Investment Banking | Venture Capital | Board Member
About
As a visionary, influential, and trusted leader, with more than 25 years of experience managing strategic and transformative enterprise initiatives, across Aerospace, Transportation, Logistics, and Enterprise / SaaS Software. Advising C-suite executives and Boards of Directors, and helping companies grow from start-up to exit. Serve as a Board Director and Chair the Audit Committee for Dalrada Financial Corporation (DFCO), a Healthcare, Technology and Clean Energy Company. In addition, hold Board Director positions for Measurabl, a global sustainability SaaS Software company and Slingshot Aerospace, a computer vision AI SaaS software company for the commercial / government satellite industry. Hold two higher education board positions, Pepperdine University Graziadio School of Business, where I co-chair the Entrepreneurship committee and the College of Business and Engineering for Embry Riddle Aeronautical University. Some highlights:Lead buy / sell side transactions focusing on software / technology, high-tech manufacturing, and logistics distribution for mid-market companies. Successfully able to strategically positions companies inside an organization or investment firm to accelerate revenue and portfolio growth objectives. Advise leading Venture Capital Investment Committee on investments that represented 55% of the overall fund and increased the fund’s valuation by 30% while the companies grew 140% YoY. Founded and built a global enterprise SaaS software business that was ultimately acquired by a Fortune 250 Aerospace and Defense Company for 14x return on invested capital with an IRR of 48%. Advised key international client during the launch of a new product leading to $1B+ new sales exposure and $200M deals.Led move from niche to broad market, resulting in a turning point for the company and associated 40% revenue growth.SPECIALTIESMergers & Acquisitions for the Middle Market Board Leadership & Governance Market Expertise & PositioningStrategic Business Investment & PlanningAs a visionary, influential, and trusted leader, with more than 25 years of experience managing strategic and transformative enterprise initiatives, across Aerospace, Transportation, Logistics, and Enterprise / SaaS Software. Advising C-suite executives and Boards of Directors, and helping companies grow from start-up to exit. Serve as a Board Director and Chair the Audit Committee for Dalrada Financial Corporation (DFCO), a Healthcare, Technology and Clean Energy Company. In addition, hold Board Director positions for Measurabl, a global sustainability SaaS Software company and Slingshot Aerospace, a computer vision AI SaaS software company for the commercial / government satellite industry. Hold two higher education board positions, Pepperdine University Graziadio School of Business, where I co-chair the Entrepreneurship committee and the College of Business and Engineering for Embry Riddle Aeronautical University. Some highlights: Lead buy / sell side transactions focusing on software / technology, high-tech manufacturing, and logistics distribution for mid-market companies. Successfully able to strategically positions companies inside an organization or investment firm to accelerate revenue and portfolio growth objectives. Advise leading Venture Capital Investment Committee on investments that represented 55% of the overall fund and increased the fund’s valuation by 30% while the companies grew 140% YoY. Founded and built a global enterprise SaaS software business that was ultimately acquired by a Fortune 250 Aerospace and Defense Company for 14x return on invested capital with an IRR of 48%. Advised key international client during the launch of a new product leading to $1B+ new sales exposure and $200M deals. Led move from niche to broad market, resulting in a turning point for the company and associated 40% revenue growth. SPECIALTIES Mergers & Acquisitions for the Middle Market Board Leadership & Governance Market Expertise & Positioning Strategic Business Investment & Planning