Mike Martin

Industries: Restaurant (QSR + Fast Casual), Hospitality, Ecommerce, Sports, SaaS, Manufacturing & Logistics, Healthcare, IT, Travel & Tourism, Automotive, & Non-Profit

Services: Brand Positioning, Market Research, Go-To-Market Strategies, Lead Gen Strategies, Team & Tech Stack Audits, Leadership Recruiting & Training, Paid Media Strategy, PR/Earned Media

Capabilities: Reconfiguring Hybrid Marketing Teams, Campaign Development & Execution, Content at Scale with AI,
Agency Search Consulting, Mentoring and Startup Advisor

Mike Martin is often described as a muse for creative-minded entrepreneurs and executive leaders who struggle to synthesize the brand story swirling in their heads. He operates at the intersection of Performance & Persuasion with an unwavering belief that revenue growth is accelerated when creativity has accountability and content marketing is grounded in human truth. Mike is a rare breed of CMO who cut his teeth on the creative side, building award-winning campaigns before pivoting into being an agency owner, tech startup founder, and software development shop CMO before exiting.

Mike is well acquainted with the entrepreneurs journey and navigating periods of prosperity and adversity. With decades of experience in consumer marketing, B2B & B2C SaaS, G2C, and tech startups, he helps brands recalibrate strategy, reconfigure teams, and refocus on revenue growth as an interim and fractional CMO.

Client Engagement Highlights:

Chief Marketing Officer, Codesmith – Mike played a pivotal role in the growth and eventual acquisition of Codesmith, a managed services company specializing in custom software development, digital marketing, and IT staffing.

Chief Creative Officer, Jackson Spalding – Mike oversaw the creative, production, and media teams and led projects for renowned brands like Delta, Chick-fil-A, Orkin, and Coca-Cola, emphasizing brand strategy, content creation, and marketing analytics.

Founder/Creative Director, Skylab-B – Mike founded and led this Atlanta-based creative communications agency, developing integrated marketing campaigns for small to mid-size clients and partnered with a multicultural agency on large Government contracts.

Co-Founder & CEO, Pan Pals –  Mike co-founded this SaaS and entertainment platform for cooks, offering a space for collaboration, learning, and sharing food inspiration.

Partner/Creative Director, Martin+Owen – Mike co-led this venture, producing branded content and original programming for networks and serving as a consultant for advertising agencies.

Chief Marketing Officer (CMO), Fletcher Martin – Mike led the creative, production, and strategy teams focusing on CPG, QSR, and Telecom brands.

Mike holds an ABJ in Advertising and a Bachelor of Arts in Public Relations, Advertising, and Applied Communication from The University of Georgia. He also holds a Master of Arts in Art Direction from The Creative Circus and studied Mastering Design Thinking at the MIT Sloan School of Management .

Debbie Schleicher

Debbie Schleicher is a Partner in TechCXO’s Finance and Operations practice. Debbie is a strategic executive and CPA with a diverse operations and industry background that includes expertise in Marketplace, SaaS, Generative AI, Fintech, Proptech, Indoor Vertical Farming, eCommerce, and Business Products and Services.

Debbie has offered fractional CFO services and consulting to companies including Student First Technologies (EdTech/Fintech), Scale to Win (SaaS), Beanstalk (Vertical Farming), STAR EV (Vehicle OEM), Fetcher (SaaS AI staffing); RentCheck (SaaS proptech with property management); LePrix (online luxury goods marketplace); ACV Auctions (online used vehicle auction); Aucto (B2B industrial asset auction); iGAM (robotic equipment marketplace); Hypori (SaaS B2B BYOD security); and Idea4Industry (SaaS MDM platform).

Debbie’s core proficiencies include:

Debbie’s career highlights include:

CFO, EasyKnock, Inc. – Debbie led strategic finance, capital markets, underwriting, accounting, treasury, tax, and FP&A functions for this Series C/D proptech company that helps homeowners unlock equity in their homes. She also established an organizational structure, completed the first independent financial statement audit, and rebuilt the company’s financial forecast model.

