Member of Fortis' Executive Leadership Team with accountability for Fortis' B2B business unit from vision through execution. Specifically accountable for the business unit's P&L, evolving org structure, building scalable systems/processes, direct sales and marketing efforts, and developing publisher and VAR/channel partner strategy to drive deeper value for publishers, channel partners, and Fortis alike.

I was responsible for developing our partner growth strategy and leading our team through execution. We successfully overhauled existing and implemented new systems, processes, and reports to afford the partner channel efficiencies and easier scalability in years to come. Over this period of time, we grew partner lead generation by over 20% YoY. We also successfully scaled the team headcount by 25% to be able to more adequately service a partner ecosystem of over 400 VARs, SIs, and ISVs.

This was a GM role responsible for the conceptualization and development of a new product and business for EBizCharge. I was responsible for all product and business components from conceptualization through execution. Product responsibilities included but were not limited to providing oversight on evolving product requirement specifications, product UI/UX, front-end development, and back-end development. Business responsibilities included but were not limited to market research, competitive analysis, financial modeling / forecasting, securing strategic partnerships, and collaborating with sales, marketing, and support to leverage existing resources as we prepared for launch.

I was in charge of revenue and strategy at OnPay Solutions. My responsibilities included, but were not limited to, managing our direct and channel sales teams, fostering collaboration between our sales and marketing efforts, and providing direction on our company's corporate, business, and various departmental strategies.With my M&A background and expertise, ownership leaned heavily on me for guidance as they sought options. We engaged a payment tech focused bank to assist us with the final mile, and after 2.5 years and conversations with 100+ investors, PE funds, VCs, family offices, and strategics, we transacted the business to Medius in March of 2022 for an undisclosed amount.

My role included but was not limited to developing existing strategic and channel partnerships, expanding partnership ecosystem, FP&A projects, heading capital sourcing efforts, and leading company corporate strategy alongside C-Suite.

As the Director of our Nashville, TN office, I was privileged enough to lead team of talented individuals dedicated to helping lower middle market business owners realize exits in the form of M&A transactions. I directly handled client on-boarding and communications, deal negotiation, due diligence, and deal closings. I managed our team's workflow with our respective clients from deal preparation (teasers, CIM's, and the like) through the on-market process (formal or open bid) to LOI negotiation and through due diligence. During my tenure with Benchmark, I had the opportunity to work closely with colleagues, advisers, acquirers, and ultimately our clients to help consummate over 30 deals yielding over $225MM in TEV.

As the Senior Associate in our Nashville, TN office, I was responsible for managing the active on-market portfolio as well as supervising our outreach team and their efforts. I also worked jointly with the Nashville office's Managing Director throughout LOI negotiation, due diligence, and the closing stages. I've included a select few press releases for transactions I worked intimately with.

Benchmark International is a leading specialist in the acquisitions and mergers of companies within the global corporate market.With offices throughout the UK and the world we are in touch with all the major acquirers and consolidators who are constantly seeking both on and off market opportunities across all sectors. Our typical transactions fall broadly within the $5M to $300M ‘mid-market value range’.Benchmark’s unique and dynamic international offering ensures that our clients will receive privileged access to unparalleled global coverage through our exclusive business intelligence databases encompassing both international markets and local representation.

Strategos is a multi-faceted public affairs firm with three offerings: government advocacy (GA), business transaction advisory (BTA), and public opinion architecture (POA).As an assistant and later as an associate, I worked closely with the firm's partners to achieve deliverables for over 30 clients ranging across these three categories. The scope of my responsibilities was expansive but could be refined to include legislative research, legislative tracking, business consulting/development, and public relations.Government Advocacy: We provide Local, State and Federal legislative lobbying and regulatory affairs. Through our deep knowledge and experience within the legislative and regulatory process, our understanding of the complexity of the issues our clients face, and as trusted advisors to our clients and policy makers, we are able to strategically position our clients’ legislative priorities and influence positive government outcomes. Business Transaction Advisory: Committed to facilitate high-impact business growth and transaction advisory for companies by leveraging our strategic relationships, business expertise, and political and policy insight. We serve as a trusted advisor, accountable partner and growth driver for our clients in the areas of public procurement, business-to-business development, public-private partnerships, mergers & acquisitions, real estate and private equityPublic Opinion Architecture: The public is more informed and powerful than ever. We work with our clients to build connections with stakeholders through communications. We do this by building authentic relationship and establishing dialogue with key public audiences, identifying public obstacles and responding rapidly to situations that threaten reputation. Our core areas of emphasis include public advocacy campaigns, community outreach and engagement, crisis and reputation management, digital strategy and implementation, government affairs, and media relations.