I support the success of the CEO; engaging with them as an active partner and counselor in the stewardship of the business. I act as a champion of the value-creation process, working with the CEO and private equity sponsor in aligning execution with strategy, bringing performance management systems and tools to bare, and ensuring attention is focused toward working “on” the business, rather than “in” the business.
INDEPENDENT DIRECTOR
I cultivate healthy boardroom dynamics and effective, thoughtful, and timely decision-making by bringing reason, equanimity, and judgment to the deliberations of private equity-backed company boards in both fiduciary and non-fiduciary roles.
INTERIM EXECUTIVE
I enhance private equity portfolio returns by shepherding private equity-sponsored companies during times of transition in interim CEO, COO, and CFO roles. In certain cases, this includes guiding underperforming companies to local maximum outcomes during the period preceding a transaction that unlocks the value.
VALUE CREATION ORCHESTRATION
Experienced Private Company Director, Investor, and Operator
With a diverse work experience spanning private equity investor, advisor, director and executive operating roles, I'm uniquely suited to support the value-orchestration efforts of private equity-sponsored businesses in various fiduciary and officer roles including Executive Chair, Independent Director and Interim Executive capacities.
I bring focus, perspective equanimity, judgment and reason grounded in years of diverse experience to the companies I'm involved with. I often act as a translator who facilitates alignment between operators and investors.
A wealth of experience spanning a broad range of service-oriented business models, market segments, and business characteristics.
BUSINESS MODELS
- SaaS
- Tech-enabled services
- Technology services
- Subscription services
MARKET SEGMENTS
- Vertical market software
- Managed services
- Business services
- Information services
- IT services
- Cloud services
- Infrastructure services
BUSINESS CHARACTERISTICS
- Revenue: $20-$200M
- Employees: 50 – 500
- Client Focus: B2B and B2C
- Growth, underperforming and distressed situations
Executive Coaching Services
I bring the toolkit and tenets of my executive coaching practice to every fiduciary and officer engagement with which I'm involved. This toolkit enables me to uniquely support the growth and development of executive leaders to develop their positive leadership style and to support organizations in thriving.