Experience

Founderpath

• Financial Services
• 1 - 100 Employee

• Strategic Advisor

  • Jan 2021 - Present

  Where bootstrapped SAAS Founders come to turn MRR (monthly recurring revenue) into upfront cash. Use the money to grow your Company without selling equity.



InSpace Proximity

• United States
• Software Development
• 1 - 100 Employee

• Strategic Advisor

  • Sep 2021 - Present

  Burlington, Vermont, United States InSpace is a lightweight virtual communication platform with a smart proximity based audio interface that allows participants to mingle around the space and participate in multiple conversations at the same time, just like in physical spaces. Visual cues indicate where people are and how engaged they are in each conversation.



BioSqueeze Inc.

• United States
• Oil and Gas
• 1 - 100 Employee

• Strategic Advisor

  • Oct 2021 - Present

  Bozeman MT BioSqueeze specializes in offering biomineralization applications with a myriad of potential use cases for our proprietary biotechnology. Our initial focus is on providing Environmentally focused solutions to the oil & gas industry by eliminating green house gas, largely methane, migration in difficult to seal leakage pathways that were previously thought to be inexorable. Through continued innovation we are constantly seeking to develop and deploy additional biocementation applications… Show more BioSqueeze specializes in offering biomineralization applications with a myriad of potential use cases for our proprietary biotechnology. Our initial focus is on providing Environmentally focused solutions to the oil & gas industry by eliminating green house gas, largely methane, migration in difficult to seal leakage pathways that were previously thought to be inexorable. Through continued innovation we are constantly seeking to develop and deploy additional biocementation applications that create Environmental solutions for our partners in the energy industry with new technology including enhanced oil recovery and sand control. Show less



Montana State University-Bozeman

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor

  • Jan 2021 - Present

  Bozeman, Montana, United States Teaching Strategy and Management in the Jacob Jabs College of Business & Entrepreneurship..



Klickly

• United States
• Software Development
• 1 - 100 Employee

• Strategic Advisor

  • Sep 2019 - Present

  Santa Monica, California, United States Promoting the coolest products from the Worlds hippest brands. Our patented, cutting-edge technology lets people buy, directly within your ads, on some of the most well-known sites in the world. And yes, we are the only platform that charges on a pure-performance basis.



Web Ventures

• Venture Partner

  • Nov 2018 - Present

  Venture capital firm targeting SAAS companies. Developing investment and acquisition strategy, process and valuation methodology. Creating pipeline management, deal diligence, documentation from beginning to close. Designing integration process throughout cross-functional team within partner organizations.



LearnLux Financial Wellbeing

• United States
• Human Resources Services
• 1 - 100 Employee

• Senior Advisor

  • Jul 2018 - Dec 2021

  Greater Boston Area From basic banking, to retirement planning, to insurance, and building credit—we’ve got your back. LearnLux’s online education hub puts the power in your hands, no matter what your background. We create online learning tools to empower you to take control of your personal finances. We want to mobilize Millennials through financial education. Millennials wield $200 billion annual spending power, and are expected to inherit $30 trillion from baby boomers, yet will tell you they need much more… Show more From basic banking, to retirement planning, to insurance, and building credit—we’ve got your back. LearnLux’s online education hub puts the power in your hands, no matter what your background. We create online learning tools to empower you to take control of your personal finances. We want to mobilize Millennials through financial education. Millennials wield $200 billion annual spending power, and are expected to inherit $30 trillion from baby boomers, yet will tell you they need much more financial education. Partner with us to change the financial literacy of the world! Show less



BV Investment Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Operating Advisory Board Member

  • May 2017 - Oct 2021

  Greater Boston Area BV’s investment focus is in the business services and information technology services sectors. We look to partner with owners and management of businesses that provide solutions and services that collect, store, disseminate, process, and utilize the information and data being created. BV is currently making investments in their 2017 Fund IX of $750M with minimum equity investments of $25M.



Tripadvisor

• United States
• Software Development
• 700 & Above Employee

• Strategy and Business Development Advisor

  • Oct 2019 - Mar 2020

  Boston, Massachusetts, United States Worked with the Executive team to devise strategy and identify product development, partnership and acquisition opportunities. B2B Software products successfully launched in Reputation Management and Data Intelligence.



