Robert
Corporate Strategy and M&A | Startup and Growth Stage Executive | Venture Capital
- Role
- Senior Strategy Leader at Vertex Inc.
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Robert
Growth-focused executive with 20+ years experience across a broad range of corporate M&A, strategy, venture capital, startup and operations-oriented roles. A Chicago MBA and Columbia MSEE who efficiently navigates complex strategy, financial and technical issues, I have extensive experience executing acquisition and investment opportunities, formulating strategic plans, developing business cases for growth initiatives, delivering high-impact solutions as an internal management consultant, managing cross-functional teams and leading in C-level operating roles within small, private organizations. In total, I’ve played a lead or significant role in close to two dozen M&A and VC-related transactions; highly skilled across the transaction lifecycle, from target selection, financial modeling and valuation through negotiation, execution and post-merger integration. Industry experience spanning technology — digital media, consumer internet and online gaming through mobile, video / broadband technology and enterprise SaaS — as well as non tech sectors including retail and service provider businesses.
Experience
Senior Strategy Leader
Jul 2020 — Present · Philadelphia, PA, US
A leader in enterprise tax software, Vertex SaaS platform integrates with major ERP, POS & E-com platforms to deliver advanced determination & compliance solutions. Vertex serves clients globally, including most of the Fortune 500. Senior Strategy Leader driving broad range of initiatives intended for executive-level decision makers. Representative activities include strategy development (incl. annual strategic plan) and organic / inorganic growth-related efforts (capabilities evaluation, segment prioritization, target identification, economic models); new market / new opportunity evaluation and sizing; competitive and market analysis (industry & technology / ecosystem trending, competitor strategies and earnings examination); scenario planning, stress-testing, proforma / financial modeling, etc.
Education
The University of Chicago Booth School of Business
MBA, Finance, Strategy, Entrepreneurship
Rutgers University
BSEE, Electrical Engineering
Columbia University
MSEE, Electrical Engineering
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