Experience

The Berlin Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Chairman

  • 1999 - Present

  Strategic IR Counsel Serve as Strategic Investor Relations Counsel for single- and multi-Family Offices seeking higher returns in the public space. Strategic IR Counsel Serve as Strategic Investor Relations Counsel for single- and multi-Family Offices seeking higher returns in the public space.



Good Time Charli's Neighborhood Craft Pub

• Owner

  • Nov 2020 - Present

  Easygoing, industrial-style gastropub where the music is hot and vibe is chill. Live music to suit your mood & taste. goodtimecharlis.com Easygoing, industrial-style gastropub where the music is hot and vibe is chill. Live music to suit your mood & taste. goodtimecharlis.com



Hayden IR

• United States
• Capital Markets
• 1 - 100 Employee

• Senior Managing Director

  • Jun 2022 - Nov 2022

  Strategic Investor Relations Counsel for tech-focused micro & small-cap public and pre-IPO companies. Strategic Investor Relations Counsel for tech-focused micro & small-cap public and pre-IPO companies.



North 6th Agency, Inc. (N6A)

• Head of Enterprise Value Services

  • May 2020 - Feb 2022

  Led investor relations strategist, supporting N6A clients on capital raise, enterprise value and M&A outcome campaigns. Award-winning brand communications agency based in NYC. Creator of the Outcome Relations™ model. Led investor relations strategist, supporting N6A clients on capital raise, enterprise value and M&A outcome campaigns. Award-winning brand communications agency based in NYC. Creator of the Outcome Relations™ model.



KeyW Corporation

• United States
• Defense and Space Manufacturing
• 200 - 300 Employee

• Investor Relations Advisor

  • Feb 2016 - Jun 2019

  Advised KEYW Executive Leadership team on investor relations strategies, corporate governance, and strategic planning at total solutions provider for the Intelligence Community's toughest challenges. Advised KEYW Executive Leadership team on investor relations strategies, corporate governance, and strategic planning at total solutions provider for the Intelligence Community's toughest challenges.



NCI Information Systems, Inc.

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

• Investor Relations Advisor

  • Jan 2011 - Aug 2017

  Provided strategic IR consulting regarding capital structure and deployment, corporate governance, earnings guidance, and investor targeting for $320 million Fed IT Services firm. Acquired by H.I.G. Capital for 9.5x EV/EBITDA. Provided strategic IR consulting regarding capital structure and deployment, corporate governance, earnings guidance, and investor targeting for $320 million Fed IT Services firm. Acquired by H.I.G. Capital for 9.5x EV/EBITDA.



SAIC

• Defense and Space Manufacturing
• 1 - 100 Employee

• Investor Relations Advisor

  • 2010 - 2011

  Led creation of strategic investor relations program at $11 billion FORTUNE 500® scientific, engineering, and technology applications company. Structured highly successful Analyst & Investor Day introducing new leadership and corporate strategy to the Street. Led creation of strategic investor relations program at $11 billion FORTUNE 500® scientific, engineering, and technology applications company. Structured highly successful Analyst & Investor Day introducing new leadership and corporate strategy to the Street.



Stanley Associates

• 1 - 100 Employee

• Investor Relations Counsel

  • 2006 - 2010

  Federal IT services provider, serving the U.S. Department of Defense, intelligence and civilian agencies. • Named IR Counsel prior to October 2006 IPO. • Collaborated with senior management and banking team to craft initial investor presentation and talking points. • Accompanied management on IPO roadshow and established close working relationships with top holders and covering analysts. • Established high-level IR program that included detailed earnings call prep, investor outreach, communication with covering analysts, market intelligence, strategic consulting, BOD presentations and disclosure guidance. • Interacted with 10 covering analysts, top institutional holders and buy-side targets at investor conferences and roadshows. • Stanley acquired by CGI Group, Inc. (NYSE: GIB) for $1.05B ($39.50 per share, 11x EBITDA) in August 2010. Show less



JDA Software

• United States
• Software Development
• 700 & Above Employee

• Investor Relations Counsel

  • 2000 - 2010

  Created and led strategic IR program for supply chain management software company focused on retail, manufacturing, wholesale, distribution and services verticals. Merged with RedPrairie, a privately held supply chain, workforce and all-channel commerce software provider in $1.9 billion transaction in 2012. Created and led strategic IR program for supply chain management software company focused on retail, manufacturing, wholesale, distribution and services verticals. Merged with RedPrairie, a privately held supply chain, workforce and all-channel commerce software provider in $1.9 billion transaction in 2012.



Schuff Steel

• United States
• Construction
• 400 - 500 Employee

• Investor Relations Counsel

  • 1999 - 2009

  Largest independent steel fabricator and erector in the U.S. Helped prepare management for IPO and advised on subsequent acquisitions in the East and Midwest. Largest independent steel fabricator and erector in the U.S. Helped prepare management for IPO and advised on subsequent acquisitions in the East and Midwest.



Agile Software

• Software Development
• 1 - 100 Employee

• Investor Relations Counsel

  • 2005 - 2007

  Product lifecycle management (PLM) software maker acquired by Oracle for $495 million in 2007. Product lifecycle management (PLM) software maker acquired by Oracle for $495 million in 2007.



Titan Corporation

• United States
• Defense and Space Manufacturing
• 100 - 200 Employee

• Investor Relations Counsel

  • 2003 - 2005

  Led investor relations efforts for provider of intelligence and communications solutions and products for DoD, intelligence community and other federal government agencies. Provided crisis communications support during federal agency investigation. Acquired by L-3 Communications (NYSE: LLL) for $2.65B (11x EBITDA) in July 2005. Led investor relations efforts for provider of intelligence and communications solutions and products for DoD, intelligence community and other federal government agencies. Provided crisis communications support during federal agency investigation. Acquired by L-3 Communications (NYSE: LLL) for $2.65B (11x EBITDA) in July 2005.


OrthoLogic Corp. (now Capstone Therapeutics)
• Investor Relations Counsel

  • 1999 - 2005


Financial Relations Board

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• Senior Account Manager

  • 1997 - 1999

  Worked as IR consultant for companies in technology-based industries. Worked as IR consultant for companies in technology-based industries.



Imagination

• Events Services
• 1 - 100 Employee

• Creative Head, Business Television

  • 1995 - 1997

  Creative communications and investor relations agency Creative communications and investor relations agency


Freedom Communications Inc.
• United States
• Media Production
• 200 - 300 Employee
• Editor, World Trade Magazine

  • 1992 - 1995


PBS, CNN, NBC Television (Burbank)

• Production Assistant, Segment Producer, Producer

  • 1986 - 1992

  Produced award-winning investigative documentaries and current affairs series for PBS: "Follow the Money," revealing how Soviet bloc countries used the Western banking system to fund terrorist activities in the Middle East, and "Richard Nixon Reflects," a 90-minute documentary featuring the former U.S. President; produced CNN's "Crossfire" and Saturday and Sunday "Newsmaker" programs; and produced early reality television series for NBC in Burbank, Calif. Produced award-winning investigative documentaries and current affairs series for PBS: "Follow the Money," revealing how Soviet bloc countries used the Western banking system to fund terrorist activities in the Middle East, and "Richard Nixon Reflects," a 90-minute documentary featuring the former U.S. President; produced CNN's "Crossfire" and Saturday and Sunday "Newsmaker" programs; and produced early reality television series for NBC in Burbank, Calif.