Proven executive, consultant, and C-suite advisor with over 25 years of deep strategy, M&A, and hands-on, go-to-market and operational expertise with Fortune 50 companies (General Electric, McKesson Corporation), top-tier technology private equity investors (Vista Equity Partners), and world-class management consulting firms (Bain & Company).
For nearly two decades, Jeremy has worked for and with enterprise software and technology-enabled services companies to realize exceptional growth and deliver outsized returns for investors.
His domain knowledge began with his first-year course “Competitive Strategy” at Harvard Business School taught by world-renowned academic Michael Porter (originator of “The Five Forces” framework). Later trained at Bain & Company in several ground-breaking methods (e.g., New York Times Best Seller: Profit from the Core authored by Chris Zook), he evolved his growth strategy thinking at McKesson and then with several Vista portfolio companies supporting high-multiple, return-on-capital exits and highly successful IPOs.
His approach leverages a rich, proven toolkit developed during hands-on experience working for and with over 40 B2B software and technology-enabled services companies serving multiple end-markets in for-profit, non-profit, and government sectors. He authored and implemented the Vista "playbook" for growth strategy.
In addition to helping clients define and focus on their “core business”, he has assisted them to identify and choose adjacency expansion options and driven in-depth research to form and execute M&A strategy.
Jeremy has supported and led M&A, integration efforts, and value creation planning as a hands-on operator and consultant. During his early career years working in Europe at GE (the “Jack Welch era”), he supported merger integration of two banks in Austria, led value creation planning and execution for a 4000-employee bank acquisition in the Czech Republic, and contributed to create GE’s first acquisition integration toolkit (published in Harvard Business Review – Making the Deal Real: How GE Capital Integrates Acquisitions).
At McKesson Corporation, he was hand-picked by both the technology division president and company CIO to lead the integration of the largest acquisition in company history (Per-Se Technologies; 6000 employees) and develop McKesson’s first integration toolkit and corporate office successfully.
Later, as a Managing Director for Vista Consulting Group (the operating arm of Vista Equity Partners), Jeremy authored and applied best practice toolkits for M&A / corporate development and acquisition integration and contributed to their present value creation framework. He advised several dozen portfolio companies (executing over 150 add-on acquisitions) many of which have realized high-multiple return-on-capital exits.
Effective GTM planning starts with market sizing, segmentation, and focus decisions. Jeremy developed this expertise across his career and refined it guiding multiple, PE-backed portfolio companies to redirect investments and exceed operating plan targets. At Vista, he developed the "market segmentation" playbook.
Additionally, he has optimized tactical sales force processes and implemented systems enabling sellers to focus more time on value-add versus “waste” work and exceed quota targets.
An expert in lean Six Sigma, Jeremy received his training, Black Belt, and Master Black Belt certifications at GE and later launched the internal Six Sigma program at McKesson’s technology division (now Change Healthcare) resulting in high eight-figure, recurring EBITDA benefits through productivity, quality, and cycle time improvements.
His process improvement accomplishments have spanned across G&A activities (e.g., billing, account receivables / collections) and core business processes (e.g., sales force productivity, system implementation, customer support) to drive outsized value creation.
Earlier in his career, Jeremy served as SVP-Operations for the software division of McKesson Corporation (#7 on Fortune 500 in 2019) and then as SVP-Client Operations for Vitera Healthcare Solutions (now Greenway Health), a portfolio company of Vista Equity Partners, leading all post-sale activities.
Jeremy has also "walked in customer's shoes" having led vendor selection and implementation of several B2B software systems as a project leader and business sponsor successfully. This hands-on experience gives him a practical view into "voice-of-customer" that many management consultants and C-suite executives lack.
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