How We Help

Helped grow from a regional U.S. business to a global organization operating in 40+ countries >>

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

Opened nine offices across the United States, Europe, Australia and India >>

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

Helped develop strategy for entering new greeting card and book categories >>

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 significant support in managing the process and structuring the transaction with strategic acquirer Winnebago >>

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

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

Helped in selection of investment bankers for IPO, and counseled on merger negotiations >>

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

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 >>

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

Helped build a scalable recruitment function which significantly increased the pace of physician recruitment >>

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

Worked closely with founders to scale organization, helping to recruit a CEO, CMO, CFO, CTO and CRO >>

Built-out a senior management team with high-caliber talent, including CFO and COO >>

Built financial controls and improved reporting standards >>

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 >>

Helped implement comprehensive systems and controls to strengthen the company’s financial reporting >>

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

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

Worked with management to develop an M&A strategy to broaden product suite and strengthen market position >>

Helped develop an accretive acquisition strategy to enter faster growth markets, including photonics/optical networking >>

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

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

Helped amend and upsize senior credit facility, securing capital to support acquisitions and expansion >>

Assisted in completing a $325 million high-yield bond offering >>