Adam Frederick
Fairfield,CT
Summary
Dynamic private equity-backed executive with a proven record in leading high-performing teams and driving strategic development. Demonstrated success in revenue growth and creating shareholder value, achieving multiple PE/VC exits with 8-10x MOIC. Expertise includes market expansion, M&A integration, and operational efficiency. Committed to leveraging innovative strategies to enhance organizational performance and drive sustainable growth.
Overview
25
25
years of professional experience
Work History
Managing Director
AGF Advisors
New York, NY
12.2022 - Current
- Directed startup providing senior executives, boards, and investors on strategic growth, M&A, governance, product innovations, and investor relations (IR) initiatives.
- Provided advice on operational processes, business development initiatives, and organizational improvements.
Global President & CEO Americas
Sodali & Co.
New York, NY
06.2020 - 12.2022
- Managed $130M global P&L, achieving $32M EBITDA, with 15 direct reports, for $300M PE-backed (TPG) firm.
- Exceeded sales goals by 23% through upselling and cross-selling within the existing client base, as well as strategically attracting new business.
- Generated 30% inorganic, accretive growth ($30M) within 18 months through strategic acquisitions across the U.S., Canada, and Australia.
- Achieved a significant 30% improvement in efficiency by reorganizing operations.
- Secured a $200M control investment from the private equity firm TPG, producing an 8x MOIC.
Senior Vice President, Global Head of Capital Markets
Q4
New York, NY
09.2015 - 03.2020
- Directed expansion of capital markets advisory and SaaS business resulting in $20M revenue increase over 3 years.
- Managed client success and delivery strategies, resulting in a net revenue retention of 110%.
- Boosted gross margins by 300% in a two-year period via digital transformation, AI implementations, and streamlining operational costs.
- Expanded geographic reach and penetrated new markets via two EMEA acquisitions.
Founder & CEO
Oxford Intelligence Partners
Chicago, IL
12.2013 - 09.2015
- Raised funds through VC channels to launch a capital markets advisory and data analytics firm.
- Recruited top industry talent in customer experience, sales, advisory, and quantitative development.
- Drove revenue generation to over $1M in under 18 months.
- Delivered substantial value creation for investors (10x MOIC) via a successful exit to Q4.
Managing Director, Capital Markets Intelligence
NASDAQ
Chicago, IL
11.2008 - 12.2013
- Coordinated with senior leadership teams to develop long-term growth plans for the organization.
- Increased revenues from $5M to $100M (65% CAGR), via organic and inorganic growth strategies.
- Enhanced productivity by 300% through AI-driven strategies.
Managing Partner
Bloom Partners
Chicago, IL
10.2005 - 11.2008
- Established trusted advisor relationships with Fortune 500 CXOs and board directors at leading companies.
- Conducted market research to identify trends and opportunities for growth.
- Secured a strategic exit to NASDAQ at 20x EBITDA.
Managing Director
Thomson Reuters
Chicago, IL
12.1999 - 10.2005
- Developed and maintained trusted advisor relationships with senior executives of public companies, advising on special situations, including mergers and acquisitions.
- Performed sales and support activities to meet client needs and maintain service levels.
Education
Bachelor of Science - Finance
Miami University
Oxford, OHSkills
- Revenue Growth
- Cross-Functional Leadership
- Strategic Planning
- Operations Management
- International Expansion
- Mergers & Acquisitions
- Partnership Development
- Digital Transformation
- Value Creation
- Innovation
Advisory Roles
- Teal Tech | Governance SaaS platform simplifying ESG data management | 12/2022 - 01/2024
- Ainstein AI | VC-backed GenAI SaaS delivering risk mitigation and governance analytics | 12/2022 - 01/2024
- PolicySmart | Privately held InsurTech | 12/2020 - 01/2022
Timeline
Managing Director
AGF Advisors
12.2022 - Current
Global President & CEO Americas
Sodali & Co.
06.2020 - 12.2022
Senior Vice President, Global Head of Capital Markets
Q4
09.2015 - 03.2020
Founder & CEO
Oxford Intelligence Partners
12.2013 - 09.2015
Managing Director, Capital Markets Intelligence
NASDAQ
11.2008 - 12.2013
Managing Partner
Bloom Partners
10.2005 - 11.2008
Managing Director
Thomson Reuters
12.1999 - 10.2005
Bachelor of Science - Finance
Miami University
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