Due Diligence and Interim Management for
M&A and Venture Investors
|M&A integration for a billion-dollar gaming industry
Participated in cross-company
MIS strategy sessions during pre-closing period. Analyzed technology and personnel assets,
synergy opportunities, and cost centers. Advised executives on viability of proposed ERP
(enterprise resource planning) program.
|Technology leadership for Facebook social gaming start-up |
As CTO of online game based on
live sporting events, architected a cloud computing infrastructure to minimize cost and time-to-
market while ensuring scalability and adaptability. Analyzed make vs. buy decision for custom
computational engine. Oversaw open source software development through Beta rollout.
Designed on-demand server provisioning with managed service provider.
|Trading System Launch and Capital Raising |
Acting CIO of a global syndicated loan trading system and
information portal. Member of executive team coordinating technology
and business strategy. Led technical execution from conception to
launch. Presented system to global brokerage firms and potential
strategic investors. Designed and rolled out auction-based trading architecture
using Internet technologies and security certificates. Managed
integration with third-party developers and hosting services.
Established technical and marketing alliances with trading partners.
Defined revenue sharing, cross-marketing and data exchange
agreements with S&P and other research suppliers.
Implemented and tested quality control, security, backup and
disaster recovery procedures.
| M&A Advisory Services
Evaluated potential acquisition targets, strategic fit and capital raising alternatives for wireless division of a NASDAQ global telecommunications company.
|Merger Strategy and Support |
Worked with principals of privately-owned software development
firm to evaluate potential partners and explore financing
options. Represented firm during M&A process,
advising on business, technology
and capital structures.
|Venture Capital Due Diligence |
Performed detailed market strategy and technical due diligence for a $100M+ early-stage fund on potential insurance services and hospitality industry software investments and existing portfolio companies. Reviewed business strategies and financial models, and validated
existing and future technology and operational plans.
|Due Diligence and Integration Management |
Managed due diligence and integration to enable successful 400% growth through nine acquisitions for the Broadband Division of a public telecom corporation. Coordinated reports for the CEO and Board, analyzing operational, organizational, and market impact of potential transactions. Managed integration to achieve 400% divisional growth with increased total revenues. Implemented methods to maximize profits and cross-sales.
|Global M&A Strategy Support |
Assisted the business development executive of a public UK-based chemicals manufacturer to develop and implement global M&A strategy. Provided support in developing financial models, negotiating process terms, and preparing Board presentations to
communicate goals and status of initiatives.
|Acquisition Program and Communications |
Developed acquisition program encompassing internal roles and requirements and external market analysis for the Executive Committee of a national financial services partnership. Developed communications to present and promote acquisition procedures within the firm and to target companies, including the compensation and cultural impact of integration.