Management Medical Device
Resume:
JONATHAN C. BRANDL, CPA, CGMA
Newton, Massachusetts 02459
********@**.***
Hands-on COO/CFO, with experience across an eclectic range of industries,
products and services. Measurable success in start-ups and mid-sized
growth oriented organizations, known for strategic and focused approach,
with success in limiting risk, creating lean and motivated teams, and
establishing creative strategies for optimizing internal operations,
financial returns, quality products and highly responsive customer
service.
Built & Managed Finance & Accounting Gathered & Leveraged Business
Departments Intelligence
Strategic Plans, Budgets & Domestic and International Tax
Forecasting
Distribution Agreements Fund Raising & Debt Financing
Negotiated Cross-Border Product IP Risk Assessment & Management
Development
HR Management & Workforce IT Centric Solutions to Increase
Realignment Efficiency
Integrated Technology into Process Focus on Building Teams with Goals
and Objectives
Focused Marketing Campaigns Management of PR Initiatives
EMPLOYMENT HISTORY
July 2009 - Present
Clear Line Analytics
Principal
On a consultative basis, I assist clients in moving new products to
market through advice in the areas of finance, operations and
intellectual property strategy. A representative sample of assignments
include:
Accounting Software - Advised developer of XBRL extraction software on
market potential and next steps in development and funding.
Consumer Products - Provided assistance with tax and IP issues,
relating to the off-shore production and sales for a U.S.
consumer products start-up
Satellite Technology - Assisted the scientists / inventors in the
monetization of their IP through identification of target
markets, strategy for market validation and licensing
strategy.
Financial Industry - Approached by a Developer of an ETF trading
platform to perform an analysis of market potential and
provide advice on positioning product for licensing or
sale. Provided introductions to several significant
potential corporate partners.
May 2007 - June 2009
Allied Security Trust I
http://www.informationweek.com/news/management/legal/showArticle.jhtml?artic
leID=208801765
(High Tech Start-up in the Intellectual Property Pooling and Licensing
Space)
Chief Financial Officer
Allied Security Trust I was formed by a group of very large U.S. high
tech companies to collectively provide themselves with a level of
protection from patent infringement assertions made by non-practicing
entities (trolls). I was approached by the CEO to partner with him in
building infrastructure and to directly participate in the recruitment of
new members, develop and maintain relationships with the patent brokerage
community and execute a public relations campaign. In addition, I was
responsible for all of the infrastructure including providing guidance on
tax and accounting matters to the Trust and its members and audit, HR,
budgeting, planning and patent purchase analytics to the Trust. I
traveled through the U.S., Asia and Europe with the CEO, recruiting other
very large high tech companies. The Trust members are Fortune 50
companies.
Accomplishments:
Successfully recruited 20 high tech companies as new members and
managed the on-going relationship
Hired and managed 6 internal technical staff, including patent
attorneys and engineers
Closed 5 acquisition deals and disposed of 1 asset, while managing the
sales process of several portfolios.
Conceptualized and provided guidance in the development of an
internally developed data base and analytical model for use by members
and as a portal for both brokers and members to interact with the
trust on a real time basis.
January 2006 - May 2007
Prince, Lobel, Glovsky & Tye
(Growth Phase Professional Services)
Chief Financial & Operating Officer
Hired by this 55 attorney, 110 person Boston law firm to assist in
implementing its strategic plan of dominating certain segments of the
regional legal market. In addition to managing the build out of 45,000
sq. ft. of Class A space in Boston, I encouraged the Firm to form a
subsidiary to provide private clients with outsourced backroom services
in response to the needs of many of the Firm's acquisition minded,
private equity investor clients and was the executive officer of that
subsidiary. Day-to-day, I moved the Firm forward toward achieving its
strategic goal through the analysis of the target market and then
focusing the efforts of staff and senior management while maintaining a
healthy cash flow and balance sheet
Accomplishments:
. Increased the number of attorneys to 70, through strategic hiring of
laterals
. Established new line of business: Private Client Services
. Established a set of comprehensive internal controls, financial and
operational
. Quantitative analysis of revenue, profitability and market share by
business segments
. Refocus external marketing efforts and realign partner interactions to
benefit from cross marketing potential
December 2004 - December 2005
Perkins, Smith & Cohen, Boston, MA
(Turnaround of a Professional Services Firm)
Chief Financial & Operating Officer
Hired by this 60 attorney, 125 person, Boston law firm to provide
professional operational and financial management. I was instrumental in
guiding the Firm to its new position in the market place. Following my
assessment of its strengths and weaknesses and its comparative position
in relation to industry revenue and profit metrics, I refocused the
Firm's vision and strategic plan from a broad platform to one focused on
science and technology clients. The Firm, on my recommendation, was
merged into a larger, regional law firm.
