strategic | Trusted | proven | engaged | Empowering

Accomplished, award-winning executive and thought leader with a 30+ year track record of success that includes CEO, CFO, Director, VP, and multiple Board roles for diverse and successful companies. Broad expertise spanning sales, global operations, M&A, technical innovation, finance, product development, and the critical relationship between strategic and tactical execution. Proven ability to guide turnarounds, raise capital, drive growth and innovation, deliver exceptional customer, employee and shareholder value, and lead comprehensive corporate transformations. Fluid with multiple business models and industries.

strategic | Trusted | proven | engaged | Empowering

Accomplished, award-winning executive and thought leader with a 30+ year track record of success that includes CEO, CFO, Director, VP, and multiple Board roles for diverse and successful companies. Broad expertise spanning sales, global operations, M&A, technical innovation, finance, product development, and the critical relationship between strategic and tactical execution. Proven ability to guide turnarounds, raise capital, drive growth and innovation, deliver exceptional customer, employee and shareholder value, and lead comprehensive corporate transformations. Fluid with multiple business models and industries.

Results in every role

business transformation

Led transformation of Modus eDiscovery from a failing organization to a national leader with 100%+ annual revenue growth and 40 straight months of profitability. Drove turnaround of Renew Data Corporation from operating losses to  revenue growth and positive cash flow in under two years. 

Successful Execution and Exits

Primary architect for Arsenal business model, leading to the only successful exit in the industry (1 out of 34 businesses) in 2007. Spearheaded negotiations for sale of Arsenal to IBM and iCi Digital’s exit to Canadian private equity group.

business And market expansion

Primary executive lead for several global initiatives that resulted in $390M cash flow and P&L benefit while at DIC Corporation. Favorable investor returns on over $750M of debt and equity capital. Revenue and earnings expansion during 2001, 2008, and 2020 market downturns.

Expertise

Business Transformation

Technology Innovation

SaaS & Cloud Computing

Empowered Leadership

Process Optimization 

Go-to-Market Strategy 

Team Building & Engagement

Mergers & Acquisitions 

Strategic & Technical Execution

Product Positioning

Revenue Optimization

Global Operations

Capital Markets & Governance

Initial Public Offerings

Customer Engagement

Finance

Commercial Law

board seats

Chairman
(2016 - present)

Board Member
(2013 - 2015)

(2014 - Present)

(2015 - 2017)

(2012 - 2014)

DIC (Diannopin)

European Operations
(1996 - 2000)

Seer Technologies

Ireland Operations
(1994-1996)

Awards

E&Y Entrepreneur of the Year

Ernst & Young 2007

50 Most Admired Technology CEO's

Technology Headlines 2017

career History

Click on titles for details

Modus empowers businesses, government agencies, and law firms to optimize Information Governance and eDiscovery.

  • Leading comprehensive transformation of sales, operations, technology, and culture from siloed teams to an empowered entrepreneurial workforce, resulting in sustained reduction in turnover from 25% to <2%.

  • Restored investor trust with positive financial results, including reversing revenue decline, increasing sales pipeline by 8x,  and generating 40 months of 15-25%  EBIDTA, with 2020 revenue growth tracking at 6x industry average.

  • Diversified product offerings to include Information Governance to enter an emerging high-growth market.

  • Built industry leading partnerships with AWS, Relativity, Verizon, Brainspace, Congruity360, SoftNas, and Fortinet.

  • Won several national multi-year contracts from industry competitors.

Futures was a tech startup that built a cloud-based talent platform to connect employers with 250k+ separating military personnel.

  • Transformed direction and execution of product offerings leading to 133% increase in revenue.

  • Led organization in obtaining DIACAP Accreditation Certification, 5 Star CPARS Rating, and GSA Certification.

  • Mentored young leaders from emerging growth companies as part of North Carolina CED and NC IDEA Fund and provided subject matter expertise on entrepreneurship, start up initiatives, strategy, operations, and fundraising.

  • Outperformed S&P index by a factor of 10 by properly balancing growth, sector alignment, and risk.

Renew Data was a leading legal consulting and eDiscovery technology provider (acquired by LDiscovery in 2014).

