Current Roster. This information is strictly confidential, non-public, subject to non-disclosure and privacy policy.

L.H.

Executive Chairman | CEO | President | Board Member

Executive Advisory for select Women or Minority Owned Businesses (note: pre-qualified pro-bono only)

Grew from $26 million in revenue to $1.6 Billion, executed three acquisitions totaling over $1.2B, raised more than $8.5 billion in the public and private debt markets, including a $290 million IPO, executed sale for $7.6 Billion.

Leadership, Culture, Stress, Strategy, Execution, Scale, Performance, Public Private Markets, IPO, Culture and Philanthropy, Public Policy.

Member of the President’s National Security Telecommunications Advisory Committee (NSTAC), chair of the FCC’s Communications, Security, Reliability and Interoperability Council (CSRIC), Colorado Innovation Network advisory board, appointed by Colorado Gov. John Hickenlooper

H.D.

Executive Advisory | Speaker | Sr. Executive Panel | Interview (note: active non-compete in VAR industry)

20+ years of serial entrepreneurship. Launching, building and scaling organizations (SI, VAR, SaaS, App, Venture Capital, Charitable, Wine) to remarkable growth, $MMM merger, acquisition and exits.

Startup, Entrepreneurship, Acquisition, Fundraising, Venture, Structure, Equity, Debt, Scale, Leadership, Culture, Organizational Health, Executive Leadership Team Structure and Management, Strategy, Execution, Performance, Merger, Acquisition, Exit.

Contributor Forbes, Esteemed guest on The Founder Formula, Ernst & Young Entrepreneur of the Year

John S.

Chairman | Public Company CEO | President | General Manager

Executive Advisory | Board Advisory | Consultation - Consumer Products, Health & Wellbeing

Joined my first startup and positioned the company as the leader in product innovation, product packaging and customer service. Led development team with product inventions, trend setting design and aggressive marketing. Established subsidiary companies in Europe and South America. Sold company.

Started a non-profit in the health and well-being space bringing cutting edge researchers together in Vail, CO for an annual summit.

Started a consumer audio speaker company bringing never before seen audio technology to market. Established overseas sourcing, European division, sales force, and put together an A-list team to move the company forward and position it for a strategic acquisition.

Building competent teams and a corporate culture for rapid, first to market growth. Bringing the experience and wisdom as a long time CEO, who specializes in product development and overseas sourcing. Numerous connections in all levels of consumer product companies.

Brad H.

Public Company CEO | President | General Manager

Executive Advisory | Board Advisory | Consultation - Consumer Products, Health & Wellbeing

Provide clarity to organizational structure and mission (focus on core activities while reducing efforts in non-value add activities); define (refine) strategic plan with very actionable tactical plans; pre and post acquisition organizational integration; cultural refinement: Utilizes “Creative Flexibility” management mantra to drive innovation in all aspects of the operation; implement a “Lead by Example” management style that contributes to an environment in which people want to work and business thrives.

Extensive executive and board level work for multi-years; ran country wide multi-basin P&L's of $5 Billion and 2500 employees; deep strategy and 5 year planning; cultural development; turn arounds; organizational development and design; portfolio optimization; capital allocation; finding the efficient frontier in a portfolio; improving operations and SG&A by greater than 50%; restoring balance sheets; engineering background with executive MBA training

Doug M.

CEO | President | General Manager

Executive Advisory | Board Advisory | Consultation - Consumer Products, Health & Wellbeing

Led organizational change in post acquisition environment. Successfully led business turnaround and re-positioning of the 28-year-old accessory brand within rapidly changing technology marketplace. Reversed three-year SG&A cost increase trend and sales, service level and EBITDA decline trends with effective overhaul of supply chain, inventory management operations, global process alignment and sales organization restructuring.

Chris L.