Accomplishments:
. Proposed and executed a market strategy shift from general corporate
to leveraging the Firm's strong IP practice
. Acquired 12 new clients through direct Participation in marketing the
Firm to potential Science and Technology Clients
. Reduced administrative staff by 15% following work flow and capacity
analysis
. Recommended that the Firm find a Merger Partner, following an
Assessment of its long-term viability as standalone Entity
September 2003 - December 2004
Eleme Medical (Formerly Bio-Cellulase Inc.)
www.smoothshapes.com
(High tech start-up in the Medical Device Arena with operations in the U.S.
and Wales)
Chief Administrative Officer
Hired by the CEO of this bio-medical start-up to provide operational and
financial advice as they completed their clinical trials in an effort to
obtain FDA approval. In parallel with the FDA process, we identified
and met with potential strategic partners with both development expertise
and distribution channels.
Accomplishments:
. Completed initial study of 100 subjects.
. Analyzed the results and presented results to Medical Advisory Board
. Negotiated the development and production of second generation
prototype with European device manufacturer
. Updated business plan for use in Fundraising based with new Market
Intelligence and product design changes
. Direct participation in Second Round of Fund Raising ($8m) and initial
Angel Round of ($2m)
March 2001 - September 2003
Independent Consultant
During this time period, I was actively involved in consulting and interim
assignments. These assignments included: the analytical review, for
others, of potential investment opportunities; and the development and
critical review of business plans and fund raising activities.
Representative assignments included:
Fund Raising (Boston area) Efforts on behalf of several Boston-based
companies in various stages of development ranging from start-up to
early stage growth. Products range in levels of sophistication and
complexity from moderate to high.
Consulting to Angel Investors, Boston, MA (Boston area angel
investors)
On a consulting basis I provided analysis and recommendations to
several local angel investors. I reviewed potential investments each
in the range of $200,000 to $500,000. The opportunities reviewed
included: distance learning via the internet; secure document
management; and wireless device technology applied to the monitoring
of remote processes.
Naturize Inc., Jacksonville, Fl (Completed in 2001) (marketers &
producers of beneficial microbes for agriculture)
Assisted this bio-agriculture start-up in preparing a business plan to
be used in raising additional funding beyond the initial angel rounds
June 1999 - March 2001
SANGATE SYSTEMS INC., Southborough, MA
(High tech start-up with operations in the U.S. and Israel)
Chief Financial and Administrative Officer
Recruited by CEO to manage financial assets, to develop an integrated
budget model incorporating the U.S. and Israeli operations, to implement
the necessary financial systems to serve the reporting needs of a company
through its anticipated next round of funding and IPO, and generally to
manage the company's day-to-day operations. Upon joining, company had $8
MM in funding from Battery Ventures. Major responsibilities included:
Executive direction:
. Participated in planning sessions and discussions with potential
partners; met with investment banks and analysts to present the
company's story and business plan; served as liaison with outside
legal counsel regarding intellectual property and general corporate
issues.
Management of day to day operations:
. Planning and asset management; risk management; financial reporting,
analysis and tax planning; manufacturing; real estate negotiation and
facilities management; financing and lending relationship, and human
resources.
1993 -1999
LAPPIN & KUSMER LLP, Boston, MA
(Start-up intellectual property law firm; merged with McDermott, Will &
Emery in 1999)
Chief Financial and Operating Officer
. Retained by the two founding partners to develop a business plan to
use to establish this start up firm. Asked to establish a banking
relationship and secure financing for them, and to situate the firm in
a Class A building. Upon firm beginning operations, became its Chief
Financial and Operating Officer.
. In 1999, the founding partners decided to take advantage of the
growing interest expressed by national law firms in acquiring boutique
IP law firms. The firm engaged in discussions with several such
national law firms. Developed the baseline value of the firm from
which negotiating positions and strategies were then developed, and
assisted the partners with these negotiations and the due diligence
activities that ensued. Following the firm's business combination with
McDermott, Will & Emery, assisted the partners in winding down the
firm.
Major Accomplishment:
. Merged the Firm into the International Law Firm of McDermott, Will
& Emory
1980 - 1993
Various positions with increasing levels of management responsibility and
technical expertise at companies which included an engineering based
insurer of boiler machinery located in Hartford, CT; the Tax Department
at the accounting firm of Ernst & Young in Boston, MA and the then largest
computer company in the world, Wang Laboratories.
EDUCATION
The Wharton School, University of Pennsylvania, Philadelphia, PA
Bachelor of Science, Economics, 1980
University of Hartford, Hartford, CT
Joint Master of Science in Taxation and Master of Science in Business
Administration, 1985
Licensed Certified Public Accountant - Massachusetts
Member of the AICPA
Contact this candidate