Managing Director at Crosslake, the technology partner for the world's leading private equity firms, helping change-makers buy, build and run technology that creates value. Crosslake deploys CTO-level technology practitioners, powered by business intelligence software. Our team delivers valuable data-driven technical insights on 1,500+ engagements per year. Corsis is the company's proprietary business intelligence software product that drives insights with tens of thousands of benchmarked data points. Data-powered expert solutions include technology due diligence, technology value creation, and sell-side transaction preparation. Responsibilities:Member of the company's senior leadership team, driving client service and project delivery as a trusted advisor to 500+ private equity firms and 1,000+ technology companies.Deploying advisory solutions to meet the investment objectives of private equity firms and their portfolio companies of SaaS and IT services businesses. Managing trusted relationships with private equity clients and their portfolio companies.Managing project delivery with a team of 200 CTO-level practitioners on M&A advisory and digital transformation engagements.Communicating the company’s positioning to the industry as a unique, best-in-class, practitioner-led and software-driven advisor throughout the entire M&A lifecycle.Optimizing technology assessment products and service delivery methodology for investor needs. Engaging with industry-leading SaaS, D2C internet, and IT services businesses to upgrade the scalability of technology systems and organizations, mitigating IT risk and increasing software asset value. Optimizing technology assessment products and service delivery methodology for investor needs.

Executive leadership role on Crosslake's client service team managing private equity accounts with a focus on data-driven technology due diligence services. Responsibilities:Optimizing client satisfaction with our global transaction advisory services and business intelligence software. Supporting the investment objectives of 500 private equity firms and their portfolio companies of SaaS and IT services businesses. Communicating the company’s positioning to the industry as a unique, best-in-class, practitioner-led and software-driven provider of technology due diligence and value creation services, throughout the entire M&A lifecycle.Engaging with industry-leading SaaS, D2C internet, and IT services businesses to upgrade the scalability of technology systems and organizations, mitigating IT risk and increasing software asset value. Driving business development and meeting revenue goals while facilitating the transition of accounts into the new organization structure as part of the merger and integration with Corsis. Overseeing solutions sales and relationship building between existing clients and their new account management teams.Developing sales enablement initiatives to equip account directors with the knowledge and tools to become trusted advisors to private equity investors.

President and co-founder of Corsis, LLC, the data-powered technology advisory firm that has revolutionized how the world’s leading investors and decision-makers measure the business impact of their technology decisions. As President I led business development, Go-To-Market strategy, and product strategy, driving enterprise value from startup stage to industry leader over 10 years, resulting in the acquisition of Corsis by Falfurrias Capital Partners and a merger with Crosslake Technologies.Transaction Advisory Leader:Led technology diligence engagements using our benchmarking software to support hundreds of M&A transactions with B2B SaaS companies totaling over $21 billion in transaction value. Developed repeatable assessment service delivery processes, hired and trained a team of senior solutions architects to evaluate SaaS businesses. Provided Interim CTO role for venture-backed technology startup turnarounds, leading organizational restructuring, program planning, product development, and optimization of software development processes. Business Development Leader:Established product-market fit for the Corsis Business Intelligence software product in the M&A industry supporting IT Governance, Risk, and Compliance (GRC). Drove industry adoption of a business intelligence SaaS product that is disruptive to the consulting industry. Scoped, negotiated and closed hundreds of engagements with Private Equity and Venture Capital clients. Sold enterprise GRC solutions to CEOs, CIOs and CTOs in multiple industries. Established channel partner relationships with IT services companies, startup incubators and investment banks. Represented Corsis at industry trade associations, conferences, media interviews, moderation of industry panel discussions, and developed expert content presentations for Private Equity investors.

Led product implementation teams for interactive agency Promotions.com in New York City, servicing Fortune 500 clients with custom software development and solutions based on Promotions.com PaaS marketing platform. Software Development Leadership:Managed a software product delivery organization of 40+ software engineers, building web sites for clients in media, real estate and financial industries using a variety of technology frameworks including Java/Oracle, Microsoft .NET, and LAMP stack.Product Management Leadership:Provided Product Management leadership for clients seeking to design enterprise web content management solutions and digital marketing solutions. Produced information architecture, functional and technical specifications, and led multi-year product development engagements. Clients included Fortune 1000 media, publishing, retail and real estate brands such as Hasbro, The Hearst Corporation, Conde Nast, Time Inc., TheStreet.com, and Massey Knakal.IT Due Diligence Leadership:Provided technology due diligence advisory services to clients such as TheStreet.com in support of strategic acquisitions of digital media and digital marketing companies. Provided technology due diligence evaluations and integration planning for acquisition targets such as MainStreet.com and Geezeo.com.