CFO, Greenlight Financial Technology – At this fintech venture, Debbie led the finance and accounting department, negotiated large vendor contracts to improve unit economics, and joined the founders to successfully complete a $54M Series B capital raise.

CFO, IronPlanet – Debbie led a finance team of over 35 direct reports and led IPO readiness efforts. She developed an infrastructure to scale the marketplace GMV from $0.5 billion to $1.3 billion over a two-year period, doubling revenues over that period. She also completed a $20 million equity raise and structured a $55 million credit facility to support two M&A transactions. Debbie was a key team member in executing the largest strategic partnership for the company, which positioned the company for an IPO and subsequent sale to a public company for $758M.

Debbie has also served in leadership roles in global public accounting firms where she crossed multiple service areas, including audit, tax and systems implementations. She served as a Partner with Grant Thornton where she was the Partner in charge of the Tax and Finance Optimization and Global Compliance service lines for the firm. She also served as Partner, SC&H Group, and Managing Director, PricewaterhouseCoopers, where she led the tax compliance service line for the McLean, VA office. Debbie began her career as an auditor with Arthur Andersen before becoming a partner in the tax division, specializing in M&A, Tax Function Outsourcing, and Accounting Methods.

Debbie is a Certified Public Accountant and a distinguished graduate of the University of Delaware, holding a BS in Accounting.

Eric Froistad

Eric Froistad has had a successful career as a financial executive. He has served in finance and operations leadership roles for public and private companies. He has led early and growth-stage companies through venture capital and private equity transactions, restructurings, mergers and acquisitions, private exits, and IPOs.  He works with clients in the software (SaaS, PaaS), financial technologies (fin-tech), and digital content sectors.

He has helped his clients raise multiple rounds of debt and equity capital, negotiated merger agreements and major customer contracts, implemented risk management programs (including cyber risk) and customer billing systems, managed compliance (SAS 70, PCI, HIPAA) and financial audits, developed incentive compensation programs, and managed client accounting/finance departments, among other services.

He served as a partner in the Finance specialty group at TechCXO from 2008 to 2018 before leaving to become CFO/COO of an international medical school, retiring in 2023. He returned to TechCXO as a Principal in March 2023. Prior to TechCXO, he was CFO of TSYS Loyalty, a loyalty technology company in the financial services/card payments sector.  He began his career at Arthur Andersen & Co in Denver, rising to the senior manager level before leaving for progressive financial executive positions.

Eric Froistad earned a BS degree in Accounting from the University of Colorado and a CPA license from the State of Colorado.

Dale Kirkland

Dale Kirkland is a Partner in TechCXO’s Finance & Operations practice and is based in Atlanta.  As an experienced leader, Dale is focused on supporting the high-growth innovation community through Fractional CFO engagements, Executive Coaching, and Seed Investing.  Dale offers his clients a unique understanding of what it takes to build and scale a high-growth technology company through his diverse background of capital advisory and direct operating experience. He offers his clients financially focused, yet well-rounded business and operational acumen that can positively impact a company’s growth trajectory and outcome.

Dale has worked with more than 1,000 startups during his career providing expertise and services that include: Venture Debt, SaaS Financing, venture capital, growth equity, global treasury, payments, business development, strategic contract negotiations, networking, marketing, entrepreneurship, private equity, and M&A financing to software, hardware, telecom, cybersecurity and consumer Internet companies.

During his distinguished career, Dale held the following leadership positions:

Fractional CFO, Slip Robotics – Facilitated three capital raises totaling over $40MM, led professionalization of accounting and finance departments in preparation of CPA Audit, led sales and use tax compliance, and secured R&D tax credits

