Craig Potts

Operating Partner

# Business Transformation
# Channel Strategy & Management
# Leadership
# Mergers & Acquisitions
# Multinational Teams
# P.E. / V.C.
# Sales

Background:

I am a high growth transformative Executive with success in sales, senior sales management, and operational experience as a CEO and Board Member. I am experienced in driving value and growth in small, medium, and large companies consistently surpassing sales goals and corporate objectives. I am known for building authentic long-term relationships across multiple industries driving sales transformation rapid growth.

Assurance Software: CEO - Acquired Sungard's BCMP software division by PE and merged with a London-based competitor within one year.

Sphera: Chief Revenue Officer (CRO) - $90M software division carve out by PE from publicly traded IHS Markit.

‍*Waystar (Navicure): Executive Vice President (EVP)/Chief Revenue Officer (CRO) - PE backed Navicure for 5 years with 300%+ organic growth to ~$100M revenue and sale to Bain Capital. (See Abstract)

*Fiserv (CheckFree): Senior Vice President (SVP) of Sales & Account Management - Participated in growth from $350M to $980M and sale of CheckFree to Fiserv for $4.4B. (See Abstract)

‍Education: University of Georgia - BBA, Sales & Marketing.

Industries

‍

# Business Info Services

# ERP / CRM

# InfoTech

# Software / SaaS Development

# E-Commerce

# FinTech

# Healthcare

# Telecom

‍

- PE Carve Outs: 2018 (Assurance Software), 2016 (Sphera)

- International Acquisitions: 2019 (Assurance Software > Clearview), 2017 (Sphera > RIVO Software)

- Company Exits: 2016 (Navicure), 2008 (CheckFree), 1999 (TenFold - IPO)

- Chairman’s Club: Seven consecutive years at Fiserv (CheckFree): 115%, 125%, 150%, 163%, 157%, 143%, 144% (quota attainment)

- 2009 Recipient: Fiserv Sales Manager-of-the-year Award

- Founding Team Member: Sales & Best Practices Council, JMI Private Equity