Pamela Roberts

With over 20 years of experience, I offer a broad range of services.

For clients that offer products and services I have deep expertise in product and service development, identification of Key Performance Indicators and how investors perceive and value a company.

For clients who are individuals, venture capitalists, family offices, or private equity firms I can conduct the preliminary screening of an investment opportunity.

For clients who are in the initial stages of product development, I work with the founders to develop their investment documents to provide to potential investors.

I am industry agnostic! I work with clients providing services in software and services, consumer products and services, business services, manufacturing, industrials and aerospace and defense.

A short introduction . . .

Expertise

Product and/or Service Development

Collaborate with clients to identify and tactically execute activities to drive revenue enhancement within a 1 to 3 year time frame.
Develop financial and operational reporting Key Performance Indicators that drive accountability, improvement and long term value creation.
Work with cross functional teams to evaluate product/service capabilities, industry dynamics, economics, customer requirements, current product portfolio, competitive offerings, sales model and operating constraints.
Review Quarterly reports that identify market moves, competitor announcements ,analysis of their SEC filings and potential regulatory changes to identify potential issues.

Investment Opportunities

Preliminary screening to evaluate and vet potential targets with proprietary products and services, market leadership, strategic positioning, readily identifiable barriers to entry and operation efficiencies and exit strategy options.
Analyze pro- formas
Create and prioritize investment opportunities in collaboration with internal investment teams

Start Ups

Collaborate with founders for development of the business case and investor documents

Projects

Increased Ericsson’s Global Services contribution to total corporate revenue by 25% to $3B per annum through the divestiture of service lines and integration of global service offerings into a single portfolio
Strategic and Market Analyst for Ericsson’s cross functional teams to analyze the wireless data market, potential IP opportunities, develop service offerings and the supporting business cases
Researched competitive market and their IP portfolio for options covering IP services development, potential acquisitions, divesture of existing service offerings and market expansion for an international law firm based out of the U.K.
Directed a senior executive team to restructure, develop and execute a market/capture strategy and product portfolio analysis for a division of Leonardo S.p.A. (formerly Finmeccanica), a $1.7B multi-national Defense contractor to achieve a 6% increase in contribution to corporate revenue
Led a global market analysis of alternative energy, water reclamation and other developing technology and available products encompassing geographic areas of expertise and technology development, government and private sector funding of technologies and corporations active in the market
Directed a senior executive team to restructure, develop and execute a market/capture strategy for a division of Leonardo S.p.A. (formerly Finmeccanica), a $1.7B multi-national Defense contractor to achieve a 6% increase in contribution to corporate revenue
Authored a risk assessment on worldwide developments in the technology sectors for the U.S. Army Office of the Secretary. Specific projects included competitive analysis of communications and software technology among major global suppliers, with a focus on Asia
Collaborated with investors on a $100M acquisition and integration of 3 distressed companies which provided services to the U.S. and Canadian government and commercial entities
Conducted due diligence as the Advisor to the Chairman of the Source Selection Board on corporations competing for the $180M award for the largest Army R&D program that included General Dynamics, Booz, Allen, Hamilton, Exponent, SRI and others
Consulted on the development of the Army Venture Capital Initiative which makes investments of $500K to $2M at all stages of the investment cycle
Structured a $100M social impact fund between an international investment firm, a family office, a $2B private wealth advisor, and a $35M foundation
Collaborated with corporate founders on the development of the product offering and business case for an AI based logistics start up based in Dallas, Texas
Collaborated with corporate founders on a $10M capital raise for a new more profitable health insurance carrier designed to drive down the cost of insurance to businesses and the delivery of healthcare through the vertical integration of technology, transparency and strategic partnerships
Collaborated with corporate founders on a $2M capital raise for the first and only infant car seat made from a single piece of aerospace carbon fiber, a built-in roll bar and no moving parts. Corporate revenue is generated through the manufacturing of the car seat, product extensions and the licensing of its extensive IP portfolio

Academic

Post Graduate

University of Pennsylvania, Wharton School of Business, Mergers and Acquistions

Graduate

Xavier University, MBA

Under Graduate

Northwestern University, BA in Economics with a minor in engineering