Rob Levy Email & Phone Number

Boston, Ma, Us

As a leader in both the Private Equity Group (PEG) and the Technology and Cloud Services Group (TCS), I am involved in projects involving enterprise software, hardware, and services companies, providing industry, market, strategic, and technology insights and direct operational and product support to Bain clients, partners, and project teams. I help our top global PE clients reach well-informed investment decisions for the full spectrum of the investment process. From market analysis, thesis creation, target identification, and commercial and technical due diligences, to post-acquisition execution, growth, and value creation strategy.I also work directly with software and hardware clients and portfolio companies' executive teams and boards to establish strategic direction, identify, and realize cost synergies, pursue organic and M&A growth initiatives, create and implement pricing and GTM strategies, drive software development and product roadmaps, improve processes, create organizational excellence, and help drive the teams to execution of these plans.

Boston, Ma, Us

New York, New York, Us

The value accelerator is a dedicated team of industry leaders committed to helping portfolio companies in all stages of their value creation journey. I provide GS investment committee partners with industry, market, and technology insights, as well as operational and product analysis on potential investments in enterprise software and hardware deals across all verticals and geographies.

Brno, Jihomoravský Kraj, Cz

Chicago, Il, Us

Sold to Pamlico Capital

San Francisco, Ca, Us

Los Angeles, Ca, Us

I provided the partners with industry insights and technology strategy, evaluating potential new investments, due diligence analysis, and supporting investment decisions for both existing and new portfolio companies.

I engaged and advised Fortune 500 companies on market insights, business, and technology strategies, organizational innovation and transformation, business turnaround and growth strategies, product development strategy and execution, go-to-market model design and optimization, R&D effectiveness, and operational improvement.

Gb

I joined PwC as an Executive-In-Residence (EIR), advising executive management and partners in areas of software development and technology strategy. Specifically, I concentrated on scaling technology-based projects across multiple sectors and Lines-of-Services and creating new and non-traditional revenue models and opportunities.This led to the formal creation of PwC Global Innovation Software Labs where, as its founding Managing Director I was responsible for all aspects of designing, creating, staffing, and managing the software organization, the labs, and the ecosystems PwC participates in. The organization worked to bring together incubation, development, and launch functions to jump-start new ideas and rapidly bring them to market by quickly developing game-changing business models that provide unique value to PwC clients.

Sold to Terradata

Palo Alto, Ca, Us

Eyeona was founded to help consumers get the best price by guaranteeing them price adjustments and refunds if the price of the item they bought dropped within a certain time period after their purchase. Eyeona raised $2M in seed investment and within a year, supported over 200 retailers, had 100K+ users, tracked over $75M of consumer purchases, and alerted consumers to over $8M of price refunds.

Burlington, Massachusetts, Us

As an officer of the company, reporting to the CEO, I had full P&L responsibility for all $700M+ product portfolios including Software Development, Product Strategy, M&A, Product Management, Product Marketing, and Solution Delivery, managing 1200+ staff worldwide. I worked to align Progress business and technology strategies with each unit's capabilities, reorganizing the groups and instituting a comprehensive agile process. I also worked with the sales and delivery organizations to engage major accounts and partners in the development process to ensure a faster delivery to the market. Finally, at the board level, I was responsible for Progress's corporate strategy, leading Progress Software India, and chairing the corporate Senior Leadership Committee.

I advised Fortune 500 Enterprise Software companies on market insights, business and technology strategies, Go-To-Market, operations, and M&A activities, in Innovation, Cloud, Enterprise Computing, and Social Media.

Us

Sold to OracleAs a corporate officer, reporting to the CEO, I was BEA's technology thought-leader and the company's voice to the media, press, analysts, and our customers. I managed innovation, global corporate architecture, standards, and software incubation, as well as fostering BEA's commitment to software innovation, open standards, and the open-source community. I also guided BEA’s technology acquisition strategy, resulting in $400M+ in acquisitions ensuring BEA's #1 position in our market, leading to a successful $8.5B acquisition by Oracle.

Us

I joined BEA to help start, build and manage all aspects of AquaLogic, BEA's industry-first Service Oriented Architecture (SOA) management brand from the ground up. Within the first 12 months, through organic development and acquisitions, the brand delivered an integrated SOA management suite of six products, growing to a global organization of over 400 staff. The brand revenue grew over 70% YOY to near $200M by the time of the Oracle acquisition. The product is now the base for Oracle's Fusion Management Suite.

San Jose, California, Us

Sold to BroadcomDefined, established, and lead the Office for Technology Strategy (OTS). The OTS complemented the activities of the Office of the CTO, with primary responsibility for creating, communicating, and driving the execution of CA's Enterprise IT Management (EIM), global technology strategy, and vision across all brands and business units, encompassing both a unified technology strategy, as well as underlying common architecture structure and an extensive M&A strategy that included the successful acquisition and integration of Concord, Niku, Wiley and others totaling over $1.5B, ensuring CA’s technology position at the forefront in each of its selected market segments.

San Jose, California, Us

As a member of the Senior Management Team, I was responsible for two of CA's five software divisions, with P&L responsibility of $750M+, and a worldwide staff of 1000+. I was responsible for managing all aspects of the brand, including Research and Development, Product Management, Product Marketing, Support, Quality Assurance, Strategic Planning, and Business Development. During my time, the brand achieved year-over-year top-line growth of over 50% for 2 consecutive years, while reducing bottom-line spending by over 10%.

Us

Sold to InformaticaItemField was an Israeli-based startup that enabled real-time data transformation to and from XML. As its Managing Director of US Operations and Chief Strategy Officer, reporting to the CEO, I moved corporate headquarters to the US and started US market operations. I was responsible for setting a go-to-market strategy, establishing partnerships with IBM, Microsoft, and Software AG, and managing the local sales and support force. I then helped the CEO and the board secure 2 VC funding rounds ($4M & 11.5M).

Plainview, Ny, Us

I joined Nastel to help modernize the company, move it to a new headquarters location and set up an Enterprise Solutions division. Reporting to the CEO, my responsibilities included Product Development, Professions Services, Marketing, Customer Support, and Operations.

Sold to BMCMQ Tech was founded to extend the capabilities of IBM MQSeries (Later WebSphere), as well as provide migration and implementation professional services.