Mar 2024 — Now
Managing Director -- TMT · Merit Investment Bank
Selling your company, merging, or raising capital is a life-changing decision. You should do everything you can make sure the terms are in your favor. Having an experienced professional in your corner increases your odds of a successful outcome by more than 80%.
Merit Investment Bank has helped hundreds of companies create successful outcomes. You owe it to yourself to talk with us before making any decisions. No grandiose promises, just straight talk with highly-experienced advisors (x-CEOs) about your position in the market and what it will take to get you where you need to be.
Mar 2017 — Now
CEO · OnPlane Consulting
OnPlane Consulting focuses on 3 things:
1. Fractional Sales Leadership as a Service, specifically focusing on B2B technology solutions. Establish better sales teams, repeatable sales processes, increasing revenue and profitability, while improving fundamentals, such as presentation and negotiating skills. We create predictable revenue streams.
2. Fractional Marketing Services. Marketing is easy. Getting results from marketing is hard. For a fraction of the cost, you get true professionals to help with CRM, content, videos, ads and more that deliver measurable results that actually make a difference to your business.
3. Outbound Lead Generation Services. There is no shortage of companies offering to make calls to set up meetings. Problem is, they're not good at it. You invest thousands of dollars for nothing. For the same investment, we provide US-based sales professionals to generate call scripts, sales stories, progress reports and even access to a database of 80 million contacts.
Sep 2013 — Now
CEO · RenewIT360 Software
RenewIT360 Software is an easy-to-use, cloud-based solution that securely manages all types of recurring maintenance contracts. RenewIT360 provides Resellers, Vendors, or any Organization a way to manage their renewable contracts with complete and easy insight to their recurring costs, recurring revenue, profit, terms and SLA commitments. All of this integrated with your accounting, ERP and CRM systems. You have to see it to believe it.
Apr 2022 — Feb 2024
Tech M&A Advisor · Corum Group Ltd.
Selling your company will likely be one of the biggest decisions of your life. Going through an exit is a daunting process, especially if you don't have the proper experience. Having a professional, experienced advisor improves your odds of being successful by at least 80%.
Our team is comprised of some of the most experienced deal makers in the industry. Corum has advised more tech companies to more successful exits than any other company in the tech M&A space -- period. When you want the best "Optimal Outcome" -- that's what we do.
Jul 2021 — Apr 2022
Americas Software & Solution Director · Kodak Alaris
Kodak Alaris is a leading provider of information capture solutions that simplifies business processes. We exist to help the world make sense of information with smart, connected solutions powered by decades of image science innovation. Our award-winning range of scanners, software and services are available worldwide, and through our network of channel partners.
Jan 2019 — Jul 2020
Director of Sales · Western Integrated Systems
Contributing sales manager for national sales team and all marketing services.
Implemented CRM solution combining sales operations, marketing and support.
Increased software revenue by $2M, professional services by $1M and GPM by 5%.
May 2015 — Jan 2017
Director - Western Division · InStream
Tallega Software was acquired by InStream LLC in May 2015. Currently managing all aspects of Business Development for the western region of the US, as well as helping customers from Tallega Software continue to automate and improve their business processes.
InStream provides world-class document and information automation solutions, robotic software automation, predictive analytics and complete business process outsourcing solutions for businesses of any size.
Oct 2005 — May 2015
CEO / Co-founder · Tallega Software
President/CEO and co-founder of Tallega Software; focused on selling, delivering and supporting document scanning, document management and workflow solutions primarily in the B2B environment. Responsible for creating and leading the company's go-to-market strategy. Managing sales, marketing, client relationships and business development.
Sep 2003 — Oct 2005
Director, Global Alliances · Kofax Image Products
Responsible for creating and managing all aspects of Kofax's global alliances with the industry-leading enterprise content management vendors, large indirect channel partners and the company's largest end user customers.
May 1999 — Sep 2003
Sr. V.P. Sales · Gauss Interprise/Magellan Software
P&L responsibility for all field sales operations and revenue for first enterprise content management company.
Mar 1996 — May 1999
Regional Sales Manager · IBM
Responsbile for selling IBM Enterprise Document Management Solutions directly and with channel partners.
Feb 1994 — Mar 1996
Account Executive · Adaptive Information Systems -- Hitachi
Sales territory responsibility for selling AIS document management technology. Worked with a company named Datamax and assisted with the release of a new product named VisiFlow.
Jun 1992 — Jan 1994
Account Executive · FileNet
Responsible for selling engineering document management and workflow solutions for business process improvement.
Jan 1989 — Jun 1992
Account Executive · Eastman Kodak
Responsible for selling microfilm solutions, which consisted of hardware and software.
Jun 1981 — Jan 1989
Mechanical Engineer · Eastman Kodak
Design engineer responsible for designing large film-coating machines for creating and processing Kodak film. These machines were implemented all over the world. Also designed transport mechanisms for paper-handling machines. Managed design teams.
