Advisory & Company Portfolio



The Sales Pivot, founder The Sales Pivot selectively provides “active advisory” services focused on executing growth strategies for entrepreneurs, CEOs and executives of expansion stage service and technology-related companies.



LeanTech Group, partner – is a boutique merchant bank and professional services firm. On the “buy-side” of transactions we provide late “A” round capital for our clients. We seek capital efficient “lean start ups” in social web, web 2.0, SaaS and tech-enabled business sectors. On the “sell-side” we partner with software-centric companies to optimize and realize shareholder value. We also work with corporate and business development professionals seeking to acquire sophisticated partners for growth.


Lead Research Experts, principal – Lead Research Experts is a spin-out of our Internet research team. The team was created to support high-volume outbound marketing and lead generation campaigns. Lead Research Experts uses sophisticated Internet search tools to provide hard to get sales intelligence and contact data. Projects are priced on a fixed fee basis. Companies leverage this service to build customer archetypes and target contacts.