Consumer Direct lending is experiencing a resurgence as mortgage professionals search for more predictable, cost-effective ways to generate leads in a challenging market. In this episode of Lykken on Lending, David Lykken sits down with Tim Slavin, CEO of The Share Group, to unpack how data science is transforming consumer direct mortgage strategies. The conversation dives into why most purchased leads fail, how richer consumer, property, and mortgage datasets dramatically improve accuracy, and how lenders—from individual loan officers to large call centers—can build scalable, compliant lead funnels. Listeners will gain practical insights into data integrity, outbound dialing efficiency, and how to create a repeatable system for long-term mortgage growth.
[David] Listeners, we’re gonna continue in our series of looking how to generate leads, how you can generate leads inside of your own business. Now, if you’re a loan officer, you need to learn how to generate leads other than just going out and calling a realtors and builders in the normal way. If you’re looking as a business owner, we’re focusing a lot on consumer direct. Again, this is applicable whether you’re a loan officer or a traditional loan officer or not. We all need to be looking at ways we can generate leads more business into our own funnels, whether it be a personal funnel or a company funnel. Consumer direct is something that we’re seeing a resurgence of in the market, the motive behind that is to drive down cost. Some are successfully doing that, others are not. We had interview we recently released with Loan Pronto, the CEO of Lo pronto. I tell you, that was a really insightful. We talk about the success he’s having and reducing costs and on a consumer direct model. Today we have joining us, Tim Slevin. He’s the CEO of The Share Group. An Omaha based data science company, very interesting. Powering realtors, brokers, loan officers, and home services firms with high quality on demand data that turns into leads. The Share Group has become one of the industry’s leading data marketplaces supporting 10,000 realtors. Think about that. That’s how many he’s supporting, and he is working with brokers across the mortgage space, across the real estate space, but he is also helping companies play a key role in generating leads. I met Tim at a recent Angel AI event and which and he works closely with companies like Sunwest Mortgage, so he has over 20 years of experience and a high growth data driven organization. Tim specializes in scalable sales, architecture, operational discipline, and building teams that consistently outperform their peers. Before sharing. We’re gonna get this from him. I’m just gonna go ask him about some of this stuff. Tim, I could read your bio, but it’s good to have you joining in. It was a pleasure meeting you in Las Vegas at the latest mindset conference, and it’s really good to have you joining us today.
[Tim] Thank you so much, David. I appreciate you the kind and generous introduction.
[David] It’s, I’m hearing so much about what you’ve achieved as I did due diligence on you. Again, we’re very careful about who we bring on. They gotta have, meet certain quality standards, be proven to do what they say they do, and you do. But we were just starting to get into what you did. You started some 32 years ago. Was it in data? It wasn’t that long ago, but in healthcare, am I correct? Yeah that’s right. I actually, this is pretty interesting.
[Tim] So I went to the University of Missouri, Kansas City. They got a grant to start the first direct marketing four year degree at UMKC. Really? So all this funding came in and we had legends in direct marketing like Bob Stone of Stone and Adler. He wrote the Bible on direct mail. Yes. He ran an agency in Chicago. He flew into Kansas City one one night a week. To teach our class. So it was phenomenal. From then, I was hooked on how powerful data could be in any organization to help you reach your goals faster. That what a background to have and then which really gets into me. You and I met at the Mind Summit in Las Vegas, Pavan and other Angel AI sponsors were there. It was fascinating to hear what you had to say about that and love to get your perspective on the Mindset Summit.
[Tim] The Mindset Summit is a playground of people who have a positive, optimistic, and overly ambitious view. In spite of economic, climate or current conditions, headwinds they’re looking to set a course that I think people will wake up at when the rates come down and volume starts accelerating for everybody. We’re gonna be way ahead of the game for what’s being done right now with Pavan, his team, technology, ai, blockchain, cryptocurrency. They’re really it’s a massive investment and we’re excited to be a small part of it.
[David] Yeah, it is, it’s, it is exciting. Sam does a great job with his mindset. Pavan is one of the key sponsors of it, and so we’ll put the links to Sam’s Mindset Summits in the sh ow notes so you can go back and look at it. Tim, there seems to be more and more interest in consumer lending, consumer direct lending, and The Share Group has a lot of key data on consumers. Share with our listeners how you and the team you have developed at, brought together, at Share group support lenders with your data.