CFO | CAO | COO | EVP Global Operations | SVP Global Sales

IT Distribution, Wholesale, IT Vendor, Telecom, Light Manufacturing, Consulting (CFO & Due Diligence Exercises)

Building the foundation required in Finance and Ops to support Growth, Vision and Strategy. Organization Structure, Sounding board, Global expansion ambitions, Working Capital and Cash Flow management. Planning, Budgets and Forecasting to support and align with the strategy. Systems, Process efficiency, Staff Development. Global contacts in distribution,

Built and developed Finance and Accounting departments (Budgeting, FP&A, Analytics etc.) | Introduced new revenue streams which resulted in 30 - 100 mill additional Revenue | Built and let teams of 30 - 1600 people, Created a Global fulfillment program which increased sales from 180 mill to 480 mill) | Created a global operations unit for a $6 bill IT distributor | Launched LSS which resulted in significant cost and time savings | Due Diligence and integration of acquisitions,

Lee O.

SaaS Consumer Software CEO | President | CXO | GM | Product Executive

Executive Advisory | Speaker | Sr. Executive Panel | Interview

Dynamic and versatile executive with broad experience from new startups to large established business across both consumer and SaaS products. Deep experience in leading product and product marketing, engineering, design, and customer success with expertise in weaving them into an efficient execution engine. Strategic: Strategic planning, product strategy, operational alignment Product Planning & Execution: Roadmap creation, innovation, product cadence, alignment with engineering/design Go-to-Market: Audience identification, messaging & storytelling, product alignment with sales/marketing, pricing Startups: Scaling the organization, fundraising prep

Recognized in Silicon Valley for expertise across leadership, product management, technology and innovation.

Rick

Healthcare, Insurance, Consulting CFO | CXO | Executive

Healthcare Providers | Managed Care | Healthcare IT | Health insurance | ASO (self pay) vendors

Streamline back office functions such as billing, materials management, payables and accounting. Rationalize IT business applications to improve performance and reduce costs. Develop and implement loan acquisition plan. Lead turnaround. Build finance team and/or outsourcing strategy. Assist in valuations, financings and restructuring

Directed finance, actuarial services, claims, revenue cycle, provider contracting, materials management and data support services for a $3.7 billion managed care organization serving 665,000 members with over 1,000 physicians and 6,000 staff in 32 facilities. Led re-designs of claims and patient billing. Guided improvements in finance and decision support. Led financial due diligence of potential acquisition. Assisted in financing of a new hospital, turnaround activities in other regions, and medical group negotiations in multiple regions.

Paul L.

Leadership, Company Valuations, M&A, Deal Negotiation, Organizational Turnaround and International/Domestic Market Expansion

I grow companies by building disciplined operations and by hiring effective leadership teams. I have done this for online products on social networks, software distribution, retail publishing and corporate chain outlets. I buy companies through structured sourcing, diligence, and straightforward M&A process. I am a veteran and devote personal time, attention and resources to supporting veterans as they transition from service.

Worked with one of the largest healthcare providers in the world to build on existing success and scale operations in the important domains of financial and medical analytics. Continually improved infrastructure performance and delivery as well as technical services. Reorganized and ran 14 company units in 12 countries.

Steve B.

SMB Private Tech Company CEO | CRO | COO | CTO / CIO

Executive Advisory | Speaker | Sr. Executive Panel | Interview

S.B’s diversity of experience allows him to provide solid insights into both tactical implementation and strategic planning. From technical leadership and pioneering technology in healthcare (subsequently acquired ) to building revenue through direct/channel approaches at a high-end cloud company eventually taking the CEO role and preparing the company for sale. S.B. is a catalyst for change because he challenges conventional thought processes, identifying creative approaches and divergent ideas that lead to success in various areas of a business.

Responsible for closing over 85% of all revenue for startup, closing several multi-million dollar deals. During a period of substantive growth (200 to 800 employees), successfully deployed 175k new RSF over a 15-month period. Built software organization that successfully delivered over 90% on-time delivery, low employee turnover, 14 product releases

Vice President - CXO

Sosheel S.

Managing Partner | Advisor | VP - Professional Services / Technology Services / Market Development

20+ years building and scaling in Technology Companies.

