Media

I work with managed service provider (MSP) owners on growth, artificial intelligence (AI) and financial readiness for an exit. I’m the fractional chief revenue officer at Cortavo and the founder of NUOPTIMA. These conversations draw on that work and my earlier experience buying and building businesses.

Current thinking

Start with the current operator conversations on Play It Smart, then explore the buyer’s perspective on growth and exits.

Earlier conversations: the SaaS season

Season 1 of Play It Smart focused on software as a service (SaaS). These archive conversations cover ownership, acquisitions and capital.

Browse the Season 1 archive →

Earlier podcast interviews

The Founders Lounge, E75Jan 2024

This Investment Banker "Accidentally" Built a 7-Figure Agency in 2 Years

The full arc: leaving investment banking, building the marketplace, and turning the in-house growth engine into NUOPTIMA, a 7-figure agency, in two years. Published in January 2024, during the agency-building chapter.

AgencyBootstrappingCareer pivot
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Tropical MBAOct 2024

Agencies vs. Products + What Happened in the Amazon Aggregator Space?

Why agencies beat products for cash flow, and a candid post-mortem on the Amazon aggregator wave from someone who operated through it.

AgencyM&A
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Make Each Click CountNov 2022

Winning E-commerce With a Long-Term Mindset

Why we chose compounding SEO over renting traffic from ad platforms, and how a long-horizon mindset changes acquisition math.

SEOAcquisition math
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The D2Z Podcast, E34Oct 2022

DTC Supply Chain, Distribution and Social Proof

Operating brands, not just marketing them: acquisition criteria, supply chain anatomy and what social proof actually does for conversion.

OperationsM&A
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Debutify Podcast, E1932022

Brand Acquisition and Scaling

The buy-side playbook: sourcing deals in niche markets, profitability before growth, and what makes a small brand worth acquiring.

M&AProfitability
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The Cannabis Conversation, E86Nov 2020

Growing an E-commerce Marketplace When Paid Ads Are Banned

The constraint that shaped everything: no Google or Meta ads allowed in the category, so SEO and content became the entire traction engine.

SEOMarketplace
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Press archive

Coverage from 2021 and 2022 of Alphagreen Group and the years spent building a consumer marketplace. These are historical profiles of that chapter.

Work on your own MSP.

Know Your Number is a private room for MSP owners and a regular call with me on sales & marketing, AI and financial readiness.

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For journalists and podcast hosts

I talk about sales and marketing inside MSPs, implementing AI and preparing a business for an exit, with a buyer’s perspective from investment banking and private equity. Message me on LinkedIn for a bio, headshots and availability.

Get in touch →