The Founder and CEO of Securieon Inc., a management advisory firm specializing in the development and execution of high performance growth strategies. Typical clients are mid-size companies whose annual revenues are between $15 million to $100 million plus. Securieon clients have a need to quickly expand in anticipation of succession or liquidity within 3 to 5 years.
Tony founded Securieon 15 years ago after working with several venture capital firms during the dotcom growth and downturn period. Prior to Securieon, Tony began his management career at Xerox and moved into a relatively unknown new market, the application software industry in the 1980’s. Tony led the west coast operations for Computer Solutions (CS) which he grew by over 25% annually. CS was renamed PowerSoft, filed for an initial public offering and later sold to Sybase a publicly traded company. Tony also led the revenue turn-around challenges at Convoy a data migration company financed by several marquee venture capital companies, Draper Fisher Jurvetson and Woodside Fund.
Tony previously held board positions with CloudPhase Health, a cloud SaaS platform for Healthcare Information Technology and is currently on the board of N2M Advisory, a healthcare focused technology marketing incubator. He is also the founding partner of The Securieon Group, a collaborative team of experienced leaders whose expertise encompasses market strategy, operational efficiency, financial re-structuring, organizational behavior/coaching, Pre and Post M & A integration guidance and capital acquisition.
Tony holds a degree in Business Economics at UC Santa Barbara and an MBA with distinction from Saint Mary’s College.
Theresa Matacia is an accomplished corporate finance executive with deep experience in building, leading, and advising companies through global business expansion, financial and operational planning approaches as well as capital market transactions. As a strategic CFO, Theresa assists clients in achieving profitable organic and inorganic growth, and develops and implements execution plans that address strategies for attaining goals and closing gaps. She leverages rigorous analytical discipline across the organization to facilitate decision making around actionable, measurable, and sustainable strategies
With global industry expertise in Business Services and B2B Technology Software/Services, Theresa has a solid track record of sourcing, executing and completing IPO/M&A transactions totaling $3B in value as well as numerous strategic alliance transactions. Her formula for deal success is rooted in bridging the gap between vision and execution as well as delivering on a comprehensive end-to-end M&A solution that aligns corporate strategy with anticipated deal synergies and captures deal value through a structured integration process.
After receiving an MBA in Finance, Theresa began a career on Wall Street as a sell-side equity analyst. During her 15 year tenure, she was widely recognized by large institutional investors for her financial and investment expertise in the Business and IT Software/Services industries. An insightful industry expert, Theresa advised numerous senior management teams on strategy and positioning for their initial public offerings. Following her Wall Street career, Theresa led corporate finance and strategic business development for ADP, Charles Schwab, Scient, Inc., and ADESA, among others.
Theresa was awarded a Chartered Financial Analyst (CFA) diploma in 1991. Continuing education includes Harvard Business School Executive Education courses on “Strategic Negotiations” and “Leading Change and Organizational Renewal”.
Amie Gray is a collaborative leader of business-driven innovation and strategy for high-tech, B2B companies. Silicon Valley clients have entered billion dollar markets and realized millions of dollars in new market, new product and new technology opportunities. Amie brings insights from more than 20 years in high-tech positions and consulting. Her background includes international management experience with industry leaders Nokia, Inet Technologies (now Tektronix), Texas Instruments and Teradyne. She holds an MBA from MIT Sloan School of Management, in addition to a Bachelor of Science degree in Industrial Engineering from Pennsylvania State University.
Amie is a strategic business advisor for Ad Agility, an ad-tech company founded in 2012. She is a Board Member for Super Stars Literacy, a literacy intervention non-profit serving low-income elementary schools. Amie is an advisor for the Infuse Entrepreneurial Program. Amie previously held a board position on the San Jose Unified School District Community Advisory Committee for Special Education
Founder of N3 Innovations
Bruce La Fetra is a strategic marketing and business development advisor to businesses and
their owners. His guiding philosophy is that highly effective marketing is built around the idea
that a business exists to serve its customers rather than to deliver its products and services.
Clients choose to work with Bruce because he brings a long-term outlook and business-wide
perspective, acting as a business advisor and on-demand CMO rather than a task-focused
marketing consultant. He actively works to align marketing, sales, operations, and finance.
Bruce’s practical perspective blends experience gained across a variety of industries, including:
software, hardware, financial services, professional services, and material science. Prior to
becoming a consultant, his responsibilities included: marketing, business and channel
development, and product management.
Bruce earned his MBA from the Tuck School of Business at Dartmouth College and a BA in
Economics with honors from Claremont McKenna College. He is Certified in Essential
Facilitation. Practical experience supplements his formal education, especially the insights
gained over the course of hundreds of end-customer interviews he’s conducted to understand
the companies they buy from.
Brian Dunkel is recognized as a top-performing, multi President’s Club award earning sales professional with a vast and varied sales career. Having been exposed to many situations and cultures throughout his life and career, Brian brings to the table the knowledge and wisdom of having served in all sales roles, including individual contributor, sales manager, VP of Sales and Marketing, and as founder/operator of an independent manufacturers’ rep firm. Brian has worked in domestic and foreign markets, developed direct and indirect sales channels, and has worked in, and with, small-midsized businesses and Fortune Global 500 conglomerates in several industries, including capital equipment, application software, and medical devices.
Brian’s expertise may be summarized in the areas of sales strategy and execution, sales leadership and management best practices, effective sales operations and processes, go-to-market strategies and tactics in domestic and foreign markets, developing direct and indirect sales channels, recruiting, hiring, training, and coaching of top-performing sales personnel, as well as the implementation and simplification of effectual metrics, accurate forecasting and reporting, participative CRM administration and usage, and incentivizing compensation plan development.
With a proven and extensive record of turning around underperforming territories and companies, Brian is driven by a calling to help others possessing a positive, growth mindset to perform at their best. Brian employs a direct, straightforward approach to advising and helping business owners and executives develop and optimize their sales people and sales processes. The result is often increased profitable sales revenue, improved sales performance and productivity, and a high-performing, self-motivating sales team culture.
Brian believes the timeless sales adage that says… “Most problems disappear with growing, profitable sales revenue… so go sell something”. In order for sales revenue to change, the people and processes generating the sales revenue must change, and be willing to change. This is true as most problems, and the subsequent solutions, are from internal sources, not dependent on external forces such as market conditions, regulations, the economy, etc. A quote from Mahatma Gandhi emphasizes this… "You must be the change you wish to see in the world."
College Degree: BS in Business Administration – Finance Option, CSU Fresno