Experience

RKCA Investment Banking

• United States
• Investment Banking
• 1 - 100 Employee

• Partner

  • Sep 2015 - Present

  Cincinnati



Convergys

• Director - Mergers & Acquisitions

  • Apr 2007 - Sep 2015

  - Implement long range corporate strategy through acquisitions, joint ventures and strategic partnerships. Key Accomplishments: Acquisitions • Stream Global Services (Eagan, MN) for $820M, a global leader in customer relationship management (CRM). • Datacom South East Asia (Kuala Lumpur, Malaysia), a leading CRM provider in Malaysia and the Philippines. • Intervoice (Dallas, TX) for $335M, a leader in the software-based IVR, contact center, mobile messaging technology and… Show more - Implement long range corporate strategy through acquisitions, joint ventures and strategic partnerships. Key Accomplishments: Acquisitions • Stream Global Services (Eagan, MN) for $820M, a global leader in customer relationship management (CRM). • Datacom South East Asia (Kuala Lumpur, Malaysia), a leading CRM provider in Malaysia and the Philippines. • Intervoice (Dallas, TX) for $335M, a leader in the software-based IVR, contact center, mobile messaging technology and applications markets. • BMI Asia (Beijing, China), a privately-held company that creates next-generation business management software solutions for telecom service providers. • Ceon (Redwood City, CA), a developer of product lifecycle management and multi-play fulfillment software for telecom service providers. Divestitures • Information Management (IM) division to NEC for $449M. • Human Resource Management (HRM) division to NorthgateArinso, a KKR company, for $100M. • Finance and Accounting (F&A) practice to Sutherland Global Services for $10M.

• Program Manager

  • Jan 2000 - Apr 2007

  - Managed overall relationship and revenue lifecycle for Tier 1 clients - Managed program revenue and performance metrics. Includes forecasting, monitoring actuals, pricing/packaging of new offerings, accounts receivable management, and SLA management. - Co-Chairperson, Global Diversity Council, Convergys Corp

• Program Specialist

  • 1999 - 2000

  Managed end-to-end relationship and expectations for Tier 1 customers