Explore real-world examples of how tailored strategies and operational expertise have driven measurable results.
Scaling Two Lines of Business: Empowering Employees and Eliminating Bottlenecks
When I joined the company as COO, it operated as two distinct businesses under one entity: a professional services arm specializing in Salesforce implementations (Sales Cloud, Service Cloud, and Experience Cloud) and a portfolio of niche, service-focused SaaS solutions. The company was at a critical turning point. The founder, deeply entrenched in daily operations, was burned out and struggling to maintain focus. This became evident during our initial meeting over dinner when, after I asked how his day had gone, he paused and admitted he couldn’t remember what he had done. In that moment, I made one of my goals…
Keep readingLaying the Foundation for a Tech Consulting Firm
A decades old consulting firm faced significant financial and operational challenges. Operating as a founder-led business, it had struggled to remain competitive in a rapidly changing market with an influx of competitors. For six years, the company operated at a negative profit margin while the founder took on an unsustainable workload—personally closing deals, serving as the thought leader, making every decision, and billing on nearly every client project. When I first met the executives, they were at a breaking point. The founder, who wanted to create an exceptional workplace while catering to a diverse range of clients, felt overwhelmed. The…
Keep readingShifting Gears: Taking a 25-year Old SaaS and PS Firm to New Levels
The case study is in progress, but here are the results: Drove double-digit profitable growth, tripled average deal size, and secured top 10 spot in the ‘Best Places to Work’ rankings. Prior to acquisition, the business was on track to exceed the year’s EBITDA target by 2x and achieve record-breaking revenue in its 25-year history.
Keep readingDriving Transformation: Go-to-Market Strategy Fuels $1B Acquisition and Record Stock Levels
The case study is in progress, but here are the results: Reinvigorated a division of a $1.1B company by launching a go-to-market strategy targeting early adopters of IIoT and AR, contributing to the highest stock level in 17 years. Partnered with SaaS company to validate use cases, elevating their position to Leader on Gartner’s Magic Quadrant and contributing to the $1B sale of a $50M business.
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Focus. Lead. Grow. 