Record
The operating record behind (i)Sage: public, private-equity-backed and venture-funded technology companies taken through turnaround, repositioning and sale, and eight boards from the other side of the table. This is the record of the firm’s founder, set out company by company.
Companies led
Feb 2023 – Sep 2025
Chief Executive Officer · Nasdaq: MCHX
Recruited by founder Russell Horowitz and the board, a relationship that began when Horowitz’s Go2Net was a download outlet for Conducent. Repositioned a declining call-analytics company as AI-driven prescriptive vertical analytics, consolidated five acquired companies onto one platform, and delivered the first profitable year since 2013, with gross margin from 50% to 70%.
First profitable year since 2013
May 2021 – Feb 2023
Operating Executive
Operating executive at a lower-middle-market sponsor: co-authored the software and managed-services thesis, sourced targets, and led operational diligence for investment committee.
Private equity operating role
2020
President, Chief Executive Officer & Director
Led a professional-services firm through COVID-19 and came out of 2020 with revenue and gross margin both improved and a new data and analytics practice.
Revenue and margin up through 2020
2014 – 2019
President, Chief Executive Officer & Director
Turned transactional staffing into managed services for Google, Meta, eBay and Amazon: revenue from $23M to a $150M run rate and enterprise value from $20M to $220M across 33 countries. The platform was acquired by Cognizant for $634M in 2026.
11× enterprise value; acquired by Cognizant
2009 – 2017
Founder & Chief Executive Officer
Built a machine-learning analytics platform on the 9 Vectors, raised $13M, reached $5M+ ARR with positive cash flow, and produced the patent (I)Sage now owns.
$13M raised; the 9 Vectors patent
2005 – 2009
President & Chief Executive Officer
Converted a 3,000-customer ERP and point-of-sale business to one cloud platform, cut operating expense in half, grew revenue 26% and sold the company to Versata.
Cloud conversion; sold to Versata
2002 – 2005
President, Chief Executive Officer & Director · Publicly traded
Returned a public company to profit with no outside capital (11 consecutive profitable quarters), grew equity value about 14× and closed an all-cash sale to McDonald Bradley.
All-cash sale to McDonald Bradley
Earlier
Employee #34
Moved from sales to technology and back, helped build outside sales, then ran sales and marketing and served on the global M&A team.
Co-Founder & Senior Vice President
Internet advertising software that served ads inside freeware, distributed through Go2Net, Lycos, Tucows, AltaVista, CNET, Yahoo and other download outlets.
President
Acquired by Vitria.
Founder
Raised and closed a $23M venture fund.
Chief Executive Officer
Raised $10M from William Blair, with J.B. Pritzker as Chairman of the board.
Boards served
Director, President & CEO · 2002 – 2005
All-cash sale to McDonald Bradley, Inc. (2005)
Director · 2014 – 2023
Sold to BlueHalo (2023)
Director · 2011 – 2020
Acquired by Valeas Capital Partners (2025)
Director, President & CEO · 2014 – 2019
Acquired by Cognizant (2026, $634M)
Director, President & CEO · 2020
Revenue and margin improved; new analytics practice
Director · 2012 – 2014
Serent Capital growth investment (2014); sold to Education Brands (2016)
Director · 2012 – 2014
Acquired by Progress Software (2017)
Director · 2002 – 2006
Acquired by C Spire (2014)
Executive advisory
Advisor to the Executive Chairman · 2025 – 2026
Strategy, capital discipline and AI product positioning through completion of the integration, following the CEO tenure.
Advisor to the Chief Executive Officer · 2015 – 2016
Corporate strategy and the divestiture of the Hexis Cyber Solutions commercial cyber business.
Expertise
An enterprise migrated to Azure, five product stacks consolidated, agentic AI shipped into a commercial product, and an agentic AI platform built hands-on. AI strategy is tested against what it costs to run.
Multiple CEO tenures and two years assessing management teams in buy-side diligence: what the first 90 days should look like, and whether a plan is being executed or narrated.
Gross margin 50% → 70% and expense run rate $55M → $38M at Marchex; operating expense halved at Everest; Infodata returned to profit with no outside capital.
Two repositionings carried through sales, product and disclosure at once: Everest’s on-premise-to-cloud conversion and Marchex’s move to vertical, AI-driven analytics.
Sales of Infodata and Everest, a five-company integration at Marchex, the Hexis Cyber Solutions divestiture at KeyW, and buy-side diligence across a sponsor’s pipeline.
A public company serving classified government programs alongside pharmaceutical and financial-services customers, and two years inside a private equity firm.
Capital
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