Buffalo, New York
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Master of Business Administration (M.B.A.)
(2012 - 2014)
2021 - 2024
2021 - 2024
424 Capital is a growth equity firm focused on making control equity investments in healthcare IT, clean tech, and tech-enabled services in the lower middle market. Directly supported forecasting and buy-side due diligence and execution for following portfolio companies: - BroadcastMed - Alatus (formerly iTrac) - Onspire (formerly Practis) - Neovera Selected transaction experience: - Vital Element (Acquired by Practis, August 2021) - Digitell (Acquired by BroadcastMed, December 2021) - Local Search for Dentists (Acquired by Alatus, January 2022) - SmartBox Dental (Acquired by Alatus, April 2022) - DentalPost (Acquired by Alatus, May 2022) - Aegis (Acquired by BroadcastMed, August 2022) - PentaVision (Acquired by BroadcastMed, August 2022) - MedPB (Acquired by Practis, September 2022) - Harborside (Acquired by BroadcastMed, October 2022) - Dobies (Acquired by Practis, May 2023) - Neovera (Platform Acquisition, May 2023) - Texere (Acquired by BroadcastMed, June 2023) - 10-D Security & Applied CS (Acquired by Neovera, September 2023) - HearWorks (Acquired by Practis, January 2024)
2019 - 2021
2019 - 2021
Plixer provides a security and network intelligence platform that supports fast and efficient incident response. Oversaw all functions relating to finance, accounting, HR, sales ops, and IT overseeing a team of 5. I worked closely with the CEO and PE sponsors on growth strategy and integration planning, and led strategic planning with department stakeholders. Representative projects during my time at Plixer included leading the integration of the Company's first acquisition of Great Bay Software (Dec '19) which resulted in the consolidation and eventual migration of QBO to Sage Intacct and the consolidation of Salesforce (and launch of CPQ tool) with direct integration into our ERP. I also led the Company through the adoption of ASC606 standards as well as implementation and training of new reporting protocols across sales, CS, and accounting teams.
2017 - 2019
2017 - 2019
(Acquired by Fiserv, October 2021) BentoBox is transforming the hospitality industry by putting restaurants online. We offer restaurants beautiful, mobile friendly websites that drive revenue and customers; and are pleased to work with such industry leaders as Union Square Hospitality Group, Eleven Madison Park, Major Food Group & more. Joined as a utility player eventually bringing accounting in-house, and owning day-to-day financial operations and planning functions. Hired the Company's first bookkeeper and established the month-end close process, financial reporting, and 3-year operating model. I worked alongside the Executive team to track operational and growth metrics, identify areas of operational improvement, and analyze avenues of revenue growth. Representative projects include sales team compensation restructuring, pricing restructuring, and responding to investor due diligence requests through three financing including Series B.
2014 - 2017
2014 - 2017
Armory Square Ventures is a seed and early stage venture fund. The Fund invests in software, mobile, and technology-enabled services companies across New York state and the greater northeast region. Investments: Responsible for all aspect of the investment process including deal sourcing, due diligence, deal structuring, and execution. Representative investments include: - ACV Auctions (IPO December 2021) - Agronomic Technology Corp (Acquired by Yara Int’l, November 2017) - BentoBox (Acquired by Fiserv, October 2021) - Clerio Vision - Good Uncle - SquareFoot - Vengo Labs Portfolio Management: Worked with portfolio companies to collect and track performance, and to understanding hiring needs. Fund Management: Leveraged portfolio data and worked with fund administrators to analyze fund performance, project future capital allocations, and to generate periodic reports to investors. Supported Managing Partner in compiling data and communicating with prospective investors for fundraising activities.
2009 - 2012
2009 - 2012
Product sets included: Commercial Deposits, Sweeps, Lease Security, Escrow, Remote Check Deposit (RCD), and Lockbox. Supported Product Manager to coordinate efforts between Sales, Technology, Operations, and Financial Planning & Analysis to improve the customer experience and manage on-going operational efficiency.
2009 - 2010