Rick Lowrey Email and Phone Number
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With over 30 years of experience in leading and transforming software-driven technology businesses, I am a private equity operating executive and an independent board member who delivers results and creates value. My mission is to partner with management teams, investors, and stakeholders to optimize company, product, market, and sales strategy, enabling business growth, exceeding revenue/margin goals, enhancing employee engagement and sharpening operational excellence.As an operating executive at Clearhaven Partners, a Boston-based lower middle market private equity firm, I leverage my financial, operational, business development, and team leadership competencies to accelerate value creation in portfolio SaaS/enterprise software companies. Currently, I provide strategic guidance and oversight as a board member at Engageware, the industry-leading provider of customer engagement solutions. In an effort to pay-forward all that has been given to me throughout my career, I mentor and coach emerging leaders and entrepreneurs, sharing my insights and expertise in commercial software technology, business transformation, career planning/transitions and leadership development.
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Executive ChairEngageware (A Clearhaven Partners Portfolio Company)Tampa, Fl, Us
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Executive ChairEngageware (A Clearhaven Partners Portfolio Company) Mar 2020 - PresentTewksbury, Ma, UsEngageware is the industry-leading provider of customer engagement solutions that enable organizations to increase revenue, optimize efficiency, and create stronger customer relationships. -
Member Board Of DirectorsGovhost Dec 2023 - PresentGovHost Police Records Information System Management solution allows police departments to unlock the full potential of their data, enhance information sharing, streamline operations, improve collaboration, and provide actionable insights. We are dedicated to empowering law enforcement agencies with the tools they need to excel in their mission, and we partner with police departments to achieve their records management goals. -
Operating ExecutiveClearhaven Partners Nov 2019 - PresentBoston, Ma, UsClearhaven Partners is a Boston-based lower middle market private equity firm. Clearhaven's focus is on software-driven technology businesses with up to $15 million of EBITDA. Clearhaven makes equity investments in control majority or influential minority positions in partnership with management. Partnership Oriented | Thesis Driven | Operational Value Creation -
Managing PrincipalCaserta Solutions, Llc 2014 - PresentCaserta Solutions, LLC is an advisory consulting firm focused on supporting the needs of small and medium sized enterprises (SME) in professional services and financial services industries along with business advisory support to the private equity marketplace. Our experience in finance, information technology, and enterprise software organizations gives us a unique perspective to help solve your firm's strategic and operational challenges. Our core competencies include:▪ Market, Offering/Product, & Go-to-Market Strategy▪ Acquisition Diligence & Integration Support▪ Operational Change Management ▪ Organizational Maturity Indexing & Improvement Strategies/Tactics -
Former Board MemberNeosystems, Llc. Feb 2020 - Sep 2021Reston, Virginia, UsSold to High Street Capital - September 2021For over 15 years, NeoSystems has helped businesses of all sizes become more successful. At the highest level, NeoSystems assists government contractors, nonprofit organizations and other project-driven businesses by enabling, running and securing their business. For each of these areas, we rely on people, processes and toolsets to support our clients and accelerate their success. -
President & CeoPilgrim Quality Solutions, Inc. (A Riverside Partners Portfolio Company) 2015 - 2020Tampa, Florida, UsLed accelerated growth initiative that allowed Riverside Partners, LLC to successfully position and sell Pilgrim within 30 months to IQVIA (NYSE: IQV) as part of its compliance technology expansion efforts.★ Reshaped executive leadership team which led to enhanced operational efficiency and alignment (delivered nearly 30% CAGR in EBITDA)★ Enhanced market strategy and refined go-to-market strategy driving double digit CAGR bookings growth and revenue (Nearly 20% CAGR in new bookings )★ Refined global services strategy & execution improving gross margin for global services business (24% CAGR in Services Bookings and 17% CAGR in Services Revenue)★ Established organizational alignment through improved communication and measurement across senior leadership team★ Improved financial management of business that transitioned from on premise software selling model to 100% Cloud/SaaS with 42% CAGR growth in bookings and 20% revenue growthAs President & CEO of Pilgrim Quality Solutions and member of Pilgrim’s Board, Rick oversees Pilgrim's global business mission to enhance its leadership position in compliance driven enterprise quality management software and services (EQMS). Rick's focus is in steering the company to reach its strategic goals and oversees Pilgrim’s evolving focus on customer intimacy. -