Fractional CFO, Query.ai

Fractional CFO, Qualytics

Managing Director – Technology Banking, SVB – As Market Manager, Dale led SVB’s technology practice in the southeast, supporting and advising startups in the tech industry. He was responsible for regional business development, & relationship management leadership at the industry-leading technology bank. He led over 500 financings with over $3.5 billion of capital committed. Dale specialized in cross-functional experience orchestration, lending and comprehensive payment solutions to early-stage venture, growth stage and public technology companies. His activities included account acquisition, credit evaluation, term sheet negotiations, loan closings, treasury solutions, and active networking with venture capitalists, CPAs, attorneys, PR firms, investment bankers, etc. Verticals included SaaS, Hardware, Frontier Tech, Consumer Internet and Fintech companies. He focused on the Georgia, Florida and Alabama markets. He advised founders on Go-to-market strategy, and capital planning. He was a multi-time winner of SVB President’s Club, recognizing top 30 global performers, and he had P&L responsibility of >$30MM of revenue. He has supported and had a positive impact on the outcomes of several noteworthy startups, including Bark Technologies, Calendly, Pardot, KnowBe4, Bridge2 Solutions, ReliaQuest, AppRiver, e-Builder, Rainmaker Group, Clearleap, Pentaho, Liaison Technologies, SilverPop, Prolexic, Vocaloicity, ViTrue, Jboss, and CipherTrust.

CFO, BroadBand Technologies, Inc.  – While at this networking equipment company, Dale executed on the following key projects:

  • Created & managed an investor relations program
  • Spearheaded business planning & analysis functions
  • Worked directly with investors & Wall Street analysts to enhance shareholder value.
  • Spearheaded a stock repurchase program
  • Collaborated on patent defense lawsuit against Lucent Technologies
  • Directed NASDAQ listing criteria maintenance
  • Developed & delivered presentations for investment conferences & Board of Directors.
  • Developed earnings releases, financial press releases, annual reports & SEC documents including 10Qs & 10Ks.
  • Created forecasts, margin analysis, and pricing policies
  • Managed financial and SWOT analysis for 5-year strategic plan
  • Completed asset divestiture and several strategic partnership agreements.

In his roles at MCI, XO Communications, & Broadwing Communications, Dale led complex bids/pricing programs and drove sales leadership teams of over 40 people, that provided communications infrastructure and services to Fortune 1000 firms including BellSouth (Verizon), Georgia Pacific, Equifax, The Southern Company, CNN, Goldman Sachs, Cox Enterprises and others. Dale started his career at SunTrust Bank (Truist), where he completed their rigorous Banking Officer Training program.

Dale’s charitable efforts included serving as Director & Finance Chair, Board of Directors, TechBridge – TechBridge is an Atlanta-based nonprofit that helps other nonprofits to amplify their missions. TechBridge provides IT consulting, hosting and outsourcing services to hundreds of nonprofits, helping them harness the productivity gains long since enjoyed by the corporate sector, by connecting the needs of nonprofits with the skills and financial resources of the technology community.

Dale received his B.B.A. – Finance from Georgia State University, graduating Summa Cum Laudema Cum Laude and holds an Executive Coaching Diploma from Emory University.

Jim McClintock

Jim McClintock is a seasoned business leader with 30 years of executive-level financial, strategic and operational management experience. Jim has served six different organizations — from startups to a $75 million company — as their CFO. As a TechCXO Principal, he brings his clients a balance of both Fortune 50 (Citibank, BellSouth) and entrepreneurial perspectives, including expertise in: M&A, strategic planning, corporate development, CFO services, financial reporting, accounting, internal controls, information technology, risk management, banking, venture capital and private equity.

His career spans multiple industry segments within financial services and information technology and across multiple functional roles. He worked in business development for Citibank’s LBO financing unit, as a partner at North Riverside Ventures, an Atlanta-based venture capital arm of Sam Zell’s Equity Group, and as COO/CFO for an Atlanta-based broker-dealer for independent financial planners.

Jim was a senior corporate development executive at BellSouth, where he led strategy and deal teams for BellSouth’s Broadband, Entertainment and Internet groups, including the completion of a $500 million digital cable TV programming partnership among BellSouth, Ameritech, SBC Communications and Walt Disney, the acquisition of five wireless cable companies for $250 million, and a wide variety of other strategic transactions (divestitures, strategic alliances, partnerships, software licenses, investments, etc.). He also led a BellSouth International team in developing strategic plans for BellSouth’s Latin American affiliates to enter the Internet services business in six Latin American countries.

