Our founding partners are supported by a group of limited partners who extend our skill set, market focus, and geographic coverage. Our team is based in Boston, New York, and Washington, DC. We manage client engagements across the U.S. and for companies in Europe and Israel that want to get here.
Managing Partner Ken Marshall was Chairman, co-founder and former CEO of QuickPivot. Previously, he was CEO of Correlsense, CEO of Carbonflow, President and COO of Giga Information Group, and CEO of Object Design (a #1 company in the Inc. 500). Mr. Marshall was also a group vice president at Oracle Corporation and was the founder of Oracle’s consulting services business. He has served as an independent Director of several technology companies including; Actuate Corp., Streambase Systems, Current Analysis and Visix Software. He has a B.A. from Northeastern University and an M.A. from Boston College.
Partner Jennifer Gabler is an expert in operational and venture finance. As a CFO and CPA, she has extensive experience in complex capital structures, budgeting, forecasting and management reporting, internal controls and systems, and investor relations. She is a co-founder of The Refinery, an accelerator for women-led companies. She was a lecturer and researcher at both Tuck and Harvard Business Schools. She has an AB from Dartmouth College and an MBA from Columbia University.
Partner William Blundon has been a senior executive for companies ranging in size from start-ups to a $7 billion global corporation. He is currently Chairman and CEO at AdvertOne, Inc., a MadTech company. He has served as a COO, CPO, CSO, and four-time CMO in companies ranging from information security to multi-channel marketing. He was on the board a leading industry consortium and is a member of the International Association of Privacy Professionals and the Boston CTO Club.
Partner Jerry Rulli uses his extensive experience as a tech executive to create effective go-to-market strategies that deliver successful revenue generation at scale. Jerry has led sales teams in companies ranging in size from $100M to $3B and engineered transformations that enabled companies to penetrate new markets through vertical sales. He has deep experience in M&A and integrating disparate sales models. Jerry’s knowledge in operating, scaling, and leading International organizations has provided him with the expertise to manage and lead complex organizations. He was most recently COO of Progress Corporation (NASDAQ: PRGS). Previous roles included EVP Sales at Iron Mountain (NYSE: IRM), and several executive management roles at Infor including President Americas and President Enterprise Systems Group.
Partner Jeff Swartz has launched, managed, and advised businesses in North America, Europe and Asia. He has been responsible for capital raises of more than $50 million to finance entrepreneurial ventures. He has diverse experience as an entrepreneur, executive, and consultant in technology- and information-intensive businesses. Jef served as CEO, Interim CEO, COO, and senior executive in businesses such as IT market research/analyst services, health care services and software, dispute resolution, software development outsourcing, biomass energy production, waste recycling, specialty food products, life sciences, marketing analytics software, consumer health food products, and education technology. Jeff was Vice Chairman and Partner at Business Strategy Group, President of Hundsun Global Services, and CEO of Current Analysis, among other leadership positions.
Partner Ann Liotta is a seven-time VP of Human Resources or CHRO in small to large corporations across global software, marketing services, health care and manufacturing companies. Ann has a unique blend of high-level strategic thinking and hands-on implementation and a unique work style developed in both high growth and turnaround situations. Her approach appeals to executives and managers who want to partner with human resources. Ann’s experience has taught her that there is no momentum unless you create it with the management team to develop a culture where the both the company and employees thrive. Ann applies strategic thinking and deep operational knowledge to business problems to develop solutions at all levels of an organization. She brings in-depth knowledge of management consulting, leadership development, human resource systems design, legal compliance, and employee relations.
Partner Ed Perry has served as a senior executive for more than 25-years with an impressive blend of consulting, sales, and operations experience. He has successfully grown revenues and expanded customer bases at both early stage and large enterprises. He has managed consulting practices, support functions and enterprise software sales teams. Ed has a strong knowledge of quote-to-cash business processes, financial applications, internal controls, performance metrics, and operations. He has developed businesses in the US, Canada, Caribbean, Latin America, and Australia. Ed was a consultant with Touche Ross & Co. (now Deloitte), Regional Manager with Oracle Consulting, Sales Director with Kenan Systems (acquired by Lucent), Vice President Sales at Telution (acquired by CSG), Vice President Sales at Integra5, and Vice President Sales at Correlsense. He has a BS from Ithaca College and an MBA from Boston University.