Kleer and Membersy were merged with significant investor support from Charlesbank Capital Partners to revolutionize the dental industry by offering a membership solution that improves patient access to affordable dental care and provides the foundation for dental practice success.

Printavo | InkSoft | GraphicsFlow were merged with significant investor support from Blue Star Innovation Partners and PSG to create a best-of-breed, all-in-one technology platform to automate the mission-critical workflows apparel shops do every day, and by doing that, help those businesses thrive.

Neon One has the mission of becoming the most comprehensive and authentic end-to-end technology ecosystem for nonprofits across the globe. As CFO, I was responsible for managing all of the financial, accounting, administrative and legal activities of the company.

Sci-Tech Discovery Center provides dynamic educational experiences that inspire people of all ages and backgrounds to embrace discovery and innovation through interactive exploration of science, technology, engineering and math (STEM). As Treasurer, I was responsible for managing all of the financial and accounting activities of this 501(c)(3) non-profit organization. As a member of the Board of Directors and Executive Committee, I was responsible for working with the Executive Director and the Board to ensure that Sci-Tech fulfills its mission of delivering world-class, immersive STEM education to people of all ages across North Texas and beyond.

Stack Sports is the leading provider of SaaS-based league management software, online registration,and payment processing solutions that manage the entire youth and amateur sports ecosystem. As CFO, I was responsible for managing all of the financial and accounting activities of the company.• Led the successful effort to sell Stack Sports to Genstar Capital. The sale resulted in a significant return for the shareholders and investors.• Managed the financial, accounting, legal and administrative activities of this software and payments platform growing aggressively via acquisition and organic growth• Managed the relationship with Silicon Valley Bank, including an acquisition finance term debt facility• Led the acquisition of more than 20 companies in less than 18 months, which resulted in run rate revenues more than tripling during this period• Led the effort to build a platform to support 5x revenue growth and profit margin expansion:• Hired an all new accounting staff and revamped all internal processes/controls• Selected and implemented Netsuite to replace Great Plains to improve processes/reporting/ controls and to provide a robust back-office platform• Replaced manual payroll/expense/travel functions with cloud-based systems to improve efficiencies, enhance controls and lower costs

Optimal Blue® provides managed-content, enterprise lending services that help Mortgage Banks, Community Banks and Credit Unions navigate the complex mortgage process from capital markets, to point-of-sale, and back. As CFO, I was responsible for managing all of the financial and accounting activities of the company.• Led the successful effort to sell Optimal Blue to GTCR. The sale resulted in a significant return for the shareholders and investors.• Managed the financial, accounting, legal and administrative activities of this SaaS company growing organically at a 30% CAGR with strong EBITDA margins • Led the successful effort to integrate a competitor acquired in December 2013, with $1.5 MM (run rate) in cost synergies achieved post-acquistion. This acquisition resulted in revenue and EBITDA growth of 73% and 39%, respectively, in the first year post-close.• Led the effort to build a platform to support 5x revenue growth and profit margin expansion: • Hired a new accounting staff and revamped all internal processes/controls • Selected Netsuite to replace Quickbooks to improve processes/reporting/ controls and to provide a robust back-office platform • Selected Zuora to replace BluSynergy and integrate Optimal Blue’s billing/revenue recognition (w/ Netsuite), CPQ (w/ Salesforce.com) and provisioning functions • Replaced manual payroll/expense/travel functions with cloud-based systems to improve efficiencies, enhance controls and lower costs • Engaged BDO (audit) and Whitley Penn (tax) to upgrade financial advisors

Optimal Solutions specializes in helping companies and public sector organizations of all sizes leverage SAP solutions to achieve operational excellence, sustainable growth, and a clear-cut competitive advantage. As CFO, I was responsible for managing all the financial and accounting activities of the company.• Led the successful effort to sell Optimal Solutions to NTT DATA in an all-cash deal. The sale resulted in a significant return for the shareholders and investors.• Managed the world-wide financial and accounting activities of a company that delivered a 30% CAGR of revenues and EBITDA from 2009-2013. • Played a key role in increasing revenues and cash flow by 120% and 170%, respectively. • Closed a $32 million term and revolving debt facility with a new lender to providecapital for acquisitions as well as working capital to support organic growth.• Played a key role in the acquisition and integration of two companies that increased2012 revenue and gross profit by 12% and 17%, respectively.• Led the successful effort to reduce DSO by over 20 days and generate over $7 million ofworking capital.• Led the successful effort to streamline the month-end closing process. This effortreduced the time to close by over 10 days and the time to invoice by 15 days.• Led the effort to select the new external auditor and tax advisor necessary to support thecompany’s growth and global expansion.• Served as the Executive Sponsor of a $1.2 MM upgrade to the company’s SAPenvironment.

