Our seasoned team of integration and optimization experts bring both breadth and depth to your portfolio company’s integration and monetization opportunities. Their knowledge and work experience have played a key role in the original design and ongoing improvement of our integration framework and methodology. A well-crafted framework and methodology, consistently applied, assures our success in professionalizing your Portco for scale and growth.




Rob has 20 years of experience in technology strategy, integration, project management, and application development. His technology consulting experience spans retail, power utilities, cloud services and healthcare companies. His applied expertise delivers re-engineered workstreams, system integrations, business optimizations and platform migrations focused on accelerating growth and EBIDTA.

INVU Care – CIO and Founder

Remita Health – CIO

LivHOME – Remote Care Product and Process Development

CareForce Solutions – Managing Director and Founder

VistaCare – EMR Product Manager and Strategy

Retail Planning Associates – VP of eRetailing Strategy

Kaiser Permanente

Accent Care

First Health of the Carolinas

Mumms Software

Mass General VNA & Hospice

Financial Monitor



Chief Financial Officer

With over 30 years of experience leading strategic pricing as an internal or external consultant for Fortune 500 companies, Shad specializes in data-driving decision making who thinks in Excel and speaks in PowerPoint. He has deep experience in financial modeling, strategic planning, transactional analyses, mergers and acquisitions, and elasticity.

Strategic Pricing

Corporate Finance



Data-driven decision making

Artificial Intelligence / Machine Learning


Circle K




Booz Allen Hamilton



Senior Integration Lead

Dan has 35 years of experience in technology, 11 years focused on business process improvement, mergers and acquisition integration, technology leadership and program management. He reduces business challenges to simple, reproducible solutions for ease of enterprise-wide implementation. He has a highly collaborative style in aligning cross-functional resources to achieve project strategies, budgets and schedules.

Mergers, Acquisitions, Divestitures

Higher Education

Professional Training and Certification

SaaS Software

USA, Caribbean, Brazil, Columbia, Europe

DeVry University

Ross University

DeVry Brasil

Becker CPA Review

Carrington College



Universidade Veiga de Almeida


Senior Integration Lead

Shelly is an exceptional leader with a record of success in helping organizations thoughtfully plan and execute high-stake, time sensitive projects and business transformations. She has led engagements from strategy through integration to organizational governance, risk management and compliance.

SG Healthcare Consulting


Housecall Doctor Medical Group


Optimal Health Services,

Memorial Health Services

CareConnect MD

Kingdom of Bahrain Ministry of Health

Medical Home Center


Senior Integration Lead

John has over 30 years of experience using technical advancement as part of business process improvement to deliver impactful solutions. He has delivered both enterprise and consumer facing solutions which have integrated client, supplier and corporate IT systems. John has created his own SaaS products as well as delivered custom solutions for enterprise clients. By focusing on efficiencies at each step of a process, John’s clients have captured millions of dollars of benefit and delivered innovative applications and services to their customers.

Business process improvement

Financial modeling

Project management

B2B and B2C application solutions

SaaS platforms

API Integration

Custom assessment, training and mentoring

$20B Consumer products company

$25B Corporate travel agency

$50B Consumer retailer

$250M Drug store chain

$14B Industrial services company

Various private colleges

Military veteran non-profit


Business Integration Consultant

Nick is an analytical strategist with a background in finance, commercial real estate, and data analytics. Nick has worked on a range of large-scale projects, from acquisition and disposition of commercial properties to development and implementation of actionable insights to improve organization-wide efficiency and expansion. He is passionate about using his skills in data analytics to uncover insights that drive business value and improve outcomes for his clients.

