Experience
Every role was a mandate: take it, deliver it, hand it off. Fifteen-plus M&A integrations across four organizations, including two 200–400 person acquisitions moved onto the parent's systems within 90 days.
Mandate: modernize the technology estate and put AI to work across clinical and business operations for a KKR-backed provider.
- Own the full technology function, from help desk to data, AI, and internal applications: 12 people, an $8M budget, and the platforms behind 3,000+ clinicians across 150+ sites. Report to the CEO, and present roadmap, risk posture, and operating KPIs to a board that includes former DaVita, Humana, and IBM executives.
- Cut data platform spend by more than $360K a year, from $40K to under $10K a month, by replatforming a legacy SQL Server and Power BI estate onto a DuckDB lakehouse fed from CentralReach, and replaced weeks-long manual reporting with self-service analytics.
- Cut help desk costs 30% by moving support to a managed partner.
- Put Finance and Clinical Ops directly on the data through an AI analytics layer, with a text-to-SQL eval harness that proved accuracy before anyone bet a decision on it.
Mandate: ready four SaaS EHR platforms for a sponsor transaction. Waud-backed IPS merged into Lightyear Capital's PracticeTek in September 2023, with Waud reinvesting.
- Ran a 15-person DevOps organization across four SaaS EHR platforms, taking production downtime from 8 hours to under 1 and introducing safe rollbacks that protected retention through a growth phase.
- Owned FinOps for $4M of cloud spend and built the three-year COGS model that made margin predictable going into the merger.
- Cleared Walmart Supply Chain Cybersecurity compliance in 45 days with zero findings, unblocking vendor access to 3,000+ Vision Centers.
Mandate: build the DevOps function from zero. Built and handed off in 13 months.
- Built and led an 8-person DevOps team, standardizing AWS environments on Infrastructure as Code to cut cloud costs 25% and make the estate audit-ready.
- Held IKAV Energy, XTO (ExxonMobil), and Repsol through their migrations by clearing the SQL and caching bottlenecks that had put those accounts at risk.
Mandate: stand up security assurance for Fortune 100 sales and carry technical diligence through the merger. Done when the merger closed.
- Built the security assurance function behind $16M in ARR across Fortune 100 accounts including Zoom, Slack, Johnson & Johnson, and Starbucks.
- Carried technical diligence for Waud-backed iOFFICE through its 2021 merger with SpaceIQ and the Thoma Bravo and JMI Equity investment. The combined company later became Eptura.
- Delivered HQ infrastructure for a 250-person facility on time and inside $2.5M of capex.
Mandate: pass the organization's first WECC audit. Passed it, then handed off the compliance foundation.
- Led a 2-person team through NERC CIP preparation and passed the organization's first WECC audit, securing control systems across two 24/7 control rooms and safeguarding $5M in annual revenue.
Engineering roles at SaaS startups, building sales CRM and web crawling products.
First 90 Days
Dropped into a portfolio company, this is the order I work in.
- Get the board pack onto governed, validated data before anything else changes. Nobody can argue about priorities while they are still arguing about the numbers.
- Take out the platform spend that is not buying anything. It funds the rest of the work and it shows up in the next quarter, not the next fiscal year.
- Put Finance and Operations directly on the data, so analysts stop being a queue and start building the semantic layer everyone else answers from.
- Write the integration runbook before the next acquisition closes, not after. In a roll-up the second deal should cost less to absorb than the first.
Education
Contact
Reach me by email or on LinkedIn. Based in Houston, Texas; remote with regular site travel. A one-page PDF is ready to forward.