Jim subsequently headed the startup of a broadband communications service provider in Canada (Cypress Communications) and served in fractional CFO roles for an information security software company, a telecom billing software company, and an INC 500 digital marketing agency.

Jim was a Partner at Pace Capital Advisors for eight years, where he provided M&A advisory and exit planning services to owners of privately held, lower middle market businesses with revenues of $5 million to $50 million.

During his tenure with TechCXO, Jim has served as fractional CFO for software as a service companies in the healthcare and financial services industries. He has also assisted owners of multiple businesses with M&A transactions.

Jim received his B.A. from Washington and Lee University and his M.B.A. from the University of North Carolina at Chapel Hill.

Andrew Roberts

Andrew Roberts is a CFO at TechCXO and covers a wide array of growth-stage companies’ forecasting and capital-raising needs. He came to TechCXO in 2020 from Seven Oaks Company, where he supervised the complete financial operating division with $500 million in assets under management. While in that role, he worked closely with clients and partners in their decisions involving finance and forecasting, accumulating vast experience in modeling for new investment targets and prospective dispositions. Among his previous roles, Andrew spent seven years working at Hines, an international real estate investor/manager, in the two distinct but complementary roles of controllership/asset management and project development. His skills include Accounting, Financial and Strategic Planning, Budget Development, Operational and Financial Forecasting, JV Investment, and Project Management.

Andrew has served as a Board member of the Georgia Chapter of NAIOP, one of North America’s largest commercial real estate organizations. He has a Bachelor of Science with Special Attainments in Commerce from Washington & Lee University and an MBA from Emory University. He attained his CPA license in 2005.

Alex Wilharm

Alex Wilharm is an energetic and people-focused Human Resource Professional. He has a strong background in recruitment and scaling teams, coaching and performance management, and employee engagement. His most recent experience includes rapidly scaling early-stage startups and standing up their HR functions, including overseeing internal recruitment. Additionally, he has extensive experience in talent acquisition across an array of functions and industries, helping to scale teams in customer service, operations, and sales, as well as the recruitment of individuals across technology, financial, and pharmaceutical industries, among others. His early career prepared him for the demands and pace of evolving companies, where he excelled in recruiting and coaching high-functioning teams for eight years in Division I college athletics. Alex is also a certified feedback provider for Hogan Assessments.

Greg Klebon

Greg Klebon is a seasoned finance and accounting professional with extensive experience partnering with privately held, high-growth companies. His expertise spans financial planning & analysis (FP&A), financial modeling, financial reporting, mergers & acquisitions (M&A), transfer pricing, foreign currency translation, and finance and accounting transformation. Greg has a proven track record of delivering strategic financial leadership and driving operational excellence.

At TechCXO, Greg has served as Vice President of Finance and has taken on CFO responsibilities for multiple clients, helping organizations scale their financial operations and optimize performance.

Prior to joining TechCXO, Greg led the finance team at a global leader in translation services, where he played a key role in guiding the company through a 400% revenue increase and expanding its workforce from 50 to 125 employees over eight years. Before that, he held managerial and sales positions in the hospitality industry in Italy and the pharmaceutical sector.

Greg holds an MBA in Finance from the University of Miami School of Business, a Master of Accounting from Nova Southeastern University, and a Bachelor of Science in Premedicine from Penn State University. He previously held a CPA license and speaks Spanish and Italian.

Christy Kudlac

Christy Kudlac is a senior leader with 25 years of demonstrated experience developing software in the Information Technology industry. She has held positions that have included Head of Engineering, Director, and Program Director at multiple companies.

Christy’s areas of expertise include leading and managing software product development organizations, Agile development transformations including the use of SAFe, Scrum, and Kanban practices, delivering large multi-tenant SaaS solutions, and, most recently, Product Operations, which is the intersection of product management, engineering, and customer success (go-to-market counterparts). She has experience in the MarTech, FinTech, Sales Engagement, and Educational Fundraising arenas.

