How We Help

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

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

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

Completed two key acquisitions that expanded geographic footprint >>

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 >>

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

Broadened product portfolio into an integrated service assurance offering for mobile backhaul, datacenter and enterprise connectivity >>

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

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

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

Supported sale process to Mars Petcare, including strategic negotiation support and financial analysis >>

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

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 >>

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

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

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

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

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

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

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

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

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

Optimized the M&A process, developing a pipeline of high-priority targets and supporting the execution of ten transactions >>

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

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

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

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 >>

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