Dorado, Puerto Rico
Global AI tech leader, patentee, investor, founder driving maximum ALPHA for COFRA Bregal Investments (€40 B + AUM, 90+ global companies) and affiliated funds through profitable AI growth scaling with SapienXT™ building your Outcome Fabric™ to achieve Agentic Fusion™ at the work-unit level; decisions stay human, execution goes AI limitless. Patents pending. Founded and leads 50+ person global Growth Factors AI Alpha team with five value creation pillars: Sales Acceleration, Technology Innovation, Offer Optimization, Talent Leadership and Strategic Exit / M&A. Offers deal teams support: sourcing lead gen, performance metrics, 350 + person annual Growth Factors Big Exit and Alpha AI conferences. Experience 20+ years of scaling VC start-up ventures by over 50X to profitability and “Big Exits”, to driving record results running $10 billion Fortune 50 lines of business; with broad scale experience in leading: strategy, branding, marketing, sales, product, design, service, operations, development, finance, BD, M&A. Deep knowledge in mass commercializing and leveraging SapienXT™. Focus Bring hyper ALPHA AI growth to businesses (or product lines) through AI "Growth Hacking" with Outcome Fabric™. Record: 43X - Designed, Built New Tech (AT&T, PF, CAH, FI, SQ, GF) $375 M+ EBIT 39X - Completed Portfolio Company Initiatives (GF) $320 M + EBIT and $3.8 B EV 37X - Designed, Built GTM Capabilities (AT&T, PF, CAH, F58, FI, SQ, GF) $100 M+ EBIT 31X - Successful Exits across PE,VC businesses as founder, operator and investor 26X - Lead Major M & A and/or Integrations (AT&T, PF, CAH, FI, STG, GF) 19X - Designed, Built Product Strategy / Mgmt. Capabilities (AT&T, PF, CAH, FI, GF) $100 M+ EBIT 16X - Designed, Built Large Scale Pricing Capabilities and Teams (AT&T, CAH, GF) $100 M+ EBIT 15X - Designed, Built AI / ML (SM) $100 M + EV (GF) $20 M+ EBIT 6X - Lead as Founder / CEO Institutional Funding > $50 M (PF, F58, FI, SQ) 2X - Founder / CEO of Two Profitable > $50 M Revenue Tech Businesses (PF, FI) *Verified Portfolio/Boards: Accela, Adreima, ASI, Bradford, BuildingLink,Buyers Edge, Conductor, Connectria, Corcentric, DentalXchange, Discovery Data, Fullstack, GPS Insight, MDAudit, Open Lending, Options Technology, Optima, PayArc, PMWeb, Procure Analytics, PUR, RDX, Recondo, Scorpion, Steele, TradeGlobal, Transflo, Truckstop, Zeomega.
Partner, Head of AI & Portfolio Operations Growth Factors -Bregal Sagemount’s lead investor is Bregal Investments, with €30 B across 90+ global companies and is part of the 50 K employee COFRA Group. -Founded and leads 50+ person global team with five pillars of value creation called Growth Factors that partners with portfolio company leadership to identify and realize results from high yield innovation strategies to drive large increases in EV. -Growth Factors has completed 40+ Portfolio Company Exits driving estimated $210 M EBIT + and imputed $3 B EV +. -Brings portfolio companies strategic new tech, development, and design expertise including for DeFi, Mobile, Social, Cloud, Big Data, AI / GPT and API-First development. -Brings portfolio companies deep operational expertise across sales, marketing, branding, offer design, pricing, service, operations, systems, technology, development, finance, HR. Boards: Accela, Adreima, ASI, Bradford, BuildingLink, Buyers Edge, Connectria, DentalXchange, Discovery Data, GPS Insight, MDAudit, Open Lending, Optima, Options Technology, PayArc, PMWeb, Procure Analytics, RDX, Recondo, Scorpion, Steele, TradeGlobal, Transflo, Truckstop, Zeomega. 37X - Designed, Built New Tech Products (AT&T, PF, CAH, FI, SQ, BI) $100 M+ EBIT 35X - Completed Portfolio Company Growth Factor Initiatives (SM) $150 M + EBIT and $2.3 B EV 22X - Designed, Built GTM Capabilities (AT&T, PF, CAH, F58, FI, SQ, SM) $100 M+ EBIT 21X - Lead Major M & A and/or Integrations (AT&T, PF, CAH, FI, STG, SM) 12X - Designed, Built Product Strategy / Mgmt. Capabilities (AT&T, PF, CAH, FI, SM) $100M+ EBIT 11X - Designed, Built Large Scale Pricing Capabilities (AT&T, CAH, SM) $100 M+ EBIT 7X - Designed, Built AI / ML capability (SM) $100 M + EV 6X - Lead as Founder / CEO Institutional Funding > $50 M (PF, F58, FI, SQ) 2X - Founder / CEO of Two Profitable > $50 M Revenue Tech Businesses (PF, FI) Results as of 1/1/22 as verified by Board Reports and Testimonial.
