Investment firm that partners with founders and management teams. Leveraging 15+ years of curiosity and team building to search for opportunities to acquire, partner, and operate high-quality businesses.

As COO, I helped navigate the organization through the challenges of the COVID pandemic while also inheriting a failed SAP implementation with a $6M+ cost overrun. Through this experience, I gained valuable insights into managing remote teams, optimizing processes, and leveraging technology to drive efficiency and profitability. I worked closely with the team to successfully end the budget bleeding tied to SAP, process-mapped operations to identify areas for improvement and implemented a SaaS platform to address process gaps left by previous technology and product leadership. Additionally, I supported the business as it shifted to a more traditional enterprise sales model focused on the demand side of the talent platform. Prior to my arrival, MBO had been limited in scope to being only a payment process for independent contractors. Through these initiatives, I developed a deep understanding of the staffing industry and honed my skills in leadership, operations management, and strategic planning.Deeply involved in the recruiting of a new management team including CPO (Product), CTO (Technology), and CFO including managing the finance team during the transition.Throughout my time at MBO, the business was going through a recapitalization process with a PE partner and the business's founder seeking a majority sale of the business. Involved daily for 6 months with banking partners, sponsors, and consultants.

Revenue and strategy lead for our midstream vertical. Stabilized two acquired businesses, hired 10+ ICs establishing two sales teams, and recruited a sales leader.

Pre-deal operational and commercial diligence and post-deal integration strategy on 4 acquisitions.

Built an incredible sales organization going from $0 to $100M Gross ARR. Joined pre-A round and pre-revenue as the first sales individual contributor eventually leading the build-out of our revenue and support teams to include 50+ sales and successful individual contributors. Through this experience and all lessons learned, I developed a deep understanding of what it takes to build and scale a successful sales organization from scratch. I honed my skills in recruiting, training, coaching, and leading sales teams to achieve revenue growth and success.

I joined WellAware pre-B round as Account Executive selling data monitoring and remote communication solutions to upstream and midstream O&G companies. Through this role, I gained exposure to a range of oilfield operations and developed a deep understanding of the unique challenges faced by O&G companies that manage a multitude of vendors across rugged and remote environments to produce oil and gas. I also developed an entrepreneurial sales approach and experienced first-hand the need to recruit, train, coach, and lead a sales team at an early-stage growth company. Through this experience, I gained a comprehensive understanding of the importance of building a strong sales team to drive revenue growth and success in a competitive market.

As an associate in NeubergerBerman's Dallas office, I was part of a client team responsible for $1.3B of client assets. In this role, I had the privilege of working directly with families and individuals with $5M-$25M+ invested. Through this experience, I honed my skills in portfolio allocation and developed a deep understanding of the importance of personalized investment strategies tailored to individual and family needs.

As an Account Executive at Bloomberg's Financial Products Division, I sold market-moving information and technology solutions to O&G companies, energy funds, and hedge funds in Texas from 2007-2011 during the early wave of the US Natural Gas boom.