United Kingdom
SELL-SIDE M&A / GROWTH CAPITAL ADVISORY REAL ESTATE TECH (PROPTECH / CRETECH / IOT / WORKPLACE / FM / DATA / CONSTRUCTION) INVESTMENT BANKING CORPORATE DEVELOPMENT PRIVATE EQUITY / VCT BUY-SIDE DEAL SOURCING/ORIGINATION INDUSTRY EXPERT TECH INVESTOR OPERATIONAL / STRATEGIC / PRIVATE EQUITY - EXECUTIVE MANAGEMENT CONSULTANCY With a background of 20+ years in the real estate technology (PropTech/CRETech) sector I now advise within the industry on M&A and Growth Equity funding, sourcing, brokering and managing deals. I work mainly sell side with growing proptech SMB's and also buy side with PE firms, established industry tech companies and real estate companies. I have an extensive background as an experienced operational executive within the sector and am a solid all rounder being very commercial, strategy and finance focused - with tech knowledge. Through my years in the sector I have built up many hugely significant and valuable personal and business relationships at junior through to very senior C-Suite level. I also advise and consult with firms, both finance and tech companies, on day to day strategic and operational matters, due diligence relating to transactions and advice with portfolio companies. Aside from my M&A Advisory services I also enjoy warm relationships PropTech and ConTech VC's and have acted as a mentor and advisor on a number of accelerator programs. See our website http://www.lernerassociates.com for further details. My previous 16+ years business experience, prior to entering the tech finance M&A space, was as a commercially focused senior executive within the Real Estate, Facilities Management, IWMS and related software industry. I led various teams and functions over the years most recently focusing on the company strategy and M&A activities, including being heavily involved with the multiple strategic acquisitions that we transacted. My PropTech sector experience includes working with Residential, Commercial, Investor, Corporate and Service Providers clients. I have a proven track record in successfully managing people, teams, projects, budgets and P&L as well as leading, developing and nurturing a successful company division. Experience in Sales, Business Development, Operations and Business Growth (including M&A). I've worked both under private company ownership and under Private Equity ownership. I'm always keen to hear about opportunities within the M&A Advisory, Private Equity, Investment Banking and Venture Capital tech space as well as senior commercial roles within the real estate tech space.
M&A and Growth Equity Finance advisory services to tech companies and private equity firms with a focus on the real estate software industry, PropTech, CRETech and ConTech. Deal origination, introduction and transaction support as well as general strategic and management consultancy.
Business mentor and advisor to PropTech startups and niche VC's either directly or as part of their accelerator programs. VC/Programs include: Concrete VC (London, UK) Goldacre (London, UK) Pi Labs (London, UK) MetaProp (NY, NY, US) Upward Labs (Hartford, CT, US) ...and others...
Managing Director of Qube Global Software now part of MRI Software. As well as looking after strategic projects and initiatives, including M&A, and helping with Qube's integration with MRI, the focus of my day to day role is looking after all things Qube PM, Qube Planet and Qube SLM.
Senior management and member of the Board with a focus on company vision, strategy and M&A Key areas of focus are: - Executive sponsor of Qube Global Software's vision and strategy - Ongoing global review of performance, efficiency, best practice and company co-ordination. - Company investments and acquisitions.
Responsibility for the day to day operations of Qube’s Planet FM solution. This includes the bringing together of the sales and development teams, and the licensing and back office functions, to deliver successful projects, implementations, ongoing support and account management to Qube’s FM clients. With a strong focus on customer service, I proactively maintain good relationships with our customers to ensure continued satisfaction and maximum benefit from their Qube investment. With a keen eye on wider Qube activities and my wide ranging company experience, I am also involved at a senior level, on the Board, in the strategic drive to continuously progress the company’s global vision.
Overseeing the delivery of services to the Planet client base with overall responsibilty for revenue generation and client satisfaction. From sales handover through implementation, going live and the ongoing lifecycle of the client, our service delivery teams are there to provide consultancy, project management, training, support and a raft of other services. Our account managers who make up a part of the customer services team maintain and constantly build on the relationships that drive these services.