Robert Barbieri

Robert Barbieri Email and Phone Number

Founder and Managing Director @ Stepping Stone Advisors, LLC
Nashville, TN, US
Robert Barbieri's Location
Nashville Metropolitan Area, United States, United States
Robert Barbieri's Contact Details
About Robert Barbieri

A highly successful leader who creates significant shareholder value by transforming organizations into quality companies achieving, growth, profitability and increases in shareholder value. Drives success as an executive and advisor, board member, and investor through growth and performance improvements, building great teams, successful IPO’s and exits, and acquisition and corporate development activities.Executive experience spans a variety of global companies focused on businesses relating to technology, software/SaaS/cloud/analytics/AI/technology, business/transportation/retail services, and healthcare information technology. The early portion of executive career was focused on companies in the chemicals, energy, and global manufacturing/services businesses. Also successfully led the Lawson Software IPO process which achieved “unicorn” status and remains as one of the most successful IPO’s of any technology company in the Midwest. Board-of-Director qualifications include experience on both sides of the board table with boards and committees. As a leader focuses on using strong interpersonal skills to get things done. Strongly committed to having clarity of an organization’s “tone at the top” and a focus on integrity. Deep experience with SEC, governmental organizations, and outside audit firms. Understanding of the role of the audit committee as well as the required time commitments that ensures success. These skills also include financial expert qualifications for public company boards; strong experience in guiding high-growth companies, as well as providing guidance and experience for strong contributions in strategy formation and execution, corporate finance, corporate acquisitions, risk management, technology advancement and utilization, international management, executive compensation and say-on-pay requirements, as well as corporate change leadership initiatives.Education includes a MBA in Finance and Strategy from Drexel University with highest honors as well as a BS in Accounting and Business Administration from Drexel University. Post-Graduate executive education includes programs at Harvard, Stanford and Wharton business schools.