Experienced senior executive providing CFO advisory services on a fractional basis to small-to-medium sized companies.

10C Technologies developed and marketed a revolutionary, patented battery charging technology. As CFO, I was responsible for managing all the financial, accounting and administrative activities and personnel.• Closed an $8.3 million Series A financing to a new private equity investor.• Completed the repurchase or conversion of all the company’s numerous seed stage convertible debt holders.• Restructured the company’s operations in order to reduce the cash burn by 50% due to slower than expected sales growth following the April 2007 product launch.• Led the implementation of NetSuite, a hosted accounting/ERP solution.

Delinea provided IT consulting and outsourcing services to companies in the deregulated energy trading and electric utility industries. As CFO, I was responsible for managing all the financial, accounting and administrative activities and personnel.Accomplishments:• Led the successful effort to sell the assets of the business to a strategic buyer. The sale resulted in the transition of all delivery employees to the buyer, full payment to all creditors, and a partial return of capital to the investors.• Completed the dissolution of the corporation, including distribution of remaining assets and termination of the 401(k) plan.• Restructured the company’s operations in mid-2005 in order to regain profitability.• Completed the sale of an underperforming business unit on favorable terms.

Koch Ventures was the venture arm of Koch Industries. As CFO, I was responsible for the financial, accounting and operations activities of the firm, including all reporting to Koch Industries. As a partner, I performed asset management and deal origination duties for the firm.Accomplishments:• Served as a member of the Board of Directors of three venture portfolio companies.• Participated in the partner deal origination and review process, led the financial diligence efforts on new investments and performed periodic financial reviews of all portfolio companies.

The Structure Group is a leading provider of consulting services and proprietary software solutions to the deregulated energy market. As CFO, I was responsible for managing all the financial, accounting, IT and administrative activities and personnel.Accomplishments:• Led the effort to restructure the capital ownership of the LLC, including comprehensive modeling used to make decisions on a variety of tax and legal issues.• Completed the spin-out of the company’s U.K. business unit to its executive owners.• Reduced the company’s cost base by over 15% in 2002 to retain profitability and positive cash flow from operations in the face of rapidly deteriorating market conditions.

Sapient (NASDAQ: SAPE), a leading business and technology consultancy, helps Global 2000 clients achieve measurable business results through the rapid application and support of advanced technologies. Led all strategic planning and investor relations activities for the company.Accomplishments:• Managed the earnings call process and relationships with numerous buy-side and sell-side analysts.• Participated in the creation of a comprehensive cost cutting plan for the second quarter of 2001 that reduced costs by over 10% during the quarter and met Wall St. guidance.• Acted in a key leadership role in the planning and execution of the company’s first-ever layoff, including financial analysis, terminations and communication to analysts.

Human Code served as a world leader in broadband media development by providing consulting, creative and development services to the world's elite brands. As CFO, I was responsible for leading all facets of finance, legal, IT and administration.Accomplishments:• Led the successful effort to sell Human Code to Sapient (NASDAQ: SAPE) in a $135 million all-stock deal. Managed the due diligence process and all deal negotiations.• Marketed a $20 million Series C financing to potential lead investors, which yielded multiple term sheets at attractive valuations (discussions were terminated due to Sapient sale).• Closed a $5 million Series B financing with Austin Ventures and Applied Technology.• Managed all banking relationships, including the negotiation of credit lines with JP Morgan Chase and a bridge financing with Silicon Valley Bank. • Completed five acquisitions and one spin-out in the U.S. and Japan.• Built full function finance, legal and administration teams.