Executive AdvisorMoxie Rocket (Formerly Fuselinecx, Llc) 2011 - 2015Washington Dc, UsFuseLinecx is now Moxie Rocket. Translating customer, employee, and market data into actionable insights and create crisp, high impact strategies that drive real business results. Using the power of our experience and expertise to connect you to your market in a meaningful way that delivers measurable results.~~~~~~~~~~~~~~~~~~~~~~~~~~Former co-managing partner of FuseLinecx, LLC, a boutique management consulting firm serving commercial middle-market to Fortune 5000 sized organizations. Created operational and financial infrastructure to service customers across three distinct but related practice areas including,▣ Change Management▣ Go-To-Market Strategy▣ Customer Experience -
CeoAmerican Cadastre, Llc (A Riverside Partners Portfolio Company) 2014 - 2014Herndon, Va, UsRecruited by Riverside Partners LLC, a middle-market private equity firm, after the purchase of American Cadastre, LLC (dba AMCAD®), based in Herndon, Virginia. Asked to develop go-forward strategy for the operationally impaired, financially distressed business. AMCAD is an IT services organization selling enterprise software solutions and services to the public sector including state, county and local governments. -
Enterprise Software ExecutiveDeltek 1995 - 2011Herndon, Va, UsAs Executive Vice President for Products & Strategy, Rick's sixteen year career encompassed a period in which Deltek became the leader in enterprise business solutions to project based firms around the globe. During his management tenure, Deltek revenues increased from $30M to in excess of $350M. The company grew from 200 US based employees to over 1,600 global team members. Rick's management and leadership extended across Deltek globally with as large as 600+ global multi-disciplined teams in product strategy, product development, customer support, and Internal I.T.Rick's tenure at Deltek included 4 key management positions in:1. Consulting, & Customer Support & Training (4 years), 2. Corporate Strategy/Business Development (M&A) (3 years),3. Business Unit General Management (4 years),4. Product Strategy & Technology Management (5 years).Deltek acquired 10+ software organizations where Rick had responsibility for corporate development, M&A diligence and post-acquisition organizational and product integration. As part of his corporate development responsibilities, Rick established and created the foundation for Deltek’s partner and alliance network.Rick established and led go-to-market (both sales and product marketing) activities for software solutions including employee efficiency, CRM, EVM/EPM, business analytics, mobile computing to Enterprise Resource Planning (ERP) solutions. During tenure as Business Unit President & General Manager, Rick grew software license sales and total BU revenue by 10% and 12% annual CAGR. -
Financial ExecutiveInformation Technology Services/Solutions Firms 1985 - 1995Rick's Finance & Accounting career spanned three medium-sized information technology businesses and one high-tech start-up, all serving the federal government. As Rick progressed to senior financial leadership roles, Rick established himself as a effective communicator and problem solver enabling both individual and team success while supporting business operations and company strategy.Rick developed his passion for information-based decision making as he served CEOs of each business, understanding the connection between company strategy, financial management and successful business execution.During his tenure, Rick enjoyed roles in financial planning, controllership, and government compliance. In fact, Rick established the finance function at one start-up high tech business and created the financial planning function for a $70M division of Titan Corporation (now part of L-3).
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Director, Finance & AccountingDigicon Corporation 1994 - 1994Rockville, Maryland, Us -
Assistant Group ControllerL-3 Communications (Acquired Titan Corporation) 1989 - 1994New York, Ny, Us -
Resources ManagerSra International 1987 - 1989Falls Church, Va, Us -
Director, Finance & AccountingSra International 1984 - 1987Falls Church, Va, Us
Rick Lowrey Skills
Rick Lowrey Education Details
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George Mason University - Schar School Of Policy And GovernmentPublic Administration -
United States Military Academy Preparatory SchoolGeneral Studies
Frequently Asked Questions about Rick Lowrey
What company does Rick Lowrey work for?
Rick Lowrey works for Engageware (A Clearhaven Partners Portfolio Company)
What is Rick Lowrey's role at the current company?
Rick Lowrey's current role is Executive Chair.
What is Rick Lowrey's email address?
Rick Lowrey's email address is ri****@****zon.net
What is Rick Lowrey's direct phone number?
Rick Lowrey's direct phone number is (813) 915*****
What schools did Rick Lowrey attend?
Rick Lowrey attended George Mason University - Schar School Of Policy And Government, United States Military Academy Preparatory School.
What are some of Rick Lowrey's interests?
Rick Lowrey has interest in Civil Rights And Social Action, Science And Technology, Education, Children.
What skills is Rick Lowrey known for?
Rick Lowrey has skills like Leadership, Driving Results, Executive Management, Strategy, Go To Market Strategy, Change Management, Mergers And Acquisitions, Integration, Cross Functional Team Leadership, Team Building, Process Improvement, Business Process Improvement.
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