With 25 years of experience in IT Services and Technology firms, functioning in nearly every operational role, 9 years of M&A experience in the space, and a certified by the National Association of Certified Valuators and Analysts (NACVA); this industry needs someone who understands how to drive value, measure value, and help you harvest the value of your firm. Someone to help you from overpaying on an acquisition or helping you maximize value on a sale.

We work intimately with our clients to identify and understand their barriers to growth and to identify the strategies required to grow their business. Analysis and emphasis is placed on their core business functions. For those clients whose growth strategy included M&A, responsibilities include conducting M&A readiness assessments, target profiling, due diligence, financial modeling and valuation, closure proceedings and post-merger integration strategies. Lastly, for those clients looking to improve/expand their partner/vendor relationships, responsibilities include channel program development, recruitment, enablement, processes and operations. • Growth Strategy Client: Custom Software Development Client: Client had declined from $3.2M in 2010 to $2.8M in 2011with $80,000 in profit. Engaged with them to refocus the company, develop marketing initiatives, sales processes, and drive out operational inefficiencies. At the end of the one-year engagement, the client ended 2012 at $4.2M in revenue with $1.1M in profit.• Acquisition Achievement: IT Services Client: Developed the acquisition strategy for a $20M IT services firm to acquire a Microsoft custom development organization, with emphasis on cultural, technological, and strategic fit. Identified 150 companies that fit the recommended profile, which led to the financial analysis and valuation of 10 companies, and finally selecting the top 5 prospects to which we extended Letters of Intent. Managed the complete negotiation of the Purchase Agreement, Employee Agreements, and verified the comprehensive due diligence. The engagement ended with an acquired company with an earn-out deal structure.• Channel Program Client Achievement: Developed the strategy for a software product and services company to initiate a new channel program and recruit prospective channel partners. Architected an influencer channel program resulting in recruiting 28 partners between $20M and $100M in revenue to the program.

Software development and test services company to the medical, manufacturing, defense, and aviation industries • Primary responsibility to identify, evaluate and cast the organization’s vision, mission, structures, processes and people as well as recommend, design and facilitate implementation of solutions to ensure proper alignment of individuals’ goals with team goals within the Company’s overall mission and direction.• Conducted assessments and provided a clear picture of the current state and established clear and measurable action plans to move the business forward. • Built and established process tools to ensure uniformity, efficiency and scalability of work.• Developed and delivered presentations at quarterly Board of Director meetings to articulate and convey mission initiatives while being held accountable for P&L (Profit and Loss) responsibilities.• Drove organizational initiatives, new business identification and integration, including competency development, employee retention, change management and process improvement.• Created, implemented and led a successful team approach that culturally changed the sales and recruiting departments from a group of individuals to a cohesive interdependent team. • Set in motion the process for Sysdyne to merge with a project delivery company of comparable size that would enhance the services capabilities to the common set of clients, significantly expanding sales potential while consolidating back office support systems and redundant overhead.• Negotiated major service contracts with Fortune 500 companies.

An oil lubricants distribution company which provides products and services to the automotive, commercial vehicle, agricultural, manufacturing, and mining industriesSales and Service Manager • Directly accountable to the owners for the activities, direction, management, compensation, hiring/firing of all sales and service people of four offices in three different states.• Created and implemented a successful team sales approach that increased sales and significantly minimized the risks of losing business due to salesman turnover.• Responsible for the negotiation and closing of major products and services contracts.• Developed and implemented an acquisition plan to assimilate a multi-million dollar competitive business.

A software product and service organization offering technical engineering solutions in the semiconductor, telecommunications, medical and aviation industries • Responsible for the development of the business strategy and the branch model for future branches around the country. Proved the model’s effectiveness by becoming Objective Solutions most profitable business unit in less than a year.• Created the infrastructure and development methodologies which assured quality software and product delivery within both the financial parameters and time parameters given by our clients.• Developed and implemented the sales/account strategies for target clients.• Managed the Profit and Loss of the branch which included the oversight of sales, recruiting, the office, and human resources. • The branch grew from zero revenue in January 2001 to $80,000 monthly revenue in June 2001 and was on track to generate $800,000 by year end.

A professional services and software product organization of 15,000 people worldwide generating in excess of $2 billion in annual revenue, offering clients a range of software services and products• Developed a territory of $1.8M and grew it to $6.2M. • Recognized as top sales person for closing a $3.2M project to develop an electronic commodity exchange for the agricultural feed industry.

Receivables management company• Developed software applications in C on a UNIX platform.• Turn around agent on software projects that were behind schedule.