For those reasons and many more, SHG is delighted to offer Jeff’s experience and expertise as a Senior Advisor to our clients. He not only speaks all those business languages, he does so in a way that makes your business options, opportunities, and, most importantly, a strategic path forward clearer than ever before.
HOW JEFF CAN HELP YOUR BUSINESS
“It’s so easy when you’re running a business to get lost in the minutiae,” Jeff says. “With my varied background and experiences, I can help business owners and leaders quickly hone in on the areas of concern or opportunity and identify the solutions, including strategic partnerships, that are available to get them where they want to go.
“I have both public and private company expertise, and I understand how to navigate through all types of corporate structures and market environments to get to the desired objective or conclusion.”
Jeff is ideally suited to help SHG clients in the areas of growth capital acquisition, operational improvement and efficiency, exit strategies and succession planning, restructuring, sales management (direct and channel), digital marketing, business development, strategic and financial planning, risk mitigation, and human resources management and talent acquisition.
STAY ONE STEP AHEAD. JEFF DOES.
Over the 6 years prior to joining SHG, Jeff grew and positioned his two most recent acquisitions for sale; first selling a national document management software company to the fifth largest enterprise resource planning (ERP) software company in the world, then selling a regional managed IT service provider following a two-year growth-focused restructuring that resulted in top-line revenue growth of 30%.
“I’ve always been one step ahead of myself in terms of my next venture,” Jeff says. “I can see the path ahead, I set annual goals and objectives, and I formulate a plan to help me get there. I can help others do the same.”
SHG reached out to Jeff immediately after learning he once again had a little time on his hands. Jeff says he didn’t think twice about joining the team. He had first met SHG Founder and Chairman Bob Schwartz two decades ago when Bob proved “instrumental” in propelling Jeff’s then-employer to new levels of growth, and he had worked with the firm numerous times in the years since. He says he considers Bob, Managing Partner Cory Martin and Managing Partner Rai Archibold “good friends and peers.”
“I have a great deal of respect for — and firsthand experience with — the SHG team and the value they bring to their clients. I’m excited to work with them to help businesses of all types and sizes grow, improve their margins, build their teams, leverage strategic partnerships and plan for the future.”
That’s language every business owner can understand.
To talk with Jeff and learn more about SHG’s strategic business advisory, investment banking or valuation services, please call us at (518) 786-7733 or visit shggroup.com.