[Tim] That’s a great question. Thank you. We initially when I joined The Share Group, we were a hundred percent realtor focused. Interesting data sets that are required to be successful, are three and they have to coexist together and we have to be able to jump from one to the other without losing a lead or a contact. Now I’ll explain what that is. So we have a tier one consumer credit agency grade consumer database. So that’s 500 data elements on every person in America, right name.
[David] Say that again. You have 500 data elements. 500.
[Tim] There’s up to 500 data elements, which includes financial, hobbies, interests, lifestyle, purchasing. This stuff is aggregated through all of the forms that you fill out online and collected through public sources and then verified, but it really allows me to say with confidence, who’s the head of household, who’s the next head of household? Are there kids or other relatives at that address? So I want to know, first of all, where are the people? where do they live? That’s great. That’s a great starting point. The next is are they owners or are they renters? And I determine that by looking at the mortgage file. So I have the mortgage file that everybody has access to, which gives you all of the insights on the origination date, the loan provider, the interest rate, the rate type, the amount. There’s lots and lots of data elements available on the details of that mortgage. The third piece is the property. So I need to know when it was built, how big it is. Is it two stories? Is it one story? How big is the lot? And with all that information, I can now tell wit a high degree of accuracy. Is this a downsizer? Is this a heloc? Is this a refi? Or even if we step into the renter side of it, are they a potential first time home buyer lead for one of our loan officers? So you have to have all three of those together. And here’s my first tip. If you’re buying data or buying leads. I’m sorry, I know you’ve bought bad leads. So, the first thing to share group, you can say that with, you bought leads, I’m sorry, you bought bad leads. And so we’re the company that I sleep well at night because. I know that my customers are getting value. If they’re not satisfied, we give them their money back or we replace the leads, whatever’s appropriate. We wanna make certain everybody has a good experience. So yeah, so you have to have all three of those data elements. And going back to buying leads, if you’ve ever skipped traced, you’ve gone from a core data set that you’re buying to another one to find the phone number. So the thing that we do is we rebuild this file every 90 days. So we’re comparing the owner occupant, the mortgage and that property information. Make sure all three of those data sets are aligned. So when I say this person is 67, they owe 10% on the home. They’re empty nest, or they’ve been there for now 19 years. I know that’s a great lead for somebody who wants to do perhaps a reverse mortgage or a downsizer. It all goes hand in hand between both sides. So you wanna have all three of those datasets together for data quality and integrity. So I can’t match, David, I can’t match you to three different properties that may or may not be where you live. I already know the one or two that you already have, so that’s pretty cool.
[David] I can see why this works for realtors, but now we’ve just got some insights on how this works with lenders. Tell us a little bit about how this works for the mortgage companies that you’re working with.
[Tim] Yeah, so for the mortgage companies that we work with, they are specifically looking for, and I’m gonna peek over my screen because I don’t have all these lead type, not the all of the loan types. So whether they’re conventional purchase money, private wraparound, va, any of those loan types. You tell me the loan types that are of interest to you. Tell me the rate type that you’re interested in. I know that all of those are not always, one to one Synchronized. But then the loan amount, the county, what interest rate is attractive for you to go prospect? And I’ll tell you exactly. How many homeowners that there are you can market to. I’ll tell you how many of those that I have phones on. So that means you can either direct mail everybody or call some of those and if you wanna stay off the do not call list, I’ll take those out and I’ll provide emails on most of those records as well. So I’m really just saying what is your target market? Which type of mortgage do you want to sell? What do you think is best in this market? And then what are the best prospects I’ll do that fit in about 60 seconds with somebody on the phone with a screen share?
[David] Wow. That’s amazing. I’m sorry, I, folks, listeners, I’ve been in the my last mortgage company that I was a partner in, we were consumer direct and we bought a lot of data and what’s available to us and you now compared to what we had available back in the day. 25, 30 years ago. It’s quite different. The databases have been expanding the amount of data. Tim, one thing is to have a lot of data knowing what to do with it is something else. And I think that’s one of the services you provide. Am I correct? you Really empowering originators and how to pin. The high potential prospects is, do you, is that what you do?
[Tim] Help them find the high potential prospects. And then from that point, we can, if they’re not already on Angel AI we can introduce you to Angel AI, which would allow them to make calls on your behalf from domestic US-based call folks. They’re called an angelistas. Those people will call.
