About Me

Hi, and thank you for visiting my blog.

I work in Private Equity and I am focused on working with Lower Middle Market & Growth-Stage  ($20M+ in ARR) B2B SaaS companies.

I’ve helped grow several software / SaaS companies to $100M+ in revenue as a Chief Revenue Officer (CRO). 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 $100 Billion+ of 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 been focused on GTM on executive leadership teams at several leading software companies traversing revenue growth from $20M to $100M+ and with a typical annual growth rate of 60%-100%+:

  • Acronis Software – an early pioneer of the high-velocity sales growth model going from ~$19 Million to $100+ Million in global revenue in a span of 3+ years (100%+ annual sales growth); served as VP of OEM Sales
  • Veeam Software – ~ $18 Million to $100+ Million revenue growth, led a 50+ global team
  • AppAssure Software – $20M+ in revenue, acquired by Dell for $211+ Million and was on the executive management and integration team through the acquisition
  • InsightSquared – the #1 Sales Analytics SaaS for data-driven VPs of Sales; served as VP of Sales & Marketing during our fastest 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 the company grow to 200+ global corporate customers, helped build a global team, win business vs. well-funded competition and public companies. The company was acquired by Workfront and ultimately by Adobe.

I enjoy sharing my experiences and ideas – I’ve been a speaker at various B2B SaaS & Sales conferences including the American Association of Inside Sales Professionals (AA-ISP), the Sales Summit, Salesforce Dreamforce, MA Technology Leadership Council, The Conference Board, Heartland Technology Group, and B2BCamp among others. He has been invited to contribute to the Salesforce.com blog and has also contributed to The WSJ Accelerators Blog, Chief Sales Officer (CSO) Insights, Top Sales World Magazine, Revenue Marketing Podcast, DemandGen Marketing Report, OpenView Labs (best practices on sales management), and iMedia among others.

For those interested in my education/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, CROs, VPs of Sales & others).

How to stay in touch: