TechCXO, LLC

As an "On-Demand" or fractional Chief Financial Officer, my responsibilities have included all aspects of financial, systems and administrative management for entrepreneur, venture and private equity owned emerging growth companies.   

Four successful exits between $25M-$100M for a variety of emerging growth equity holders.

Provided key leadership in:

* Business Strategy - work in collaboration with CEO to set and execute strategic objectives

* Corporate Finance

          - Mergers & Acquisitions; Buy / Sell-side Preparation; Due Diligence; and Post Transaction
            Integration
          - Capital Formation and Structure; Financing and External Stakeholders
          - Planning and Budgeting
          - Board Reporting and KPI Management

* Operational Financial Functions

          - Policy; Procedures and Operating Controls;
          - Pricing and Cost Accounting; 
          - Financial Modeling, Analysis; and Dashboards;
          - Forecasting; Cash Management; and Treasury; 
          - Financial Reporting; Audit; and Taxes;
          - Legal and Risk Management; and 
          - Third-party Relationship Management.

Delivered consistently outstanding results for SaaS, On-Line Publishing; Food Technology and multiple e-commerce platform companies

Managing Partner, TechCXO-Great Lakes Region

Irish Angels Network

Member - Due Diligence Committee 2022-23

KnowledgeAdvisors

Led multiple global, cross-functional initiatives focused on identifying, prioritizing and implementing best practices opportunities to assure scalable operating infrastructure for continued profitable  growth through margin improvement, cycle-time reductions, process standardization, technology automation and risk management efforts.   

Key results:  

- Achieved 100% cross functional consensus in selection of Professional Services Automation software, 
- Successful adoption of optimized EMEA reporting & processes,
- Refined Sub-Contractor agreements for global usage, and 
- delivered on 2014 Operating Improvement plan.  

Company acquired for $52.5 million in February, 2014.

Director, Global Operations

Developed strategy and transformed Consulting Operation into a scalable, profitable business model achieving a two year CAGR of 80% revenue growth with existing headcount levels.   

Key activities:  

- Product Portfolio Rationalization; 
- Contracting & Risk Mgmt,
- Standardized Bottoms-up Pricing, Project Management Templates, Deliverable ;
- Predictive Financial & Capacity Forecasting; and Staffing Model Tracking; 
- Formalized Consulting Partner Program;
- Strategic Investment Funding for Software Clients; 
- Improved Time Management and Capacity Planning processes; and KPI Reporting

Key Results - Incremental Improvements during the two year transformation increased:
  
- EBITDA from -40% to 18% without addition headcount;
- Project Gross Margin by 9% to 52%;
- Consulting Opportunity Close Rate to 60%;
- Consulting Backlog by 100%;  
- On-time Project delivery to 83%; 
- Employee Productivity by 78% with static utilization targets and existing rate structures; and 
- EMEA Consulting footprint.

Director, Consulting Operations

Interactyx Ltd

Interactyx is a leading global SaaS e-Learning and social networking company.  “De-facto” Chief Operating Officer (COO) responsible for all aspects of the Corporate Solutions business unit and management of TOPYX software development team for Best of E-Learning 2009 and 2010 award winner, which debuted in January 2009.

VP, Corporate Solutions

Alvarez & Marsal, LLC

Alvarez and Marsal is a top-tier global strategy consulting and turnaround management firm.  As a Director in the Supply Chain Practice, my roles included pre- and post-merger/divesture due diligence for private equity firms, interim executive management, strategic planning, performance improvement activities and operations management

Director

Lawson Products

Architected and orchestrated successful turnaround plan for a $65 million vendor managed inventory custom fastener business in my position as Interim President.  Re-positioned company strategy and re-structured operations to increase EBITDA  by $5.5 million and reduced inventory by $9.0 million  to improve cash flow by 45% over an 18 month period.   Company sold for $24 million in 2009.

Interim President - ACS

Rand McNally

Collaborated with investors, bankers and selected senior management to deliver a performance improvement plan for a $130 million publisher of maps.  The strategic plan identified / prioritized revenue enhancement and cost savings initiatives that have contributed nearly $4.0 million in incremental EBITDA within a twelve month period.

Engagement Lead

IBM Corporation

Sold, managed and delivered an average of $20 million annual revenue across 7 major accounts within the Chicago Distribution market, delivering more than $5 million in profit improvement within 12 months of taking over the team

Principal

BlueMeteor

Delivered the vision, business model and accelerated solutions for an integrated suite of “Best-of-Breed” web-enabled applications; and outsourced IT operations provided by BlueMeteor.  Raisied $23.0 million in venture capital and managed a dedicated, skilled team of 70 functional / technical personnel.

Chief Operating Officer (COO)

Whittman-Hart, Inc.

Inherited a struggling business of 50 service professionals and transformed the business unit by re-aligning and simplifying our core services to our customer’s needs.  The strategy resulted in a 100% revenue growth ($4.0M to $8.1M) and $3.6 million improvement in profitability over a 24 month period .

Fractional CFO for Start-up, Scale-up & Exits | SaaS, Professional Services, Healthcare & Supply Chain | Private & Seed through Growth Capital Portco's | Board | Advisor |Investor

e-mail:  bobbrogan2@gmail.com

Bob Brogan is a senior Finance & Operations executive recognized for identifying and delivering profit-improvement objectives for software as a service, professional services and technology companies in CFO & COO roles. Bob successfully applied operating expertise in scaling high-growth, transforming stagnating businesses and delivering cross-functional performance improvement to consistently attain business objectives.

Bob has worked in a variety of Fractional CFO roles, including: SaaS, Edtech, FoodTech, Healthcare, FinTech, Professional & Business Services, Supply Chain (mfg/dist.) with start-ups, emerging growth, and mid-market technology companies. He has led exits for a number of closely held, venture and private equity-backed companies for between $25M-$100M

Industry successes include:
- Software as a Service (SaaS)
- private equity / venture capital portfolio company
- professional services firms,
- healthcare,
- distribution,
- logistics, 
- wholesale, 
- retail,
- industrial products,
- automotive,
- financial services, and
- academic institutions.

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