I identify B2B SaaS companies where my domain expertise creates asymmetric value, partner with management to build a compelling growth narrative, and connect the business with the right capital — while being willing to step in as CEO or management advisor to execute the plan.
Most independent sponsors are deal finders — they identify companies, package them for capital, and earn a return on the transaction. That's useful, but it's not what this is.
What makes this engagement different is that I'm an operator first. I've built revenue engines, shipped AI-powered products, managed boards through difficult quarters, and led companies from early-stage through growth. When I find a company I believe in, I'm not just bringing capital access — I'm bringing operating capability and domain expertise that directly impacts the outcome.
Depending on what the company needs, I can structure the engagement as:
The structure is determined by what creates the most value for the business and the outcome — not by what's easiest for me.
I evaluate whether the business, market, and management team fit the profile where my background creates real value — not just deal flow. If it's not a genuine fit, I'll say so directly.
Working alongside management, I help build the growth thesis: market positioning, revenue model, operational improvements, and the investment story that will resonate with the right capital sources.
I identify and approach the right investors, PE firms, or strategic buyers — depending on the goal. Growth equity, recapitalization, strategic sale, or asset transaction. The strategy is tailored to the company's situation.
Post-transaction, I remain involved — as operator CEO, management advisor, or board member — to ensure the growth plan is executed and the invested capital creates the intended outcome.
30+ years in B2B SaaS across GRC, compliance, procurement, supply chain, and financial services. I understand the market, the buyers, the regulatory environment, and the competitive dynamics — not from the outside, but from having operated inside these verticals.
Built 360factors from initial customers to scale as CEO. Scaled revenue engines at MetricStream, Zycus, and AFS Technologies. Managed boards, led PE-level reporting, and navigated the financial and operational complexity of growth-stage companies firsthand.
Unlike a traditional independent sponsor who steps away after the deal, I'm open to serving as CEO, COO, or management advisor through the execution phase. The sponsorship doesn't end at close — it extends through the growth plan that justified the investment.
The independent sponsor model in action: I've identified and am executing an acquisition in the third-party risk intelligence space — a multi-billion dollar converging market where the incumbent vendors are solving the wrong problem and the opportunity to define a new category is open.
This is what the operator-sponsor model looks like: a specific thesis, a specific deal, a specific market — and a Founder/CEO who came from inside the industry and knows the buyers, the regulatory environment, and the product requirements from the ground up.