How We Help

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

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

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

Completed two key acquisitions that expanded geographic footprint >>

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 >>

Supported transition to a recurring revenue business model through the development of analytical tools >>

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

Coordinated the preparation of IPO and four subsequent debt and equity financing transactions >>

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

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

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 >>

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

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 >>

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

Built financial controls and improved reporting standards >>

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

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

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

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

Recruited and built a business development team focused on practice acquisition >>

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

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 >>

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

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

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