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Joe Freda

Highlights:

  • M&A: Post-close integration expertise regarding systems, processes, and people; honed from completing nearly 40 M&A transactions

  • SaaS:  SaaS expertise ranging across reporting, analytics, and metrics that support scaling a SaaS platform via customer growth and retention.

  • Scale: $500-million in revenue.

  • Exit:  $2.9-Billion to Thoma Bravo

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Profile

Communication & Collaboration

  • Proactively manage the diverse communications and relationships of multiple stakeholder constituent groups.

  • Collaborate and influence across the senior management team to drive business performance across the enterprise.

  • Describe and distill complex financial concepts into clear and logical terms for non- financial managers and employees.

 

Process & Systems

  • Strong analytical skills to assess and optimize systems and processes to improve operational efficiencies and improve margins.

  • Apply those same analytical skills to continually transform the organizations processes and systems to support significant scale and growth.

  • Proactively assess and manage potential risks to the business to mitigate impacts to business growth and operations, including such risk areas as financial, liquidity, technology, and supply chain risks.

 

People & Culture

  • Coach and mentor individuals (and teams) to get the most from employees and increase business success while also developing the talents and skills for their personal development.

  • Assess and evaluate talent to determine individual skills and EQ of the Finance team as compared to team needs, with follow-on success building high performing teams.

 

Relevant History

Chief Financial Officer

Flexera Software 2008-2020

  • Led global financial strategy and operations, and responsible for capital and operating budgets, taxes, treasury, risk management and investor relations.

  • Drove Flexera to an increase in enterprise value of more than 10x since Flexera’s inception in April 2008 while revenue quadrupled over that 12 year period.

  • Directed financial & legal diligence and business integration for 12 M&A transactions and two changes of Private Equity ownership.

  • Completed multiple incremental debt raises with material over-subscription to support the above M&A activity and changes in ownership.

  • Directed broad-reaching change management through integration of multiple acquisitions, facilitation of ownership changes, implementation of global ERP systems, and centralization of G&A functions.

 

VP & Controller

Sallie Mae 2003-2008

Confidential & Proprietary

Research/Accelerator

Participants

The DNA of Private Equity

©2024 by PE-Xcelerate

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