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Work Background
Principal, Founder & CMO
Alinea Growth AdvisorsPrincipal, Founder & CMO
Jan. 2024New York City Metropolitan AreaFounder, Principal and CMO of Alinea Growth Advisors, providing bespoke Fractional Marketing Services and Strategic Advisory for middle market Private Companies, Private Equity Firms, Family Offices, and select Investment Banks. We also assist companies selling to Private Equity Firms. Our services allow our clients to receive Best-in-Class Corporate Marketing and Strategic Advisory at a fraction of the cost of a full-time Analyst. With Alinea, you no longer need to hire a full-time corporate marketing employee (or team)—but if you already have one, we can help them perform better. What if…You could create a Best-in-Class Marketing function within your firm, resulting in greater brand awareness and image; better target market connection; and, of course, increased lead generation, deal flow, and stakeholder interest? Today’s increasingly competitive environment for middle market Private Companies, Private Equity Firms, Family Offices, and Investment Banks, has left little time for those entities to focus on their own Marketing strategies, tactics, and execution—not to mention the measurement of the impact of those activities. At best, a Business Development or Sales executive is forced to take on an additional Marketing role as a part-time, almost side job taking valuable time away from their critical in-person origination responsibilities.
Advisor, Principal & Chief Marketing Officer
Seacoast Capital (Non-Control Capital, Growth Capital, Debt & Equity Capital, Mezzanine Capital)Advisor, Principal & Chief Marketing Officer
Dec. 2016Danbury, CTAbout the company: Seacoast Capital Partners provides between $5M and $25M to companies with greater than $10M in revenue and $2M in EBITDA. Business owners and management teams looking for capital to achieve growth, recapitalization, acquisitions, or to buy out a partner or family member obtain customized capital solutions less dilutive and invasive than traditional Private Equity transactions. The firm is currently investing its fifth fund and continues to aggressively pursue new investment opportunities. I advise the firm regarding deal sourcing/originating, and evaluating middle-market investment opportunities as well as fund Go-to-Market strategies to increase investment opportunity flow, including digital and Martech. I also make recommendations for the firm’s brand development and, selectively, assist the firm’s partner companies in leveraging sales and marketing opportunities. Since Seacoast prides itself on relationships with the management teams who operate its partner companies, as well as their advisors, I also contribute to building and maintaining those relationships. DELIVERED RESULTS: ► Increased deal flow by 19% in 2020 over 2019 while operating for only nine and a half months. ► Created, designed, and launched firm’s first 14-step monthly drip marketing campaign. ► Maintained client connection and enhanced brand awareness through omnichannel sales and marketing strategies. ► Attracted institutional and high-net-worth investors through end-to-end brand enhancement. ► Designed and facilitated annual developmental Executive Summit for portfolio company executives. ► Identified sales and marketing leverage points within active portfolio investments. ► Led customer intelligence study for video security software company, resulting in eventual divestment. ► Managed all third-party integrated marketing service providers for end-to-end customer relationship management, company image, and market impact and expansion.
Principal & Chief Marketing Officer
Cyprium PartnersPrincipal & Chief Marketing Officer
Jan. 2006 - Dec. 2016Greater New York City Area & Cleveland, OHAbout the company: Key Principal Partners was an unsponsored mezzanine capital investment firm that was investing its third Private Equity fund. The firm had regional intermediary market coverage and was the predecessor to Cyprium Partners, which became a private investment firm with $1.5B+ AUM in non-control capital managing its fourth middle market institutional Private Equity fund targeting middle-market businesses. I developed and grew the brand in the United States and Canada as well as screened and originated investments. I also hired, managed, and mentored a new Western region business development professional. DELIVERED RESULTS: ► Directed Key Principal Partners’ brand positioning and growth in U.S. and Canadian markets. ► Accelerated company rebranding project’s execution by four months after spinout from corporate parent required due to Dodd-Frank/Volcker Rule. ► Lowered email bounce-back rate from 42% to 9% after overhauling broadcast email system. ► Evaluated, designed, and implemented latest generation contact management system, linking contacts with deal origination sources. ► Recruited, managed, developed, and mentored junior business development executive into the firm’s highest deal originator, who was subsequently promoted to Partner.