Professional / Project Services Leadership, Market and Business Development. Organizational scaling and turnaround, realizing improvements in efficiency, cost and revenue. Sell side (Supplier/OEM), buy side (Client) and value add (Partner) dynamics. Guiding strategic conversations, executive pre/post-sales, complex and creative deal construction, regional business / market development.

$30M+ Enterprise Technology Services $6M+ Commercial Professional Services. Deep credibility, impeccable brand, a proven track record in demanding and rewarding technology environments.

David M.

VP Sales | Executive Sales Consultant | RM

SaaS, Cloud, Managed Services, Contact Center, Data Management, IT Channel

Executive Advisory | Speaker | Sr. Executive Panel | Interview

Solutions-focused sales executive who applies business value selling to transform sales from technology focus to executive-level value propositions. Creates customized, quantified outcomes analyses to convince executives that technology costs are strategic investments and success multipliers that drive company value. Sales driver combining empathy and relationship-building skills with deep business acumen and technical subject matter expertise to gain executive-level buy-in and motivate sales force. Integrates engineering, BI, and marketing to gain competitive advantage. Trains sales force to "think like CxO" with "executive ROI mindset" to drive larger contracts and margins while shortening sales cycle Award-winning "sell through" and "sell to" sales grower by pioneering focus on executive selling to capture key accounts and "drown out noise of competition" by aligning technology to revenue growth, cost reduction, cash flows, asset utilization, and risk mitigation. Charismatic presenter; invited keynote speaker and sales trainer for Cisco and other industry leaders.

Drove 175% increase in contact center revenues in 14 months for major Western US VAR, boosting gross profit from average 6% per contract to 38% Cisco Systems Innovation Award for executive relevance sales model transformation; asked by Cisco to develop and lead ~400 global reseller solutions-selling training sessions in Europe, Latin America, Asia, and Australia. Chosen by Channel Reseller News (CRN) for 2014 "Best of Breed" award in business outcome selling for pioneering success with executive relevance selling model (CRN.CEO.Selling). Transformed very large North American service provider Cisco reseller to Executive Relevance Selling model with focus on technology business outcomes, revolutionizing performance with huge 5% margin increase while growing volume by 20%. Guest Lecturer, Professional Selling, University of Colorado Leeds School of Business

Dan M.

VP | RVP | Sr. Director | Advisor - Corporate / Product / Strategic - Marketing

Overall Marketing Strategy, Initial Brand and positioning, rebranding for scale, Customer Lifecycle and experience improvement, persona framework, Value propositions, Marketing plan and budget creation, Marketing Prioritization, Customer research, management mentorship, organizational change.

Dynamic and creative marketing executive and small business owner with a successful history delivering innovative marketing strategies with impactful ROI. Excellent creative skills including collateral design, HTML, and vast writing experience with proven ability to build strategic relationships, manage creative teams, and execute on global initiatives.

Led Corporate Marketing team of 28 which included Product Marketing, Brand and Creative, LMS, and Events from Startup through IPO. Led multiple rebrands, including persona, messaging and positioning frameworks. Drove Sales Enablement strategy for $50M to $100M scale. Pitched and oversaw buildout of LMS platform. Owned and Operated multi-site service business with staff of over 35.

Ryan L.

VP | Field CTO/CIO | Technology Strategist | Practice Leader | Enterprise Information Technology

Software, Hardware, VAR, Telecommunications, MSO, Consulting, Financial Service

Using the right technology to enable a small or mid-sized business to grow. Sifting through the marketing of technology to find practical solutions to actual problems. Developing strategy for small and mid-sized businesses to leverage technology. Inspire, educate, mentor and develop talent.

Thought leader in technology space. Led team of architects in cloud, data intelligence and security responsible for growing a net new practice. Lead consultant responsible for growing annual gross profit from $4M to $8M. Primary consultant responsible for leading effort to secure $100M RFP from financial services client.

Lisa W.

M&A | Integration | VP | Shared Services | Enterprise Information Technology

Engineering | Professional Services | Manufacturing | Industrials

L.W. is a collaborative leader with exceptional experiences leading diverse teams through massive changes. She works to understand business outcomes for success and customer value then develops processes of continuous improvement to achieve strategic business results with quantitative and qualitative metrics of measurement.

Accountable for a $314M P&L and 100M operations budget. Direct oversight of 8 regional directors and an IT operations team consisting of 600 global services staff across 400 offices.

Led the Integration Management Program Office for Technology during a $15B acquisition in the engineering and professional services industry.

Greg T.

Principal | Regional Director | VP Sales | Sr. Account Manager

Consulting | VAR | SI | Electronics | Telecom

General Management and profitability - 23 years experience selling solutions in the Communication and Collaboration space (including Microsoft and Cisco)

Assist with go to market strategies. Provide recommendations and input on sales strategies, value propositions and solution sales methodologies. Help evaluate the current landscape of the sales team and provide gap analysis recommendations regarding best practices.

Managed $2M P&L for the better part of a decade. Consistently exceeded sales targets and grew the business over 500% over the course of ten years. Cisco Systems Winners Circle, President's Club winner eight straight years.

Bart D.

Sr. Director Software Product Management | Practice Owner | Program Manager

Software | B2B SaaS | Fintech | Ecommerce

Market research, Persona development, Customer journey creation, Design thinking. Hands-on facilitation of product strategy and idea workshops with a strong emphasis on user experience. Deconstructing software product concept to its minimal components, process driven product validation resulting in proven user buy-in, investment validation.

Translation, transcreation, localization project management, content management, international UX consultancy (English <> Dutch, Dutch <> English)

Grew a product development practice from $2M to $5M+ in revenue in 12 months. Instrumental in product strategy and definition for 25+ commercial product including Fintech, E-commerce and B2B Saas platforms.

Dan B.

Software | Hardware / Software Integrator | SaaS

Increase addressable market, increase efficiency of sales engineering teams, differentiated messaging and market development

Technical leader in enterprise, channel, partner and software vendor. Learn and master new technologies quickly and transform that knowledge into relevant materials for technical and non-technical audiences. Build and motivate high-performing teams with a consistent record of achievement. Hands-on sales player and coach, equally capable of presenting to technical and C-level audiences.

Justin U.

Software, SaaS, VAR, MSP, Telecom, Financial Technology, Payments, Hospitality, Retail, Consumer Goods, Demand Generation, Brand Management, Channel Marketing, B2B, B2C

Take in the big picture, help craft strategies, then create go-to-market plans, and even execute on those plans. Know for being scrappy, and figuring anything out. Able to find new ways and new technologies to scale my efforts. Design brand systems to help scale production of marketing assets. Think of creative ways to create campaigns, incorporating all available marketing channels. Can also help with graphic design and content creation. Can rebrand an org, or even create the brand from the ground up. Can also help map out long term plans, and the steps and resources it will take to get there.

Managed $8.5M budget across all go-to-market activity for market-leading brands. Led team of 8 direct reports in building and executing annual go-to-market plans for $2B/year business. Led all inbound and outbound marketing planning and execution for efforts with and without partners. Created innovative and engaging campaign plan strategically designed to incentivize key stakeholders in the payments value chain, paving the way for the industry shift to chip cards while generating $10M incremental revenue.

Amy C.

Sr. Proposal Director | Director of Development | Consultant

Professional Services | Construction & Engineering | Environmental Services | IT | Emergency Response and Disaster Recovery

Highly skilled, Shipley-trained business development and proposal director with experience in business to government (B2G) marketing, sales support, and proposal management. Federal, State, Local, Commercial Proposal Development, and Business2G Marketing.

Led the proposal development process for an IT company: Managed the proposal process for Federal, DoD, SLED, and Commercial proposal efforts. Managed multiple concurrent proposal efforts in a high-volume environment. Implemented capture management procedures for DoD efforts. Implemented best practices regarding case studies and proposal content.

Created a new development department at an institute: Using Shipley methodology and dedicated staffing and software. Developing and publishing editorial procedures to support the organization’s internal and external communications. Managed multi-department proposal projects to the federal government.

Over the past three years Amy has brought in nearly $200M in proposed revenue through targeted federal, state, local, education and commercial bids. Amy is currently available to you and your team to land competitive contracts.

Jolene R.

PR Specialist | Social Media Manager | Growth Hacker | Digital Marketing Genius

Engaging, profoundly relevant digital marketer, public relations guru, content creator, and social media manager. An attentive and driven marketing professional with considerable experience in all facets of communications and public relations. Passionate about her work and always eager to understand the clients objectives

Member of email automation team nominated for Marketo’s Team of the Year Award. SEO/UX Campaign – Enabled blog website to triple in number of paid subscriptions through implementation of key strategies and grew monthly visitor growth from 30K to 100K. Best Self Co. Easter Promotion – Initiated and managed email campaigns, quadrupling sales from promotion of previous year. Movie Theater Premiere –Assembled and deployed successful marketing campaign resulting in sold-out theater premiere and extensive media coverage.

Aaron R.

Sr. Sales Manager | Sr. Technical Manager

Tech, Internet, Wireless, Telecom, AV, B2B

20+ years sales experience, Profitability Analysis and Forecasting, Account Management and Client Retention

Client Relationship management, client engagement, forecasting budget , working in profitability realms, promoting a selling culture , customer service finesse, discovery process, think tank marketing ideas, personal selling touch, client connection, professional services, virtual events and webcasting, event planning, negotiations, proposals and presentations.

Led and mentored staff of 7 to banner sales performances year over year. Exceeded sales quotas and grossed over 11 million dollars. Increased year over year profits by 20%. Managed EBITDA in profitable % for budget past 4 years. Executed successful events for high end clients.

Brandon H.

Program / Project Manager (PMO, PMP, Top Secret Clearance, Shipley Trained)

Detail-oriented program management and business development professional with 13 years of specialized experience in customer success, program management, sales, proposal management, and customer delivery. Experience in developing complex cloud-based solutions for customers using external vendors and internal software solutions. Highlighted areas of interest include, but not limited to: Software Defined Networking (SDN), Cisco’s Application Centric Infrastructure (ACI) and Tetration, DevOps, big data analytics, machine learning, and cyber security. Full professional proficiency in Arabic, French, and Spanish.

Establishing on-boarding processes. Templatizing SOWs, LOEs, WBSs, and Deliverables. Templatizing CSATS. Establishing common start/stop procedures for all projects. Creating a cadence of communication for C-suite to PMs and from PMs to clients/engineers/stakeholders. Lead strategy sessions on Business Development approaches/proposal win strategies.

Led staff of 110 engineers and architects with 15 direct reports. Managed up to 13 on-going projects with gross profits exceeding 45% on all projects. Responsible for building a Project Management Organization from scratch; including hiring Project Managers, Solution Architects and Project Engineers, creating Levels of Effort for all projects, and ensuring all deliverables and invoices were met and paid.

Molly C.

Sr. Manager, Analyst, Administrator

I learn very quickly and enjoy starting immediately and learning on the job. I like to understand the ins and outs of what I'm working on and look for ways to increase efficiency and productivity. I'm great at grasping large scale datasets and seeing opportunities for analysis and organization. I like helping other people learn too. I'm a great writer.

Software and Saas - Google Suite, Microsoft Suite, Various CRMs including Salesforce, Various Oil and Gas Platforms, Shopify, PayPal, Squarespace and others.

Managed daily operations including invoicing, scheduling, reporting, and sales of a large midstream asset. Directed daily operations and tech platforms of non-profit, Real World Scholars. Helped students start and manage over 50 businesses from their classrooms.

Maia S.

Office Manager, Webmaster, Virtual Admin, Sales, Customer Relations, Web Maintenance, Social Media Marketing, SEO optimization

Making a list and checking it twice. I love to explore my current talents while working with creative clients in order to make your to-do list a to-done list.