Robert Barbieri's Current Company Details
Stepping Stone Advisors, LLC

Stepping Stone Advisors, Llc

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Founder and Managing Director
Nashville, TN, US
Robert Barbieri Work Experience Details
  • Stepping Stone Advisors, Llc
    Founder And Managing Director
    Stepping Stone Advisors, Llc
    Nashville, Tn, Us
  • New Port Partners
    Managing Director & Co-Founder
    New Port Partners 2023 - Present
    United States, Us
    New Port Partners is a business transformation consulting firm advising public mid-market companies and privately held firms on performance improvement, growth strategies, crisis management, pre-and post-acquisition integration, and exit strategies. New Port Partners principals are former tech industry CXO executives of small, mid-cap NASDAQ listed and Fortune 500 tech companies who collectively have created > $5B in incremental shareholder value. Visit our website and please reach out to me personally for more information. email: info@newportpartnersgroup.com.website: www.newportpartnersgroup.com
  • Crosswork Midas Pre-Ipo Fund, Llc
    Advisory Board Member
    Crosswork Midas Pre-Ipo Fund, Llc 2023 - Present
    Los Angeles, Us
  • Ascension / St Thomas Healthcare
    Board Of Directors And Investment Committee Member
    Ascension / St Thomas Healthcare 2020 - Present
    St. Louis, Mo, Us
    Ascension / St Thomas is a large, fully integrated healthcare network with assets of over $40B.Web: https://healthcare.ascension.org/
  • United Spinal Association
    Board Member
    United Spinal Association Jan 2023 - Present
    Kew Gardens, Ny, Us
  • Om Holdings
    Member Board Of Directors
    Om Holdings 2021 - Present
    Combining physical locations, technology, fin-tech, and blockchain; OM Holdings is powering on-demand retail, delivery, transport and services throughout the Caribbean.Web: https://omholdingsinc.com/
  • The Marketing Consultants Group Llc
    Co-Chairman, Board Of Directors
    The Marketing Consultants Group Llc 2021 - Present
    Leader in digital marketing technology.
  • Inseego Corp
    Chief Financial Officer
    Inseego Corp 2021 - 2024
    San Diego, California, Us
    Inseego Corp. (Nasdaq: INSG) is an industry leader in smart device-to-cloud solutions that extend the 5G network edge, enabling broader 5G coverage, multi-gigabit data speeds, low latency and strong security to deliver highly reliable internet access.Web: https://inseego.com/company/about-us/
  • Century Park Capital Partners
    Executive Council
    Century Park Capital Partners 2014 - 2023
    Century Park Capital Partners is a private equity firm focusing on key markets including Chemicals, Medical Products, Business Services, Healthcare IT, Industrials, and Consumer Products.Executive Council role is as a senior executive assisting in sourcing and evaluating transactions, as well as being available for board of directors, and senior executive roles for portfolio companies.Web: https://www.centuryparkcapital.com/
  • Techcxo
    North American Partner - Ceo/Coo/Cfo Services
    Techcxo 2019 - 2021
    Atlanta, Georgia, Us
    I am an Executive Finance & Operations Partner focusing my experience, knowledge and skills as a Board Member/Advisor, CEO, COO and CFO to help scale growth-stage technology, software/SaaS/cloud, services, healthcare and healthcare information tech companies in Nashville and throughout North America. I am also utilizing my experience in the B2C transformation, retail, FinTech, global telecommunications/IoT, manufacturing/services, chemicals, and energy sectors. Web: https://www.techcxo.comKey companies worked with: Inseego (Nasdaq INSG) (CFO) a 5G technology leader, OfficePartners360 (CFO/Advisor) Outsourcing, OM Holdings (COO/CEO) B2C Technology/Fullfillment, JMT (Lead COO) Consulting, Harvest Integrated (Chairman/CFO) Advanced Engineering.My key focus areas:- corporate finance, accounting and operations- capital needs and successful liquidity events- coaching executive team performance- strategy formation and execution- technology advancement and utilization- audit committees, compensations committees- corporate change leadership initiatives- risk management- international management and governance- executive compensation- identifying and integrating Mergers, Acquisitions, and Joint Ventures- building sustainable growth organizations and cultures
  • Harvest Integrated
    Executive Chairman
    Harvest Integrated 2019 - 2021
    Dallas, Tx, Us
    Harvest Integrated is a leader in providing Controlled Environment Solutions to the specialty agriculture market. Solutions range from complete turn-key project design/build/management to advanced equipment and technology solutions.
  • Bravais Analytics
    Founder, Chairman And Chief Executive Officer/Chief Financial Officer (Ceo/Cfo)
    Bravais Analytics 2016 - 2021
    Bravais Analytics is harnessing data intelligence and business optimization to create a unique and impactful SaaS platform focusing on the high-reliability sectors. Through the application of industry- leading analytics, artificial intelligence (AI), and deep learning we optimize businesses in a way that provides a transformative competitive advantage. As Chairman and CEO, provide leadership and strategic execution benefiting the markets we serve, our employees, and our investors. Web: http://bravaisanalytics.io/
  • Cxo Advisory Services / Rgb Group Holdings
    Managing Director
    Cxo Advisory Services / Rgb Group Holdings 2009 - 2021
    In my work with CxO advisory services, provide executive services as a CFO, COO, Strategic Partner, and Advisor with organizations planning to consider significant growth, an Initial Public Offering (IPO) or other premium value exits. Actions include evaluation and upgrade of functional teams and infrastructures, strategy and performance planning leadership, governance enhancement, acquisition planning and deal execution through integration, as well as fundraising and exit process planning. Companies worked with include Conservis (Agriculture Management software), Ability Network (Healthcare Information Technology software and services), Converge One (Tele-Communication hardware and software integration services), Textura (Payment and Project Management software and services).In leading RGB Holdings we are focused on select private equity investments, alternative and special situation private investments, as well as exploration of mid-market technology direct investments along with PE partners requiring executive build-out opportunities. Here, focused in an entrepreneurial manner both individually as well as with select other executive partners in the exploration and investment in a variety of situations including platforms where we would provide enterprise leadership and build-outs to those that requiring an active investment role.
  • Alchemy Technologies Group / Alchemy Data Labs
    Board Of Directors, Audit Committee And Compensation Committee Member
