LiftLine is a private holding company that makes long-term investments in high quality, closely held SaaS, marketplaces, and B2B services businesses. With significant investing and operating experience, we develop and help implement sustainable value creation strategies and tactics alongside owners and managers who participate in the business' go-forward success.

Board member and senior advisor for this fast growing industry-leading social impact SaaS measurement platform.

Board member and active advisor, providing regular strategic and operational guidance, corporate governance, and leadership development to help the business scale exponentially.

Board member and advisor, providing strategic guidance, financial oversight, enterprise governance and leadership development.

Shared Knowledge provides strategic guidance, corporate governance and risk assessment, financial oversight, leadership development, growth scaling, enterprise transformation, and other advisory services.

Provides regular strategic and operational guidance and corporate governance to leaders of early-stage ventures.

Board member and advisor, providing strategic guidance, financial oversight, enterprise governance and leadership development.

Core efforts include developing a strategic framework to evaluate and acquire thesis-driven technology-enabled service companies, leading research efforts and evaluations of target companies.

Business leader responsible for setting strategic direction for growth, developing differentiated web-enabled solutions to market challenges, and building a disruptive on-demand marketplace for scalable service delivery. Implemented corporate governance and financial oversight, people leadership and performance management practices to scale transaction volumes and enable profitable growth. Managed stakeholder relationships and negotiated key business deals and contracts. Led fundraising for seed and Series A rounds, vetting sources and negotiating terms. Created and chaired the enterprise’s Board of Advisors. Responsible for the business’ financial reporting, risk assessments and capital allocations, and all investor relations’ efforts. Executed a successful exit through a strategic acquisition after growing the venture from concept to $8M ARR.

Senior business executive who set business strategy and enabled revenue growth while providing leadership for the organization's product, technical and business development efforts. Led strategic transformation and market repositioning of underperforming SaaS-based acquisition, significantly growing revenues & margins. Defined and implemented a strategy to grow the business five-fold in five years. Transformed most elements of the organization within the first nine months. Built a scalable platform, upgraded staff, and added processes and infrastructure to support growth. Successfully repositioned the business as a technology leader and innovator. Established an enterprise Client Advisory Board for guidance and market feedback.

Led organization responsible for managing the most valuable aspect of the customer experience and $250 million of annual spend. Created and executed a vision to transform this large on-demand marketplace into an industry-leading asset that led to the business’ significant growth. Provided financial stewardship while enhancing team leadership.

As the senior technology officer, led a 100-person engineering team through a major SOA transformation. Assessed enterprise risks and made strategic investments to upgrade the infrastructure to meet market needs by ensuring high availability, scalability and security.

Recruited by the president to turn around and grow an under-performing business. Led all significant strategic and change management efforts across the organization. Implemented leadership development and results-based methods and coached their application. Architected risk-based changes that revamped the business and significantly improved satisfaction results. Established a results-focused, empowered culture that drove continuous business improvement. Led development of corporate strategy, cross-organizational initiatives and governance. Executed these plans, enabling the achievement of business goals. Key participant in all corporate M&A efforts.

Member of industry-leading performance, change management and acquisition integration consulting firm. Served senior leaders of large corporate clients and state governments, helping them to prepare for M&A assessments, execute post-deal integration efforts, and develop enterprise performance management programs.

Started this change management, performance management and acquisition integration consulting firm, serving several GE Capital businesses on national and international acquisition due diligence and integration efforts as well as with supply chain management initiatives.

Senior business leader of 200 person organization that transformed efforts related to the resale of $500 million of assets annually. Significantly improved all key business growth, service and profitability metrics, repositioning a perennial market-laggard as best in industry.