Building a creative class of meetings and events that are truly worth watching.

The Dougy Center provides support in a safe place where children, teens, young adults, and their families grieving a death can share their experiences.

Smarsh is the leading archiver of electronic communications for companies in regulated and litigious industries. On the executive team for 9 years with direct responsibility for strategy, product, corporate and business development. Grew the company from $1 million in recurring revenue to over a $100 million and 600+ employees. Smarsh is one of the fastest growing and largest companies in Portland, Oregon.Product & Business Development• Led Product team including product marketing, product management and product strategy. • Owned commercial strategy including pricing, packaging and discounting across a sales team that was segmented by size, industry and geo.• Key stakeholder of Smarsh’s branding and messaging, collaborating on Smarsh's major marketing initiatives.• Launched relationships with and support for over 50 communication channels including all social, mobile, voice and collaboration categories. • Led Smarsh's business development team, responsible for maintaining and growing revenue with both technology and strategic partners.Strategy & Corporate Development • Responsible for leading company and product vision, including market evaluation, messaging, positioning and GTM. • Drove analyst relations and competitive messaging and positioning.• Managed corporate development including M&A and relationships with investment banks, private equity firms and investors.• Sourced and played a key role in all corporate transactions, including initial introduction, term sheet negotiations, due diligence, purchase agreement and disclosure schedule negotiation and post-deal integration. Navigated Smarsh through M&A events including transactions with Quest Software (Dell), Toba Capital and K1 Capital. • Sourced and acquired 6 businesses for Smarsh over a 9 year period, including businesses in web, IM, mobile and voice archiving (Perpetually, AdvisorSquare, Presensoft, MobileGuard, Cognia & Actiance.)

Birdie Eye is the leading golf app in the Pacific Northwest. The app features cutting-edge flyovers, insanely accurate GPS and scorecard features for golfers in the region.

Kayne Anderson's private equity group focuses on minority growth investments into growing and profitable software and service businesses. Sourced and evaluated equity and mezzanine debt investment opportunities within the company’s $700 million growth equity funds, investing between $10 and $50 million in founder-driven, high growth technology companies. Developed sector-specific expertise in Software-as-a-Service, enterprise software, IT services, technology products, online advertising, retail, wholesale distribution, consumer products, and healthcare services. Sourcing and Evaluation of New Opportunities• Established relationships with entrepreneurs and CEOs of late-stage growth companies through self-directed research, cold-calling, attending industry conferences, and face-to-face meetings. • Individual sourcing efforts yielded 7 platform term sheets and 6 add-on term sheets, with 3 signed and completed deals. Portfolio Company Business Development Responsibilities• Worked directly with the CEOs of 3 portfolio companies in an outsourced business development role, in addition to weekly financial monitoring and board-level strategy responsibilities. Financial Modeling and Portfolio Company Monitoring• Constructed extensive financial models for evaluation of equity returns, financing capacity, merger and acquisition returns and annual audit valuations. Responsible for pro-forma ownership and capitalization tables, monthly financial reporting, and developing full financial projections. • Developed PowerPoint presentations for portfolio company board presentations, quarterly board meetings, and S-1 road shows. Business Due Diligence• Conducted legal, business, market and financial due diligence on potential platform and add-on investments for current portfolio companies.

Campus Sportswear is a custom imprintable sportswear company that targets secondary and higher educational institutions, small businesses and political campaigns.• Directly responsible for cash flow, budgeting, accounting and all other financial operations of the business. • Managed client relationships and new business development, negotiated vendor agreements to consistently produce 25% EBITDA margins, and controlled the company’s branding and marketing activities.