Christy holds a BS in Computer and Electrical Engineering from Purdue University. She is a passionate mentor who values collaboration, culture, and relationships to move products to the next level.

Matthew Klaiber

Matthew Klaiber is an experienced finance professional with a background in consulting and entrepreneurship. Matt started his career at EY where he performed audit and IPO services. After, Matt joined PricewaterhouseCooper’s M&A practice where he executed buy-side and sell-side diligence for public and private equity clients. Most recently, Matt operated and expanded two ventures within the Hospitality industry.

His areas of expertise include: Financial Modeling, Accounting Compliance & Methodology, Strategic Planning, M&A Diligence, Budget Development, Financial Forecasting, Pro Forma Financials, Transaction-Level Data, and QuickBooks.

Matthew has a BS in Accounting from Bob Jones University, an MBA from Emory University, and is a Licensed CPA in Georgia. Matt serves as a member of the Atlanta Symphony Associates and is an active coach in the alumni mentorship program at Emory’s Goizueta Business School.

Michael Levine

Michael Levine is a highly collaborative, technology-enabled Finance & Operations Partner at TechCXO, specializing in guiding SaaS companies through strategic cash flow improvement, securing funding, increasing profitability, and facilitating operational excellence.

With a unique blend of expertise in finance, technology, cybersecurity, business operations, and sales leadership, Michael serves as a thought leader and mentor to executives at growth-focused companies ranging from startups to global enterprises exceeding $1 billion in revenue.

Throughout his career, Michael has demonstrated a commitment to driving financial clarity and momentum, enabling SaaS companies to scale and exit with confidence. His proactive and highly responsive approach ensures that strategic initiatives are executed effectively, mirroring his dedication to business health and personal performance optimization.

Recent SaaS Engagements:

  1. $9M+ ARR Supply Chain SaaS Provider: Upgraded KPI reporting metrics to enable smarter executive leadership business decisions and more effective investor conversations, led successful onboarding of senior finance team member, strengthened banking relationships, supported profitable growth, improved cash flow and upgraded cash projections, and prepared for a successful exit.
  2. $1.7M ARR Enterprise Support SaaS Provider: Navigated venture debt and cap table strategies during accelerated growth from $1.2M to $1.7M in less than a year, facilitating a capital raise exceeding $1M.
  3. $8M+ ARR Marketing and Site Selection SaaS Provider: Negotiated major contracts to optimize business outcomes, led internal finance function, collaborated with executive team to significantly reduce cash burn and improve profitability, optimized bank relationships and coordinated debt modification, and facilitated corporate governance initiatives and convertible debt infusion exceeding $1.3M.
  4. $30M+ ARR Analytics SaaS Provider: Served as interim CFO, streamlined Board reporting, facilitated $15M capital infusion from private equity sponsor to accelerate growth, renegotiated

Ross Bagley

Ross Bagley is a seasoned technology leader with over 20 years of experience driving digital transformation, AI innovation, and enterprise data strategy across diverse industries. As Chief Technology Officer and Principal at TechCXO, he has led the design and execution of scalable, cloud-native platforms, integrating AI-driven analytics to optimize business operations and enhance customer engagement. His expertise spans predictive modeling, IT governance, and advanced data architectures, making him a recognized authority in AI and business analytics.

Beyond his industry impact, Ross is a respected educator and academic leader. He serves as Managing Director of the Master of Science in Business Analytics (MSBA) program at the University of South Carolina’s Darla Moore School of Business, where he bridges academia and industry by facilitating experiential learning programs with corporate partners. As a lecturer, he teaches courses in project management and data resource management, equipping the next generation of business analysts with critical problem-solving and storytelling skills.

Ross’s academic background is equally distinguished. He holds an undergraduate degree in Accounting and Computer Science from Kentucky State University, an MBA in Management Information Systems from the University of Texas, and completed his doctoral coursework in pursuit of a DBA at the Florida Institute of Technology.

