Summary
Overview
Work History
Education
Skills
Websites
Certification
Advisoryboard
Boardofdirectors
Boardmember
Recommendations
Board Service
Timeline
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Carter McCrary

AUSTIN,TX

Summary

With a proven track record of optimizing company operations to improve efficiency, productivity, and foster a positive company culture, I bring expertise in strategic planning and execution. My focus extends to internal operations, services, and product growth, resulting in successful exits. Throughout my career, I have held leadership positions as CEO, COO, and CRO, finding fulfillment at smaller to mid-size companies serving Fortune 5000 clients. I have played a key role in multiple capital raises, company acquisitions, and successful exits, while also providing consulting services across various industries with an exit strategy as the ultimate goal. Continuously staying updated and knowledgeable, I offer training and guidance to companies in areas such as company focus, future roadmap, culture, service offerings, sales, marketing, operations, strategic planning, and change management.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Managing Partner

Transformational Consulting, LLC (TCL)
03.2023 - Current

Vice President

Real Time Intelligence
03.2023 - 05.2024
  • Responsible for global sales, channel development, business development, and marketing, as well as direct input into business operations and company strategy
  • Implementing a defined channel and partner program with the goal to move the company away from direct hardware sales in order to focus on a true SaaS platform, enabling the company to fully leverage the company to fully leverage the 20+ years of expertise in supply chain software
  • Grew the pipeline from 14 to over 100 authentic and vetted opportunities in the medium to enterprise business space in less than 10 months.

Principal, Chief Operating Officer

AMI – Isospec (Sold both companies to Innova)
03.2022 - 03.2023
  • Accountable for all aspects of global sales, as well as marketing, PR, social media, branding, Operations (including logistics), inventory control, and supply chain
  • Responsible for M&A identification and negotiations for the sale of both companies
  • Grew direct sales team from 1 to 8 commission only sales reps
  • Implemented successful channel program, signing 7 additional partners in the first quarter 2022
  • Successfully converted product pricing to recurring revenue model, growing from $5M in 2021 to ~$20M in 2023, while increasing margins over 200%.

Chief Revenue Officer

FalconStor Software, Inc.
09.2017 - 03.2022
  • Managed sales, marketing, channel, and business development
  • Led company to profitability and positive operating income as well as sustainable revenue growth in my first year, after the company had declining revenue for the previous ten years
  • Converted financial model from 90% perpetual to over 60% recurring revenue (ARR)
  • Identified a defined role and salary structure for the different levels and responsibilities in the organization, and moved or replaced ~80% of sales and 100% of marketing resources
  • Implemented efficient operating processes, optimizing costs and resources by over 40%.

Chief Revenue Officer

Quarri Technologies, Inc. (Sold technology to private equity)
09.2011 - 09.2017
  • Built sales, marketing, channel, business development and operations teams to grow revenue from ~$1 to ~$15M
  • Brought three new profitable product lines to market, based on customer input
  • Increased demand for existing product lines by restructured pricing, marketing, and delivery (SaaS) models
  • Diversified customer focus from Financial Services to include Healthcare, Energy, Education and Government
  • Forged strategic technology partnerships including Lenovo, Citrix, F5, Barracuda, Rackspace, DataDivider, Diligent Software, and Firehost.

President and Chief Executive Officer

Energetic Solutions, LLC (Merger with large partner 2011)
04.2010 - 09.2011
  • Provided new leadership and strategy for all aspects of the company
  • Grew revenue 94%
  • Successfully brought two new product lines to market
  • Decreased manufacturing expenses by 40% by in-sourcing
  • Successfully launched a direct response marketing and advertising campaign
  • Signed large customers such as Academy, PetCo, Cabelas, Brookshires, and Amazon.