    Alchemy Technologies Group / Alchemy Data Labs 2014 - 2016
    Alchemy Technologies Group / Alchemy Data Labs is a hardware / software data and analytics services firm that creates substantial value for its high-reliability, high value product mix, and heavily regulated customers by blending cutting edge electronics service offerings with an advanced software analytics software-as-a-service (“SaaS”) platform. As a board member acts as an adviser to the company's founders, executive team, and the full board of directors.
  • Ability Network
    Investor/Interim Executive Vice President, Chief Financial Officer & Treasurer
    Ability Network 2014 - 2015
    Minneapolis, Mn, Us
    ABILITY Network (acquired by Inovalon) is a leading healthcare information technology company trusted by thousands of payers and providers across the continuum of care. Through the use of the ABILITY Network comprehensive suite of care coordination and workflow “Pure Saas” software and services, customers are able to improve efficiency, reduce costs, increase cash flow and more effectively manage the financial and clinical complexities of healthcare. As Executive Vice President and Chief Financial Officer; led all financial, planning, financial strategy, treasury, financial corporate development, human resources, and central administration functions.• Led all pre-IPO transformation events including personnel and structure upgrades, systems upgrades and advanced SaaS analytical tools and measures, key infrastructure investments, and specialty IPO readiness actions.• Co-led largest acquisition in company history including evaluation thru closing processes as well as successful debt funding and rating agency review processes.• Established key pre-IPO dialogues with potential investment banks and underwriters. • Raised EBITDA run-rate by 50% during initial year.
  • The Trizetto Group
    Executive Vice President, Chief Financial Officer
    The Trizetto Group 2007 - 2008
    Teaneck, Nj, Us
    TriZetto (formally NASDAQ, acquired by Cognizant) technology company delivering world-class, healthcare IT solutions that help healthcare organizations work efficiently and collaboratively to deliver better health. TriZetto solutions serve 200,000 care providers, more than 360 payers and over half the U.S. insured population thru software and services including SaaS and Cloud based offerings. As Executive Vice President and Chief Financial Officer led all worldwide financial, planning, investor relations, capital markets and well as driving strategies focused on business development and acquisitions and key corporate performance areas. • Drove high profit results, consistently exceeding investors’ earnings expectations.• Actively led commercial and operating reviews driving enhanced company performance.• Led all financial aspects of a company sale transaction process including the engagement and leadership of investment bankers, organizing the process and presentation materials for potential bidders, led the financial and operational presentations during the bidding rounds and due diligence sessions, and led the valuation and decision studies required by the board of directors.• Company completed a corporate sale transaction worth $1.4 billion, which doubled the company value achieved earlier in the year. Value achieved was above a 7 year high for the stock.
  • Lawson Software
    Senior Executive Vice President And Chief Financial, Operations, And Performance Officer
    Lawson Software 2000 - 2007
    New York, Ny, Us
    Lawson Software (acquired by Infor) is a world leader in providing software, technology and services and offering deep industry-specific applications and suites. providing flexible deployment options that give customers a choice to run their businesses in the cloud thru a SaaS model, on-site, or both. Company was selected as a Red Herring “Top 50 Private High-Technology Companies” and a Corporate Reports “Top 10 Regional Companies to Work For”.As the Senior Executive Vice President led all worldwide financial, strategic planning, investor relations, business development and acquisitions, information technology, and key operating areas as part of the “Office of the CEO” leadership team.• Led internal transformation of key corporate processes from private company toward high-quality leading public company standard processes.• Led IPO process leading to the largest software IPO in previous several years. This IPO “re-opened” the market after the tech-crash and 9/11. Market Cap peaked at nearly $2 billion.• Created key world-wide capital market relationships with investment banks, investment funds, commercial banks. Frequent speaker at investor conferences as well as maintaining an active travel and phone meeting schedule with current and potential investors.• Created high-speed / high-impact processes including board of director; corporate governance; strategic planning; operational management; financial planning and performance management; corporate development, acquisitions and integrations.• Led the creation, refinement and ongoing management of all planning processes from strategic thru operational. Key results include utilizing these processes to quickly take continuous corrective actions throughout challenging economic conditions to remain profitable and cash generating. Overall, reduced global costs by 30% and headcount by 40%.• Created company-wide “Operational Excellence” organization and programs driving premium operating performance results.
  • Apogee Enterprises
    Vice President, Chief Financial Officer
    Apogee Enterprises 1997 - 2000
    Minneapolis, Mn, Us
    Apogee is a $1 billion+, NASDAQ, glass, coatings, and service technologies company with 6,000 employees and worldwide leadership in selected markets. Selected to Fortune’s “Top 100 Companies to Work for in America”.As Chief Financial Officer led all worldwide financial, strategic planning, investor relations, business development and acquisitions, and information technology activities for a worldwide leader in glass, coatings, and service technology. In addition, provided “Chief Operating Officer” executive business management leadership to critical divisions totaling approximately 40% of corporate EBIT.
  • Air Products
    Controller
    Air Products 1989 - 1996
    Allentown, Pennsylvania, Us
    Air Products is a world leader in chemicals and industrial gases with over 20,000 employees and operations in more than 50 countries, serving customers across a wide range of industries from food and beverage, health and personal care to energy, transportation and semiconductors with over $10 billion in revenue.As Controller led all financial management activities for multi-billion set of global businesses and product lines.During tenure progressed through several positions in a variety of controllership, treasury, and financial planning and analysis type of executive leadership positions.

