Jonathan Clardy

Jonathan Clardy is a CPA and finance executive with more than 15 years of experience supporting private equity-backed, venture-backed, and founder-led companies through periods of growth, transition, and heightened financial scrutiny. He specializes in stepping into underbuilt or disrupted finance environments and providing hands-on leadership across accounting, reporting, and financial operations.

Jonathan’s background spans public accounting, corporate controllership, and interim finance leadership. Prior to consulting, he served as VP Corporate Controller for a global industrial distributor, where he led a U.S. GAAP conversion, executed the company’s first Big Four audit, built multi-ERP consolidation and reporting infrastructure, and supported acquisition integration and lender covenant reporting. Earlier, he held senior accounting leadership roles at a high-growth digital portfolio company and spent over a decade at PwC, progressing to Assurance Director in the Private Company Services practice.

His expertise includes technical accounting under U.S. GAAP, audit and lender coordination, FP&A and cash flow forecasting, complex revenue recognition, equity and valuation-related accounting, and transaction and audit readiness. Jonathan is known for his calm, disciplined approach and his ability to translate accounting complexity into clear, defensible decisions for management, boards, auditors, and investors.

Capabilities

  • Finance and Accounting Services
  • Financial Strategy
  • Technical Accounting and U.S. GAAP Advisory
  • Audit and Lender Readiness
  • FP&A and Financial Planning
  • Finance Operations Leadership
  • Systems and Process Transformation

Services

  • Forecasting, Financial Modeling, and Cash Flow Management
  • Audit Coordination, Readiness, and Auditor Interface
  • Lender and Covenant Reporting
  • Revenue Recognition and Complex U.S. GAAP Accounting
  • Finance Function Integration and Process Improvement

Brian Lora

Brian Lora is a Product & Technology Partner based in Research Triangle Park, North Carolina. Brian’s exceptional track record as a Chief Technology Officer (CTO) and Chief Information Officer (CIO) for high-growth start-ups and mid-market commercial software companies includes more than 18 successful buy-side and sell-side acquisitions to private equity and strategic firms.

Brian balances his deep tech, analytical, and software engineering capabilities with innovative product creation, leadership management, and lifecycle insights to modernize and accelerate SaaS companies’ growth.

His specialties include:

  • Commercial Product Development & Product Strategy
  • Technology Strategy
  • Software-as-a-Service (SaaS)
  • Public/Private Cloud
  • Software/Web/Mobile Development
  • Agile Practices
  • SoftwareArchitecture & Platform design
  • Data Analytics
  • New Product Introduction
  • Technology Due Diligence
  • Acquisitions  & Integrations.

During his distinguished career, Brian’s leadership roles have included:

CTO & CIO, Live Oak (NASDAQ: LOB) – Brian created and executed a strategic technology plan to create 2nd generation, API-based cloud services platform to enable innovative, next-generation online and mobile banking solutions. He modernized online banking solutions and stabilized and replaced legacy online capabilities, enabling consistent growth and business performance to bring more value to the small/midsize banking clients of Live Oak. Tripled the size of the customer base with new modern product offerings, which enabled the stock price to grow from $13 per share to over $80.

CIO & Chief Architect, Sageworks (Acquired by AKKR) – Brian was hired by the company founder after numerous successful technology consulting projects to modernize product development & technology organization capabilities, prepare for successful exit and lead all technical due diligence & future integration planning with the new PE owner.

CTO & CIO, Dude Solutions (PE-backed by Warburg Pincus) – Brian led all commercial operating aspects of Product Management, Product Development/Software Engineering, Architecture, IT/Infrastructure/Security to create a modern portfolio of SaaS (Browser & Native Mobile) products focusing on facilities operations management, innovative IT solutions, events, energy, safety, and data analytics across four major industry verticals (Education, Government, Healthcare, Manufacturing). More than 12 major product introductions and major product releases created more than $1.2B in SAM through organic and product roadmaps. New bookings increased by 70+%, and subscription revenue/ARR of 30+% year-over-year.

CTO & CIO, RegEd/StoneRiver SRC (PE-backed by Stone Point Capital) – Brian led all aspects of technology, product development/software engineering, IT/Infrastructure/Security for StoneRiver SRC (a technology holding company composed of RegEd, Emerald Connect, and F&C). He was recruited by the private equity firm to bring comprehensive technology leadership and execution, including the digital transformation of aged technology platforms & fueling new growth through organic & inorganic product development and integration. He led initiatives that scaled growth to more than 4M+ end users and enabled revenue (ARR) growth from $ 21M to $80M.

In addition, Brian has held leadership positions with IBM’s Information Protection Services, Arsenal Digital Solutions (acquired by IBM), Storability (acquired by Sun/Oracle), and Tivoli Systems (acquired by IBM). Brian has been honored as a CIO of the Year – Innovation & Transformation by the Triangle Business Journal and holds multiple US and international patents as lead inventor for innovative “S3” SaaS architecture. He also served as an Outside Board Member for North Carolina State’s College of Engineering and Computer Science and is a frequent speaker at key industry and technical conferences.

Brian received his BS in Chemical Engineering from North Carolina State University.

Eric Anderson

Eric’s extensive background as a Chief Commercial Officer makes him an invaluable resource for companies looking to refine their go-to-market strategies, enhance enterprise value, and boost customer engagement. He is often sought after by executive teams, Boards, and investors to take on roles as interim or fractional CCO, CSO, or CPO. Additionally, Eric collaborates closely with current CEOs, COOs, and CFOs to develop or enhance their growth strategies and commercialize emerging technologies.

