Doug Adler has 30 years of experience driving shareholder value and maximizing outcomes as a trusted strategic and operational financial leader and advisor, having built numerous leading practices at Investment Banking and Consulting firms and as a CFO for a PE-backed Technology Services company.
Doug is an active member of the Portland area community. He is currently President of Financial Executives International’s Portland Chapter, having served in various leadership roles on the Board of Directors since 2016. He has also been on the Board/Committee of the Association for Corporate Growth’s (‘ACG’) ACG Cup Northwest since its inception, acting as the Chief Judge and Head of Judging for this Investment Banking-style case competition of leading MBA and undergraduate Finance programs in the Pacific Northwest. He has been a speaker at numerous national conferences and with local professional organizations on cloud computing, wireless towers, wireless services and other technology and telecom specialties.
Doug spent 14 years as a Managing Director of Investment Banking at TD Securities in New York where he co-founded and co-lead their mergers and acquisitions practice in the telecom, media and technology sectors and their Equity Capital Markets business. He crafted their strategy and built the groups from start-ups to a leading boutique competitive with major banks; attained rank as one of “Top 5” private equity placement agents in the U.S. within 3 years and as one of the “Top 5” M&A Advisors to the Wireless Communications sectors in the U.S. within 5 years.
As CFO of Atmosera, one of the leading Managed Cloud Hosting companies, Doug helped set its new strategic direction, becoming one of the first six companies in the world to be selected and certified by Microsoft as Azure Certified Hybrid Managed Services Provider. He focused the organization on sustainable growth and profitability, introducing his ‘RASA’ objectives to all aspects of operations and Sales: Repeatable, Automated, Scalable and Auditable. He was able to guide this capital-intensive business from significantly FCF negative to FCF breakeven within 18 months of joining by negotiating with vendors to reduce equipment costs by over 25% and reducing DSO of A/R from 40 to 29. He also led the ‘Quote to Cash’ project to automate, refine & integrate Salesforce, quoting systems and a new billing system to replace two antiquated systems. He drastically downsized the Product Catalog and helped create automated, guided selling to the existing quoting system.
Doug has structured and raised all forms and stages of equity and debt capital; he has completed $700M+ in private equity and mezzanine placements, participated in $7B+ of public equity offerings, including IPOs and financed $20B+ in loans and high yield bonds. He has directly led dozens of acquisitions and exits ($8+B in total value), using expert analytics to determine strategic value and fit plus financial, accounting and operations due diligence to negotiate advantageous terms. He has a career of working with and for Private Equity and Venture Capital backed companies and their sponsors, as well as publicly traded firms. Doug has extensive experience in operating, managing and negotiating with all forms of equity backers