Representative Engagements

Conducted due diligence and prepared an independent investor report for turnaround CEO at a "household name" public technology retailer facing Complex considerations included technology platform, executive and Board considerations, and cost structures and capital requirements.

Turnaround CEO designate of a sensor based medical device company that had raised $50m+, shipped product globally, and run out. Assembled team to restart as a big-data company, and proposed a restructure plan which was accepted by the Board and implemented.

Business Development advisor to CEO of leading privately held boutique advertising firm with a 30 year track record serving Fortune 100 clients, facing a growth crisis. Advised CEO on succession planning and growth financing, and conducted investor meetings. Executed landmark agreement with startup cable network to expand customer access and leverage brand.

Member of consulting team engaged by CEO of a public biofuels company to rebrand firm in a challenging competitive and investment environment. Identified critical strategic investor and major-customer issues relevant to successful rebranding.

Chief Business Officer of wearables company with novel solution and leading-edge technology. Business plan development and investor introductions and meetings. 

Advisor on Business Development and potential sale of IP portfolio applicable to real-time multilingual translation, and Artificial Intelligence (AI) applications. Company's technologies allow reliable translation in markets such as healthcare.

Advisor to company delivering the next generation of dynamic data visualization technologies and capabilities to major global enterprises. Company solutions address the challenge of effectively using and monetizing very large enterprise data repositories.

Advisor to startup focused on senior healthcare, specifically on wellness, monitoring, and managed exercise solutions.