Middle Market Investment Banking Firm headquartered in Michigan with transaction values typically ranging from $1M to $100M.Strategically advise clients on Mergers & Acquisitions/Corporate Development opportunities including acquisition sourcing, negotiating Letters of Intent and coordinating due diligence. Clients span Fortune 500, private equity firms and privately held businesses.• Strategically partner and advise clients in the Consumer Products, Manufacturing, Business Services, Life Sciences, Software, Transportation, Utility Infrastructure, and Distribution industries to identify business opportunities, develop new acquisition opportunities, grow revenue and attain investment objectives.• Develop, identify and convert acquisition targets to potential sellers (owners and CEO’s).• Leverage strong operational and strategic leadership experience to develop and build strong relationships with prospective companies’ CEOs and owners by becoming their trusted advisor.• Due to subject matter expertise, coach other team members on private equity and acquisition process.

I came on board to help this technology company prepare for its exit-by-acquisition strategy by leading efforts to boost revenue, profitability, and operational performance. Working closely with the CEO and VP of sales, I played a key role in establishing our strategic direction and guiding priorities while leading 52 employees. Through a strong focus on end-to-end business transformation, I steered the creation of a customer-centric culture and drove operational excellence across all client touchpoints while revamping our pricing and service models. Designing and implementing KPIs across five departments enabled the company’s first-ever 360-degree view into company-wide performance. SELECT HIGHLIGHTS:▪️ Grew revenue 40% and EBITDA 25% for three consecutive years to support successful sale.▪️ Increased average revenue per account (ARPA) 50% and new logo acquisition 33%.▪️ Raised overall net promoter score (NPS) from -20 to +55 and transaction NPS from 10 to 87.▪️ Accelerated implementation timeline 50% and improved upgrade and version management efficiency. ▪️ Recruited top product management talent which spurred migration from waterfall to agile development practices.

I was recruited to build and lead a new six-state territory for this point-of-sale and payment processing solution provider. Fully accountable for P&L, budgeting and forecasting, operational performance, and customer satisfaction, I led a nine-member sales, customer success, and implementation team. SELECT HIGHLIGHTS:▪️ Grew new territory from zero to second-largest in size and revenue (out of 14) in just one year.▪️ Onboarded 35 clients in first three months in brand-new market.▪️ Led team to produce $750K in revenue from expansion sales through product upselling strategy and incentives.▪️ Championed culture of continuous improvement and innovation that improved customer satisfaction and retention.▪️ Forged alliances with vendor and association partners and promoted team training to build lead and referral pipeline and enhance sales effectiveness.

After three consecutive years of success as an account executive, I earned a promotion to lead operations and a 48-member team in the western market. I also directly oversaw large-scale implementations of our point-of-sale, payments and business management platforms to sustain exceptional service levels. SELECT HIGHLIGHTS:▪️ Led transition from licensing and support model to recurring-revenue SaaS model to deliver 25% YOY growth and attain 92% client retention. ▪️ Trimmed labor costs 13% through department restructure and policy and procedure implementation.▪️ Launched new customer relationship management (CRM) platform to decrease inventory and operating expenses while improving data accuracy and team efficiency.

Increased sales 250% over prior year. Earned vendor recognition for exceeding sales quotas four consecutive years. Won ‘Nation’s Largest Sale’ award.