During the writing of Integrating SaaS Acquisitions, it became apparent that acknowledging 30 years of professional relationships that influenced the the book was next to impossible. The decision was made to reference this website where credit could be attributed and updated dynamically.

Review & Guidance

A sincere thank you to my wife, Claudia Schaefer, for her countless hours of guidance, invaluable feedback, and meticulous editorial review. Special gratitude also goes to Molly Smith for providing thoughtful insights and guidance drawn from her own experience as an accomplished author. Last, Jacob Walls thank you for feedback and refinement on our industry’s growing financial jargon.

Concept Influencers

Teams

Mod Op Strategic Consulting

For the past three years, I’ve had the privilege of working alongside a small, highly experienced team with deep operational roots. Together, we guide clients through digital value creation strategies—including the kind of pre-acquisition diligence highlighted in this book. Their insights and collaboration have been instrumental in shaping the structure, content, and strategic perspective throughout.

Len Gilbert, Jonathan Murray, Alex Abboud, Ulyana Auhustsinovich, Alyssa Curci, Maria Revnyak, Monica Richter, Lauren Schmidt, Laura Shkembi, Maggie Thomas, Matt Tosiello, Mesut Ulug, Antonio Varckette, Kipp Wright (and our amazing Mod Op Executive Team Eric, Miles, Tessa, Tony, Jonathan, and Jean!)

Out of Intuit (Digital Insight)

This team led a complex carve-out effort involving the migration of over 1,800 servers across 20 coordinated cutover waves. The initiative successfully transitioned 35 applications and services supporting 845 enterprise customers and 11.5 million end users—all within a highly regulated B2B-to-C fintech SaaS environment. Despite the scale and complexity, the team maintained an industry-leading Net Promoter Score (NPS) of 70+, embodying the core mantra of “highly engaged employees going above and beyond to exceed customer expectations”.