With over 30 years of experience, Eric has consistently driven exceptional growth for SaaS and emerging technology companies across sectors like Consumer Electronics, SaaS, AI, IoT, Advanced Media, and RecTech.

His specific expertise encompasses: 

  • Defining and positioning “Category Kings”
  • Asset valuation for early-stage companies
  • Capital raise readiness and diligence management
  • Go-to-market and growth strategy execution
  • Big data valuation and monetization
  • Commercialization flywheel dynamics
  • Business modeling and customer experience analysis
  • Creating customer engagement and community
  • Negotiating significant deals
  • Building partnerships and strategic alliances
  • IP and content licensing
  • Designing platform experiences

Key Highlights of Eric’s Expertise:

  • Leadership Roles: 
    • Served as Chief Commercial Officer and Chief Partnership Officer, showcasing his capability in strategic leadership.
    • Experience in senior product and platform strategy, particularly in tech startups and Fortune 100 companies.
  • Capital Raising and M&A Support:
    • Proven track record in raising capital and supporting mergers and acquisitions, demonstrating financial acumen and strategic insight.
    • Developed high-performance teams in product development, commercialization, and sales, ensuring sustainable growth and competitive advantage.
  • Customer-Centric Strategies:
    • Advocates for shifting from a ‘technology-push’ to a ‘market-pull’ go-to-market strategy. This approach focuses on understanding customer needs and building emotional connections.
    • Successful at increasing enterprise value and lifetime value by fostering personalized customer experiences and equitable B2B partnerships.
  • Commercialization and Personalization:
    • Passionate about implementing simple yet effective business growth strategies that facilitate customer acquisition and reduce commercialization friction.
    • Focuses on establishing a strong value exchange with customers to convert their perceptions from “try” to “want” to “need.”
  • Emerging Market Leadership:
    • Emphasizes the importance of emotional quotient (EQ) in customer and community relations to drive adoption and loyalty.
    • Utilizes advanced techniques in AI and big data to improve customer experience visibility and maximize product lifetime value.

Throughout his distinguished career, Eric has served as a Commercial Executive for numerous early-stage growth companies and held senior executive roles, including:

  • SVP of Product Commercialization at Gracenote – Developed the first open-market AI real-time SmartTV audience measurement platform, serving over 30 million households in the U.S., acquired by Nielsen in 2017.
  • VP of SmartTV Experience & Content at Samsung – Launched and managed the world’s first SmartTV experience from 2010 to 2015.
  • VP of Smart Home at Samsung – Led the acquisition and launch of Samsung’s first Smart Home offerings from 2014 to 2015.
  • Chief Partnership & Ecosystem Officer at Handango – Established the world’s largest content marketplace for BlackBerry and smartphones before the rise of Apple, acquired in 2009.
  • VP of Mobile Internet & Cloud Network at Ericsson – Contributed as a founding member of Ericsson Global Services, growing the practice to over $50 million in revenue within the first five years.
  • Sr. Manager at Accenture – Served as lead architect for wireless freight tracking systems for major logistics companies and designed pioneering wireless fuel consumption software for the Indy Race League.

Bryan Dennstedt

Bryan Dennstedt is an accomplished Fractional CTO or Fractional CIO with TechCXO in Charlotte, North Carolina, where he has focused his efforts as a hands-on Fractional CTO and Interim CIO with numerous clients. He is an expert in mobile application development, healthcare integrations, and all aspects of telemedicine and has worked on over 40 engagements in a fractional capacity for the firm. His experience includes managing all information technology operations, from fractional CTO product development to Interim CIO large-scale technology migrations. Bryan works to ensure that his clients’ high-level Information Technology roadmaps are well-defined and then digs into the details to ensure that established metrics, accountability, and results are being delivered by the team he leads. Once a client is up and running with his methodologies, the Fractional CIO capacity can be leveraged in an ongoing model, and it can be ramped up to Part-Time CIO as needed throughout a project.

He has worked with numerous clients, including a healthcare patient engagement platform, a telemedicine therapy offering, and a medical device company during security audits and FDA approvals.

Bryan’s experience as a technology executive includes serving as the CTO/CIO of iPic Entertainment, where he directed teams in the management and continuous improvement of technology for iPic theaters, encompassing mobile applications, websites, intranet, projectors, and infrastructure. He was also the CTO/CIO of MDLIVE, where he grew the team from 7 to 80+ members and established a highly available 99.99% uptime production environment. He provided critical leadership in the launch of the first version of the MDLIVE patient mobile telemedicine application.

In addition, Bryan was the Fractional CTO of ProMed Clinical Systems, where he directed the migration of the entire platform from client-server architecture to a SaaS model in the cloud. He was also the CTO/CIO of City Power Marketing, where he designed a flagship product suite, a web-based platform that grew to encompass all trading tools, including bid submissions, business intelligence, and financial dashboards used daily by the trading team.

If you are looking for a Fractional CTO or Fractional Chief Technology Officer in Charlotte, North Carolina, Bryan Dennstedt is the ideal candidate to help your business grow and thrive. Contact him today to learn more about his expertise and how he can help your company succeed.

He received his BS in Information Technology from the Rochester Institute of Technology. Please reach out to Bryan for all your Interim CTO, and Fractional CIO needs.