How We Help

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 >>

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

Completed two key acquisitions that expanded geographic footprint >>

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

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

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

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

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 >>

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

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

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

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

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

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

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

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 >>

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 >>

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

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

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

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

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

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

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

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

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

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