University of Portland

University of St. Thomas - Opus College of Business

Connecting Professionals to Their Future I Transformation I Trusted Business & Career Advisor I Sales & Marketing Leader I Valued Relationship Builder

We work with Family Owned and Closely-held businesses as they work to sustain the legacy from one generation of owners to the next.  We engage with business owners to increase the value of their business, which they have worked so hard to grow.  Building value into a company and succession planning is an area of expertise.  We are here to help you and your business thrive.

Family Business Advisers

Business Advisor

Since 2010 Jacobs Strategic Group has elevated companies and careers.  Connecting professionals to their future opportunities are our top priority. We advise small businesses and coach business professionals on how to determine who they are and what they want to be with candid, brutal, kind honesty.  

We are a Portland-based consulting organization, that focuses on Connecting People and Businesses, Career Coaching, Personal & Professional Branding, Sales, Marketing and Operational Efficiency. This includes career development, business plans, analysis, market segmentation, pricing, and go-to-market strategies. Our valued business acumen was developed through over 20 years of sales, marketing, business development and hiring experience with industry leaders such as Procter & Gamble, Spalding Sporting Goods, K2, Intuit, Navex Global, Axiom EPM and Wolters Kluwer.

After 20+ years of sales, marketing and business development leadership in consumer products and software technology space they have developed a valuable blend of proven practical experience and formal academic principles to apply to your business. 

Jacobs Strategic Group's Career Coaching and Small Business Advising develops collaborative business relationships with clients to gain creative, productive solutions to solve business problems or career development issues.  We provide results-oriented support and consulting engagements for the betterment of JSG's clients.

Jacobs Strategic Group LLC

Founder & Principal

Cowen Partners is a national executive search and consulting firm. Our clients are both small and large, publicly traded, private, and non-profit organizations. Clients are typically $50 million to multi-billion dollar revenue Fortune 100 companies or have assets between $500 million to $15 billion. Successful placements span the entire C-Suite and include director and manager level leadership roles.
 
Cowen Partners Executive Search has particular expertise in the following areas: accounting and finance, IPO preparation, SEC reporting, corporate tax, financial institutions (banks and credit unions), enterprise software sales including technology, SaaS, and managed services, and rapid growth private equity/venture capital backed deals.
 
In addition to executive search, Cowen Partners Consulting offers CEO succession planning and CFO consulting for middle market companies on an interim, project, and fractional basis. CFO consultants provide forecasting, financial cashflow, treasury, software implementation, and M & A services. Cowen Partners maintains a multimillion dollar payroll service for even the largest of client consulting and staffing engagements.
 
With our proven processes and guaranteed results, we have successfully placed hundreds of candidates in industries including technology, commercial real estate, healthcare, financial services, sales and finance.
 
Learn more at www.cowenpartners.com

Cowen Partners | Executive Search + Consulting

Executive Vice President Sales & Business Development

Orchestra provides an industry specific, all-in-one scalable ERP software platform to replace the various  business tools & software systems used by craft beverage manufacturers.

Accountable to provide leadership and build out sales and marketing team.  Develop the sales organization to better align with a refined sales strategy, leveraging the successful remote web based sales process with a on-site face to face sales engagement.  Lead Marketing team to drive revenue through strategic campaigns while leveraging social media and trade shows.  Create and implement a Sales Operations department to support the expanded Sales Force analytical and forecasting needs.

Orchestra Software

Vice President of Sales and Marketing

APCON provides industry-leading scalable network aggregation switching solutions for enterprise data centers worldwide. APCON gives their clients complete network visibility, improves network security and optimizes monitoring tool efficiency. The patented filtering and aggregation technology and multi-switch management software minimizes network downtime and maximizes monitoring tool investments.

Accountable for APCON's North American revenue by leading and developing the go to market sales strategy leveraging a multi-channel approach.  As a critical component of the cross functional leadership team I am responsible for effectively managing and expanding the Inside, Outside, Channel Management and Sales Operations to support APCON's growth strategy.

APCON

Director of North America Sales

GLG is the world’s insight network. Our clients rely on GLG’s global team to connect with powerful insight across fields from our network of 900,000+ experts.

We serve thousands of the world’s best businesses, from Fortune 500 corporations to leading technology companies to professional services firms and financial institutions. We connect our clients to the world’s largest and most varied source of first-hand expertise, including executives, scientists, academics, former public-sector leaders, and the foremost subject matter specialists.