[David] Yeah. These are real humans, by the way. These are humans.
[Tim] They have two call centers and they, they’re opening a third one in Dallas, really soon. So they’re beefing up and investing in all of the services that support you’re gonna be able to get shared group leads inside your app, your Angel AI app shortly as well, but Oh really?
[David] So you’re integrated with ’em to that degree.
[Tim] You can either depend upon nurture and support your referrals and past clients. Or you can go direct to the ones that have the highest potential. So to have control over that process to understand what it costs to develop a lead and what your conversion rate is from that name to the interest, to the close. And the sooner that you understand that mechanism from the many different ways that you can market to those people, the sooner you are to accelerating and scaling your business in a predictable fashion, which is the nirvana everybody wants, right?
[David] Yeah. What I love about how you integrated with Angel ai is that they have real humans doing it. Now, there are other companies, we just recorded interview yesterday with Total Expert and one of their customers, and Mike Russell was on talking about how they make calls and their technology works. Also, Candid, one of our sponsors of our podcast is out there doing this, and so it, it, I want, as you hear this, we do talk about Angel, angel AI. If you’re using one of these other platforms, this will work for you as well. We’re a little partial at times to what angel AI does ’cause it’s real humans. And now technology’s making these phone calls, and I was mistaken, I said this, outside of the TCPA, there’s still the TCPA rules. If you’re calling consumer, you still have the TCPA, whether it be a live human or it’s a digital human. The digital digital human or the person calling is the technology. With AI voice. It’s just really interesting that, but this gets into the data science part of this, and a lot of people don’t have an idea how to go through that. So get a little bit deeper, get into the making of the sausages, or at least to you, working with the, your clients on finding the data that they want. I’m assuming the client, you get on a call, you do discovery call, you find out if it’s a match. And then you say, what are the data sets that you’re looking for? And then is, am I correct in that?
[Tim] Yes, do Absolutely. It’s, it is to, they either have a. They’re trying to get away from an ineffective, expensive lead generation process, or they’re trying to refine and improve it, with better data. So, if they’re really starting from scratch, then it’s best to understand what are your sources of deals over the past 24 months at a realtor or a loan officer level. Individually, there’s not enough data for anything to be really predictable. But if we get into 200, 300, 500 transactions, each one of those transactions is tied to a person with those 500 data elements. Okay. And so understanding what data elements positively affect and negatively affect the response rate, the conversion rate is super important. So in a real data science environment, which is more affordable and easier to do than ever, you can take an entire book of business over the past 24, 36 months and say, who should I be targeting that looks like the customers that are buying from me today. That used to take about four to six weeks. I think it can be done in under a day right now. Just to understand, we need to know the names and the name, the transaction date, the amount, the type of service that was sold, and with that we can start identifying and really rank ordering every prospect in a county state or the country really for that matter, that you should go after. This is your top 10 customers. This is your top 20% of the market they you should go after. And most people can’t afford to address more than the top 10 or 20% of all available prospects anyway. Yeah. They just don’t have the capacity and the accuracy. What? This does create the accuracy.
[David] So if I’m understanding you correctly, you could take your past customer database, run it through your data, get a whole lot data rich data set, because most people haven’t done the work. Updating their data like you have. And so you have, you bring such a rich, much richer data set, literally down to the social media aspects of their activity. Am I correct?
[Tim,]Yes. A absolutely. And it starts even more simply than that. It’s do you have good phone? Have your customers move? Change of address will tell you that. Do you have the right phone number? Right address or phone verification will do that for you as well. So enhancing a pending and updating that data. One of the toughest things that we get is, I have 30,000 names I’ve built over the past six years. I don’t want to touch those. Are you getting business out of it? I’m not sure. It’d be better to start with a clean slate of data and let’s talk about one thing real quick. A list is something you buy and use and throw away. Yes, buy it, use it, and then discard it. A year would be the longest time I would ever use a list that was just never updated. A database says I have 50,000 prospects. That’s who I want to laser focus on, and every time there’s an update, I wanna know about it. So instead of replacing or layering lists on top of each other and losing control, they get data chaos. But if you actually understand who your market is. Then you could say every 90 days, I want everybody who’s now a prospect to be added. And I want everybody who’s no longer a prospect either because I eliminated them or they moved or they’re no longer qualified to be my prospect. I want that taken outta my database. And then you have really no data problems and continuous updates on your data. While we were, while you were talking, I just did a quick one ’cause I want to tease somebody with something attractive here that could be interesting. So in the state of California. All counties interest rates 7.25 or higher, which could be a refi candidate, right? Yep. There’s only 200,000 leads available in California. And I say only that’s a lot, right?