Cognate (CM)

• Technology, Information and Internet

• Head of Strategic Partnerships and Business/Corporate Development

  • Sep 2017 - Mar 2019

  Boston, MA I am very excited to report that we completed the acquisition of Cognate by GoDaddy. The team and technology are going to become an integral part of their domain offerings in the near future. https://blog.cognate.com/2018/09/11/cognate-joins-godaddy/ Cognate is the world’s first trademark use recordal service powered by blockchain technology. Records in blockchain ledgers are immutable (i.e. permanent) and time-stamped. Cognate uses a blockchain to record your trademark information and… Show more I am very excited to report that we completed the acquisition of Cognate by GoDaddy. The team and technology are going to become an integral part of their domain offerings in the near future. https://blog.cognate.com/2018/09/11/cognate-joins-godaddy/ Cognate is the world’s first trademark use recordal service powered by blockchain technology. Records in blockchain ledgers are immutable (i.e. permanent) and time-stamped. Cognate uses a blockchain to record your trademark information and proof of trademark use. Show less



CodeGuard

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Senior Advisor

  • Nov 2017 - Oct 2018

  Atlanta Georgia I am delighted to report that the company recently completed a successful strategic sale to Comodo one of the largest SSL providers in the world. https://www.crn.com/news/security/comodo-ca-buys-website-disaster-recovery-startup-codeguard CodeGuard is a leading cloud-based SAAS company which provides website backup and malware remediation services to SMBs, Developers and MSPs with over 150,000 customers with more than 250,000 websites.



(Inactive profile) Endurance Group is Newfold Digital

• United States
• Technology, Information and Internet
• 300 - 400 Employee

• Sr. VP Corporate Development

  • Aug 2002 - Aug 2017

  Burlington, MA Leading international cloud based technology company that helps power over 5.4 million small and medium-sized business subscribers online. Endurance International Group is a publicly traded (NASDAQ:EIGI) technology company with an enterprise value of $3 Billion that helps power small and medium-sized businesses online. Through its proprietary cloud platform, Endurance provides web presence solutions including web hosting, eCommerce, eMarketing and mobile business tools to subscribers… Show more Leading international cloud based technology company that helps power over 5.4 million small and medium-sized business subscribers online. Endurance International Group is a publicly traded (NASDAQ:EIGI) technology company with an enterprise value of $3 Billion that helps power small and medium-sized businesses online. Through its proprietary cloud platform, Endurance provides web presence solutions including web hosting, eCommerce, eMarketing and mobile business tools to subscribers around the globe. The company's world-class family of brands includes Bluehost, HostGator, iPage, Domain.com, Constant Contact, A Small Orange, MOJO Marketplace, BigRock and ResellerClub, among others. Headquartered in Burlington, Massachusetts, Endurance employs more than 2,500 people across the United States in Utah, Texas, Washington and Arizona and in the United Kingdom, India, Israel and Brazil. Joe's duties included spearheading the vision, strategy and execution of international merger and acquisition efforts while completing over 80 deals worth more than $1.75 Billion. Oversaw staffing, directives and training of international corporate development team. Developed strategic investment plans, established key financial objectives and prepared company-wide forecasts. Directed cross-functional project teams through prioritization, negotiation, due-diligence, valuation analysis, legal documentation, organizational and integration planning. Assisted raising multiple rounds of equity and debt capital, executing three separate Private Equity transactions and taking the company public. Developed alliance framework for partnerships with major solution and service providers including Google, Yahoo and many SAAS companies targeting the SMB market.

• Vice President Business Development

  • Jul 2000 - Jul 2002

  Greater Boston Area Leading international Software as a Service “SAAS” provider of on-line tools and applications for small businesses and private labeled websites for enterprise clients. Led North American sales and business development teams including national managers and regional sales representatives. Spearheaded vision, strategy and execution of business operations. Oversaw staffing, strategic direction and training of national sales team. Developed and implemented strategic sales and partnership… Show more Leading international Software as a Service “SAAS” provider of on-line tools and applications for small businesses and private labeled websites for enterprise clients. Led North American sales and business development teams including national managers and regional sales representatives. Spearheaded vision, strategy and execution of business operations. Oversaw staffing, strategic direction and training of national sales team. Developed and implemented strategic sales and partnership plans, established key objectives and prepared company wide forecasts. Participated in research and development of new products and 3rd party implementation process.



