About Me

Hi – thank you for visiting this blog.

I work in PE and am focused on working with Middle Market B2B software companies.

I’ve also been a Chief Revenue Officer (CRO) at several successful global software companies – my experience is focused on growing $ARR profitably / capital-efficiently and leading sales and GTM (Go-to-Market) teams globally.

I started my career in Investment Banking at Merrill Lynch’s FIG (Financial Institutions Group) as an Analyst and worked on global M&A and financing transactions.

Also, I worked in on the buy side investing in growth/expansion stage companies and made multiple successful investments.

After business school, my experience has included being on executive management teams (as an executive VP, CRO and CEO) at several leading software companies with $100M+ in revenue and growing profitably:

  • Acronis Software – an early pioneer of the data driven GTM model growing profitably at $100M+ revenue
  • Veeam Software – one of the leading software companies of its time, also grew profitably at $100M+ revenue where was a VP focused on global GTM
  • AppAssure Software – acquired by Dell for $211+ Million, where I was a VP on the executive management team and helped through the Dell acquisition
  • InsightSquared – the #1 Sales Analytics SaaS for data-driven VPs of Sales; served as VP of Sales & Marketing during our growth stage and remained on the Board of Advisors for 5+ years
  • Atiim Software – enterprise goals management SaaS (OKRs / Objectives & Key Results management methodology used by Google & leading high-performing companies globally) – helped scale global enterprise customers and built a global team. The company was acquired by Workfront and ultimately by Adobe.

I enjoy helping others in PE and in the SaaS industry as a way to give back by sharing my experiences & insights. For example, I’ve been fortunate to be invited as a speaker at PE industry conferences including PEI PE Nexus – 2024, spoke at multiple PE Operating Partners conferences in New York and San Francisco, also spoke at  several ACG Middle-Market PE events (Association for Corporate Growth). I’ve also bene a speaker sharing insights on capital-efficient Revenue Growth at Salesforce Dreamforce, MA Technology Leadership Council, The Conference Board, and other PE and B2B Tech conferences.

For those interested in my academic background: I received a B.S. degree in Finance & also minored in Applied Mathematics and in Computer Science from Lehigh University (graduating with high honors).  And I received my MBA from Harvard Business School.

This website is meant to share some of the “best practices” with others who are investing in and helping grow tech companies in PE (Investors / Deal Teams, CEOs, and GTM executives).

How to stay in touch: