Quest Software

Strategic Initiatives and Value Creation programs @ Quest Software (Clearlake Capital PortCo)

Vice President - Strategy & Operations

StarRez, Inc.

2nd tour as Director - Strategic Programs (DSP) in the Vista Equity Partners portfolio, this time for StarRez, the leading PropTech company in the Higher Education space
• Served as Day 1 member of Executive Leadership Team (ELT) for Vista Equity Foundation Fund platform investment in mission-critical SaaS provider in Higher Education vertical
• Owned implementation of Vista governance model and execution of Vista Best Practices playbook 
• Led Phase 0 current state assessment, creation and execution of inaugural Value Creation Plan, targeting performance improvement through implementation best practices across all functional teams
• Designed and executed cross-functional integration program for tuck-in of two main competitors, ensuring full PP&T integrationand expansion ARR acquired in first 6 months
• Achieved all individual MBOs for FY22 and FY23, while ensuring on target delivery of all financial results and operating metrics for FY22, and above plan trajectory in FY23

Director - Strategic Programs

Moody's Analytics

• Served as Chief of Staff to GM of newly formed, +$250M ARR operating unit, comprising data and analytics assets from within MA and acquired workflow software solutions PassFort and Kompany
• Managed and executed organic and inorganic value creation initiatives to scale new OU and drive growth acceleration beyond baseline +27% TTM organic revenue growth trajectory
• Supported MA Corp Dev team due diligence and transaction execution from concept-to-close of PassFort and Kompany acquisitions. Designed and implemented Day 1 integration program
• Owned operational integration of RDC into MA from Day 1, ensuring successful transition of people, process and technology while hitting all bookings, revenue, and EBITDA targets 
• Designed and implemented Joint Pursuits Program, incentivizing cross-sell collaboration between RDC and BvD sales teams and tracking to +$5M incremental ARR sales synergies in Year 1
• Managed 15+ SDR, Sales Support and RevOps direct reports through post-acquisition management attrition and pandemic-related disruption to ensure continuity of pipeline generation, efficient sales execution, and delivery of 300+ outbound SQL annual target

Director - Chief of Staff (KYC)

DSP and Chief of Staff to CEO of leading Rule of 50 RegTech company, providing AI/ML-powered and SaaS-based AML/KYC solutions to global FIs, asset managers and high-growth FinTechs. Vista Equity Partners portfolio company acquired by Moody's Analytics in Feb '20 for $700M. Now known as Moody's Analytics - KYC/KYS
• Served as strategic partner to CEO and ELT of +$50M ARR, “Rule of 50” Enterprise SaaS FinTech
• Owned and executed annual Value Creation Plan to deliver accelerating revenue growth, scalability, margin expansion, and TAM growth through product innovation
• Collaborated with Product & Tech on delivery and launch of industry first AI-powered screening solution, AI Review
• Triangulated with Vista Consulting Group, Deal Team and BOD to implement Vista Best Practices across all functions, creating significant enterprise value while managing organizational transformation
• Managed structured auction process for RDC, ensuring presentation of compelling acquisition case, timely and thorough DD responses, and smooth closure of $700M acquisition by Moody’s Analytics, delivering significant return on capital to Vista Equity Foundation Fund partners and investors

Transaction strategy and operational execution of mergers and divestitures for Fortune 150 clients, as senior consultant within Transaction Advisory Services - Operational Transaction Services (TAS-OTS) group, now known as EY-Parthenon

Senior Consultant

MBA Intern - Transaction Advisory Services

Berkery, Noyes & Co., LLC

Sell-side M&A analyst at leading middle market investment bank in media, technology and information services.

Analyst

DeSilva & Phillips

Education and Digital Media Associate at media-focused middle market investment bank, specializing in strategic acquisitions advisory

Associate

BCA Research

Business Development Associate

Andover Education

Conducted successful, oversubscribed capital round and executed strategic acquisition at innovative education services and digital curriculum company

Vice President - Finance

Value Creation Leader with deep experience building and scaling best practice organizations across private and public SaaS @ Quest Software (Clearlake Capital), Vista Equity Partners (2x Portfolio Operator) and Moody's Analytics

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