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 >>

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

Completed two key acquisitions that expanded geographic footprint >>

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

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

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

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

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

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

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

Assisted in evaluating and managing inbound interest from strategic acquirers >>

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 >>

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

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 >>

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

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

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 >>

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 >>

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

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

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 >>

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