Operator | CIO | COO | Founder | $104M PE Value Creation | De Novo, M&A, Rollups, Transformations | AI | Boards | Philanthropist
As operator, founder, and CXO, I build enterprise value by finding what others miss, hidden operational and digital opportunities that drive measurable performance gains.
Chosen from 19 portfolio company CIO peers to lead at the holding company level, I delivered $104M in value creation, strong evidence that strategic insight and disciplined execution can convert hidden potential into extraordinary results.
𝗧𝗵𝗲 𝗣𝗮𝘁𝘁𝗲𝗿𝗻
I’ve refined my value creation approach across three organizations:
- At Deloitte, I uncovered $𝟮𝟬𝟬𝗠+ in EBITDA opportunities for a Fortune 100 client
- At Hub NOE, a Hub subsidiary, I identified operational value that led to my promotion to the holding company level
- At Hub International, a PE portfolio holding company capitalized by Morgan Stanley and APAX Partners, I scaled the approach across multiple portfolio companies (delivering $𝟭𝟬𝟰𝗠) and created repeatable playbooks titled ‘Unleash Your Potential’ and ‘Margin, Multiples & Momentum’
My focus is on where value is quietly being lost: inefficient operations, underutilized technology, misaligned teams, and unrealized margin inside the existing footprint.
𝗧𝗵𝗲 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱
- Drove transformation and operations reengineering delivering $78M in efficiency and margin expansion
- Spearheaded digital product development generating $14M in revenue growth
- Architected a people and culture system across Hub’s PE portfolio, improving service delivery 27%
- Co-led 35+ M&As/Rollups and built shared services reducing salary costs by 14%
- Turned around three high-stakes failures including a global operations transformation, troubled digital transformation, and failed network rollout
- Led software business turnaround: recovered growth, margin, and cash flow
- Co-founded a de novo AI-native health tech company: delivered 8 AI & tech innovations and achieved a 10% visitor conversion.
𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗡𝗼𝘄
Companies have value sitting idle, hidden problems quietly draining EBITDA and eroding value. I work with leadership teams to pinpoint where margin, multiples, and momentum are lost, then deploy the right tools and talent to capture it.
If you’re facing a transformation with no margin for error, an underperforming company or acquisition, or untapped growth potential, let’s have a conversation.
Beyond The Operating Role
- Mentor, Columbia University’s Executive Master’s Program (NY)
- Board of Advisors, Mensura Capital (Investment Bank, ATL)
- Former Board Member, Chirino Investment Group (M&A / Acquirer, FL)
- Former Board Observer, Capson Physicians Insurance (Insurtech, TX)
- Former Advisor, StartUpBootCamp (Accelerator, CT)
- Chief Value Officer (CVO)
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