Pitt Means Email & Phone Number

Greater Seattle Area

Providing advisory services and transaction execution for capital raising, sell-side and buy-side M&A, and recapitalizations. Focused on middle-market, private companies in construction, manufacturing (precision metal, plastics, building products), distribution, printing & packaging, food processing, and professional/business services.Hold FINRA licenses for Series 7, Series 66, Series 79 and Series 24.

Greater Seattle Area

Provided M&A advisory services for privately-held, middle-market companies in manufacturing, distribution, aerospace, construction/building materials, food & beverage, and maritime industries. Business Development: - Led marketing/CRM efforts and conduct business development activities to build Exvere awareness and develop relationships with NW-based companies and referral sources. - Developed and pitched strategies to maximize shareholder value for business owners. Transaction Execution: - Conducted execution of sell-side M&A transactions including transaction marketing, due diligence support, and negotiating terms. - Transaction experience includes precision manufacturing, specialty contracting, test & measurement equipment, industrial product distribution, ag products & services, and retail display design & manufacturing.

Greater Seattle Area

Managed the Social Media and Customer Acquisition teams for the Classmates business. Allocated $1M+ monthly marketing budget across affiliates, ad networks, search engines, and other partners & publishers, balancing competing objectives of registration volume and quality. Utilized a broad range of Facebook advertising products (Custom Audience, RHS, mobile & desktop Newsfeed, Sponsored Stories, and FB app promotion). Launched and enhanced mobile-friendly and Facebook-integrated registration flows. Also led efforts to build Facebook apps, which serve as an alternative method of generating registrations.

Seattle, Wa

Managed the Individual Retirement Account business for ING DIRECT and ING DIRECT Investing, Inc (ShareBuilder). Responsible for accelerating the growth of new accounts and assets under management, improving the online and offline experience for our customers, and increasing product-line profitability. Focused on developing and enhancing our products and services, allocating our marketing budget, and managing partnerships and vendor relationships.Also served on the Governance Committee and the Investment Committee for ING DIRECT Investing.

Seattle, Wa

Led effort to accelerate the growth of new accounts, assets under management, and revenue for ING DIRECT's retirement business. Projects included developing and launching a Retirement microsite and planning tool, creating a Retirement-specific service team, and implementing enhancements to the 401(k) rollover process.

Seattle, Wa

Evaluated, prioritized, and executed upon strategic business opportunities that accelerate the growth and/or profitability of ING DIRECT's brokerage business - Entry into incremental product lines - Enhancements of existing products - Penetration of new customer channels - Selected M&A opportunities Utilized a broad range of skills to push projects from concept to completion - Strategic and financial analysis - Development and presentation of business cases - Coordination of efforts across functions - Project leadership and decision-makingManaged key elements of ShareBuilder’s acquisition by and integration with ING DIRECT - Coordinated response to due diligence requests, including managing a data room and on-site visits - Supported ShareBuilder management and Board with valuation analyses and stock payout tables - Represented ShareBuilder on pre-merger integration planning team to help identify, prioritize and address integration challenges and opportunities

Seattle, Wa

Assisted in the strategic planning and launch of the ShareBuilder Small Business Unit and 401(k) product - Determined appropriate pricing structures, positioning, and product mix for small business segment - Developed a distribution plan outlining recommended marketing, partnership, and sales strategies - Built models to analyze cash flows based on lead generation, close rates, and sales mix assumptions - Recruited, hired, trained and managed inside sales team focused on penetrating small business marketDeveloped partnerships with companies and associations with existing penetration of the SMB channel - Negotiated performance-based agreements to drive large volumes of high-quality 401(k) leads - Signed partnerships with Costco, Pitney Bowes, HouseValues, Speakeasy, and The Company Corp. - Led effort to develop the capability to support RIA distribution

Pittsburgh, Pa

Completed projects for sales & marketing, ticketing, finance, stadium operations, and baseball operations - Managed market research project aimed at optimizing pricing and structure of multi-game ticket packages - Developed tools to assist CFO in monitoring and managing expenses related to stadium operations - Analyzed player salary trends and projected potential contract values for arbitration-eligible players - Researched and recommended approaches to strengthening youth fan base through educational products

Seattle, Wa

Helped develop a strategy and business plan for the firm's formationLed Delafield Hambrecht's investment banking effort in the consumer products & retail space - Developed and maintained relationships with 100+ Northwest retailers and consumer products companies - Presented M&A considerations and financing alternatives to management teams of prospective clients - Managed the day-to-day execution of public equity offerings, private placements, and M&A transactions

Seattle, Wa

Investment banking generalists focused on fundraising and M&A assignments for Northwest-based growth companies.

San Francisco, Ca

Focused on strategy, fundraising, and partnerships for a B-to-C Internet company looking to connect car owners with automotive service providers.

San Francisco, Ca

Provided analysis and support for IPOs, follow-on offerings, and M&A assignments in the technology sector.

Mba, General Management

Activities and Societies: General Management Club officerAwarded Tuck Scholar with Distinction

Ba, Economics

Activities and Societies: Varsity Lacrosse, 1994-1997

Diploma With Honors

Activities and Societies: Varsity Soccer, 1991-1992 (Captain); Varsity Lacrosse, 1991-1993 (Co-Captain); Proctor, Cilley Hall, 1992-1993