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Paul Isaac
Paul Isaac CFO / COO at HomeGauge

Paul Isaac is a highly experienced and accomplished CFO with a track record of driving organizational growth and expansion through strategic financial processes. With over 1,000 LinkedIn connections, Paul is well-connected in the industry. With global experience in M&A, integrations, risk management, and US GAAP, Paul brings a wealth of knowledge to any organization.

Paul has a robust tenure in private equity operations, where they have successfully navigated the intricacies of high-growth SaaS operations. They have demonstrated their ability to steer long-term forecasting, strategic acquisitions, and risk management. As a partner to the C-suite and board, Paul maximizes the scale of their team and strategies, fostering data-driven environments to support long-term planning and transformative change.

Paul's background in engineering and success as a strategy consultant provide them with a unique ability to traverse multiple industries, functions, and programs. Their expertise spans private equity operations, SaaS and technology enterprises, strategic planning and execution, dealmaking and negotiations, mergers and acquisitions, investment management, and planning, budgeting, and forecasting. With a proven track record of achievements, including spearheading revenue growth, leading multiple funding rounds, and driving digital transformation, Paul is a valuable asset to any organization.

More about this expert

Full name
Paul Isaac
Location
Greater Chicago Area
Title
CFO / COO
Company
HomeGauge (since 2019)
LinkedIn Connections
1044
Summary
A tenured CFO, I drive organizational growth and expansion through fine-tuned accounting and financial processes with global experience in M&A, integrations, financial due diligence, business valuation, risk management, and US GAAP. I recognize the need for and deploy leading-edge technologies, lay foundations for continuous improvement, capture increased shareholder value, and ensure a healthy operating model backed by leading financial practices. With a robust tenure in private equity operations, I navigate the intricacies of high-growth SaaS operations to steer long-term forecasting, strategic acquisitions, new market entry, partnerships, and risk management. I am a partner to the C-suite and board, actively maximizing the scale of my team and strategies. I foster data-driven environments to support long-term planning, guide organizational change, and transform legacy systems and processes. My background in engineering where I earned 3 patents alongside success as a strategy consultant have left me with the ability to traverse across multiple industries, functions, and programs. Meaning, I am agile to the demands of the business and examine growth from a complete 360-degree viewpoint. AREAS OF EXPERTISE Private Equity Operations SaaS & Technology Enterprises Strategic Planning & Execution Dealmaking & Negotiations Mergers & Acquisitions Post-Acquisition Integrations Investment Management Planning, Budgeting, & Forecasting KEY ACHIEVEMENTS Positioned HomeGauge back on growth path to deliver revenue growth organically, overhauling complete scope of business and financial practices. Navigated multiple funding rounds, fueling growth and spurring investment into product suite. Trusted to enter 2 acquisitions as CFO Networked Insights & HomeGauge to determine barriers holding back growth, increase financial transparency, and determine future business opportunities. Steered organizational restructuring and transformation of HomeGauge to support integration of Networked Insights team after ramp-down of legacy business operations. Open to networking and connecting.
Skills
Private Equity Mergers & Acquisitions

Education

Gies College of Business - University of Illinois Urbana-Champaign
Attended in Aug 2022 - Dec 2023
London Business School
MBA with Distinction
Attended in 2010 - 2012
Field of study: Finance and Strategy

Positions

HomeGauge
CFO / COO
Apr 2019 - Present

Leading the overall financial strategy for another technology operation backed by American Family Insurance’s growth equity fund (Tenney 110), I reignited growth and transformed accounting and financial processes. I built out and led finance, accounting, and HR teams to refine business operations before expanding my oversight to include IT, digital transformation, data privacy, customer support, and customer onboarding. I guided the integration of accounting and finance systems, processes, and teams; ensured US GAAP compliance; and oversaw budgets, cash flow, and forecasting.

➜ Catalyzed revenue growth organically by diversifying revenue streams, overhauling pricing structure, and expanding customer base while also examining pathways for inorganic growth through M&A.
➜ Headed multiple rounds of funding to fuel growth and spur investment into product suite and grow product engineering team/function.
➜ Generated revenue growth by spearheading introduction of new payments processing solution that safeguarded PCI compliance, improved customer experience and retention, processed over $60M in payments annually, and integrated payment reporting into business suite.
➜ Drove organizational restructuring and change to support integration of Networked Insights team while simultaneously increasing maturity of HR function to support future operations, including outsourcing payroll and introducing benefits.
➜ Led digital transformation through implementations of new systems, including Sage Intacct (accounting), ADP Workforce Now (HRIS), Chargebee (billing), Avalara (sales tax), Payrix (payments solution for customers), Zendesk (ticketing system), and Microsoft 365.
audience.ai (Networked Insights)
Chicago, Illinois
CFO
Apr 2019 - Jul 2021

I was trusted to lead finance, accounting, and human resources functions for this analytics software company American Family Insurance’s growth equity fund (Tenney 110) – simultaneously leading as CFO for HomeGauge. I performed due diligence on strategy and business model to steer organizational restructuring and determine the viability of current-state operation and product suite.

Networked Insights was an ad-tech company that provided products and services (digital marketing data, SaaS tools, and consulting services) to leading brands in the United States through its go-to-market brand Audience.ai. Networked Insights also provided its deep data science and software engineering expertise to support American Family's digital transformation and other strategic initiatives. Networked Insights was acquired by American Family Insurance in 2017 and was backed by American Family’s growth equity fund and was ultimately fully integrated into the American Family enterprise.
American Family Insurance
Madison, Wisconsin
Corporate Development
Mar 2018 - Apr 2019

➜ Steered identification and acquisition of complementary technology companies – in partnership with Chief Business Development Officer – to establish and execute enterprise growth strategy.
➜ Guided due diligence workstream for $1.1B acquisition of Ameriprise Auto & Home insurance division.
➜ Trusted to enter 2 acquisitions as CFO – Networked Insights & HomeGauge – to determine barriers holding back growth, increase financial transparency, and determine future business opportunities.
Montagu Private Equity
London, United Kingdom
Investment Director
Sep 2012 - Dec 2016

For this European PE firm, I performed deal origination, deal execution, and portfolio management for a €2.5B fund. I guided investment teams through investment strategy and execution, workstream development, and due diligence processes.

➜ Completed $400M acquisition of Open International, a software provider for UK and Irish general insurance brokers.
➜ Oversaw $200M acquisition of Funeral Services Partnership, a funeral buy-and-build platform in the UK.
➜ Guided $200M sale of The University of Law, a UK legal education provider, and leaseback of 5 properties for $150M.
LMS Capital plc
London, United Kingdom
Private Equity Intern
Jun 2011 - Sep 2011

Entering the private equity landscape, I supported the PE team during the acquisition of a UK-managed IT services business by guiding a strategic review of growth opportunities for the portfolio company providing telecom services to UK public sector.