As the founding partner, I am responsible for overall strategic direction of the firm.

Acresis, LLC is a specialty advisory firm advising founders on their companies’ growth, how to scale, liquidity alternatives and wealth management. The firm provides management expertise, Board supervision, expert industry resources liquidity alternatives, and executive management talent. Acresis has created over $2.5B in incremental, and fully realized, value for > 50 founder clients.

Led a strategic restructuring and turnaround which led to an acquisition by DXC Technologies.

Webinfinity is a unique next-generation Partner Relationship Management (PRM) SaaS platform that empowers you to weave existing systems and content together to drive greater revenue, increase productivity, maximize deal flow, and enhance partner/channel satisfaction.

Brought in to identify issues and assess the viability of this financially troubled provider of dashboard and data visualization software. Stabilized operations and charted a future course leading to a trade sale

KEY CONTRIBUTIONS
- Triaged reporting discrepancies.
- Streamlined operations and reduced headcount from 50+ to 5 people
- Renegotiated long-term license agreements with independent software vendor partners

I helped to improve system optimization and end-user adoption, achieve learning and performance objectives, and focus internal resources on strategic business initiatives

KEY CONTRIBUTION
- Facilitated sale to Tribridge, Inc. as the primary sell-side owner-operator advisor leading due diligence and coordinating the legal and accounting process. During process, was hired to run newly formed HCM business unit at Tribridge

Led to successful exit in 2012, doubling shareholder value.

KEY CONTRIBUTIONS
- Provided strategic leadership, driving company toward a high-growth profitable business model delivering highly customized solutions as a Platinum salesforce.com consulting partner
- Architected global go-to-market plans focused on high-margin enterprise solutions, leading to a 100% increase in revenue and gross margins Successfully grew EMEA and exited unprofitable APAC operations

I joined Kodiak Venture Partners as an operating partner managing a portfolio of Series A & B investments.

- Completed business plan and secured more than $7 million in private equity financing
- Exceeded annual targets for revenue growth, account penetration, and expense control. Grew pre-revenue company to a profitable $4 million run rate business. Closed multi-million dollar sales with marquee customers including MCI, Unisys, TSI Communications, and Pennzoil Quaker-State
- Drove exit strategy with successful acquisition of Q-Link Technologies by Adobe Systems

- Spearheaded landmark 3-year, $6 billion international logistics and business services outsourcing contract with GE Capital ITS, coordinating all legal and contractual activity
- Penetrated 5 new market segments (configuration, assembly, break/fix maintenance, help desk, leasing and call center support)
Achieved more than 100% of plan in all service offerings; annual run rate increased $0 to $200 million in just 2 years
- Grew eCommerce revenue from 5% to over 25%