TIGER 21 is an exclusive global peer community of ultra-high-net-worth entrepreneurs, investors, and wealth creators. Members meet monthly in Groups of up to 15 in cities worldwide to confidentially discuss a broad range of issues and opportunities related to wealth preservation, investing, family dynamics, philanthropy, and much more.Many Members consider TIGER 21 to be their personal board of directors, enabling them to leverage the collective wisdom and experience of this exceptional community. As a result, Members enrich their lives and amplify the enduring impact of their wealth and legacy while simultaneously enhancing their networks and developing lasting relationships with other Members, both locally and globally.Membership is by invitation only, following an in-depth due diligence process covering five criteria, known as the 5Cs which include: Character, Contribution, Capacity, Conditions, and Capital of at least $20mm USD in investable assets.

Vistage helps chief executives and their companies outperform the competition by providing exclusive access to a proven combination of resources called the Vistage Advantage: Group meetings, coaching, expert speaker workshops, regional and international conferences, web-based best practices library and a worldwide network of Vistage members of more than 20,000 business leaders.

ipCapital Group addresses intellectual property (IP) related problems, challenges and opportunities for our clients. Using a combination of bespoke consulting, and time-tested IP methodology and services, we work with all variety of industries to create value and maximize financial results. Our professional services cover all aspects of IP intelligence, strategy, management & creation, monetization and innovation. We employ unique approaches and methodologies to create a sustainable competitive advantage for our clients.

IntelliVen helps owners, founders, CEO’s, and investors solve problems normally associated with growth, strategy or enterprise value realization. IntelliVen provides consulting, mentoring, education, custom retreat facilitation and a variety of tested guidance materials to help management teams fulfill their potential to perform and grow.

Managed the international sales agents in Europe and Asia. Personally drove over 30 new account acquisitions.

Article One markets and operates an intellectual property patent prior art research service using a diverse group of independent researchers distributed globally (the crowd) via the internet.Took the company from negative gross margins to 65% and co-led $7.0m Series B capital raise.

Bridgeline Digital is a developer of an award-winning web engagement management software suite and interactive business technology solutions that help customers leverage best in class web-based technologies to achieve their business objectives.Turned around the poorest performing region in the company and drove new records in revenue and profits over a three year period.

Strategic Management Consulting including Process Re-engineeringSaved $100M for one of the world’s largest pharmaceutical’s research and development organizations by creating an innovative business process that attacks the problems of attrition through comprehensive risk management assessment strategies.

Developer of financial software for the Global 2000Led the $8M Product Support operations through a reorganization and reengineering phase focused on new revenue generation, improving margins, and increasing customer service level agreement retention.

Systems Intregration and TransformationStarted the Philadelphia region and grew the consulting business to a $7M revenue base the first year.

Canadian-based systems integration companyBuilt and sustained a competitive consulting business with primary emphasis in the logistics industry by growing revenue from $500K to $12M.

Management Advisory Services/Technology Consulting

Management Advisory Services/Technology Consulting