from 5% to 30% by restructuring $130M business and increasing product revenue. ► Decreased head count 50% by business model redesign.► Generated 20% hike in revenue with new product generation. ► Streamlined and reduced on-site installation by 66% and lowered DSO (days sales outstanding) from 220 to 10. ► Sold financial division purchased for $55M for $450M 6 years later.