  • Stabilized, revitalized, and drove top and bottom-line growth of an under-performing company while expanding from a regional presence into a national provider leading to a successful exit.

  • Transformed product and service offerings.

  • Substantially increased intellectual property portfolio and competitive positioning.

  • Increased revenue by 140% and EBITDA by 800%  by transforming culture, processes, investment, and strategy.

  • Strengthened awareness with analysts based on insight into short term and long-term market dynamics.

Arsenal was a leading provider of on-demand data protection (acquired by IBM in 2007).

  • Primary architect of Arsenal’s cloud/SaaS mode that generated 28 consecutive quarters of revenue growth with CAGR > 30%.

  • Collaborated with CEO to align strategy, market dynamics, operations, financial goals, and resources.

  • Led operational initiatives to produce industry-leading scalability (contribution margin 78%, EBITDA 40%).

  • Trusted by Board to lead all acquisition efforts with IBM’s 100-member team to execute 2007 sale.

  • Negotiated major contracts with AT&T, EMC, Verizon, NTT, Cisco, Hitachi, Symantec, and hosting providers.

  • Oversaw technology implementation that streamlined pipeline, backlog, operations data, financial reporting, and key metrics.

  • Offered largest and longest post-acquisition retention package of any executive.

DIC is a publicly-held chemical, pharmaceutical, life sciences, and technology company with $22B market capitalization.

  • Charged with improving operational scale, worked closely with the parent company to improve global initiatives, production, inventory management, optimization of supply chain efficiencies, and manufacturing process.

  • Led highly complex pension negotiations in Canada resulting in successful resolution ($250M benefit).

  • Increased cash flow by 20% by implementing strategy to coordinate all European finance, treasury, tax, manufacturing, audit, customer service, logistics, and R&D functions ($100M overall benefit).

  • Optimized global footprint and repatriation strategy with foreign governments ($150M benefit).

  • Successfully advocated for repeal of adverse Treasury regulations on foreign income ($50M benefit) and advised the North Carolina General Assembly on successful efforts to repeal state property tax on intangible assets.

  • One of three executives responsible for authorizing M&A buy and sell side transactions over $50M.

  • Selected to serve on M&A Best Practice Roundtable as the only non-Fortune 50 member.

Seer Technologies was a software company that IPO’d in 1995 and reached $250M market cap (acquired by Level8 in 1998).

  • Member of IPO team responsible for liaising with investment banks, institutional investors, legal counsel, and SEC in preparation for Seer’s $50M IPO in 1995.

  • Advised CEO and CFO as subject matter expert on all international accounting, finance, and tax issues.

  • Negotiated favorable tax rulings with Ireland, Netherlands, South Korea, and Australia.

  • Collaborated with general counsel to structure global software and service agreements supporting 400,000 users.

PWC is a global Big 4 accounting firm.

  • Exposed to multiple industries by advising clients in Banking, Technology, Media and Entertainment, Real Estate, Manufacturing, Retail, Service, and Healthcare.

  • Extensive experience with domestic and international accounting, auditing, tax, SEC compliance, mergers and acquisitions and board governance.

  • Provided significant savings for healthcare organizations related to hospital practices and reimbursements.

  • Supported several IPO’s and acquisitions working closely with investment banks.

Education & Qualifications

Bachelor of Science Business & ACcounting Deans List

Minor Computer Science

Wake Forest University, NC

Licensed CPA

Certified Public Accountant

North Carolina

Bell LEadership

leadership mastery round table

North Carolina

Technology Patents

Arsenal Digital Solutions

North Carolina

Volunteer Work

Extensive volunteer experience with a focus on helping empower those in need.

Community of Economic Development for North Carolina

Mentored young leaders from emerging growth companies on strategy, technology, sales, marketing, finance, and legal.

With Love from Jesus

Volunteer significant time and resources to help feed 1,200 homeless men, women, and children in Raleigh area.

Raleigh Area Concerts of Prayer

Support cross denominational, cultural, ethnic, and social engagement for those in need. 

SErvice Trips to Haiti

Multiple trips to build a hospital and teach locals farmer to be self sufficient.

Service trips to Mexico

Worked to alleviate local poverty. 

References