How We Help

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

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

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

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

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

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 >>

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

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

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

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

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

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

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 >>

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

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 >>

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 >>

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

Built financial controls and improved reporting standards >>

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

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

Improved onboarding process for newly acquired facilities and enhanced productivity of referral network >>

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

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 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 >>

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

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