[David] Yeah. Yeah, that is, yeah, exactly right. That, that when you help lenders identify data that describes their buyers, how do you get into how to speak to them? Is there any tools that you have and coaching them through the how to address ’em?
[Tim] Not on that side. I’ve done enough work with some great coaches, bill pipes. And Jake Dixon. There’s a lot of great coaches out there who I’ve listened to them, so I only emulate what they have to say on the realtor side. But scripting on the loan officer side, I haven’t done that yet, but I’ve got some my,
[David] I’ve got some ideas on that. We’ve helped folks like redder begin to develop some things. Sure. So I have some ideas and some things that we can talk about. ’cause I think once you have that ability to, not only that, you’ve got so much data that I want people to realize of all the people I’ve been dealing with, buying leads. And buying data for the better part of 40 years of my, in my business, in my mortgage business. When I did it, and it was I, it was 25 years ago, so I did it over a 25 year period at that point. And then since then I’ve been consulting to a number of companies. I’ve never seen data that is so rich, Tim. I know there’s a lot of data vendors out there, but I’ve never seen a data that’s rich that’s so a database or so is that database, is that the right way to refer to that? Yeah, sure. Yeah, that is so rich. And here’s the other thing, you’ve made it so affordable. Talk about that.
[Tim] One of the I like to get a laugh, and the laugh is, if you’ve bought leads, you’ve bought bad leads. Everybody identifies with that. And the other thing is, if you’ve ever tried to buy leads, they always wanna sell you what? A subscription. Yeah. And a subscription is great for the provider because I know I’m gonna get paid every month. And whether you use the data or not is on you, right? So the first thing we did, we said, no subscriptions. We’re going to sell a block of lead.
[David] That’s huge. Say that again. This is the reward people that No subscriptions. No subscriptions.
[Tim] It’s, it means that we have to earn our keep every day, which is harder, but it also means that I don’t have people jumping on and jumping off. So I say. Do you need 5,000 leads, 10,000 leads, 50,000 leads, a hundred thousand, whatever you need. We’re gonna make those available to you. And here’s the best part. If I send you 50,000 leads, how long does it take you to actually use those? It could be a year. And by then, like I said, that data’s gotten bad. So our model ensures that you only work with data that’s recently downloaded. So we have this thing called a wallet. You buy 10,000 leads, it’s 1400 bucks, so you have one year to download those 10,000 leads. So take down 500. Try the heloc, try your local county, go wider, try a different interest rate. You get to test and retest and fine tune your strategy until you really go all in on a big purchase. A big download, and a bigger campaign. And the cool thing about that is we are updating those phones every week, and that means that I don’t want you to download the leads so you’re ready to use them and then you can use them or you’re gonna have good results. Now my goal is a hundred percent accurate phones, which doesn’t exist and unfortunately never will. No. So one quick thing on that. We have this thing, we said we can’t make the phones a hundred percent correct, and so we either adjust the price or we give something back. So we decided to say that. If the phone is incorrect, meaning no longer in service, disconnected fax number, something verifiable like that, we just give you those leads back in credit. So you call a hundred thousand people, you get 9,000 bad phones. That’s a great connect rate. I’m gonna put 9,000 credits back in your account. You go back to business and you don’t lose a dollar. So you can’t waste money the way that we sell leads. You can’t waste money on a subscription and you can’t waste money on bad data. So I think that’s a pretty good spot to sell from.
[David] Again, I’m listeners. I gotta tell you, sometimes my credibility gets hurt because I get so enthusiastic. I’m, I am really enthusiastic about what Tim is doing here because I know this space. I’ve been dealing with consumer direct for so many years. And what he’s offering you, what he just heard, no subscription. If a lead that you, that’s in your wallet proves out to be not good, not have accurate information out goes that, and income’s due fresh ones at no cost, no additional cost. I don’t know of any other vendor. Maybe there are some, but I’m not aware of any other vendor that does that, Tim.
