ABOUT

JEFF TOBIN

Boca Raton, Florida

Jeff Tobin is a seasoned private equity investor, board leader and business leader with a passion for setting strategy, driving growth and creating value. Jeff has spent most of his career collaborating with management teams to increase demand generation, optimize operations, enhance profitability and achieve successful exits. He gained experience at a small boutique private equity firm, a top tier private equity firm, a wide variety of private company leadership and management consulting experience.

• Jeff blends a combination of Metronomics, Lean Six Sigma and seasoned private equity exit planning
• Uses a servant-leader approach to coaching
• Provides CEO's and management teams with specific executable tools to identify, track and improve critical path obstacles to accelerated growth and profitability

• Sales and marketing messaging, process, systems and people optimization
• Sales training, sales team management and territory expansion
• Sales and marketing channel expansion testing and execution
• Applying AI tools to enhance lead generation and sales throughput
• Direct cost improvement through Lean Six Sigma process
• Best practice recruiting, onboarding and compensation alignment
• CRM & ERP system selection, implementation and optimization
• Partnership acquisition and execution
• Add-on acquisition identification, pursuit and integration
• Building high-performing teams with sustainable cultures
• Assess competitive market positioning and pursuing optimal product-market fit

    INDUSTRIES

• Education & training
• Tech-enabled services
• Software-as-a-service (SaaS)
• Business services
• Healthcare services
• Marketing services
• Travel services
• Value-added distribution
• Niche manufacturing

• Bachelor in Economics and Business from Vanderbilt University
• MBA in Accounting and Finance from Vanderbilt University
• Green Belt Lean Six Sigma Certification from Purdue University

• Board chairman and coach to 10 businesses, including TouchMath, Health & Safety Institute, ActivStyle, Eemax and Prosites with cash on cash returns to equity investors of 3 to 15.7 times selling to both strategic and financial acquirers
• For TouchMath, as an example, this entailed working with the team to increase revenue by 5 times and EBITDA by 4 times over a 5.5 year ownership period
• Seven factory turnarounds including two in Central America and five in the United States

Jeff's approach to coaching is informed by best practices from 18 years with a top-tier PE firm (The Riverside Company) and a boutique PE firm (Millpond Equity Partners), 16 years of C-level roles at two manufacturing businesses and a travel services business and 4 years management consulting for two software businesses. His expertise is helping CEOs and management teams balance aggressive growth and positioning the business for a successful exit with retaining the company's secret sauce and core values.

Jeff brings a proven track record of success in CEO coaching, team building, strategic planning, lean process improvement and M&A identification and integration. His passion is creating alignment through the organization and among key stakeholders and equipping the management team with actionable tools and focus to achieve their personal and business goals.

Jeff enjoys spending time with his wife and three sons at home in South Florida and traveling throughout the world with a mix of water and mountain adventure activities.