Selected past projects for Enterprise & Technical Software firms.
· Advisor on sale of VC backed firm with video compression software solutions for networks
· Lead affiliated funds VC investment in cyber-security firms
· Managed IPOs for several business applications and datacenter tools software firms
· Advisor on sale of operating system firm to foreign firm
· Advisor of a business unit sale of a VC backed firm of its embedded software development tools
· Advised on sale of $100M+ EU based multi-unit FinTech software and services firm to a US firm
· M&A advisor on several manufacturing and accounting software firms
· M&A advisor on several FinTech and insurance software and services firms
· Advised on merger of two private firms in specialty CAE/CAD tools segments
· Due diligence and advisory to major bank lending syndicate on a $1B+ recapitalization of PE buyout of a public software firm
· Roles as M&A, board advisor and temporary CFO for a publicly held software firm; explored several business unit spin-offs, new capital investments; restructured operations and management team and sold to one party for $300M
· M&A advisor for software firm serving back-office accounting for non-profits
· M&A advisor for artificial intelligence software and services firm
· Advised communications firm on acquisition of a leader in large scale software development and management tools firm and an investment in another
· M&A advisor on divestiture to PE group of back-office banking transaction software