[Tim] Not that I’m aware of either. Yeah they’re not good. And they don’t even want to talk to you really, because with the lead’s bad, you probably did something wrong. And sometimes that does occur. So we’ll do a, we’ll do an audit to make certain what you say is right, if it’s quick, it’s short, and it’s painless. And then we go, you’re right. And we just slap the credits right back in your account. We want you to stay in business and make money on our data. Otherwise, we don’t have a business. So it’s easy for us to do that.
[David] I love that. I love that I do that in my consulting business. I always say, all my agreements are month to month. If I’m not adding a value to you at any given month, you can terminate the relationship. It’s not, I don’t like it’s nothing worse than being locked in a relationship. You’re regretting your, you may have gotten into it, but you regret staying there and you give them the out. I love that. One of the biggest aspects about consumer direct is making phone calls and dialing for dollars. It can be exhausting work. Yeah. Explain how some of the lender you are working with are using tools such as dialers and new AI software and technology to reduce the fatigue and still do high volume quality prospecting.
[Tim] That’s a big one because most people, the hardest part about it is. Punching those digits and waiting for something to happen. So anybody who wants to create their own funnel that they control, direct and manage. At the lowest cost, it’s to go have your own direct program, which is to say, let’s use tools and automation. Let’s use the best data possible, and then let’s put that data into an environment where I can sit down and have a conversation with somebody with zero mental, physical effort. And the mental part is, am I ready to talk to somebody new? When the last guy was really nasty. And so go from conversation to conversation, and the numbers are so simple. We go, we talk about how many conversations do I need to have today with a prospect. If I have five of those a day that turn into one lead, I’m gonna generate 22 leads a month. I’m gonna close 10% of those. That’s two deals. Now think about that, that compounds month after month. So I think everybody goes through a six month ramp. Where they need to build that top of funnel pipeline that’s going to produce evergreen revenue. Because I already spoke with Dave, I like him and we’re ready to sell. I’m gonna give him a call. So the tools should accelerate the time that it takes to go from one call to the next. And only should you be talking to live people on the phone. So there are companies out there like Call Tools, and there’s Enzo Dialer, there’s a lot of companies out there. And if you just go to predictive dialing or automated calling solutions, there are enterprise size. Like Convoso has an enterprise side, a size solution. If you have 25, 50, 100, 500 people on the phone, Convoso is great. There’s probably 20 operators that you can work with that specialize in small teams and individual agents and loan officers.
[David] So this could really work down to the individual loan officer.
[Tim] Absolutely. And you’re gonna spend a couple hundred bucks a month so that when you do to separate…
[David] Leads at such an affordable cost, that’s amazing.
[Tim] Yeah. Yeah. You’re gonna spend, so in a month, if you spend 500 bucks on leads and you spend 200 bucks on your dialer and you’re gonna talk to, you’re gonna call three or 4,000 people. ’cause they make 500 calls. And to you, it is just a 3, 4, 5 second pause until somebody says hello and you’re off to the races having another conversation.
[David] Wow. That I started looking at this and I think of all the individual loan officer out loan officers out there struggling to get their own deals and get leads, and this is a solution you can employ. The other solution we’ve gotta talk about is Angel AI. You and I are both big fans of Angel ai. You see the technology. The other thing is the thing about that system. It’s free. How Pavan does this is absolutely amazing.
[Tim] It is really amazing, as you said. And I talk about using everything at your disposal to create awareness. In outreach there’s three levels. Number one, you, the producer, the expert, the local person who has the quota, has the income requirements, the best person to talk to a brand new prospect is always you. The next one is somebody who you train, coach. mentor, listen to the calls correct and improve. Somebody works directly for you. Who executes your message is the next best solution. And so that’s 12 to 2,500 bucks a month. So there’s like really great offshore calling solutions. We all know about the Philippines. There’s also one called Voo, which is down in South America. They have college educated folks and they do, they can do high level prospecting, project management, lots of stuff. So investigate that offshore solution as a way to make that happen. The third, which everybody should be doing, because it takes an hour to get started, I can launch a campaign, from my phone where I upload a list and a script, and in two days, two to three days, they’re gonna start making calls. So everybody who’s a loan officer, everybody who’s a realtor, should have 500 free calls a month into their market and make these really achievable expectations around that calling. So I want to collect phone numbers. I’m, excuse me I wanna collect emails on those folks and see if I can I touch base with you when the rates come down? If it’s advantageous for you to refinance, would you mind if I made that call? Would you like me to send you that?