Managing Director & Shareholder
Westham Capital Partners, Inc.Managing Director & Shareholder
Jan. 2004 - Dec. 2006Richmond, Virginia AreaAbout the company: Westham Capital Partners Inc. is an innovative principal co-investment and Private Equity service business targeting undermarketed institutional Private Equity funds. I became one of three active shareholders growing the business. I was in charge of northeastern and southwestern U.S. regional intermediary business development, including Boston, NYC, Philadelphia, Dallas, and Phoenix. I also sourced, screened, analyzed, and executed micro-cap principal investment opportunities. DELIVERED RESULTS: ► Doubled deal flow in regional intermediary markets in Northeast and Southwest US. ► Originated investment opportunities for 4 noncompetitive Private Equity partner funds (MM buyouts, LMM buyouts, junior debt, real estate). ► Recruited high-net-worth individuals for private equity co-investment pledge fund. ► Evaluated feasibility of direct micro-cap investments in companies <$2M in EBITDA.
General Partner
Riverside PartnersGeneral Partner
Jan. 1998 - Dec. 2004Greater Boston AreaAbout the company: Riverside Partners, LLC, is a middle-market low- to mid-tech focused Private Equity firm that was managing its second and raising its third LBO institutional fund. I created the firm's first dedicated Business Development effort and managed a network of deal sources as well as originated, screened, and analyzed potential acquisitions for the firm’s lower middle-market technology and healthcare buyouts. DELIVERED RESULTS: ► Set up firm’s first high-touch marketing and business development departments for industrial electronics, life sciences, and analytical instrumentation sectors across the U.S. and Canada. ► Doubled number of closed platform investments over six years. ► Collaborated on $20M final close investment from fund’s largest institutional investor. ► Led remote and on-site management and growth strategy as well as acquisition and venture suitability assessments. ► Portfolio company voting Board of Directors member.
Senior Underwriter
BLC Financial NetworkSenior Underwriter
Jan. 1996 - Dec. 1997Richmond, Virginia, United StatesSBA 7(a) non-bank senior lender, since acquired by Allied Capital. Performed financial analysis and commercial credit underwriting. Redesigned firmwide underwriting credit analysis system—accelerated deal assessment timeline. Mentored, trained, and developed junior underwriters and business development officers—improved processing speed, deal analysis, and revenues, positioning the company for its eventual acquisition.
Director, Acquisitions & Business Development
McClain Group, Inc.Director, Acquisitions & Business Development
Jan. 1994 - Dec. 1996Richmond, Virginia AreaMcLain Group, Inc, was a technology-focused consulting firm. I created the firm's venture investing effort. I screened, evaluated, and recommended venture investments to the firm's investment committee. The firm was eventually acquired by Renaissance Worldwide.
Associate, Strategy Consulting Practice
Gemini ConsultingAssociate, Strategy Consulting Practice
Jan. 1992 - Dec. 1994Cambridge, MAGlobal strategy consulting firm merged with United Research. Provided strategy consulting services to telecom, cable TV, consumer electronics, and content sectors. Assignments included product portfolio analysis, business opportunity assessment, new product introduction, business planning, and business process reengineering. Co-led team of 23 clients—successfully introduced direct-to-home satellite TV to the Canadian marketplace. Led team of 6 clients—identified $180MM in cost savings for the global leader of internal data and telephony support.
Consultant & Lecturer
Baltic Management FoundationConsultant & Lecturer
Jan. 1991 - Dec. 1991Vilnius, LithuaniaEducational joint venture between the U.S. Chamber of Commerce and the three Soviet Baltic states. Consulted with and taught 150 Soviet business managers, aiding in the region’s transition to a free market economy. Critiqued business plans and consulted on organizational design, employee compensation, international market entry strategies, and venture feasibility. Provided consulting services and teaching during the time of the region’s governmental coup.
Director, Planning & Development
TeleTechDirector, Planning & Development
Jan. 1987 - Dec. 1990Sherman Oaks, CaliforniaBreakeven third-party telecommunications services company (call centers); now publicly traded (NASDAQ: TTEC). Secured growth capital investment from public company—authored business plan and helped negotiate equity valuation and deal structure. Performed white paper analysis to refocus customer acquisition strategy and positioning—increased gross margins from 36% to 55% and repositioned the company for its successful IPO. Managed, adjusted, and restructured failing Client Services organization during major computer conversion crisis without losing a single client. Designed sales compensation program, enhancing gross margins and accelerating growth. Interviewee for Price Waterhouse radio program on marketing communications, enhancing the firm’s brand awareness.
Staff Manager
AT&TStaff Manager
Jan. 1983 - Dec. 1987Basking Ridge, NJ & Kansas City, MOWorldwide leader in telecommunications products and services. Directed operations implementation of new national service offering—achieved 164% of sales objective. Managed landmark third-party call centers. Elected top Staff Supervisor in Consumer Sales department (out of 112). Created, managed, and mentored account services group—achieved 410% revenue increase in first year. Sold long distance services before and after the divestiture of the seven Regional Bell Operating Companies.

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