His unique blend of hands-on industry expertise and academic leadership positions Ross Bagley as a visionary in AI, business intelligence, and digital transformation, seamlessly connecting theory with real-world impact to drive innovation and strategic growth.

Jeff Browning

Jeff is an experienced software executive who serves clients typically as a fractional or interim CTO/CPTO. He has extensive experience leading and transforming product development organizations to achieve efficient, effective, sustainable delivery of products and services. His approach is to work closely with the leadership team to understand and address the strategic needs and objectives of the business.

His areas of expertise include software development, software delivery, strategic alignment of development resources, building and leading software development teams, team assessment and improvement, Agile development process, continuous delivery optimization, software architecture, product roadmap delivery and product market fit. Jeff has served in a wide range of markets including FinTech, InfoSec, MarTech, Healthcare Tech and more.

During his distinguished career, Jeff has been an executive leader with the following:

CTO, Alogent (FinTech) – Jeff managed the launch of a new online and mobile Digital Banking platform as well as the continued advancement of continuous delivery, containerization, and orchestration throughout all of Alogent’s products.

CPTO, Optima (Healthcare) – Jeff led all aspects of product and engineering including expanding the product offering from one to four product lines in less than two years. He was a key executive in M&A activity and in the acquisition of Optima by Net Health

Director, IBM Commerce Marketing Development – Jeff was responsible for the development and delivery of IBM Commerce Marketing software worldwide. This included the development, launch and ongoing support of the IBM Marketing Cloud, ongoing development of the IBM Marketing software on-premises suite as well as shared services. At IBM Jeff was a key leader driving Saas/Cloud services, agile development and the convergence of Cloud and on-premises offerings.

SVP, Product Development, Silverpop – Jeff led all product development and product management for the Silverpop SAAS platform trusted by more than 5,000 brands around the globe. He was a key executive in the acquisition of Silverpop by IBM.

SVP Engineering, Secureworks – Jeff led the development of all SecureWorks products including a security information management platform that processes nearly 20 billion events per day serving approximately 3000 customers including several Fortune 10 companies and nearly 10 percent of the Fortune 500 companies. During this time he built the development organization from a team of 20 to a team of 130 people across four cities supporting revenue growth from $10M to $130M. He was involved in the technical due diligence of multiple companies and was an active contributor on the team that led to a successful acquisition and integration of SecureWorks by Dell.

He has also held senior leadership and technical positions with organizations that included Air2Web, MultiActive Software, SSI and Bellsouth. Jeff earned a Masters of Business Information Systems from Georgia State University and a BBA (Finance) from the University of Georgia.When Jeff is not working with clients, he enjoys hiking, mountain biking and trail running.

Hunter Morhous

Hunter has over 20 years of experience developing, evaluating, and executing highly complex strategic plans for various companies, including public and private entities, large corporations, and small businesses. He has supported senior executives with initiatives related to cash flow management, capital structure optimization, financial forecasting, mergers & acquisitions, and capital raising (both equity and debt).

He provides a comprehensive organizational perspective and a results-oriented approach to tasks and projects, emphasizing stakeholder relationship management, business & financial modeling, sell-side preparation, merger & acquisition integration, financial planning & analysis, project management, and audit management & compliance.

Hunter earned a Bachelor of Science in Business Administration and Accounting from Washington and Lee University and a Master of Business Administration with a concentration in Finance and Strategy from Emory University’s Goizueta Business School. He also serves on the boards of several non-profit organizations dedicated to healthcare and education.

Justin Travis

Justin Travis has spent his career developing software for healthcare companies. He has worked for several companies in many areas of the healthcare industry writing, architecting, and managing software to improve patient’s lives. Most recently he has worked as Director of Engineering for the largest ABA software company servicing clinicians caring for children with autism.

His areas of expertise include Microsoft Stack development, Agile development processes, and scaling software solutions from small to large using cloud technologies such as AWS and Azure. He also has extensive experience with mobile and web development, as well as guiding companies in scaling these applications as their business grows.

He has a BS in Computer Science from Georgia Institute of Technology and has a passion for software development. He also has a passion for developing tools to help better people’s lives.