We offer a talented and experienced team of executives dedicated to the success of all endeavors and stakeholders.

Kevin B. Erdman

Founder and Managing Director

Prior to founding Erdman Advisory Kevin spent over 20 years helping entrepreneurs and investors start and build businesses. Kevin has held executive leadership positions as CEO, COO, President, VP Sales and Marketing and Director of Corporate Development. Prior 10 years experience in finance, commercial, investment and international banking and investment management sectors.

C-Level Executive / Operations Development and Management / Corporate Development / Sales Leader

  • 20 years successfully starting, building, growing and pivoting businesses with disruptive technology

  • Start-up, early and growth-stage, rapid change, turnaround and large company experience

  • Implemented financing, staffing, operations, product development and sales within 90 days

  • Sold, closed, managed and consistently delivered to complex Fortune 500 customers

  • Multinational and international direct and channel sales producing triple digit growth

  • Financial management, contract negotiation, debt and equity, M & A, Board participation

  • Experienced in Software, IT, Life Sciences, Financial Services, Supply Chain Security, Customer Engagement and CRM, FMCG industries, federal, state and local US and OUS government

Extensive skills and experience including:

  • Hands on leadership building distinctive cultures

  • Business launch, validation and full operational development

  • Financial and strategic planning and management

  • Product/service strategy, development, roll-out and management

  • Leading and hands on direct and channel revenue development

  • Process and operations model development, turnarounds

  • Sales strategy and process, brand strategy and marketing

  • Partner and customer development and relationship management

  • Quality process and development 

  • IP strategy and implementation

Dan Bryant

Principal

Dan has more than 20 years experience with primary legal and business responsibility for new venture development, structured finance, IT development and outsourcing, mergers and acquisitions, regulatory compliance in multiple markets and industries. He has a demonstrated record of success and innovation in developing and managing new businesses, executing complex business transactions, implementing strategic plans and collaborating with channel and go-to-market partners.  Dan has operated businesses to exit within Fortune 50 companies to Venture backed start-ups in multiple industries.

C-Level Executive / General Counsel / Corporate Development / Structured Finance / Innovation

  • Led P&L, business development and strategic activities for a SaaS solution that automates data exchange and brokers transactions between the world’s leading research universities, national labs and multi-national corporations.

  • P&L for international business unit within a Fortune 50 Company growing from start-up to a 30 person staff that developed a multi-country mortgage origination platform; we became the industry leader through innovation and strategic partner alignment in less than one year, generating $100m in assets.

  • Led P&L, strategic initiatives and managed operations for a national health information technology SaaS Company. Created strategic relationships with Fortune 500 healthcare related entities and Federal Agencies to provide data workflow solutions between federal agencies and large healthcare providers such as Integrated Delivery Networks and Health Information Exchanges.

  • Successfully raised multiple angel, venture capital and Corporate Venture equity and debt offerings as business lead, lawyer and/or consultant in multiple markets and industries.

  • Created end-to-end market exchange and product offering within a finance vertical; products ranged from Mezzanine debt to MBS securitization and sale of asset pool to international institutional investors.

  • Directed M&A of third party acquisition and channel partner relationships to accelerate growth in new markets.

  • Managed numerous major joint venture strategic alliances and development initiatives as a VC funded start-up with Fortune 500 companies

  • Developed strategic plan for the protection of company trade secrets and created knowledge management of company trademarks, copyright materials and patents.

Extensive skills and experience including:

  • Strategic and tactical expertise driving to defined outcomes

  • Lean ambassador and highly skilled practitioner

  • Software strategy and product management

  • IP strategy and implementation

  • Channel partner business development and management

  • Process and operations model development, second curve innovation

  • Go-to-market strategy and process, brand strategy and marketing

  • Partner and customer development and relationship management

Jeff Neunsinger

A strategic and innovative finance executive with a successful record as a hands-on leader and strategic business partner reaching across organizational lines to drive results. I have a passion for building lasting value to organizations. I leverage my unique background in business modeling, operational process consulting, pricing and core financial disciplines as a strategic business partner. I am at ease working in both large, publicly held, matrixed organizations, as well as in entrepreneurial, private companies.

Specialties
Mergers & Acquisitions, Financial Planning & Analysis, Financial Modeling, Accounting, Controller, Business startup, Decision Support Analysis, Information Technology, Pricing, Revenue Management, Client Profitability, Strategy, Budgeting, Capital Planning, Process Design, Project Management, Treasury, Six Sigma , Audit, GAAP, Software, B2B

Henry Erdman

Graphic Designer

Henry is a freelance graphic designer and filmmaker working in the midwest region. He works as a graphic designer for the University of Wisconsin - Madison department of Recreational Sports. His experience lies mostly in 2D design for print and digital publication. He studied graphic design and film at UW - Madison. 

www.henryjerdman.com