Oak Park, Illinois, United States
Work with payments, fintech and healthcare companies and investors to drive shareholder value thru strategy, innovation and M&A. Over twenty years in payments and fintech including serving as head of strategy two largest fintech firms as well as IPO/Exits.
Working on healthcare payments and adjacent strategy and investments across point of care processors, patient financing and payment integrity. We are actively seeking transactions.
Provide strategic advisory services which enable technology focused organizations to drive improved results. Current clients include some of the world's most successful hedge funds, private equity and senior management of technology corporations and start ups. Focus on Payments, Fintech (core and surrounds), Mobile , Blockchain, Outsourcing/ cloud and Analytics. Recent Engagements * Worked with large payments providers to create machine payments for fleet industry. * Advised multi billion family office regarding $75MM allocation in fintech/ IT services space. * Developed integrated go-to-market strategy for billion plus fintech firm that resulted in increased organic growth. * Worked with private equity firm regarding poor performing portfolio company and restructuring. * Completed restructuring of wealth management software company including capital structure, revised roadmap and turnaround plan which was supported by investors. * Advised European Core Banking Firm on US growth and M&A strategy which resulted in multiple acqusitions and growth in US market; * Worked with large equity focused hedge fund develop investment thesis for fintech and allocate $200MM of capital to public fintech /technology firm (US and International); * Assisted large payment provider develop innovation center for new product development; * For a large hedge fund, completed market and technology diligence of a fintech carve out of Fortune 50 Technology Firm which resulted in successful carve out; * For a mid sized wealth management software firm, completed roadmap refresh and growth strategy which resulted in significant revenue growth and improved go-to-market; * For private equity fund, completed due diligence of market, product feature functionality and growth strategy; * Worked with disruptive fintech firm to raise Series B investment for 2 private equity firms; Advised Blockchain startup on financing options.
Genpact's Financial Service Practice provides market leading solutions to firms across payments landscape Developed payments roadmap across C/X, analytics, merchant on boarding, payment operations and marketing campaigns. Assisted in Payments Market Assessment which resulted in key priorities and investments for 2021-2022 Led multiple client discussions and developed proposals.
Elected Board Member to Berwyn Development Council (500 business members) which provides expertise, investments and networking to the business community. The BDC is an award winning economic development council that has helped drive Berwyn's strong economic growth. The Board Members role is to serve/support the Board's objectives, serve on various committees and work as a liason with the business community.
Served as Head of Corporate Strategy reporting directly to CEO. Developed integrated corporate strategy across core, payments and surrounds which resulted in strong organic and shareholder growth. Created innovation process for payments unit which included ACH, debit, credit, mobile, prepaid and OBP Assisted with diligence of potential acquisitions including Open Solutions.