Jeff is a founder and partner of Fulcrum Equity Partners and its predecessor firm, Fulcrum Ventures, which started in 2000. He has managed over $600 million in capital and led or participated in 150 transactions, including public offerings, multi-party mergers and consolidation plays.
Prior to forming Fulcrum, Jeff was COO of OnTarget, the leading provider of consulting and training to large sales organizations worldwide, including IBM, HP, Cisco, Dell, Microsoft, Siemens, Deutsche Telecom, Nortel and BellSouth. Jeff spearheaded the highly successful exit strategy for the owners, resulting in a merger with Siebel Systems in December 1999.
Jeff has held senior executive positions with several rapidly growing companies in healthcare, software and tech enabled service businesses.
Prior to OnTarget, Jeff primarily held senior executive positions with rapidly growing companies, including Executive VP with NYSE health care company, T2 Medical; VP of a computer software firm, Information Systems of America; and co-founder/principal of a physician management firm that merged with PhyMatrix as part of its initial public offering. He also served as a Managing Director in the Corporate Finance practice of KPMG and began his career as an attorney with the Atlanta law firm of Alston & Bird.
Jeff is currently a board member for SaaSOptics, Florence Healthcare, Advantum Health, Proxsys RX, Red Bag Solutions, Summit Spine & Joint Centers, CarePlus, and Enduracare. He is on the Board of Invest Georgia and Southern Capital Forum as well as the screening committee for Southeast Investor Group. He is on the Board of Metro Atlanta Chamber, Leadership Ministries, Skyland Trail and Sigma Chi Foundation. He serves on the Investment Committee for the Community Foundation of Greater Atlanta and two other Foundations. He is a member of the Rotary Club of Atlanta, Association for Corporate Growth, and Society of International Business Fellows. He holds a B.A. and law degree from the University of Georgia, both with honors. Prior to law school, he served as an intelligence officer in the U.S. Air Force, including a tour in the Middle East.