Partner / Portfolio Operations -STG and its predecessor, Symphony Technology Group (“Symphony”), have raised approximately $10 billion in total capital commitments across six funds with an expansive portfolio of more than 30 global companies. -Founded "On Demand Talent" Mobile, Social, Big Data Tech Company Findly in 2009. -Acquired by Symphony Technology Group as subsidiary of First Advantage in Q4 2012. -Sourced, Negotiated and Completed Hodes M & A Transaction Tripling Size of Findly in Q2 2013. -Transition to First Advantage Completed H1 2013, and STG Parent as Operating Partner. -Sourced, Negotiated and Completed Jobrapido M & A Transaction and Transformation. -Completed Numerous M&A / Business Transformation Projects in Advertising, Financial, Healthcare, Mobile, Social and Big Data Tech. -Deep Expertise on Mobile: Platforms, Apps, Advertising, Analytics and Technology.
Founder / CEO / Chairman (Findly) -$51M Rev, 2300 Clients, 400 Employees, 50 M Users. -Increased Revenue 900%, Profitable, Exceeded All Plans. -Developed and Mass Commercialized Hyper Growth MobiSocial App Platform. -Integrated to Facebook, Linkedin, Google+, Xing for On Demand Talent. -Raised $7 M in Venture Capital to Build and Initially Commercialize. -Mass Commercialized Global On Demand MobiSocial Apps for B2B and B2C. -Leverage Innovative Linkedin, Facebook, Google+ Social Referral Sales Model. -Conceptualized and Designed Sparkt MobiSocial Consumer App. -Acquired by Symphony Technology Group as subsidiary of First Advantage in Q3 2012. -Lead Findly to Record Sales Bookings for Every Quarter Post Acquisition. -Sourced, Negotiated and Completed M & A Transaction Tripling Size of Findly in Q2 2013. -Transition to First Advantage Completed H1 2013 and moved up to Parent Company STG as Operating Partner. -Business rebranded Symphony Talent in 2016. -Results Verified by Letter from Board of Directors.
CEO / Chairman -Increased Revenue 500%, Exceeded All Plans. -Drove hyper growth Big Data App Platform Company. -Innovative Capital Markets App Platform / Big Data Services. -SMB and Enterprise Capital Markets Apps Platform / Big Data. -Mass Commercialized Platform with Full Suite of Apps. -Leveraged Social Referral Sales Model. -Completed $8.5 M Premium "B" Round of Capital and Transitioned to New Lead Investors. -Results Verified by Letter from Board of Directors. -Acquired by ESW Capital Group.
Senior Vice President / General Manager of $10.6 B P&L -$105 B Revenue, $2.3 B Ebitda, 32,000 Employees, 120,000 customers. -P&L Accountability $10.6 Billion, 1300 employees, 14,500 customers. -Record Growth of $750 M and $1.0 B, Exceeded All Plans. -Health Care Pharma Apps Platform / Big Data Services. -Lead Tech Innovation Effort for New Software Products and Increased Productivity. -Productivity improved across 1,000+ service and sales team by 16%. -Built Strategic Pricing Capability for Entire Company. -Infusion, Speciality, Home Health, Long Term Care, Clinics. -Strategic Partnerships with Express Scripts, Omnicare. -Increased Operating Margin $30 M in 12 Months. -Results Verified in Annual Reviews.