Highlights
Seasoned strategist and entrepreneur, combining a strong intuitive
sense with analytical skills. Integrated handling of market,
financial, technical, legal, tax, and organizational considerations.
Experience with and understanding of science and technology.
Specialties include:
• Structuring and negotiating finance deals
• Technology licensing
• Finance and quantitative modeling
• Entrepreneurial strategy and business plans
• Coaching entrepreneurs, especially CEOs and technical founders
• International business
Examples of current
and recent relationships:
OpenOrders, Inc. - Newton, MA: Consulted as
CFO and strategist to provider of web-based order management
and fulfillment software. Structured and negotiated interim financing.
Managed investor relations. Led the successful negotiation and
sale of the company to IBM in October 2000.
SiOnyx/Ignition Ventures – Cambridge, MA: Advised
developer of black silicon-based technology on its pivotal licensing
agreement with Harvard University, and served as a principal
negotiator.
Juno Rising, Inc. (ISIS) - Colchester, VT: CFO
and Corporate Secretary of women's outdoor clothing company since
1998. Board member from 1998 to 2007. Co-developed annual Business
Plans, each including an updated quantitative model of the business.
Raised and negotiated angel and venture capital. Directing strategic
planning effort for the next phase of growth.
Green Mountain Logic, Inc. - Montpelier,
VT: Strategic consultant
to developer of laboratory management software. Advised the CEO
through the transition from service company to product-based
company.
Bellwether Solutions - Concord, NH: Assisted Bellwether Solutions
bring innovative agriculture-based solutions to the utility industry
for the maintenance of transmission lines. Coached the entrepreneur
on development of a quantitative operational model and on proposals
and negotiations with key customers.
Moscow Mills Manufacturing,
Inc. - Moscow, VT: Board member and consulting CFO of
high precision custom manufacturing firm. Assisted CEO through
complex ownership restructuring. Key advisor to CEO concerning
business strategy, customer relationships, growth and finance.
Champlain College – Burlington, VT: Performed
the feasibility study for Champlain’s new BYOBiz program,
at the request of the president of the College. Identified key
program elements and strategies for establishing a nationally
unique entrepreneurial program.
Aspen Technology, Inc.
(1981-1993)
Company Profile: AspenTech is the leading company supplying engineers
in the process industries with software for the simulation of
their manufacturing processes. The Company was founded in 1981,
went public in October 1994, and now has annual revenues exceeding
$340 million. Over 50% of AspenTech's revenue is derived from
international sales.
• General Counsel (1981-1987)
• Vice President, Finance and Chief Financial Officer (1986-1988)
• Vice President, Strategic Development (1988-1992)
• Vice President, Process Information Management (1992-1993)
Joined the founding team as General Counsel. Handled all transactions
which had complex commercial or international characteristics,
including licenses to customers in China, Algeria, Japan, and
Europe. Negotiated numerous joint development and technology
licensing deals involving both universities and corporate partners.
Handled all corporate legal matters, including stock offerings,
financings, and employment matters.
Raised AspenTech's first major round of venture capital with
Advent International in 1986. Managed investor relations. Led
the acquisition of Prosys Technology, Ltd., a software company
in Cambridge, England. Developed the business plan for the merger
of the organizations.
Led a multidisciplinary effort to develop the vision and strategy
for AspenTech's post-startup phase, including its IPO. Developed
the plan the Company followed to build the business from $6 million
to more than $200 million.
Set up all of the Company's administrative systems, including
financial systems, the sales forecasting system, the lines of
credit, and personnel policies. Established branches and subsidiaries
in The Netherlands, Japan, Hong Kong, and Belgium.
Product Knowledge Systems, Inc.
(1993-1995)
President and CEO: Consulting firm helping clients such as Dun & Bradstreet
Information Services, Genentech, and Oracle train their sales
people on complex products. Broadened the client base, grew revenues,
expanded the team.
Bingham, Dana & Gould (Now Bingham McCutchen)
(1979-1981)
Associate in Business and Tax Departments
Handled financing transactions, including revolving credit agreements,
real estate limited partnerships, and industrial revenue bonds.
Corporate work included acquisitions, establishment of a subsidiary
in Japan, listing of a client's debentures on the New York Stock
Exchange, technology licensing, and preparation and filing of
registration statements with the SEC.
Public Sector Positions
Concentrated in the fields of energy, public utilities, transportation,
and the environment. Work included drafting legislation, obtaining
grants for demonstration projects, and writing speeches and position
papers. Wrote New England's first energy policy.
1971-1977:
• Massachusetts Office of the Attorney General - Legal Intern
• Rhode Island Division of Public Utilities - Coordinator
for Special Projects
• New England Regional Commission - Staff Assistant
• Rhode Island Governor's Office - Policy Aide
• Urban Systems Laboratory, MIT - Research Assistant
• Geo-Transport Foundation - Assistant to the Executive Director
Academic
Boston College Law School: J.D. 1979 Magna Cum Laude.
Member of the Order of the Coif; nomination based on academic
achievement. Boston College Law Review 1978-1979.
Brown University 1972-1974: accumulated one year's credit. Admitted
to law school without a bachelor's degree. In 1978, obtained
a ruling from the Massachusetts Board of Bar Examiners waiving
the requirement that a candidate for the Massachusetts Bar have
a bachelor's degree.
Admitted to the Bar in Massachusetts.
Interests
Family, rowing, skiing, fabric arts, music and dance.
