Noted Accomplishments

• 100% company success rate – every company we have owned or have been engaged with for the purpose of a liquidity event has resulted in a successful exit
• Successfully started, operated, and exited companies that were financially leveraged as well as without financial leverage (bootstrap)
• 4 Technology Ventures with successful exits – over $147MM
• Created a 3^rd Party delivery organization to support the $235MM Philips Healthcare Patient Monitoring Division across North America, first ever 3^rd party services delivery arm for this business unit
• On behalf of our clients, awarded over $23MM in grants to develop various regional upstate New York healthcare data sharing platforms
• Held National Leadership positions responsible for designing and implementing healthcare data exchanges and integration standards to advance the industry
• Creation of the first online bill pay platform for healthcare
• Creation of the first software based medical device integration platform
• Creation of the first Master Patient Index solution that spanned healthcare organizational boundaries
• Created the first Healthcare Data Sharing platform with 7,500 doctors across 3 states and two countries that handled 3.5MM transactions a day 6 years before the creation of what is now known as the Health Information Exchange (HIE) market
• On stage with Steve Balmer for the Microsoft 2008 Windows Launch event as the Healthcare Technology Partner with the first Sepsis early detection system in healthcare
• Completed numerous long term consulting engagements where we conquered the world – okay, maybe not the world, but to our clients it was…
• Portfolio expansion into the IT Channel with the Top Ranked Sales and Marketing Automation platform
• Portfolio expansion into Professional Sports with the ownership of Soccer and Cricket teams
• Consulting engagements with Professional sports organizations for front & back office business operations, sponsorships, and logistical plan development
• Crisis Team Executive Leadership – Created and deployed our team and methodologies when/if a deal or client experience was having distress that could impact the public company stock price
• Served in divisional COO role for $1.5B Healthcare Technology company
• Participated in acquisition due diligence and deal team activities, adhering to SEC rules
• Led acquisition integration efforts after large acquisitions
• Created a scheduling system that powers 20% of all banking schedule transactions across North America
• Re-invented corporate training with the industry’s first gamified micro-learning system that improves training and staff competency levels.