Advisory & Non-Executive Director Support for Technology Businesses

“David initially joined Take Note as a Commercial Consultant bringing his skills and knowledge into our products and market. It wasn’t long before his position became permanent, and the company was benefitting from all that he brought to the table. He became CEO when we re-structured the business and we never looked back.

Take Note transformed and matured over the following years, and David’s well thought out strategies guided us through Covid, ensured we retained big contracts, achieved profitable growth, introduced new services, developed training and career paths, delivered on tech, won awards, geared us up for and managed the company sale, due diligence, and transition superbly.

David was absolutely critical to the Take Note / VerbitGo company that exists today and we have so much to thank him for in regards to the success story that our once little company, has now become.”

“Verbit acquired Take Note in 2022. Take Note, under David’s leadership, was one of the most professional, organised, and effective businesses I have seen throughout my many years of M&A involvement.

David is a strong leader of people who had created excellent culture and commitment across all teams within the business.

Commercially he has a deep knowledge across both strategy and execution having formed and guided his team in delivering upon an excellent market and product strategy, significantly increasing revenue and profitability during his tenure.

The business achieved all pre and post-acquisition targets under his leadership and he expertly guided Take Note through post merger integration.”

“David was a great asset to the business and helped us create an excellent team.

He directly led many significant projects for us including our first data and analytics products. He also led the development of our commercial strategy for our cloud software transition, which has enabled us to reach new market segments with clear targeted propositions.

His leadership has helped our transformation from pure media, to media, online software, and analytics and his expertise has driven our practices both within Proagrica and across RBI.”

“David created a highly effective product management team within this £1.6bn global ERP software business. He created clear priorities, building and implementing comprehensive product life-cycle processes which were agreed by c30 international stakeholders and adopted by the organisation.

He and his team of product managers, pre-sales consultants, BAs and project managers then utilised the new approaches to successfully launch products and refine our portfolio throughout a period of strong commercial success. In doing all of this he navigated a highly complex and often ambiguous business balancing the right mix of product management theory and optimum practical application.”

“I quite honestly have no idea how we would have coped without David as our consultant. A real pro, his calm and straightforward approach makes him the ideal person to have at your side. His in-depth knowledge was invaluable: this is a man who knows every possible intimate detail about selling software as a service.

Not only did he evaluate the extent of what was missing, he was able to put everything in place that we needed, he then ran the most professional process that I have ever witnessed.

The quality of his work is outstanding from A to Z."