[David] That gets you periodically, gets you the consent.
[Tim] Let’s get consent and let’s build that list so that my sphere of influence goes from people that I’ve met to people that I’ve only become acquainted with and develop relationships electronically, and then they become personal. I love that.
[David] I’m almost giddy when I start thinking about this, so excuse me, listeners, since I’m just enjoying this because I know how far this has come and what you’ve done, Tim. It’s really, I think it’s really interesting. One of the things we talked about in preparing for this podcast was you talked about Macro and Micro metrics for originator’s business. Can you explain this concept?
[Tim] Yeah. It’s basically, can I predict a future income off of activities today regardless of outcome. Okay? So, regardless of outcome in one small time segment. So if you think this might be for you, the direct approach, the outbound approach, try it for a year. Okay, so I wanna set expectations that your skills are going to be rusty until you develop these new these new skills, right? And as you get better at that, your conversion rate goes up, all that. But the macro of it is, I know that if I want to sell two homes, if I wanna do 10 deals a month, I need to work that close back. From a close number to a qualified prospect to a first time prospect to a name. So if you start with a name and you wanna turn that into a close, is it, am I closing one out of 500? Am I closing one outta 200? And that means in order to ramp up my deal flow, I should have a worksheet that tells me dials, contacts, conversations, leads, closes, I should have all of that in front of me. And you say, I don’t know those numbers today. We’ll start tracking them. And then when you actually look at the numbers that you produce on a daily basis, from outbound prospecting to conversations, to leads to meetings and appointments, I think that you’ll quickly understand the effort that it takes and then you’ll get really excited about getting your skills and your data and your calling better. So all of that together is to say, I know that I can sell two deals, five deals, ten deals a month within six months if I do this daily activity. And there are great coaches out there that can help you figure out those metrics for your business individually, which I’m a huge fan of.
[David] Yeah, and the best part is that you guys do provide a lot of services to help with this, but there are some out, there’s consult consultants and coaches out there that do just this focusing, zeroing in on just this. Tim, this has been just so encouraging as I listen to this and what it can do for listeners. I hope listeners you will take the time to reach out to connect with Tim and we’re gonna provide that his contact information below. But Tim, go ahead and share with our listeners Okay. A couple people to reach you.
[Tim] Yeah, absolutely. So my email is tim@theshare.group. So Tim at the Share Group, there’s no.com. If you want to go to our store that is shop.theshare.group you can find that from our homepage, which is The Share Dot Group as well. So that’s our homepage and you fill out a form and we have two or three folks on our team that do that first contact conversation. You email me, we’re gonna have a meeting together. I’ll send you a meeting link, and the first thing we’ll do is figure out what your goals are what you’re doing for leads right now, what sort of improvement you’re looking for, and how many prospects that we have in our database that could help you reach those goals a little bit faster. That would be ideal.
[David] Yeah. It can seem a little overwhelming. You start this journey, but it’s so worth it. And when you get someone like Tim working with you and his team working with you. It’s gonna shorten that learning curve and bring you to a level of new lead production, new lead generation, such as you never could have ever imagined. Tim, thanks so much for coming on with me. Appreciate you.
[Tim] This has been amazing. David, thanks so much. I can’t thank you enough. We’re really excited about it.
[David] I am looking forward to sharing this with our publishing this with our our listeners. Thank you much, Tim.
[Tim] Right on. Thank you. Have a great day.
[David] You bet. Have a blessed day. Thank you.
Important Links
Tim Slevin is the CEO of The Share Group, an Omaha-based data science company powering Realtors, brokers, loan officers, and home services firms with high-quality, on-demand data. The Share Group has become one of the industry’s leading data marketplaces, supporting 10,000+ Realtors and Brokers across every major brokerage, and playing a key role in outbound prospecting success for top partners including Sun West Mortgage.
With 20+ years of experience in high-growth, data-driven organizations, Tim specializes in scalable sales architecture, operational discipline, and building teams that consistently outperform.
Before The Share Group, Tim founded Healthcare Data Solutions, driving 32 consecutive quarters of double-digit growth, earning 3× Inc. 5000 recognition, and leading its acquisition by IQVIA. Through Slevin Advisory Group, he has also built and exited multiple companies, including doubling the enterprise value of BuildCentral prior to its sale to BCI International.