SaaS Advisory LLC

After nearly a decade working in Software & Technology M&A, including at one of the worlds largest technology-focused private equity firms, I advise Founders and CEOs of growth-stage technology businesses on strategy, operations, capital planning and M&A. My experience includes: - Board Director, or Observer role at 8 portfolio companies ranging from $40M to $800M in Annual Revenue; partnered with management teams to plan and execute their strategic journey - Executed and/or originated 10 new deal platform investments, and 7 portfolio company exits or major recapitalizations; executed 75+ add-on acquisitions on behalf of my portfolio companies - Partnered with C-Suite executives to implement enterprise software best practices across several functions: Sales & Marketing (GTM strategy), Finance (budgeting), HR (recruiting talent), and Technology/Product (best practices) If you are interested in learning more, please reach out.