Bio
A proven CEO, COO, CFO, entrepreneur, investor, board member, and mentor. As a C-level leader, has driven revenue growth at an average annual rate of 129% and has increased enterprise value by an average of 11.1x. In these roles has had P&L ownership in excess of $80 million and led organizations with more than 150 full-time employees. Known by colleagues, employees, stakeholders, shareholders and industry fellows as a leader who accelerates growth, increases profitability, and ultimately drives outsized investor returns. Presently operating in an advisory capacity and Board member to Cloud X Partners. Served as CEO for four years for Cloud X Partners and its subsidiaries InsynQ and CloudRunner. While serving in this capacity increased enterprise value by 600%, revenue growth by 400%, and managed 150 full-time employees. Served in a COO / CFO capacity in the Tradeweb Direct line of business, playing an instrumental role in increasing revenue by well over 800%. Expertise in subscription-based SaaS/cloud business model. Spent 10+ years in the Financial Technology (FinTech), Enterprise Software, Accounting Tech, Managed IT & Cloud Services (MSP/CSP), and cybersecurity markets, holding leadership roles in PE/growth equity-backed tech companies. Offering extensive M&A, deal making, & fundraising know how, having led 31 transactions and raising $234 million in debt and equity. An operator, entrepreneur, and investor who specializes in championing strategic initiatives to deliver effective results, leading critical decision-making processes while working proactively with cross-functional teams. A strategic mindset. Highly skilled in developing and implementing business growth and operational strategies increasing company profits while controlling costs. Executive leadership and additional subject matter expertise in ● Executive Talent Attraction & Optimization ● Revenue Growth Acceleration ● Pricing Strategy Design & Optimization ● Crisis Leadership & Resolution ● Board of Directors ● Organizational Change & Structure ● Mergers & Acquisitions (M&A) ● Capital Allocation, Budgeting, & Cost Containment ● Debt/Equity Financing Cost Containment ● Strategic Planning & Partnerships ● Product Development ● Competitive Market Intelligence ● Complex Contract Negotiations ● Go-to-Market Strategy ● Operational/System/Process Improvement ● United Economics ● Strategic Planning ● Market & Competitor Intelligence ● Compensation Design, Structuring, and Management