Bill is a partner at Tercera and responsible for sourcing, executing and monitoring investments in third wave services businesses. Prior to Tercera, Bill was a managing director in the Technology Investment Banking Group at Guggenheim Partners where he advised middle-market IT Services companies on M&A, equity and debt transactions. Before Guggenheim, he held various investment banking and M&A advisory roles at William Blair and KPMG. He has advised dozens of IT solution providers, systems integrators, digital engineering firms over the years.
Notable transactions include Traction on Demand’s growth equity investment from Salesforce Ventures and Guidepost Growth Equity, sale of Tribridge to DXC, sale of Gorilla Group to WPP, sale of Sierra-Cedar’s Workday assets to Accenture, sale of Orion Innovation to One Equity Group, sale of Lochbridge to DMI, Twilio’s IPO and Rapid7’s IPO. Bill received his MBA from the Kellogg School of Management at Northwestern University and his B.S. in Finance and Accounting from DePaul University.
What makes you tick?
I am passionate about helping people achieve their full potential. For the majority of my investment banking career I was in a ‘staffer’ or talent manager role (in addition to executing transactions). Mentoring analysts and associates, and helping them navigate a highly demanding work environment, was as fulfilling for me as advising clients. This experience also taught me that if you take care of your employees, they will in turn take care of your clients.
Why are you so passionate about helping founders and/or people-based businesses?
Working with founder-led tech-services businesses combines each of my passions: entrepreneurship, technology and ‘teams of teams’.
What is a company you really admire and why?
Tesla. Few companies seamlessly blend physical and digital products as well as Tesla does, and can drive innovation in 100+ year old industries. The fact that they are tackling a challenge as massive and important as climate change is another reason.