Plano, Texas, United States
Corporate strategy, transactions and operations executive skilled at shaping and driving strategic and tactical plans across technology – semiconductors, IT software and systems, telecommunications, edtech and SaaS – industries. Extensive investment banking, corporate development and venture capital expertise; closed 40+ transactions. Enthusiastic about building strategic advantages for businesses and the transformative potential of artificial intelligence (AI). CORE COMPETENCIES Investment Banking & Finance: Corporate advisory, financial modeling, financial statement analysis, valuation, financial forecasting, profitability analysis, commercial and financial due diligence, deal execution, structuring deals, fundraising, roadshow coaching and materials preparation, venture capital, private equity, and corporate finance (FP&A). Closed 46 transactions. Corporate Development & Strategy: Corporate strategy, strategic business planning, quarterly and annual planning, mergers and acquisitions (M&A), market research and analysis, trend analysis, competitive analysis, KPIs and dashboards, business and customer insights, business development, forming strategic alliances/joint ventures, and project management. Leadership & Communication: Cross-functional team leadership, C-suite and board presentations and relationship management, investor relations, negotiation, and C-level sales. Industry & Domain Knowledge: Enterprise technology (IT hardware, software, and devices), mobile and broadband telecommunications, semiconductors, satellite communications, educational tech, and SaaS platforms.
An international investment bank. • Identify, develop, and manage client relationships at Board and C-level leading to exclusive mandates for transactions, primarily mergers and acquisitions and private placements. • Analyze client finances, operations and strategy. Develop investor/acquisition presentations, coach and script clients for investor/acquirer meetings. Negotiate terms to drive transaction closure.
An investment and advisory business — served industries included SaaS, energy and consumer goods. • Provided services in corporate finance, fundraising, corporate strategy, and business development. • Incubated B2B vertical SaaS marketplace startup in CEO role. • Developed financial plan and associated strategy for an energy company in support of equity funding. • Created post-acquisition financial and strategic plans for consumer products business, leading to revenue growth, expansion into adjacent customer segments, and turn towards profitability.
An educational SaaS platform. • Led finance and operational activities, including financial budgeting and projections, corporate strategy, pricing model, cash management, and partnership development. • Engineered pivot strategy and related sales and partnership initiatives. Refocused sales activity to address professional certificate programs within major universities, leading to contracts with 12 schools. • Managed first institutional fundraising, resulting in a $3mm funding offer. Created placement memorandum, investor presentation, and financial model. Selected and managed relationships with investors. • Led financial reporting to the Board at regular and ad hoc meetings.
An IT hardware and software provider. • Corporate Strategy leader for $40B End-User and Mobility (PCs, smartphones, and tablets) business unit. • Developed and implemented corporate, business-unit and line-of-business strategies to drive revenue growth, increase TAM penetration, optimize pricing and cost profile, and address product and market gaps. • Led a cross-functional team in the formation and funding of Dell’s Mobility business (smartphones and tablets). Created business plan, financial projections, organizational design with budget, product and channel strategy, and partner-service roadmap. Resulted in $100mm+ capital allocation to launch Mobility. • Led cross-functional team that developed a manufacturing joint venture for the Mobility business. Negotiated production of $4B+ of Dell Mobility products at below-market prices. Created joint venture’s legal, operating, and financial structures, and drove enabling investments. • Built venture investing and M&A framework for End-User business. Identified corporate development acquisitions and venture investments, and pursued post-merger integration objectives. Targets included Wyse Technology (acquired by Dell). • Drove annual strategic planning and forecasting process for End-User to determine business funding.
A multinational mobile telecommunications business. • Led global teams in corporate strategy, business development, equity investment and M&A activities for Motorola’s $19B mobile devices business. • Projects included market development in India, European and Asian carrier partnerships, semiconductor and intellectual property investing.