How We Help

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

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 >>

Helped expand international presence, assisting in recruiting a new U.S. leadership team and building the sales team >>

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

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 >>

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

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

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

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

Provided significant support in managing the process and structuring the transaction with strategic acquirer Winnebago >>

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 >>

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 >>

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

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

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

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

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 >>

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

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

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

Helped develop an accretive acquisition strategy to enter faster growth markets, including photonics/optical networking >>

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

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

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

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 >>