Optimize Valuation. Increase Exit Velocity.

References

Proven Financial and Operational Experience.


Upland Qvidian


Reeher


Canaccord Genuity

 

Testimonials 

 

 
 
Lewie was the CEO for one of our SaaS portfolio companies, and he did an outstanding job at preparing that business for an exit. In addition Lewie served on the board of directors of another one of our SaaS businesses, and in that role he provided tremendous guidance and insight to the management team and to our firm in the process of developing that company for a sale process.
— Chris Meininger of HIllStreet Capital
 
 

 
 
Lewis has a foundation in high-performance sales organizations, combined with his experience building and operating a SaaS business. He knows how to achieve great capital efficiency by building predictable revenue. As a board member, his insights in driving that level of top tier performance was central to our success taking Reeher from boot strap to successful transaction.
— Andy Reeher
 
 

 
 
I’ve had the good fortune of working directly with Lewie on 2 recent, highly success SaaS software sale transactions. Lewie’s leadership skills combined with proven track record of building scalable, capital efficient go-to-market models provided meaningful impact and contributed to achieving premium outcomes in both circumstances.
— Andrew Pojani of Canaccord Genuity Inc.
 
 

 
 
I had the privilege of partnering with Lewie as my CEO for over four years. During that time, he led the difficult process of converting our company’s business from an on-premise to SaaS business model while at the same time accelerating growth. Such a business model conversion requires a keen focus on customer satisfaction and retention while being very capital efficient. In addition, Lewie crafted a high performance sales and marketing engine to accelerate the company’s sales. He would often describe his approach as “investing on the backside of growth”. He understood that investing in a capital efficient marketing lead generation engine was a first critical step to filling sales reps bags, and then he collaborated with sales reps to help them develop market- and customer-level strategies to convert leads to closed deals. Lewie is the consummate sales and marketing focused, collaborative CEO who understands the value of a capital efficient approach to building high performing, repeatable sales and marketing engines.
— Tyler Drolet of Upland Qvidian
 
 

 
 
As an active buyer in the SaaS market, Upland Software targets organizations that fit our business model and provide exceptional value to our shareholders. At Qvidian, Lewie and his team were extremely thoughtful and efficient in their value messaging, target marketing and overall business execution. This made our acquisition decision much easier and the operational integration one of the smoother ones we have completed to date.
— Sean Nathaniel of Upland Qvidian