Partners in Growth

Led multi-phase engagement for a $48 million venture-backed company, helping leadership to identify and define strategic priorities, including product innovations, vertical markets  entries and international expansion. Deliverables included specifying capital allocations, defining growth milestones, identifying KPIs, and clarifying investor messaging.

Represented SaaS company throughout sales process to strategic acquirer. Defined objectives, prepared company for market, developed valuation and positioning materials (Confidential Information Memorandum), identified and approached qualified buyers, and managed initial stages of due diligence.

Advised leadership of software start-up on seed-round venture financing, including clear articulation of company’s vision, value proposition, and growth story. Guided overall fundraising strategy, refined investor pitch deck, and coached founder on narrative, metrics, and presentation in support of successful financing process with VC group. 

Worked along leadership of family-owned enterprise business in manufacturing sector to guide on growth trajectories, capital allocation priorities, operational and financial efficiency enhancements, and corporate governance. Built extensive enterprise data foundation for BI and AI capabilities to enhance operational and strategic visibility.

Initiated, identified, sourced and facilitated strategic purchase of consumer packaged food business to new owner. Provided buyer with valuation, acquisition, rebranding and market expansion, and pricing guidance for successful transition. Advised on pricing, product placement, and product category expansion.

Led the identification and development of leveraged build-up investment thesis in materials handing space. Selected and partnered with institutional investor, raised $75 million in capital commitments, sourced management team, and identified and guided due diligence of initial platform acquisition.