Executive Profile
Track Record in Private Equity-Backed Growth
CEO with extensive experience leading platform companies through M&A integration, operational scaling, and strategic positioning for successful exits. Currently leading the combined Foundant+SmartSimple organization under L Squared Capital Partners, focusing on scaling technology platforms and executing add-on acquisition strategies that maximize enterprise value for investors.
Current Role
- CEO, Foundant+SmartSimple (Dec 2024-Present)
- Also oversees GivingData (acquired platform)
- Reporting to L Squared Capital Partners board
Career History
Leading merged organization following L Squared's growth investment in Foundant Technologies and subsequent merger with SmartSimple Software. Responsible for integration, scaling operations, and positioning the combined platform for continued growth and eventual exit. Also overseeing GivingData acquisition integration.
Led infrastructure management software company through period of significant growth, establishing market leadership in govtech/infrastructure software sector. Positioned company for acquisition by OpenGov (July 2022); combined entity valued at approximately $1.25 billion according to Bloomberg reporting.
COO at CityBase (govtech), hired to drive growth and accelerate innovation. SVP at DialogTech (marketing analytics), playing a key role in the company's transition into Martech and enterprise SaaS; previously VP of Strategic Partnerships at Ifbyphone, responsible for developing partnership models and evaluating acquisition opportunities.
Shanghai-based social commerce business, scaled to $20M revenue and nearly 200 employees within 15 months of launch. Operated across eight countries in the Asia Pacific region.
Responsible for developing strategic partnership models, integration strategy, and evaluating/negotiating acquisition opportunities.
Partner-track corporate practice focused on distressed asset and company investments. Client work included Berkshire Hathaway portfolio companies (See's Candies, Dairy Queen, BNSF). Built foundation in deal structuring and corporate transactions.
L Squared Capital Partners | Investment Philosophy
Partnering with Growth-Focused PE Leadership
L Squared Capital Partners manages $5.3 billion in cumulative commitments across five funds, targeting tech-enabled services and software companies with $20-125M revenue and 15%+ growth. The firm's approach combines operational improvements with strategic acquisitions to build market-leading platforms positioned for premium exits.
Investment Criteria
- Revenue: $20-125 million
- EBITDA: $5-30 million
- Growth: 15%+ annually
- Majority ownership positions
- Founder-led companies
Education
JD
Northwestern University School of Law
MBA
Kellogg School of Management (Northwestern)
Undergraduate
Duke University