Methodical search. Exceptional outcomes.

Raptor had emerged as the clear category leader in K-12 school safety software, backed by Thoma Bravo and JMI Equity. Following Thoma Bravo's 2021 investment, the company had completed a series of platform acquisitions — including UK-based CPOMS, SchoolPass, and SmartPass — and was operating globally across the US and UK. To support continued M&A, international operations, and the next phase of the company's life cycle, the board needed two final additions to the senior team: a General Counsel fluent in cross-border M&A and PE governance, and a CFO with the pattern recognition to operate at the sponsor level and partner with the CEO on a transaction of consequence.

We placed Melissa Pearson as General Counsel in 2024. A year later, Raptor's board and sponsors retained Whiterock again — this time to place Adam Chibib as Chief Financial Officer. Repeat engagement with the same client, on back-to-back C-suite mandates, against the highest stakes a PE-backed company faces.

$1.8 billion. Closed January 2026. Warburg Pincus acquired a majority stake in Raptor from Thoma Bravo, with JMI Equity reinvesting alongside the new sponsor — one of the defining exits in the K-12 safety software category. Whiterock delivered the legal and financial leadership that brought the company across the finish line.

Volt is a venture-backed infrastructure SaaS company defining a new category — Messaging Operations — that sits one layer above CPaaS providers like Twilio, Bandwidth, and Telnyx, automating 10DLC compliance, multi-provider routing, and deliverability analytics for software companies. Following a $3M seed round led by Mercury Fund, Volt had hit product-market fit, achieved operational profitability with 88%+ gross margins, and was approaching $3M in ARR — but remained pre-Series A and well under $5M in revenue. The founders needed a first Head of Sales to transition from founder-led selling and build a repeatable GTM motion toward Series A, and a Head of Engineering to scale the platform for the next phase. The challenge was stark: recruit senior, pattern-recognized leaders to a very early-stage company headquartered in Tulsa — not Silicon Valley, New York, or Austin — at a stage where most companies have to compromise on either pedigree or domain fluency.

We placed Jake Bergquist as Head of Sales — a 15+ year revenue leader whose prior roles included Sales Leader at Twilio (the direct domain parallel to Volt's category) and Head of Sales positions at Divvy Homes and Shippo, with a track record of scaling go-to-market organizations from $0 to $50M. Volt then re-engaged Whiterock for the Head of Engineering search, where we placed Scott Snyder — a former COO of Tangoe (NASDAQ: TNGO) who had scaled that company's managed mobility services business from $5M to $50M, served on the executive team for Tangoe's IPO, and most recently led an engineering turnaround as COO/CTO of Salient Systems. Both placements were dramatically overqualified by conventional measures for a sub-$5M, pre-Series A company. That was the point.

Volt entered 2026 with a leadership team better suited to a Series B company than a seed-stage one — positioned to compress the path to Series A and capture a category Volt itself is creating. Whiterock delivered what early-stage founders most often miss when reaching for senior talent: A-players with the domain DNA, the stage-appropriate scar tissue, and the willingness to bet on the company at the inflection point — not after.

Detechtion is the category-leading software platform for natural gas compressor fleet optimization, trusted by 10 of the top 20 oil and gas producers in North America. Following a 2023 majority growth investment from Resurgens Technology Partners, the company was scaling rapidly — $20M+ in revenue, EBITDA-positive, 93%+ gross retention, expanding internationally, and integrating its 2024 acquisition of EZ Ops. With a clear path toward a strategic exit, CEO William Standifird and the Resurgens board needed a CFO who could serve as a strategic partner on capital allocation, M&A, pricing strategy, and exit preparation — explicitly not a tactical financial steward. The brief was unusually specific: PE-backed SaaS experience required, deep oil & gas industry familiarity needed, Calgary location preferred, and COO experience a meaningful plus. This was a four-dimensional intersection in a candidate pool where most CFOs check one or two boxes, not all four.

