Case Studies

Personally sourced: VP Marketing, acting CFO, outside director
Helped recruit: CEO, VP Eng., VP Sales
Introductions: Fidelity, Morgan Stanley, Credit Suisse, Putnam
Investors: Atlas Venture, Highland, Kleiner Perkins Caufield & Byers
Todd Brennan, Founder: "Jo's generous and personal support has helped drive our hiring and operations. I have been thankful to have him on our team many times over."

Personally sourced: CEO, VP Sales, VP Marketing, CFO, outside director
Introductions: Fidelity, Goldman Sachs, Morgan Stanley, State Street, Putnam
Investors: Highland, Sigma Partners
Dave Therrien, Founder: "Jo has opened countless doors for us. He has the best customer and recruiting rolodexes I've ever seen."

Personally sourced: CFO, VP Business Development
Helped recruit: VP Product
Introductions: ADP, SuccessFactors, SumTotal, Taleo
Investors: Balderton Capital (Benchmark Europe)
Eric Mosley, CEO and Founder: "Eric has been an accessible resource for me and the company as we’ve grown from our initial roots in Ireland to a multi-national operation today. He is always thinking about how to help me take Globoforce to the next level."

Investors: Ampersand Ventures, Atlas Venture
Michael Benjamin, CEO: "Eric stepped in as the Atlas Venture representative to assist the company with the exit process.  He helped me lay out a process and timeline within our remaining cash window, made a number of introductions to possible acquirers, and assisted with the due diligence process.  In the end, we were able to successfully sell the company to Dun & Bradstreet and Eric was a valuable contributor to the outcome."

Helped recruit: VP Business Development, VP Engineering
Introductions: major customer (resulting in a $100K order), media contacts, Google, DataXu
Investors: Common Angels, Atlas, Egan Managed Capital
Jay Habegger, CEO and Founder: "Thanks to my team’s prior success with founding Bitpipe, I could be more discerning with whom we chose to work.  Eric was our clear choice to work with when we founded OwnerIQ because he became truly part of the team even before the company was financed.  Rather than directing, as a member of our team he collaborated in wrestling with the problems and challenges of starting and growing a company. The partnership with Eric helped us make better decisions."

Helped recruit: CEO, VP Sales
Introductions: SAP, Salesforce.com, Siebel Systems
Investors: Atlas Venture, Highland
Conor Sheahan, CEO: "Eric led the last outside round in Performix and was an invaluable support for me as CEO and the Company on the path to exit.  In fact, during the sale process I had to step out of the business for personal reasons and Eric stepped in, ensuring the process did not stall.  He gets what companies need help with, is utterly professional, is focused on what’s important, is always straight, and added tremendous value to me, my management team, and the Company. I would work with him again in a heartbeat."

Helped recruit: VP Engineering, VP Business Development, VP Products, VP Finance
Introductions: CollegeCoach, FiLife
Investors: Atlas Venture, Flybridge Capital, North Hill
Kevin Walker, CEO and Co-founder: "Eric has been our partner in SimpleTuition since before we negotiated our A round term sheet.  As our first fundraising experience, we looked for people we could trust and who wanted to build a company with us.  Eric filled that role completely and we wouldn’t hesitate working with him on our next venture."

Personally sourced: CEO, CFO and VP Engineering
Helped recruit: VP Marketing, VP Sales, VP Business Dev., outside director
Introductions: Fidelity, Goldman Sachs, Morgan Stanley, State Street, Putnam, eBay, Yahoo!, IBM, BEA
Investors: Accel Partners, Bessemer Venture Partners, Highland
Mike Stonebraker, Founder: "I have worked with many top venture firms. Jo has been my most value-add investor."

Personally sourced: CEO
Introductions: Goldman Sachs, Morgan Stanley, State Street, Putnam, Dell, British Petroleum, eBay
Investors: Bessemer Venture Partners, Highland, Kleiner Perkins Caufield & Byers, NEA
Andy Palmer, CEO and Co-founder: "Jo has exceeded all my expectations. Vertica would not exist without him."

Personally sourced: VP Marketing
Helped recruit: CEO, VP Eng., VP Sales, VP Finance, outside director
Introductions: Fidelity, Goldman Sachs, Morgan Stanley, State Street, Putnam, IBM, Dell
Investors: Goldman Sachs, Highland, Intel, Matrix Partners, SAP
Alex Vasilevsky, Founder: "We had a very hot idea and had our pick of mulitple tier-one investors. We went with Jo. He will be my first call for my next company."