Robert Barbieri Skills

Leadership Chief Executive Information Technology International Business Accounting Selling Businesses Executive Management Corporate Finance Mergers Equity Offerings Start Ups Managerial Finance Business Development Investments Negotiation Finance Chief Financial Officer Investor Relations Sec Filings Treasury Management Strategic Planning Energy Strategy Audit Committee Strategic Financial Planning Operations Management Acquisitions Professional Services Risk Management Public Companies Healthcare Information Technology Change Management Enterprise Software Financial Analysis Cfo Executive Compensation Corporate Governance Acquisition Integration Private Equity Saas Management Unicorn Creation Software Development Corporate Development Ipo Financial Management Mergers And Acquisitions Board Of Directors Analysis Joint Ventures

Robert Barbieri Education Details

  • Harvard Business School
    Harvard Business School
    Leadership
  • Stanford University
    Stanford University
    Advanced Finance Program
  • The Wharton School
    The Wharton School
    Leadership
  • Drexel University'S Lebow College Of Business
    Drexel University'S Lebow College Of Business
    Finance / Corporate Strategy
  • Drexel University'S Lebow College Of Business
    Drexel University'S Lebow College Of Business
    Accounting

Frequently Asked Questions about Robert Barbieri

What company does Robert Barbieri work for?

Robert Barbieri works for Stepping Stone Advisors, Llc

What is Robert Barbieri's role at the current company?

Robert Barbieri's current role is Founder and Managing Director.

What is Robert Barbieri's email address?

Robert Barbieri's email address is rg****@****aol.com

What is Robert Barbieri's direct phone number?

Robert Barbieri's direct phone number is +161242*****

What schools did Robert Barbieri attend?

Robert Barbieri attended Harvard Business School, Stanford University, The Wharton School, Drexel University's Lebow College Of Business, Drexel University's Lebow College Of Business.

What skills is Robert Barbieri known for?

Robert Barbieri has skills like Leadership, Chief Executive, Information Technology, International Business, Accounting, Selling Businesses, Executive Management, Corporate Finance, Mergers, Equity Offerings, Start Ups, Managerial Finance.

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