How We Help

Established sales offices in China and North America and helped acquire several distributors >>

Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>

Established 24-hour trading capabilities in North America and strengthened capabilities in Europe and Asia >>

Completed two key acquisitions that expanded geographic footprint >>

Worked with management to position NetWitness as a robust enterprise platform >>

Advised on the company's expansion into mobile and other lines of business >>

Advised CTO on product strategy in scaling its cloud-based security business >>

Provided strategic guidance in formulating and executing Infor’s SaaS strategy >>

Guided the management team through the IPO process and provided introductions >>

Managed process with acquirer Ingenico, enabling management to stay focused on the business >>

Helped develop robust KPI tracking and create a detailed model to prepare and position Wellcentive for a strategic sale >>

Supported negotiations with strategic acquirer McAfee >>

Created a proprietary statistical model aimed at improving patient conversion rates to newly affiliated practices >>

Made customer introductions as NetWitness expanded from government focus to major global accounts >>

Collaborated with management to expand and optimize the global sales organization >>

Helped optimize sales force and develop the sales operations function to manage global scale >>

Assisted in recruiting a CFO, and heads of e-commerce, analytics, and marketing >>

Supported the recruitment of key executives as the company scaled, including an SVP of Operations >>

Assisted in building out the senior management team, including recruiting an experienced CFO >>

Recruited a Chief Financial Officer and Head of Business Development with significant managed care expertise >>

Assisted with the development of world-class financial and KPI reporting >>

Established the corporate infrastructure necessary to create an acquisition and growth platform >>

Helped build a “public company” infrastructure to strengthen corporate governance and improve financial reporting >>

Worked with management to upgrade systems and reporting to public company levels >>

Helped management develop and deploy a post-merger “playbook” to optimize integration of acquisitions >>

Identified, evaluated and developed 20+ acquisition opportunities outside the core U.K. market >>

Help build repeatable processes for new customer implementations and acquisition integration >>

Worked with management to refine and develop sales strategy to drive new customer acquisitions in additional verticals >>

Helped raise institutional debt, assisting with rating agency process and marketing to investors >>

Helped structure, negotiate and execute multiple credit facilities to help fund acquisition strategy >>

Assisted in raising a $100 million revolving credit line to facilitate the company’s acquisition pace >>

Amended and upsized existing senior credit facility, providing additional capital to support acquisitions >>