Board Advisory Portfolio
Board work for PE-backed SaaS companies — audit, compensation, technology & innovation, risk & compliance.
Functional committee fit.
Where I add the most value.
PE Transactions & Public-Private Transitions
Navigated multiple PE-backed transitions including Vista Equity Partners’ acquisition of Duck Creek Technologies and Hellman & Friedman’s take-private of Ultimate Software. Aligns product, technology, and operational strategy to PE value-creation objectives across pre- and post-acquisition cycles.
AI & Technology Oversight
Guided the full arc of enterprise technology transformation — monolithic systems to multi-product platforms to intelligent data foundations to agentic AI. Partnered with Microsoft and Vista Equity Partners to develop industry-specific AI solutions. Informed perspective on AI governance, responsible deployment, and technology risk at board level.
M&A Integration & Revenue Expansion
Guided 10+ acquisitions driving inorganic growth across insurance, HCM, and revenue operations platforms. Launched 30+ organic products and new revenue streams. Hands-on experience in due diligence, integration planning, and post-acquisition value realization.
Enterprise Risk, Regulatory Compliance & Data Governance
JD-credentialed executive with direct experience in regulatory research, compliance programs, and legal risk management across insurance, financial services, and HR technology. Established data governance frameworks for responsible AI deployment, data quality, and privacy compliance.
Operational Scale & Financial Stewardship
Driven enterprise value creation through EBITDA improvement, margin expansion, and disciplined revenue growth across multiple B2B SaaS organizations. P&L oversight for large-scale portfolios, balancing growth investment with profitability while scaling global teams and translating operational performance into shareholder value.
For the full board portfolio with specific company engagements, education, and credentials:
Interested in connecting?
I welcome conversations about board service, advisory roles, and governance leadership.