Our Team

Barr comes to Crosslake from global management consulting firm McKinsey & Company, where he was a partner in the Transformation and Private Equity practices and served as managing partner of the firm’s Charlotte, North Carolina office. Barr has extensive experience advising private equity firms, portfolio companies and Fortune 500 clients on strategic and transformational initiatives.

Gregg has been using technology to solve business challenges for more than 25 years, pioneering many of the technology solutions that have revolutionized the marketing, healthcare and technology diligence industries. He is an accomplished entrepreneur and executive, with a passion for building scalable business infrastructure. His rich history of transformative growth has been central to private and public exits valued at more than $1 billion.

With more than 30 years of leadership experience in technology and engineering, including 18 years with Microsoft Engineering, Kim has both strategic vision and proven expertise in execution. She has a track record of leading large teams using an agile and iterative approach to optimize resourcing and deliver on time and within budget. During her career, she has cultivated an excellent reputation as a cross-team collaborator and is known for her aptitude in solving business problems through a mix of process improvements and technological innovations.

Matt brings significant experience in senior leadership roles spanning the private, public and not-for-profit sectors. From scaling start-up ventures to driving strategic initiatives for established industry leaders, he has developed rich finance and operations experience while building a track record of guiding strategic growth.

Sarah is a finance leader with firsthand expertise in private equity M&A transactions. She has led investment processes and corporate development projects as CFO at PE-backed businesses in the technology sector. And as a corporate finance consultant at PwC, in Manchester, UK, she spent 10 years advising businesses and the PE community on growth funding, group restructuring and PE exits.

Kerri brings more than 25 years of corporate marketing and agency experience to Crosslake. In prior roles, she has worked in healthcare, pharmacy, technology-enabled services, consulting, finance and technology. Over the last decade, she has specialized in leading marketing, branding, go-to-market and creative strategy for start-up, PE-funded and publicly-traded companies. Her focus is on addressing the marketing needs of high-growth, recurring-revenue businesses as they transition through times of rapid change.

With 20+ years in technology and professional services, Austin applies his deep experience in technology strategy to advise enterprise clients in value creation and risk management across the M&A lifecycle. With expertise spanning SaaS, technology-enabled services, financial services, biotech, healthcare, e-commerce and digital media, he is known for delivering enterprise solutions focused on maximizing the business value of technology investments.

Bryan has successfully driven strategic and transformational change in global software organizations for over 15 years. He has extensive experience advising and partnering with private equity firms and their portfolio companies to generate enterprise value rapidly. Bryan’s recent experience includes Vista Equity Partners and ST6 Partners, where he transformed software companies across various stages ranging from SMB to Enterprise. His primary expertise is M&A diligence and integration, business systems architecture and instilling operational excellence.

Danny has more than 16 years of professional experience in the cybersecurity industry in various operating, advisory, and leadership roles for organizations across various industries and sizes. In these roles, he has designed, built, implemented and managed dozens of cyber security, privacy and compliance programs in security-sensitive industries, including legal (eDiscovery), large enterprise, healthcare, financial and government. Organizations value his ability to translate deep technical issues into practical and understandable guidance and actions supporting overall business objectives.

David is an experienced technology executive with more than 30 years of experience in software product development and product management. His experience includes CTO, VP of Product Management, and line of business leadership in EdTech companies, including SunGard Higher Education, as well as 10 years at PwC advising private equity investors and working with their portfolio companies to improve performance and profitability. David’s primary expertise is product management and new product commercialization, technology strategy and software product development.

David has led regional and divisional technology businesses in the US, Brazil, Europe and Australia for more than 25 years. An expert in data-driven, root-cause analysis of business problems, David has transformed support, engineering, and sales and marketing teams to support business growth through innovative initiatives that improve customer experience and operational excellence.

Dmitry brings to Crosslake deep expertise and operational focus in software engineering and IT spanning the entire private equity deal lifecycle, along with significant experience in structuring and executing carve-outs / divestitures. As a partner in PwC’s private equity services practice and at other leading consultancies, Dmitry served private equity sponsors focused on technology-based industries in the domains of software product engineering and tech-enabled services. Most recently, he served as managing director for a product and tech value creation team at Vista Equity Partners.

Francis is an experienced architecture and engineering leader, focused on delivering game-changing digital transformation outcomes through pragmatic people, process, technology and information strategies. After a 20+ year career with Microsoft, which culminated in the role of Chief Enterprise Architect, Francis has more recently led technology transformation at T-Mobile, driven digital ambition strategy for Bose Corporation and transformed product engineering at F5 Networks as a Crosslake client.

Mike has over 15 years of experience spanning a variety of roles, from a consulting advisory capacity to building, operating and growing his own businesses. He has deep technical knowledge and has worked for several private equity-backed software businesses, enterprise software service integrators and digital agencies. He has spent over seven years in M&A transaction advisory having supported hundreds of technical assessments on behalf of financial sponsors.

With a global career spanning over 30 years, Neal has worked for and with start-ups, scale-ups and major technology companies such as Microsoft and IBM in a broad variety of roles. Using a wealth of skills and experience in software, SaaS and service delivery, he helps clients assess, transform and deliver value from their technology investments.

Rohan has over 17 years of experience in the cybersecurity industry with deep expertise in security strategy, security architecture, infrastructure security, cloud security, application security, security operations, incident response and regulatory compliance. He has successfully designed, implemented, and supported security, compliance and privacy programs for global companies of varying sizes and types, from small start-ups to large enterprises in the financial, technology, eDiscovery and healthcare sectors. He is passionate about delivering actionable security objectives aligned with companies’ overall business objectives.

Stephen is a seasoned operational and technology executive with over 25 years of experience in technology and cybersecurity. He leverages his experience to bridge the gap between technology and business operations and has a passion for identifying and solving complex challenges and uncovering opportunities for growth, scale, and practical solutions to realize them.
Stephen previously held leadership roles at Houlihan Lokey as the Head of Technology and Cybersecurity Transaction Advisory and KPMG, where he served as National Pre-Close Technology and Cybersecurity Leader.

With nearly 25 years of professional experience, Sean has worked on 400+ M&A transactions, helping public companies, private equity firms and private companies with evaluating and completing such transactions. In particular, he brings a combination of functional and technical skills that provide a holistic understanding of how to best utilize technology. He has served in many different executive roles, including Practice Leader, CIO and CFO, and understands essential aspects of business strategy, risk and growth with sharp strategic insights.

Steve has over 20 years of technology and leadership experience with practical, enterprise-level proficiency through roles in numerous multi-national organizations. He leverages his deep technical and business knowledge to deliver positive change through technology solutions, creating high-performing teams with an innovative and inquisitive approach to organizational practices. Steve’s strategic mindfulness and delivery focus are coupled with a hands-on leadership approach.

A versatile technology entrepreneur with 25 years of experience in software product engineering and technology due diligence, Thomas is responsible for ensuring that Crosslake deploys the right solutions for our clients. As a trusted advisor to private equity firms, he has guided investors through the complexities of over 350 M&A transactions in the software industry over the past decade.

Todd has decades of experience leading IT organizations to drive business results at industry leaders such as Advance Auto Parts, Carquest Auto Parts, LabCorp, and General Electric, serving twice as CIO. Clients value his practical and understandable guidance on a wide range of IT questions and challenges.