McLean M.

CGO Capital: Independent Sponsor & Operational Partner CGO Capital is a Dallas-based independent sponsor that provides bespoke strategic capital and deep operational leverage to lower middle market businesses. Unlike traditional private equity firms that operate from a "blind-pool" constraint, CGO functions as a specialized partner for founders of service-based sales organizations, focusing on Healthcare Services, Essential Consumer markets, and Professional Business Solutions. 1. As an Independent Sponsor (The Investment Engine) Deal-Specific Alignment: CGO structures bespoke capital solutions tailored to the unique needs of each business, ensuring that incentives are aligned between the founders and the capital providers. Institutional-Grade Access: The firm leverages a deep network of institutional and family office capital to provide high certainty of close, specifically targeting regional leaders with proven recurring revenue and clear paths to market leadership. Lower Middle Market Focus: They specialize in platform-building within the lower middle market, identifying "workhorses" that have reached a growth ceiling and require a professionalized infrastructure to scale. 2. As a Professional Services Organization (The Operational Engine) Fractional Leadership & Systems Building: CGO provides fractional COO/integrator support to help founders build the systems necessary for scale. This includes modernizing sales organizations that have historically underperformed or stagnated. AI & Modernization: Reflecting your personal expertise, the firm acts as a technical advisor for the implementation of autonomous AI solutions, LLMs, and machine learning to automate repetitive tasks and improve data ingestion. Infrastructure Overhaul: They specialize in professionalizing the commercial infrastructure of sales-driven firms, including CRM/ERP implementation, KPI development, and the creation of accountability frameworks.

• Architected the "Operational-First" Thesis: Established CGO Capital as a specialized independent sponsor focused on the lower middle market, moving beyond traditional capital to provide "Fractional COO" level leadership for service-based sales orgs
• Engineered AI-Driven Scalability: Designed the firm's internal and portfolio-facing technical stack, implementing autonomous AI solutions to automate data ingestion, financial modeling, and sales lead categorization—creating a "tech-forward" strategy
• Standardized the Growth Playbook: Developed a proprietary commercial infrastructure framework, including CRM deployment (Salesforce/HubSpot) and KPI dashboarding, to rapidly professionalize the sales functions of acquired or advised entities.
• Built the M&A Pipeline & Diligence Engine: Formulated the quantitative modeling and diligence processes required to value independent distributors and service providers, ensuring synergistic alignment between acquisitions and long-term exit planning.
• Established EOS-Based Accountability: Functioned as the founding "Integrator," setting up the Operating System (EOS) to align visionary goals with measurable weekly execution, ensuring the firm and its partners maintain a 20% YoY growth trajectory.
• Strategic Relationship Management: Orchestrated the outreach and onboarding of institutional capital partners and family offices, aligning investment propositions with the operational realities of the healthcare and professional services sectors.

LEAP Distributors: National Medical Device Distribution & Logistics LEAP Distributors is a Dallas-based national leader in medical device distribution that bridges the gap between manufacturers, surgeons, and hospital systems. The company operates as a high-growth platform that consolidates independent distributors to provide a unified, technology-driven sales and logistics engine. Key Strategic Highlights Scale & Integration: Recently underwent a major transformation by acquiring and integrating multiple nationally recognized medical device firms, including Leap Surgical and DUB Enterprises, into a single cohesive national brand. Commercial Infrastructure: Established a first-of-its-kind commercial framework for the organization, implementing comprehensive CRM (Salesforce/HubSpot) and ERP systems to manage a distributed workforce of 150+ professionals. AI-Driven Efficiency: Modernized traditional distribution by engineering autonomous AI solutions that automate repetitive accounting tasks, categorize complex data ingestion, and accelerate customer response times. Strategic Partnerships: Serves as a critical commercial partner for emerging medical technology firms, recently partnering with organizations like Medtech Incubator to facilitate U.S. market expansion and adoption. Financial Performance: Under executive leadership, the platform successfully doubled its EBITDA and maintained 20% year-over-year growth, managing a P&L of over $75M in sales revenue.

• As Chief Operating Officer at Leap Distributors, I oversee the strategic and operational functions of the organization, driving growth through innovative solutions and operational efficiency. My key responsibilities include:
• Leading the company's growth initiatives, including mergers and acquisitions (M&A), expanding market presence, and increasing gross and ebitda margins.
• Implementing customized, enterprise-grade CRM and ERP systems (Microsoft Dynamics 365)
• Designing, implementing and leading cross-functional teams to develop and execute scalable operational and sales strategies that align with our mission of empowering independent distributors in the medical device industry.
• Streamlining our supply chain, logistics, and vendor relationships to optimize service delivery and enhance customer experiences.
• Fostering a culture of accountability, innovation, and collaboration across the organization, ensuring that our teams are equipped with the tools and support they need to achieve their goals.
• Supporting and empowering our salesforce to provide unrivaled service and solutions to healthcare providers and hospitals.
• Driving continuous improvement in our internal processes to maintain a lean, focused, and results-driven organization.
• Leap Distributors is committed to setting new standards in medical device distribution, offering regional independent distributors the infrastructure, IT resources, and supplier relationships to compete on a national level.