SaaS/Software: Video Conferencing, Calling, Data Protection, Backup & Recovery, Cloud Storage, Data Analytics, Process Mapping, Project Management, CRM Implementation and Management

Hanover Company

BDL Home Solutions

Real Estate Masterz LLC



Business Intelligence Analyst

Meticulous Business Intelligence Analyst highly skilled at using Business Intelligence software to create exceptional communications, visualizations, spreadsheets, and presentations to provide business solutions while meeting diverse administrative needs. Collaborates with cross-functional teams, synthesizes data learnings into a compelling story, and takes complete ownership of reports and their workspaces, including advanced security controls. Experienced in utilizing data transformation tools for deploying and managing complex SQL models on large-scale enterprise cloud solutions. Dedicated to maximizing customer satisfaction and exceeding business objectives with an organized approach and clear, strong communication.

Higher Education

Professional Training and Certification

Business Intelligence Software

Toyota Motors North America

Imagine Learning


Alteryx Developer

With 25 years of experience working alongside executive teams of Fortune 500 Financial companies, Chris has specialized in Data Engineering and IT Administration. He has spent 7 years focused on process improvement and analytical reporting as a Data Citizen.  He excels in developing work streams to quickly access data from multiple sources and create content for fast consumption.

Alteryx and Tableau Desktop and Server (administration and development)

Enterprise Software Backup & Recovery

Database analysis and development

Data  Analytics

Project Management

Process Improvement

Finance – Mutual Funds sector

Finance – Asset Management sector

Mortgage Lending Credit & Verification Services Company


Data Aggregation and Analysis

Ryan uses his data analysis to provide strategic direction to sales teams on industry opportunities and market insights. He has built automated KPI reporting and dashboarding in Salesforce and Grow and designed and built custom Data Lake and Tableau analytics / visualizations.


Data Mining & Analytics





Google Analytics KPI Design / Dashboarding

Microsoft Excel

and Project Management


Dental Intelligence



HubSpot SME

A HubSpot Community Champion, Key Advisor, and Expert-Vetted Consultant by Upwork, Christopher is unmatched in the field of HubSpot Configuration. His expertise comes from 7+ years in onboarding and configuring HubSpot accounts to meet client needs in the world of Venture Capitalism, Private Equity, SaaS, Cybersecurity, Real Estate, and more.


Technology & Systems SME

Michael has over 29 years of experience in Information Technology including cloud, infrastructure, cybersecurity, and compliance assessments and architecture. He has built and led consulting teams for much of his career, designing and implementing business driven solutions. For the past 20 years he has served as CTO, VP of Consulting, and been outsourced as a vCIO and vCISO to several organizations.

Cloud Architecture

Server and Desktop Virtualization

Network Infrastructure


Disaster Recovery


General Electric


Empower Federal Credit Union

Walsh Duffield Insurance

Barclay Damon

Syracuse University


Salesforce SME

Nate has over 10 years of experience standing up and managing salesforce for multiple organizations. Whether you are trying to maximize the value from utilizing standard functionality within Salesforce or making it a very customized experience. Nate has helped both large scale and hyper growth organizations to maximize the use of their CRM.

Custom Integrations


Sales Cloud

Service Cloud

Org Migrations




Savage Services




Salesforce Architect

Marc brings over 25 years of business and technology consulting experience, including 12 years leading some of the largest global and award-winning Salesforce solutions. Throughout his career, Marc has worked across a wide range of industries, leveraging his business advisory, project management, leadership and technical skills to drive success for customers. Marc’s passion is service delivery and he helps guide Providity service delivery teams by rolling up his sleeves and being hands-on with projects.

Salesforce Advisory

Org migrations

Complex integrations


Field Service Lightning

Ingersoll Rand

Club Car




Thermo King


Salesforce SME

Collin Toyn is a highly-skilled Salesforce consultant with years of experience. He has worked with a large variety of companies in multiple industries and has a proven track record of providing exceptional customer service and successful implementation of Salesforce solutions. He is passionate about helping clients make the most out of the Salesforce platform and has a deep understanding of the nuances and complexities of the system. He has an impressive portfolio of successful projects and has an exceptional reputation for helping clients achieve their business goals. Collin is dedicated to staying up-to-date with the latest Salesforce trends and technologies, ensuring that clients always receive the best possible service.