IT Product and Project Management consultant providing software development process expertise to technology and media clients such as:The Hearst CorporationThe United Nations Security CouncilCorsis Technology Group LLCTheStreet.com Inc.iVillage.comLatina MagazineThe Natural Lands Trust of PennsylvaniaLed product definition and development efforts for web development consulting projects ranging from $50K-$300K. Created Information Architecture deliverables such as wireframes, UI/UX designs, functional requirements. Provided technology due diligence advisory services to media clients such as iVillage.com and NBC Universal on technology Mergers & Acquisitions of digital media properties such as GardenWeb.com.Wrote source code for web user interfaces in HTML4, JavaScript, CSS3.Wrote full-stack code for custom content management systems and e-learning applications in Microsoft ASP.NET framework.Provided end-to-end product and project management consulting services from product inception to deployment. Led a two-year SDLC re-structuring initiative at Corsis Technology Group, streamlining the operations of a 35-person software engineering team and allowing their clients to accelerate time-to-market, reduce technology costs and implement their mobile/web product roadmaps. Provided business development leadership for custom application development and cloud solutions architecture engagements. Managed clients throughout the proposal and sales process. Negotiated profitable relationships with sub-contractors and data center providers.Hired, trained and managed a Project Management Office to support enterprise software development initiatives for clients in media, finance, real estate.Designed project development processes customized to clients' organizational structure. Developed project plans to define scope, requirements, and deliverables of enterprise software development projects in media, healthcare, marketing and financial services sectors.

Designed and developed a subscription-based e-learning content management system for an investment banking training program for end users at DeutscheBank and JPMorgan. Design system architecture and user interface. Coded the application in ASP.NET and Microsoft SQL Server 2000 database.

Led a PMO supporting a software development team of 60+ engineers with product definition and technical requirements. Designed the company’s product management and SDLC process.Provided product management expertise to editorial, design and marketing teams by drafting Product Requirement Documents, wireframes, functional requirements.Instituted a company-wide project development methodology for building interactive web applications on-time, on-budget and to spec. Hired, trained and managed a team of project managers to oversee design, production, systems administration, applications development, and operations.Developed a software development process for use in deploying content management technologies for media companies.

Front-end web development and product management for ParentSoup.com and other iVillage.com web sites supporting between 2mm - 10mm monthly page views. Led product development (wireframing, functional requirements, user workflow) and project management for high-traffic consumer facing web applications such as the iVillage.com Baby Name Finder and Pregnancy Calendar.Coded cross-browser compatible user interfaces in JavaScript, HTML4, Flash, CSS2, Perl / Tcl scripting, QA testing and functional requirements definition for consumer-facing web sites deployed on Vignette CMS.Managed a multidisciplinary web production team of 5 employees.Deployed and maintained ad serving code for DoubleClick DART.

Managed a $1.1 million sales account consisting of various universities in the northeast U.S. territory. Sold college textbooks and digital e-learning products (including both web and CD-ROM formats) to university department heads. Educational subject matter included mathematics, science, finance, accounting, psychology. Worked with marketing and editorial teams to define product-market fit for new e-learning products and services, especially online textbook supplements in math and science.

Provided sales support for a publisher of Scientific Technical and Medical journals in print, CD-ROM and web formats. Provided customer support of both digital and print editions to university library subscribers.

Deployed at sea as a member of the navigation watch team. Responsible for plotting navigational fixes and charting courses. Certified Helmsman piloting an 20,500 ton displacement destroyer tender on long duration open ocean voyages. Developed mathematics education materials for training sailors on celestial navigation techniques. Ashore, worked as a research paralegal to Staff Judge Advocate General attorneys at NAVSTA San Diego CA.Deployed to the Persian Gulf during Operation Desert Storm. Awards and Citations include National Defense Service Medal, Southwest Asia Service Medal, Sea Service Deployment Ribbon, Navy Expert Pistol Shot Medal.Honorable Discharge with 3.8/4.0 Performance Evaluation.