Chief Operating Officer

Absolute Software Corporation (Led negotiations for two company acquisitions)
01.2008 - 04.2010
  • Managed sales, marketing, business development, IT, channel, operations, and international business units
  • Grew revenue from $59M to $90M in less than three years
  • Accountable for regular communication to the company’s analysts and institutional investors
  • Direct involvement in M&A activity, resulting in negotiating two company acquisitions.

Vice President and General Manager: Sales, Marketing and Operations

Dell, Inc.
09.1996 - 01.2008
  • Accountable for a team of 1800 Dell-badged employees at seven sites in five countries, including sales, marketing, and operations
  • Oversaw five outsourced providers with over 500 employees
  • Owned six P&L's including, Employee Purchase Programs, Core Services Group, Ink & Toner Sales, Spare Parts, Upgrade Sales, Corporate Affiliate, and the Mid-Market for Public
  • Led revenue growth from $500M to $2.4B, with 42% year over year growth and >40% margins.

President and Chief Executive Officer

Digital Axis (Sold company to Private Equity)
04.1994 - 09.1996
  • Founded and operated a global value-added reseller to market and manufacture computer hardware products, along with software and IT consulting and training
  • Grew revenue from startup to ~$20M and 18 employees in the second year of operation.

Education

B.A. in Economics -

University of Texas at Austin

Executive Leadership Program -

Kellogg School of Management

Strategic Planning and Goal Setting -

University of Texas Continuing Education

Artificial Intelligence: Implications For Business Strategy -

Massachusetts Institute of Technology: MIT Sloan

Skills

  • Revenue Growth
  • Strategic Planning
  • Operations Management
  • Financial reporting understanding
  • Organizational Development
  • Partnership Development
  • Merger and Acquisition Strategy
  • Relationship and Team Building
  • Leadership and People Development
  • Business Planning
  • Management Team Leadership
  • Executive Leadership
  • Consulting
  • People and Culture
  • Marketing expertise
  • Change and Growth Management
  • Raising Capital
  • Process Improvement

Certification

Six Sigma Executive Belt Certification

Advisoryboard

Cottonwood Trading, Inc. / Grassroots Imports, 07/01/14, 02/01/23

Boardofdirectors

Communities in Schools: Central Texas, 04/01/16, 10/01/19, Finance, Resource & Development

Boardmember

Adaptmicrosys, LLC, 05/01/11, 04/01/16

Recommendations

http://www.linkedin.com/in/carter-mccrary

Board Service

Advisory Member

Cottonwood Trading, Inc. / Grassroots Imports, July 2014 – February 2023


Board of Directors

Communities in Schools: Central Texas, April 2016 –October 2019 Finance and Resource & Development Committees


Board Member

Adaptmicrosys, LLC, May 2011 – April 2016

Timeline

Managing Partner

Transformational Consulting, LLC (TCL)
03.2023 - Current

Vice President

Real Time Intelligence
03.2023 - 05.2024

Principal, Chief Operating Officer

AMI – Isospec (Sold both companies to Innova)
03.2022 - 03.2023

Chief Revenue Officer

FalconStor Software, Inc.
09.2017 - 03.2022

Chief Revenue Officer

Quarri Technologies, Inc. (Sold technology to private equity)
09.2011 - 09.2017

President and Chief Executive Officer

Energetic Solutions, LLC (Merger with large partner 2011)
04.2010 - 09.2011

Chief Operating Officer

Absolute Software Corporation (Led negotiations for two company acquisitions)
01.2008 - 04.2010

Vice President and General Manager: Sales, Marketing and Operations

Dell, Inc.
09.1996 - 01.2008

President and Chief Executive Officer

Digital Axis (Sold company to Private Equity)
04.1994 - 09.1996

B.A. in Economics -

University of Texas at Austin

Executive Leadership Program -

Kellogg School of Management

Strategic Planning and Goal Setting -

University of Texas Continuing Education

Artificial Intelligence: Implications For Business Strategy -

Massachusetts Institute of Technology: MIT Sloan

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Carter McCrary