Customer Success SME

Chase has over 6 years of experience in the new approach to comprehensive Customer Success.  After spending 5+ years in PwC’s Finance Effective discipline, he settled into their Customer Impact consulting practice.  This experienced ignited his passion for designing customer success solutions.

Chase works with our Salesforce and HubSpot SMEs to tailor CS programs for Risecor’s optimization clients.




Gainsight CS



Rocket Fuel




Zendesk SME

Justin is the Zendesk Subject Matter Expert (SME) at Risecor, overseeing optimizations and implementations. With vast experience working with over 300 brands, his projects involve workflow build outs, custom efficiency solutions, robust analytics in Explore, and best practice consultations. He joined Riser in 2021, leveraging his expertise since 2013. Justin holds a Bachelor of Science in Marketing from the University of South Florida and is a certified Zendesk Admin. He also serves on the board for UC Santa Barbara’s Customer Experience Certificate Program. Past clients include Edmunds, The Bouqs Company, Kings Hawaiian, DUDE Products, and more.


ConnectWise SME

Doug Mooney is an accomplished IT professional who excels in optimizing business operations within the MSP and IT consulting space. With a wealth of experience spanning various roles across the MSP company structure and armed with an MBA, Doug brings a unique blend of technical expertise and business acumen to address complex IT operational challenges.

Doug’s primary focus revolves around ConnectWise Manage, Automate, Brightgauge, and an extensive range of secondary products that complement these PSA/RMM tools. With a solid foundation in the Windows MCSE/Active Directory realm and a deep understanding of powershell, vbs, and batch scripting, he possesses comprehensive knowledge of IT issues from start to finish, along with the underlying business processes that support them. This holistic perspective fuels his passion and drive for delivering practical and effective solutions.


ConnectWise SME

Ryan is a University of Michigan graduate with 20+ years working with managed service providers and technology companies. He started CW Advisory Group in 2017 and has done over 150 implementations for various MSPs across the country. 

Ryan is also a father, a fishing guide in the Great Lakes of Michigan and a part time hockey player on the weekends.


Chief Information Security Officer

Nearly 20 years of information technology and cybersecurity experience. Former United States Intelligence Agency asset, U.S. Air Force Cyber-Operations leader, and CISO to multiple private organizations. Tyler has handled nearly 200 data breaches and network compromises and has over 10,000 hours of penetration testing experience. He also specializes in data privacy and regulatory compliance.

16 million dollar ransomware incident

Multi-national federal compliance

Trainer for global CISO’s

U.S. Air Force

U.S. Army Intelligence and Security Command

National Security Agency

General Dynamics



Multiple private banks and Fintech organizations and multiple private manufacturing companies


Business Advisory Services

Finance & Accounting Consultant | Revenue Recognition & Analysis | Business Intelligence & Analytics

  • Helping SaaS & Start up Tech Co’s with all things Revenue – Implementation, Analysis, Forecasts & Reporting
  • Financial Analysis And Advisory Services using Data Driven Insights
  • Financial Systems Implementation – Quickbooks, NetSuite, RevPro, RevStream, SAP RAR
  • Establish Best Practices & Benchmarks around the Accounting Cycle


Finance ERP SME

With a strong background in corporate accounting Simon has 20 plus years of experience implementing and managing ERP systems. With both financial and technology expertise, he is able to bring the worlds of accounting and IT together in order to drive successful ERP projects. Over his career, Simon has worked with clients across a wide range of industries including manufacturing and distribution, retail, non-profit, professional services, software, and financial services.


Accounting CPA

Accounting, bookkeeping, financial statements, business leadership. Over twenty years of managing books and records with success in helping struggling businesses. Filed sales tax returns and payroll tax returns. Presented financial statements to a board of directors. Has experience solving inventory accounting challenges.  Has led others to solve problems in recording depreciation and amortization.




Family Service Agency


Western States Petroleum