CKBradley

• Board Member

  • May 2015 - Jul 2017

  Newport, RI Boutique women’s fashion brand selling through online, wholesale and retail channels. Guiding team to implement market strategy for 200% yoy growth. Developed tracking of 20 item success metrics. Advise management on financial modeling and forecasting for +$M budget. www.ckbradley.com



MaxCDN

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Senior Advisor

  • May 2013 - May 2016

  Greater Los Angeles Area International leader in the Content Delivery Network “CDN” market. Advised management on developing and tracking key financial and operational metrics. Positioned company for sale and identified the acquirer. Led sale process and negotiations to Stackpath a network security firm and portfolio company of Abry Partners.



Web On Tap

• President and Co-Founder

  • 1999 - 2000

  Greater Boston Area Software as a Service “SAAS” offering with Internet, Extranet and Intranet functionality for the small business market merged with The Endurance International Group. A Pioneer in the early stages of the SAAS industry bringing enterprise functionality to the mass small business market. Conducted major market, competitive and industry analysis to define product requirements, positioning, pricing and strategy. Published business plan and financial projections and managed all fundraising… Show more Software as a Service “SAAS” offering with Internet, Extranet and Intranet functionality for the small business market merged with The Endurance International Group. A Pioneer in the early stages of the SAAS industry bringing enterprise functionality to the mass small business market. Conducted major market, competitive and industry analysis to define product requirements, positioning, pricing and strategy. Published business plan and financial projections and managed all fundraising efforts. Hired and managed staff, performed all accounting functions, coordinated office operations and HR policies. Served on Board of Directors as Secretary and Treasurer. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Consultant

  • 1998 - 1999

  Leading international consulting and professional services firm. Led strategy, market and financial analysis of over 200 companies. Directed a team who analyzed and developed a business plan for the implementation of data center centric - network distributed major Enterprise Resource Planning “ERP” systems to Fortune 5000 clients. Developed sales proposals and closed business for ERP implementations, merger integration services and Balanced Scorecard and management control systems… Show more Leading international consulting and professional services firm. Led strategy, market and financial analysis of over 200 companies. Directed a team who analyzed and developed a business plan for the implementation of data center centric - network distributed major Enterprise Resource Planning “ERP” systems to Fortune 5000 clients. Developed sales proposals and closed business for ERP implementations, merger integration services and Balanced Scorecard and management control systems across multiple industries. Show less



Vanguard Sailboats

• Sporting Goods Manufacturing
• 1 - 100 Employee

• Sr. VP Sales and Marketing

  • 1992 - 1996

  Worlds largest manufacturer of sailboats by volume. Markets include youth, adult, Olympic, high school, college and yacht club training, recreational and racing boats. I generated and implemented strategic sales, marketing and product development plans and initiated organizational changes in production, distribution, customer service and IT systems. Guided Vanguard through their fastest period of 600% growth while working with CEO on the multi-million-dollar acquisition and merger… Show more Worlds largest manufacturer of sailboats by volume. Markets include youth, adult, Olympic, high school, college and yacht club training, recreational and racing boats. I generated and implemented strategic sales, marketing and product development plans and initiated organizational changes in production, distribution, customer service and IT systems. Guided Vanguard through their fastest period of 600% growth while working with CEO on the multi-million-dollar acquisition and merger integration strategy of largest competitor, Sunfish/Laser Inc., in 1996. Show less



The Gavin Group

• CEO and Co-Founder

  • 1987 - 1992

  An international wholesaler of custom imprinted sportswear serving the collegiate, resort and major retailing markets. Led operations and strategic direction with full responsibility for top and bottom line factors including global sales, product management and cross functional management. Negotiated angel, venture and bank capital fundraising. Recruited, trained and managed 50-person independent sales group in North America. Grew sales in the Millions with 500+ customers in less than… Show more An international wholesaler of custom imprinted sportswear serving the collegiate, resort and major retailing markets. Led operations and strategic direction with full responsibility for top and bottom line factors including global sales, product management and cross functional management. Negotiated angel, venture and bank capital fundraising. Recruited, trained and managed 50-person independent sales group in North America. Grew sales in the Millions with 500+ customers in less than four years. Structured sale of company to USA Classic, a publicly traded firm located in New York, NY in 1992. Show less