• *** 2022 Regional Sales Manager of the Year ***
• *** First Region to achieve $1M in Revenue ***
• *** 2023 Highest ARR by Region ***
• At Omniscient Neurotechnology we are transforming clinical neurosciences with the novel, MRI-based, SAAS product, Quicktome. This game-changing cloud-based solution enables physicians to visualize the patient's own, personalized Brain Network map and White Matter Structures. Quicktome is an advanced MRI-processing tool that leverages Machine Learning and an advanced algorithm to identify and map an individual's brain to the Human Connectome Project atlas.
• Over the course of my time at Omniscient...
• I've been responsible for developing and maintaining channel partnerships and 3rd-party distributor relationships.
• Established and nurtured C-suite and Executive-Level relationships at top-tier Hospitals and Health Systems across the country including Academic Institutions and major IDN’s.
• Collaborated with Product, Marketing, and Regulatory Teams to shape the go-to-market strategy for the Psychiatry-focused use case – Enabling functional targeting for Transcranial Magnetic Stimulation (TMS).
• Developed our current customer-facing, direct sales structure through the creation of the Territory Sales Manager Position and sales plan.
• Key Achievements:
• Developed strategic alliances with channel partners and distributors to enhance revenue growth and manage risk
• Hired, managed, and trained a team of Territory Sales Managers in product knowledge, implementation, and selling techniques, increasing customer satisfaction, renewals, and deal volume.
• Refined complex IT Security and Enterprise sales processes - reducing the sales cycle and increasing gross revenue.
• Crafted and led sales presentations and proposals to executive-level audiences
• Demonstrated subject matter expertise in medical-imaging software sales, Enterprise SAAS-model Software Sales leveraging Machine-Learning, Large Language Models (LLM’s) and Artificial Intelligence.

• Successfully opened and managed 3 Boutique Indoor Cycling Studios
• Devised and deployed sales and marketing tactics to drive strategic growth and support
• achievement of revenue goals.
• Oversaw business budget planning and administration, accounting functions, purchasing
• and bi-weekly payroll to handle financial needs.
• Partnered with numerous local and National
• Charity Organizations to raise over $50,000 for local and national charity organizations and build awareness for the individual causes that they support
• Capitalized on social media platforms to increase market awareness and build brand recognition.
• Trained and coached new and existing employees to boost staff productivity.

• President's Club Achiever
• Bioresorbables Master Achiever Award (#1 in the Nation)
• Served on 3 internal sales councils and focus groups to improve our product and service offerings as well as to promote ethical business practices and Diversity & Inclusion.
• Leveraged extensive knowledge of Stryker Financial Programs and Cross-Divisional Service Offerings to convert a High-Volume Account
• Demonstrated expertise in capital sales (Navigation Systems) in both hospital and physician practice accounts
• Demonstrated expertise using the Salesforce CRM platform
• Served as an internal consultant to the Sales Training team by leading role-plays and coaching new hires.
• Developed and delivered engaging and dynamic sales presentations to differentiate our products from the competition.

• National CB Franchise Award Winner - Best Social Media
• Cultivated entrepreneurial skills through the acquisition of 3 Boutique Indoor Cycling Studios
• Developed comprehensive financial models to evaluate market opportunity and to facilitate location selection.
• Leveraged the SBA loan program to acquire, build out, and provide cash flow for 3 individual locations
• Devised and deployed sales and marketing strategies to drive growth and achieve revenue goals.
• Actively managed contracting, budget planning, accounting functions, purchasing and bi-weekly payroll for 3 locations.
• Developed / implemented Risk Management & Cash Management strategies to increase cash flow
• Raised over $50,000 for local and National Charity Organizations through personalized, private fundraising events
• Leveraged expertise in social media marketing and advertising to increase market awareness, build brand recognition, and generate leads.
• Hired, trained and coached new and existing employees to boost staff productivity.
• Completed final asset sale in Mar 2020

• President's Club 2015
• Achieved $10,000,000 in New Annual Revenue in under 18 months
• Selected for the Sales Leadership Development Program
• Established, planned, and executed a Cadaveric-based City-Wide Residents and Fellows Educational series

• Led the conversion of 3 surgeon customers at a High-Volume Account exceeding sales targets by over 150%
• Increased in market share at High Volume Account from 10% to 80% in under a year
• Led a turnaround in 2 separate territories simultaneously to exceed quota after a year-over-year decline
• Converted a $2.5 million account after near total loss

• Expanded the Total Addressable Market (TAM) by 35% through targeted business development strategies.
• Optimized business development and sales programs, leading to a 20% increase in contract closures.
• Negotiated and secured partnerships with key healthcare providers, boosting company visibility and presence.
• Led transformational changes to align company resources with strategic goals, improving communication and efficiency.

• Managed integration efforts across divisions, enhancing sales team synergies by 40%.
• Launched educational initiatives on emerging therapies, increasing awareness and adoption by 25%.
• Enhanced customer relations through value-added services, leading to a 15% increase in revenue.
• Pioneered marketing strategies to boost product visibility, achieving a 30% growth in market penetration.
• Tracked and analyzed sales data to improve forecasting accuracy and sales performance.

• Exceeded Quota by over 20% for each sales period (Quarter / Yearly)
• Grew territory to over $14 million in annual revenue
• Developed and Leveraged interpersonal skills and product knowledge to build credibility with surgeon customers, Hospital Executives, and healthcare staff
• Assisted my senior representative in over 200%, YOY growth.
• Managed the Mobile Cadaveric Lab, as it toured around the country, leading our Medical Education program.

Vanderbilt University Medical Center is an esteemed academic medical institution dedicated to patient care, research, and medical education.

• Developed robotics programming for advanced surgical assistance, enhancing accuracy by 15%.
• Contributed to the Human Hybridomas project, supporting critical breakthroughs in patient treatment.
• Collaborated with cross-functional teams to integrate innovative technologies, improving operational efficiencies.