QuickBooks, Microsoft Teams, Slack, Zoom, Facebook, Instagram, Twitter, LinkedIn, Agile Workflow, Asana, ClickUp, AirTable, AgoraPulse, Node.js, Javascript, Atom, HTML, CSS, Pair Programming, Responsive Design, Git Version Control, WordPress, BeaverBuilder, Thrive, Genesis, ModX.

Implemented new billing and CRM system at a local & growing vocal studio

Greg Peters, President- 4B Marketing

Technology Channel, Go-to-market, marketing, selling, Renewable Energy, Cannabis, Hemp, Health and Wellness, Hospitality, Automotive

One word...We Listen and execute. We engage, discover, plan, execute and measure in a constant cycle to ensure client ROI. We put the customer at the center of our universe which creates long term relationships. We're always looking for ways to help with our tool sets and with our network's strengths.

Top Channel executive in the US while at Cisco systems, Grew 4B from $0 to $1.5M profitably in 3 years, impacted a Denver technology partner growing from $142M when we started working with them, to $247M today, a Louisiana partner from $7M to $22M in two years, Managed a successful acquisition and integration for a large solar distributor based out of Northern California. Grew collaboration practices for Cisco an incremental $7.7M in 6 months across 15 strategic partners. Authored many technology channel strategies centered on: Financial selling, go-to-market and channel CX strategies.

Darshan Puttannaiah, Founder & CEO - Qwinix

Cloud, MSP, Product Engineering, Data Engineering and Analytics, Telecom, Healthcare, Retail, and etc.

Qwinix is a cloud-native product engineering partner that empowers organizations to digitally transform. Our engineers and cloud experts build, manage, and modernize applications and software that help our clients close the gap between next and now. Our expertise is developing strong, sustainable relationships with customers to achieve global transformation highlighting Lean-Agile, DevOps and Cloud adoption as recent initiatives. Committed Lean-Agile thinker focused on continuous improvement with a high degree of metric. Committed DevOps enthusiast-focused Continuous Delivery. I enjoy putting together global teams and building high performance, high quality, scalable products. My experience includes building and managing enterprise-level software development, Middleware Engineering, Systems Architectures, DevOps Transformation, Agile & Lean Transformation.

Qwinix is the region’s premier Google Cloud Platform Partner and MSP. Qwinix has delivered cloud, application, and data modernization for multiple Enterprise clients.

Anna Forsberg M.S., Co-founder - Triad Diversity

Leadership Development, Strategic Planning, Trainings and Workshops, Assessments and Metrics, Speaking Engagements, Recruiting and Hiring

We empower leadership to create cultures and systems that promote diversity, equity, and inclusivity at work and beyond. Triad Diversity works with leadership to raise awareness of contemporary practices that address a more diverse workforce with the goal of maximizing profitability, increasing retention, and attracting top talent. We strive to educate and inform leaders to become influential change agents in a world with a rapidly growing focus on diversity, equity, and inclusivity in the workforce.

Anna has authored and published articles related to talent acquisition and selection and has facilitated best practices and consulted on emerging trends and latest technologies to a variety of audiences. Anna is Black Belt certified, holds a Master’s of Science degree in Industrial/Organizational Psychology from California State University and a Bachelor’s of Art degree from Hawaii Pacific University.

Current Roster. This information is strictly confidential, non-public, subject to non-disclosure and privacy policy.

L.H.

H.D.

John S.

Brad H.

Doug M.

Chris L.

Lee O.

Rick

Paul L.

Steve B.

Vice President - CXO

Sosheel S.

David M.

Dan M.

Ryan L.

Lisa W.

Greg T.

Bart D.

Dan B.

Justin U.

Amy C.

Jolene R.

Aaron R.

Brandon H.

Molly C.

Maia S.

Greg Peters, President- 4B Marketing

Darshan Puttannaiah, Founder & CEO - Qwinix

Anna Forsberg M.S., Co-founder - Triad Diversity

MG Advisory