Partner at True North Companies | Co-Founder ClickSquared | Co-Founder Targetbase
- Scottsdale, Arizona
- Venture Capital & Private Equity
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I build brands and businesses.
As a partner at True North Companies, I focus on valuing our potential investments and growing our portfolio companies as a hands-on catalyst and board member for firms such as Passport Health and Anmark.
Two of the companies I co-founded are international leaders in marketing with data:
> Targetbase - sold to Omnicom (NYSE: OMC) in 1999, a pioneering marketing automation firm known for its strengths in business analysis and creatively connecting consumers and brands.
> ClickSquared – sold in 2007, an early cloud computing firm combining vertical industry marketing solutions with a technology platform for cross-channel marketing automation.
I've enjoyed developing brand, marketing and digital marketing strategies and capabilities for brands including Microsoft, Nestle, IBM, Volkswagen, HP, Jack Daniel’s, Coca-Cola, HomeAway, Kraft Foods, Molson Coors, flynas, Heinz, Marriott and the state of Hawaii.
Among my volunteer gigs, I have helped form, govern and/or grow a variety of non-profit and academic organizations including the Marketing Science Institute (MSI), TiE Arizona, University of Georgia, Arizona State University and Thunderbird School of Global Management.
When not outfitting businesses with innovative strategies elsewhere in the world, I'm likely to be found roaming the Rocky Mountain West, fly rod in hand, from my bases in Scottsdale, AZ and Ketchum, ID.
Strategy Development and Brand Building
Developing Business Models Linked to Finances and Customer Value
Sales, Marketing and Digital Marketing
Illuminating Strategy with Innovative Ideas
Digital Marketing with Data
Measuring Brand Communication ROI
Making Sense of Big Data
Technology Development and Deployment
Product Development and Management
I focus on valuing potential investments and building our portfolio companies with hands-on support. To create value for our companies I leverage my competencies in developing business strategy, brand strategy, product development, technology development, customer-oriented financial analysis, and sales and marketing. Among our firms, I have been actively involved on the True North portfolio company boards of Mollen Immunization Clinics, Passport Health and Anmark.
Applying business strategy, brand strategy, marketing, digital marketing and financial analysis to build brands and businesses large and small.
In recent years my engagements have ranged from architecting brand and marketing strategies/tactics for an early stage airline in the Middle East, to investing in, governing and re-tooling smaller firms through injecting new growth strategies, digital marketing and proprietary technology solutions.
Co-Founder, President, CMO of ClickSquared (previously Intrasight), a big data, marketing automation company.
Co-founder and president of Intrasight, I re-branded the firm ClickSquared after the company's sale and merger with Click Tactics in 2007. Intrasight's disruptive cloud computing (software-as-a-service, or SaaS) technology and industry specific marketing solutions reduced the cost of data-driven, real-time marketing by 80%, enabling mid-tier enterprises to enjoy intelligent multichannel marketing automation.
Founding management team member of this pioneering relationship marketing services firm - acquired by Omnicom in 1999.
My role spanned several functions of the business over the years including oversight of the company's largest accounts, head of Strategic Business Analysis, EVP Sales & Marketing, President - International, and Chairman of acquired businesses.
- Mergers & Acquisitions
- Integrated Marketing
- Email Marketing
- Digital Marketing
- Market Research
- Social Networking
- Business Strategy
- Brand Management
- Venture Capital
- Marketing Strategy
- Product Development
- Cloud Computing
- Portfolio Management
- Business Analysis
- Relationship Marketing
- Financial Analysis
- Customer Insight
- Multi-channel Marketing
- Marketing Automation
- Brand Architecture
- See 19+ See less
Measuring Brand Communication ROI
Association of National Advertisers (ANA)1997
Foremost among my published works is the ANA commissioned 1997 book “Measuring Brand Communication ROI” co-authored with Don E. Schultz Ph.D., considered the father of integrated marketing and Professor at Northwestern University.
Testimonials on the book's cover include those from Philip Kotler (Professor, Northwestern University) and Patrick Barwise (Professor, London Business School).
- Jeff Walters,
- Don E. Schultz Ph.D.
- Adventures in Value Creation - New Places - New Cultures - New Experiences
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