Manassas, Virginia, United States
With over 30 years of experience as a strategic CFO and transformational leader for technology and technology-enabled services businesses, Joe has partnered with management teams and leveraged his proven professional skills, broad experience, deep passion and strong commitment to plan and execute financial strategies that efficiently utilize capital, support growth and maximize value creation. • CFO at 2 public companies, 4 PE backed businesses, 5 VC backed companies, and 2 founder backed businesses • Dynamic environments – startups, hyper growth, turnarounds, international footprints and complex operations • Capital raising – over $600 million in public offerings, venture funding, debt and strategic investments • M&A execution and integration of 24 transactions • Investor exits – sold 3 companies Specialties: Software/SaaS, Mobile Technologies, Government Contracting, Entrepreneurial Ventures, Communications Equipment and Software, IT Consulting and Services, Manufacturing, and Healthcare technologies.
Alaris Partners provides strategic and hands-on fractional CFO services and serves as a trusted partner to management teams, investors and Board of Directors. Industry expertise includes communications technology, government contracting, health care IT, medical devices, mobile solutions, new media, professional services, security and SaaS.
Armor Express is one of the leading designers, manufacturers, and suppliers of life-saving protective solutions to U.S. Military/DOD, federal and domestic law enforcement, and first responders. Armor Express is PE backed by SBJ Capital. Collaborated with investors and management team to refinance debt, complete integration of acquired businesses, restructure business, produce operating leverage, and generate performance metrics.
DATUM is a leading provider of data governance solutions comprising Information Value Management software delivered via SaaS and professional services. DATUM enables businesses to discover, connect and leverage relationships across their most valuable data to achieve sustainable competitive advantages. The solutions enable customers to deliver greater analytical insights, simplify reporting and compliance, improve operational excellence and navigate digital transformation. Datum was sold to Infogix, a Thoma Bravo portfolio company.
Credible Behavioral Health Software provides secure, proven, easy-to-use SaaS for clinic, community, residential, and mobile care providers across the United States. Fully integrated and seamless, Credible provides clinical, scheduling, billing, form management, eRx, eLabs, mobile/field, reporting and business intelligence modules. As CFO, Joe completed the company's first audit; unified data from disparate sources to produce trended SaaS performance metrics; advised management team on SaaS best practices and performance metrics; prepared detailed budget by revenue line item and departments; and recommended ERP plan.
Artel is a communications, engineering and services firm providing secure satellite and terrestrial connectivity to the public sector. Worked with Company through a sales process. Artel is backed by TPG.