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Dave Sheppard, CMAA
Global M&A, OutSourced B,D&L Leader for SME (Small and Medium Enterprises) & Emerging Technology Healthcare Companies
Professional Background
Dave Sheppard, CMAA, is an exceptionally accomplished leader in the realms of mergers and acquisitions (M&A) as well as organic growth strategies. With a robust career spanning decades, he has cultivated a reputation for being a results-driven executive who excels in developing strategic initiatives while ensuring tactical execution translates to tangible growth for organizations of various sizes. His leadership acumen allows him to inspire cross-functional teams to not just meet but exceed their goals, fostering a culture of high performance and innovation.
Dave's international experience is particularly impressive, having successfully adapted his initiatives to cater to local market dynamics while simultaneously achieving overarching global objectives. His approach blends strategic foresight with actionable plans, positioning businesses for sustainable success in competitive markets.
Education and Achievements
Dave's educational background reflects his commitment to excellence in the field of mergers and acquisitions. He pursued studies at the prestigious Thunderbird School of Global Management, earning the designation of Certified Mergers & Acquisitions Advisor (CMAA). This rigorous academic training has been instrumental in shaping his analytical frameworks for navigating complex M&A transactions and contributes to his strategic mindset.
Dave's career is marked by a series of notable achievements that stand as testament to his capabilities and innovative spirit. For instance, he took an inherited Organic Vitality Rate of 3%—the percentage of total sales attributed to new product innovations—and transformed it into an impressive projected rate of approximately 20% within just two years. This remarkable turnaround exemplifies Dave's adeptness at injecting creativity and strategic impetus into product development, thereby enhancing organizational vitality.
Another cornerstone of his career was his instrumental role in launching a German business group that successfully penetrated a new market segment, transitioning from being a non-player to an innovator and market disruptor within a year, as confirmed by independent market research. Such milestones highlight Dave's capacity not only to identify new opportunities but also to lead teams through the phases of market entry and brand establishment effectively.
In his tenure at a Fortune 500 company, Dave propelled a global business group to double its volume within five years. His keen understanding of market dynamics and growth strategies was pivotal in driving this expansion. Additionally, one of his crowning achievements is contributing to the creation of a startup that achieved the largest IPO in the State of Oregon during the 1990s—a remarkable feat that underscores his entrepreneurial spirit and strategic foresight.
Furthermore, Dave launched a company from inception to generating $18 million in sales within just two years—a testament to his strategic planning and operational execution skills. His involvement with the MedWorld team has also been significant, providing key advisory roles on small and medium-sized enterprises (SMEs) exiting with valuations ranging from $5 million to $200 million, demonstrating his influence in elevating businesses to new heights.
Organizations
Over the course of his career, Dave Sheppard has held various prestigious positions across multiple organizations, showcasing his versatility and in-depth industry knowledge. He formerly served as the Global M&A; Outsourced Business Development Leader for Medical SMEs and Emerging Technology Companies at MedWorld Advisors. This role solidified his reputation as a strategic advisor and facilitator of growth through M&A transactions.
In addition to his role at MedWorld Advisors, Dave has exhibited his seasoned expertise as a Strategic Advisor at ATL Technology, LLC, and PMD Solutions. His insight and strategic direction have contributed to these organizations' growth and direction in rapidly evolving markets.
As the Executive Vice President of Sales and Marketing at Invicta Medical, Dave leveraged his sales acumen to elevate the company's market presence, generating significant revenue growth and positioning the brand as a trusted player in the industry. His previous roles as Vice President of Sales and Marketing at Medconx, Inc., and General Manager of LED Solutions at Excelitas Technologies further highlight his leadership in driving sales strategies and expanding market share.
Historically, Dave has also held several Vice President positions at Covidien, where he orchestrated global OEM sales and marketing operations. These roles provided him with a wealth of experience in navigating the complexities of international business, forging strategic partnerships, and effectively aligning product offerings with market demands. Before his extensive career in the medical sector, Dave began his journey as a Senior Sales Representative at CIBA Vision, where he first honed his sales skills, demonstrating a natural aptitude for connecting with customers and driving product adoption.
His leadership journey has also included roles as Vice President at Metro One Direct, where he further developed his strategic sales capabilities. Each of these positions has enriched Dave's expertise, allowing him to build a diverse portfolio of experiences across various sectors.
Overall, Dave Sheppard's impressive background in M&A, organic growth, and cross-functional leadership marks him as a formidable force in the business community. His educational credentials and expansive professional trajectory demonstrate a relentless pursuit of excellence, making him a sought-after leader and advisor for organizations looking to achieve transformative growth.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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