Tom Sheppard Email & Phone Number

San Francisco Bay Area

Provide corporate development services to company managements in the technology & packaged goods industries. Projects have included the analysis and development of business and market opportunities; business model & plan development; determining best practices, distribution channels; alliances; competitive analysis; financial analysis and forecasting; advise on mergers, acquisitions and funding and acting as an interim president, CFO & COO.* Developed the business model and plan for a SaaS workforce optimization company for Exigen Capital, a private equity company. Plan included roll out plans and go to market strategies and messages for an integrated set of Cloud based services. It evaluated drivers & barriers for customers & partners; competitive analysis, strategic and operational hurdles, priorities & benchmarks, revenue and cost models for the different services and more. Company received funding and was later sold to strategic buyer.

San Francisco Bay Area

Practice Leader of the Strategic Service Group and co-Leader of M&A Practice. We help companies move to the next level. Strategic Services help companies to assess and develop new business opportunities, review and optimize existing operations and initiatives, respond to a changing environment or enhance their structure through merger, acquisition, divestiture or partnerships. CFOs2Go works with executives to determine their options towards achieving the desired results, develop effective strategies and plans and then determine how to align these plans with operations, customers and partners. We can act as an advisor, consultant, project manager or interim executive to help our clients succeed.

San Jose, Ca

eWiz is a reseller of servers and IT components, through 2 online channels and a direct sales team. They sell into the USA and 50 foreign countries and have staff in the U.S. and China. The company was facing a weak market environment with declining sales and margins and increasing competition. The company was also undergoing a restructuring and I was brought into lead all strategy and daily operations. During this period, sales stabilized and started to improve; new or improved systems were put into place for business decision making, financial management, interstate sales taxes, data privacy, credit card processing and other processes. Several compliance issues were also resolved, morale improved, and employee turnover declined.

Rohnert Park, Ca

SMBC is a non-profit business incubator. Advised 4 companies on the development of their businesses, plans and investor presentations. Three of the companies received funding and the forth withdrew after completing her plan, when she realized she could succeed without funding.

Leader of the corporate initiative to develop Internet based marketplaces. Market objectives were to increase revenues and efficiencies along a supply chain, through better integration of corporate purchasers and suppliers, of products and services. Managed a cross-functional team of senior professionals from the firm’s Custom Software, Oracle, i2, Integrated Marketing, Business Strategy & Transformation and other practices. Developed the product offerings, delivery methodologies and tools, education and marketing tools, roll out plan, alliance relationships and initial sales pipeline.Led client workshops for senior business and IT executives on evolving internet business models, related technologies, trade offs and how they could impact their business going forward.

Started the SBS Group to help technology companies improve their revenues and profits through the proper alignment of products, distribution channels, processes and technologies. This was expanded as client and KPMG demand spread into other business processes and strategic issues. The group became a leading resource for bringing practical business knowledge and decision making into projects, across all of KPMG's industry and functional practices. Some of the issues we provided assessment, recommendations and development services on included: corporate strategy, business model, business plan, markets & channels, customer management and profitability, cost management, business and strategic processes, business & IT alignment, supply chain issues, alliances and starting or acquiring new businesses. KPMG's revenues from projects where this team played a critical role in proposal or delivery exceeded $10 million.

Greater Los Angeles Area

Provided development and management services to the senior executives of companies that range from pre-funding start-ups to those in the Fortune 100. Interim CFO for two early stage technology companies. Led one company through 2 rounds of funding, a potential acquisition by a major industry participant, licensing issues, opportunities & agreements with strategic partners and off-shore assembly. Also led business plan development, budgeting and forecasting, recommended changes to their business model, worked with the firm's lawyers and arranged banking and leasing relationships.Provided several Fortune 500 companies business & market research and analysis which led to recommendations on their channel or product strategies. The recommended changes for one leading personal computer company resulted in significant gains in market share over the next 18 months.Also advised several companies on potential strategic investments and M&A.

Greater Los Angeles Area

Greater Los Angeles Area

Co-managed $5 billion in pension equity investments. Lead responsibility for investments in the technology and financial sectors. SPIM renamed BACM after acquisition.

Greater New York City Area

Established the Western Region for this technology & healthcare investment research firm.

Held positions as Technology Industry Analyst and Portfolio Manager for such firms as Dean Witter Reynolds and The Central Trust Company.

Mba, Advanced Business Economics

B.S. Business Administration, Finance