How We Help

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 >>

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 >>

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

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

Advised on the company's expansion into mobile and other lines of business >>

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

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

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

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

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

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 >>

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 >>

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

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

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

Helped scale organization through key hires including SVP Sales, SVP Marketing and VP Operations >>

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

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

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

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

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

Worked with management to formulate M&A strategy, assisting in sourcing, diligencing and financing >>

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

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

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

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

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

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