We placed Aly Khan Musani as Chief Financial Officer. Musani arrived from Symend, where he had served as CFO since the company's inception in 2016 — building the finance function from scratch and leading financing rounds totaling approximately US$140 million — and where he had added COO responsibilities a year before the Detechtion search. Before pivoting to technology, he spent fifteen years as a senior finance executive in Calgary-based oil & gas, with CFO and senior finance roles at Saxon Energy Services, Western Energy Services, Enseco Energy Services, and CLEANTEK Industries. He is a CPA, CA and a 2023 Globe and Mail Best Executives Award winner. The match hit every dimension of the brief: Calgary-based, PE-backed SaaS CFO experience, deep oil & gas roots, and current COO scope. Few candidates in North America cleared all four. Musani did.

Musani joined Detechtion in December 2025 and is now partnering with the CEO and Resurgens on the company's path to a defining strategic exit. Whiterock delivered exactly what the brief called for — not a tactical financial steward, but a strategic partner with the rare combination of PE-backed SaaS scaling, oil & gas pattern recognition, and operational instincts the next chapter demands.

Founded in 2020 by Angel Lisinski to serve Spanish-speaking undocumented immigrants pursuing humanitarian relief — T-Visas, U-Visas, and VAWA petitions — Lisinski Law Firm had become one of the fastest-growing law firms in the United States: 552 signed cases in 2021 to a projected 65,000 in 2025, a 312% compound annual growth rate, 1,400+ team members, 12 offices across eight states, and a 700-person offshore team supporting a virtual legal production line. The firm needed a Chief Operating Officer who could stabilize the production system, reduce rework, build leadership depth, and prepare the firm for expansion. This was, by far, the most unconventional brief in our portfolio: Lisinski is a law firm, not a SaaS company; it is bootstrapped, founder-led, and without the institutional governance most senior executives expect when joining a company at this scale; and it is headquartered in Columbus rather than a tier-one tech hub. Most candidates who could do the job wouldn't take the meeting. Most candidates willing to take the meeting couldn't do the job.

We placed Jon Stelzner as Chief Operating Officer. Stelzner's career reads as an unusually precise rehearsal for the role. A barred New York attorney who began at Skadden Arps and Kirkland & Ellis, Stelzner spent a decade at DiscoverReady — an eDiscovery and legal process outsourcing firm — scaling its discovery operations from $20M to more than $120M in revenue and growing his team from 60 FTEs and 300 contractors to over 1,000 contractors across 13 offices. After DiscoverReady's 2019 sale to Consilio, he stayed on as SVP of Business Intelligence & Reporting through Consilio's growth from $600M to $1.2B, before becoming COO at Oliver Technology and most recently leading a company-wide transformation at UnitedLex. The match was multi-dimensional: legal services credibility, production-operations scar tissue, Lean Six Sigma toolkit, prior COO scope, and mission alignment.

Stelzner is now leading Lisinski's operational build-out as the firm executes against its goal to serve 65,000 new clients in 2025 and its long-term mission to change one million lives. Whiterock delivered against a five-constraint brief — legal services credibility, production-ops scale, comfort with a bootstrapped/founder-led environment, Columbus willingness, and mission alignment — that would have forced most firms into compromise. Stelzner is the rare candidate whose career didn't require any.

TeleVet was an Austin-based, venture-backed SaaS company that had hit early traction with a veterinary clinic workflow platform built for an industry historically underserved by modern software. Backed by Mercury Fund and Dundee Venture Capital, TeleVet had closed a $5M Series A, assembled a 30-person team, and was serving over 4,500 vets. Co-founder and former CEO Steven Carter had stepped aside, and the company needed two foundational hires: a Chief Technology Officer who could build the engineering organization to deliver on the platform's expanded product roadmap, and — most consequentially — a full-time CEO who could lead the transition from product-led traction to scalable go-to-market and position the company for a Series B.