Jeff Hughes, Jezz Holland, Meredith Gendell, Jose Resendez, Lindsay Soergel, Jenifer Lewis, Mike Fogel, Dion Shelton, David Wetzel, Christine Rimer, John Schweikert, Kristen Bernard, Kim Prieto, Jim Hancock, Suresh Rao, Graham West, Geetha Koushik, Sunondo Gosh, Murray Tait, Andrew Law, David Turner, Radha Abburu, Nitin Agarwal, Carlo Agopian, Rajesh Ajmera, Murty Akundi, Boby Alex, Sundar Annamalai, Shruthi Hassan Appu, Murali Atmakuri, David Azizian, Sandesh Badwaik, Danielle Bailey, Balaji Nagaraju, Brian Banbrook, David Barker, Mark Barrinuevo, Nicole Batten, Kris Bhethanabotla, Tom Bortels, Brian Chou, Krista Buckley, Steve Cadden, Brian Carroll, Sreehari Cheerla, Kavitha Chegu, Lakshmanan Chinnaveerappan, Sonika Choudhary, Chris Brown, Amy Chu, Marilyn Cole, Brett Conoly, Phil Cox, Jennifer Culverson, Fabio Cyriac, Michael David, Stanton Derry, Suman Dhakal, Pooja Dhall, Avinash Dhananjay, John Doster, Samiksha Dubey, Suman Dutta, Daniel Echeverri, Aaron Edberg, Chris Embry, David Fallon, Marc Feldman, Scott Ford, Leif Gaebler, Dena Georgia, Sunondo Ghosh, Shyam Gokarapu, Ron Gomez, Pradeep Gondipalli, Mary Ann Griffin, Linley Gunther, Gabriel Gurrola, John Guzman, Ashwin H S, Madhu H, Paul Hahne, Jennifer Hartig, Paul Hau, Hemanth K N, Nagaprakash Sekharaiah Hiremath, Eugene Hodge, Frank Hollingsworth, Louis Hong, Sumithra Hosabettu, Irfan Bevinahalli Rabban Sab, Ravi Jammi, Pam Jay, Jayachandran Arulraj, Craig Jensen, John Jensen, Melvin Jensen, Smithan Abraham John, Omar Kabir, Geeta Kalapatapu, Karlo Ilagan, Shrikant Kashid, Taneem Kaunain, Kindu Kaur, Koroush Kazeminy, Vijayabhaskar Reddy Kethamreddy, Mohsin Ali Khan, Bharat Kolan, Lakshmi Kosaraju, Radha Krishna, Lokesh Krishnaswamy, Bharathi Kunigiri, Josh Larsen, Richard Lauricio, Jerry Lee (IFID), Lisa Lyon, Suman Malla, Mike Malto, Ravi Mannava, Akim Maryanchik, Venkateshwarlu Masula, Ian Maxwell, Sanjay Mayekar, Eileen Mayfield, Jason McInnis, Sakib Mehasanewala, Pranav Mehta, Siddharth Mengde, Jose Mesina, Myles Mierswa, Paul Mitsuuchi, Jyoti Mohapatra, Nihar Moharana, Clay Morgan, Lakshmi Narayan, Bhargava Narayana, Ravi Narayanachari, Regan Nepal, Ryan O’Connor, Simon Parkinson, Bradford Parry, Monika Patel, Debapriya Patra, Harish Pattar, Stephen Payne, Akilan Perumal, Gwen Peters, Wendy Phillips, Jim Prior, Keith Provencher, Pradeep Pyatalo Jayarama, Maria Rabinovich, Rachel Dawes, Rajendra Wankhede, Vinayaka Ramachandra, Suresh Rao, Hari Ravi, Ravindra Sowmya, Matt Reading, Evelyn Reasoner, Alicia Recupero, Jagadeesh Reddy Pyla, Kimberly Richardson, Ryan Harrison, Saahithi Madiraju, Madhusudan Sahu, Deepa Santhanam, David Schwab, Carla Sedin, David Shackelford, Ujala Shanker, Pankaj Sharma, Poshan Sharma, Yibei Sheng, Daniel Sidman, Brian Simpson, Aditya Singh, Chris Slaughter, Joel Smith, Leslie Smith, Steve Smythe, Alex Soliz, Ashish Srivastava, Sharon Stanley, Michael Stewart, Sudeshna Biswas, Shawn Sullivan, Austin Syfert, Philix Thonypurackal Alex, Leonard Tolentino, Tom Friscia, Thinh Tran, Clifford Trout, Tricia Truong, Alex Turischev, Kevin Upthegrove, Nidhin Urmese, Usha Nandihallimath, Ashwin Velapanur, Venkata Mukkamalla, Vanitha Venkatesh, Vikranth Verma, Bruce Waln, Bruce Wang, Cindy Wang, Cathy Wilbur, Dan Williford, Woody Woodruff, Arkin Yetis, John Zicari

Microsoft Global Accounts

This team spearheaded a global transformation of the organizations responsible for servicing Microsoft’s most strategic and complex customers—driving improvements in customer satisfaction while accelerating business growth.

Jonathan Murray, Adrien Hall, James Parker, Ward Lawrence, Claude Brown, David Roberts, Persio Afonso <complete list coming soon>

Web Synthesis

This team merged products of 3 different companies into a customer facing solution.

Jerod Morris, Matt Lawrence, Cody Haney, Tiago Hilbrandt, Sean Jackson, Chris Thompson, Timothy Ing, Pavel Piatruk, Nathan Rice, Andrea Rennick, Ron Rennick, Brian Gardner, and James Pond.

Trintech

The team that transformed a regional middle-market acquisition into a global solution:

Robert Michlewicsz, Lars-Owe Nyland, Espen Larson, Pal Myren, Darren Heffernen, Thomas Wolf, Dennis Cail, Cody Koetter, Garret Hale, Karl Bendixby, Syril Mathai, Cheryl Lorica Frey, Molly Smith, Tara Nardini, Scott Legband, Michael Uram, Jacob Walls, Mark Heinen, Sirisha Ghanta, Brian Rogers, Cody Koetter, Erin Grey, Christopher Goldkamp, Bob McDowell, Bryanna Keggins, Scott Vipond, Shannon Parker, Jim Fischer, Joel Clark, Karen Colbeck, Jama Michaelides, Heather Lorch, Collin Shubitz,