paul broft

* Advised regional CFOs, treasurers and controllers on various financing structures * Generated investment arguments to credit analysts and portfolio managers * Created financial models showing the dynamics of various decisions on GAAP earnings (EPS), free cash flow, S&P/Moody’s credit rating ratios, bank line covenants, ROE, ROA, ROI, Economic Value Added (EVA), after-tax cash flows, lease vs. buy, etc. * Worked with bank Relationship Managers to determine the best candidates for our products, and participated in joint sales calls * Managed deals throughout the entire bank process, including their origination, structuring, credit analysis (if applicable), pricing, contract negotiation and syndication (if applicable) * Created financial models to assess corporate credit risk and provide preliminary deal pricing

* Raised over $1 million of private capital from 40 angel investors and funds and make several investment presentations each month * Created and continuously updated the business plan and corresponding long term financial projections * Managed the legal, HR, sales, marketing, operations, finance and accounting functions, including the management of 12 home office employees and over 150 national contractors * Created and updated the rolling five-year financial plan used for budgeting, valuation and investor relations (manage the monthly budget—approximately $80k per month) * Reported to investors on a monthly basis * Negotiated terms and conditions of contractual agreements with several strategic partners including OpenTable.com, EventSource, and BrightCove * Was responsible for all strategic planning (short and long-term) * Created an employee stock option plan used to incentivize over 200 different employees, contactors, consultants and advisors * Implemented QuickBooks

* Acquired by Fiserv, August 2007] * Worked with Ernst & Young to create a formal M&A process to be used on all M&A opportunities from strategic analysis, target assessment and transaction development through negotiation, execution, integration and control. * Led over 40 M&A opportunities through our diligence and valuation process as either the Project Manager or the Finance/Valuation Track Lead and actively participated in the sale to Fiserv. * In 2007, completed the acquisitions of Carreker Corp, Corillian Corp, and Upstream Technologies * Created due diligence plans (phased and in unison) and managed “the Process”, coordinating all necessary tracks and their assigned lead (Sales, Marketing, HR, Legal, Finance, Accounting, Strategy, IT, SAP, Product Management, Tax, Treasury, Facilities, etc.) * Managed three divestiture projects, including auction management, price negotiation, project plan and information memoranda * Evaluated and analyzed all M&A prospects, as well as divestitures of existing businesses

* Evaluated and analyzed all M&A prospects * Managed due diligence process for over 25 M&A opportunities as well as the closing of four acquisitions: * hair products company for ~$100 million (JV with private equity) * skin products company for ~$30 million (JV with private equity) * candle company for ~$15 million (including earnouts/holdbacks) * high end store and fashion line in Fred Segal for $5 million * Developed agreements for new products and business partners, including: * o a supply agreement with a European specialty apparel company; * o a license agreement with that same European company to create other products using their brand; * o a license agreement and unique royalty structure with a major celebrity; * o a supply and consulting agreement with a specialty merchant; and, * o a consulting agreement with another specialty merchant * Implemented a strategy for share repurchases and managed/executed two 10B-18 programs

* Researched and performed valuations of closely-held companies in various industries * Constructed various valuation models including discounted cash flow, publicly-traded and M&A comps median multiples, leveraged-buyout, replacement (build vs. buy) and liquidation * Conducted due diligence interviews with CEOs, CFOs and controllers of small and mid-sized privately-held companies to form a clear understanding of risk and return factors in determining discount rates, growth rates and projected future cash flow for assessing an equity value. * Composed analyst reports after determining the fair value of the corporate and partnership interests to explain the process and rationale behind the equity valuation * Analyzed pricing trends with regard to valuation premiums for management control, discounts for minority status of shares, discounts for lack of ready marketability of shares and variations in acquisition pricing multiples based on company size

Acquired by Oracle, June 2012] Managed a team of software sales professionals covering Fortune 1000 companies and selling to the CMO, CIO, VP of Marketing, Director of Digital, VP of Sales, etc Vitrue's enterprise SaaS platform for managing social marketing, monitoring, engagement and analytics as well as its related strategic professional services.

Worked with the leaders of major channel partners such as WPP, Publicis, Accenture, Omnicom, Dentsu, Deloitte, CapGemini, IPG, Havas, Wipro, TCS, Infosys, Cognizant and others to scale sales efforts while guiding product enablement for such firms on the comapny's technologies and roadmap.

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I work with the leaders of major coselling channel partners such as WPP, Publicis, Accenture, Omnicom, Dentsu, Deloitte, CapGemini, IPG, Havas, Wipro, TCS, Infosys, Cognizant and others to scale our sales efforts while guiding product training & enablement efforts for such firms on our technologies and roadmap.