Jan 2019 – Present · 7 yrs 3 mos

• We spend thousands of hours keeping up with the HR software space so you don't have to! We'll tell you what vendors to look at, and what price you should be paying. Get a free consult today: https://www.selectsoftwarereviews.com/talk-to-advisor

Jan 2014 – Jan 2019 · 5 yrs · Cambridge, MA

• NextWave Hire's software allows employers to attract and convert the right talent through enhanced career sites, employee testimonials, and talent communities.
• If you're looking to build your employer brand, fill your talent pipelines, and hire the right people, then we should talk! (phil@nextwavehire.com)

Jun 2013 – Aug 2013 · 2 mos · San Francisco

• Helped launch new deliveries business.
• Worked on product, marketing, sales, and operations.
• Generated a sales pipeline worth ~$500k in ARR through B2B partnerships with mostly Bay Area companies.
• Hand delivered 60 packages to better understand operations, product, and customer experience.
• Even wrote a few lines of code for a mail merge application.

Jan 2010 – Jan 2012 · 2 yrs

• Bessemer Venture Partners is the oldest venture capital firm in the US with investments in companies like LinkedIn, Yelp, Pinterest, Skype, Staples and many others.
• I spoke to 1,000+ of the world's top CEOs over the course of my tenure here, focusing on software/internet, mobile and healthcare investing across all stages (seed to growth/buyout) and nearly all geographies. I successfully sourced a $28 mm growth equity investment in a SaaS business.

Jan 2009 – Jan 2010 · 1 yr

• Family Equity Partners is an operationally focused investment vehicle focused on partnering with middle market services businesses.
• Responsibilities include:
• Analyzed acquisition candidates, including conducting diligence calls with management and sell side advisors including investment bankers, lawyers, business brokers, and accountants
• Built complex financial models to analyze potential investment opportunities
• Conducted primary and secondary research on niche industries within healthcare and technology
• Spoke to CEOs and entrepreneurs to discuss their businesses in order to gather market intelligence and source acquisitions

Jan 2008 – Jan 2009 · 1 yr

• Worked on three closed sell side mandates for companies in the enterprise software and healthcare IT industries
• ==>The sale of ADERANT (Francisco Partners backed ERP company focused on the legal vertical) to Vista Equity Partners.
• ==>The sale of Catalyst Technologies (healthcare informatics company) to MedAssurant.
• ==>The minority recapitalization of Navicure (SaaS RCM for healthcare providers) funded by JMI Equity.
• Built complex financial and operationally focused models in order to evaluate clients' businesses and assist buyers and lenders in their diligence efforts
• Utilized LBO, DCF, public comparable and precedent transaction valuation methodologies to value current and potential clients
• Identified prospective strategic and financial purchasers
• Personally managed 70+ buyer relationships during marketing processes
• Authored process materials, including preliminary valuation and marketing strategy presentations, confidential information memorandums, management presentations, and presentations of offers

May 2006 – Dec 2006 · 7 mos

• Learned how to sell.

Sep 2005 – Dec 2005 · 3 mos

• Lots of cold calling real estate brokers.

May 2005 – Aug 2005 · 3 mos