Advisory Council Specialist

Prophix is a leading developer of innovative Performance Management solutions designed to automate financial and operational processes. Tens of thousands of finance and operational leaders in nearly 100 countries globally use Prophix to empower their organizations to gain valuable insight into business performance. Prophix delivers superior value by combining market leading functionality with a low total cost of ownership and rapid deployments.

I operate as the General Manager of the US office in Portland OR.  I am charged to strategically and tactically support the US business expansion efforts. Accountable for leading the regional sales team in accomplishing the sales revenue goals with new customer acquisition and existing accounts.  This leadership position is responsible for recruiting, developing and motivating the Regional Sales Managers.  The goal is to expand Prophix software business in the US by providing Corporate Performance Management software solutions that improves operational productivity and efficiency for the office of finance.  We strive to empower the office of finance by improving their Corporate Budgeting, Forecasting, Planning, Analytics, Reporting processes and ultimately, measurable business results.

Prophix Software

Director of National Sales & General Manager of US Office

Axiom EPM is an Enterprise Performance Management (EPM) software company, specializing in supporting companies in the Budgeting, Planning and Reporting process. Axiom EPM provides customers with a unified performance management platform that embraces and extends familiar Microsoft Excel functionality while providing unmatched modeling flexibility and scalable enterprise performance.

Accountable for leading the Sales and Business Development in acquiring new strategic accounts as well as managing and expanding the business relationships with existing clients.  Build strategic business relationships with C-level Finance Executives to positively impact the corporate Budgeting, Forecasting and Reporting process. Manage the sales and business relations of a wide range of clients such as Stanford & Yale Universities, Gymboree, Perkins, Thermo Fisher, Blue Cross of Idaho, JR Simplot, New York Air Brake, New Hampshire Electric, Cabela's and Microsoft

Axiom EPM

Director, Strategic Accounts

NAVEX Gobal/EthicsPoint is recognized as an industry leader in supporting overall governance, risk and compliance management.  NAVEX Global enables organizations to foster a business culture of integrity and compliance, by offering an adaptive GRC framework of services that supports the ethics, compliance and governance needs of organizations via a Software as a Service (SaaS) technology.
 
Develop and Direct the Financial Services Vertical’s business development and sales efforts for leading Fortune 500 Banking, Insurance, Brokerage, Finance Companies as well as the the largest Consulting Firms. With a strong background in technology, consulting and outsourcing for the Financial and Legal industry, I have been able to sell, facilitate and manage application integration supporting customers to consolidate disparate systems and streamline workflow, resulting in cost savings, increased efficiency, mitigation of risk and enterprise transparency.

NAVEX Global / Ethics Point

National Account Manager, Financial Services

CPA Global is a leading provider of outsourced legal support services and the world's top intellectual property management specialist. Software and outsourcing services to support the Patent and Trademark portfolio management.

Effectively lead the Account Management and Business Development of the Intellectual Property Support Services sales and business development for Midwest and Pacific Northwest US regions. Requiring the development of strategic client relations with the IP attorneys in F500 Corporate clients and IP Law Firms. I drive the software & IP outsourcing business in collaboration with the core business channels Global & Regional Account Managers.

CPA Global

Business Development Manager

Digital Insight is a premier provider of Internet Banking solutions.  The integratable SaaS techology is wide spread through the Bank an Credit Union market.  

Lead integrators and strategic partner's sales channels relationship management team to manage business partners relationships by strategically developing and executing sales and marketing plans to increase distribution, product penetration and accelerating user adoption. Manage the business relationship, contract negotiations and sales growth strategies.

Intuit

Director, Alliance Management - Digital Insight an Intuit Co.

Wolters Kluwer Financial Services

Director, Sales and Market Plans

Manage the Alliance Partner team that is accountable for the value added resellers and technology integrators.  Direct business development and indirect sales efforts to accomplish corporate sales and marketing goals through the alliance sales channel.

Direct a ten member team that manages the strategic relationships for multiple lines of business through the alliance partner business channel. Fiserv, Fidelity, Harland, Jack Henry, Open Solutions, American Bankers Association, CUNA Mutual Group were strategic partners

Scott Jacobs, MBA, CVBA