We placed Andy Michaelis as Chief Technology Officer — arriving from Modernize, where he had tripled the engineering organization through to a successful acquisition, and previously having scaled uShip from a three-engineer team to over 75. We then conducted the CEO search and placed Zeynep Young — whose career included CEO of Calytera Software (sold to a Vista Equity portfolio company), founder of Double Line Inc. ($18M revenue, 150 employees), Venture Partner at Next Coast Ventures, and eight years as an Associate Principal at McKinsey. Following the Series B, Otto came back for a third search — SVP Revenue — where we placed David Milo, building on his track record scaling SaaS revenue organizations at Heymarket (5x growth to $10M ARR), Sana (25x growth to $20M ARR), and Yodle/Web.com.

Under Young's leadership, the company rebranded from TeleVet to Otto, closed a $43M Series B led by Mercury Fund with strategic investors Boehringer Ingelheim and Hill's Pet Nutrition, grew its customer base by 600% to more than 8,000 veterinary professionals, and emerged as one of the fastest-growing veterinary software companies in the US. Across three placements over roughly two years, Whiterock built the core leadership team that took TeleVet from a $5M Series A to Otto, a $48M-backed category leader.

Founded in 2011 by civil and environmental engineer Kelly Stratton — who funded the platform's creation by taking out a second mortgage — Quire had spent more than a decade quietly building the leading software platform for Technical Report Management (TRM), a category Quire itself is defining for the architecture, engineering, construction, and environmental consulting industries. After bootstrapping to 100+ customers and influencing more than $1.5 billion in deliverable-related fees, Quire took its first institutional capital from SSM Partners. With Rule-of-40 performance, 71% logo growth in 2024, 109% NRR, and a planned exit horizon of 3–5 years, Quire needed a VP of Engineering who could scale the platform for enterprise demand, lead AI/ML integration, and build a distributed engineering organization without compromising the velocity that had defined the company's first decade.

We placed Clay Benson as Vice President of Engineering. Benson arrived with two decades of engineering leadership across venture-backed startups and established platforms: VP of Engineering at Mutual Mobile (60-engineer organization), VP of Engineering at Literati (following its $40M Series B led by Founders Fund and Silverton Partners), and EVP of Engineering at Nameless.io (built from zero to 20+ engineers). Earlier in his career he held senior engineering roles at GLG and Demand Media. The match was multi-dimensional: repeated success building distributed engineering teams from the first hire, hands-on technical depth, and the operating temperament for a growth-stage company taking its first institutional capital.

Benson is now leading Quire's engineering organization through the company's next phase — scaling the platform for accelerating customer adoption, leading the integration of AI/ML capabilities, and building the engineering leadership bench Quire needs to position itself for the exit Connell and SSM are building toward. Whiterock delivered an engineering leader with both the pattern recognition and the build-from-scratch instincts a category-pioneering company at this inflection requires.

MGT — a 50-year-old SLED advisory firm transformed by CEO Trey Traviesa from $15M in 2016 to $600M+ today, backed by The Vistria Group, Ares Capital, and JP Morgan. Two operating presidencies needed to be filled in parallel: the Technology Solutions Group (~$410M, the company's MSP/cybersecurity/cloud platform and 70% of enterprise revenue) and a newly-created Advisory Solutions presidency consolidating Management Consulting and Social Impact Solutions into a unified ~$200M platform. Both reported directly to the CEO and sat on the Executive Leadership Team. The talent pool was thin in both directions: TSG required a Level 5 operator with $400M+ PE-backed technology services P&L, MSP/managed-services DNA, SLED fluency, and integration discipline; Advisory Solutions required someone who could merge two distinct cultures, drive 15%+ organic growth, and complete the integration of five recent advisory acquisitions.

Two presidential searches, run concurrently against the same clock. We placed Omar Bhatti — former President of Services and Chief Customer Officer at ConvergeOne (C1), where he consolidated nine delivery organizations into a $590M business unit and drove 36–42% margin expansion — as EVP/President of TSG. We placed Adam Appleby — Group President of Public Sector Solutions at Conduent, where he ran a $1.5B P&L and led the integration of seven acquired businesses — as EVP/President of Advisory Solutions.

$610 million of P&L now sits under two Whiterock-placed presidents — the two operating presidencies of MGT, together representing 100% of company revenue. Both leaders are seated on the Executive Leadership Team advancing Operation ENCIRCLE toward $1B+ in revenue.