NextLevel engages with companies between $10 million and $2 billion in revenue who are experiencing leadership gaps, bandwidth constraints, performance issues, scaling challenges, or financial distress.

Our strategic, operational, and financial management services give your company the firepower it needs to accelerate key initiatives, improve competitive positioning, and reduce risk. Providing executive and board services to help you realize your vision, cascading value from the highest levels of your organization.

That’s NextLevel.

Value-creating transformations.

Because business is always in transition.

Truth is, stability is a myth. Our battle-tested, operating executives set you up to reap the rewards of change. From private equity investors to corporate leadership, we move upstream to build value across the breadth of your enterprise.

Executive leadership. Project rescue. Operational improvements.
Merger and acquisition support. Positioning for sale.

LEARN MORE

Project leadership and support. Interim executive leadership. Board services. Advisory services.

LEARN MORE

Leadership vacancy. Rapid growth and scalability. Acquisitions and integration. Domestic or international expansion. Equity or debt financings.

LEARN MORE

Optimize procedures and critical functions. Increase profitability. Scale infrastructures. Technology solutions. Operational support.

LEARN MORE

Financial function. Growth through acquisition. Strategy execution. Building value pre-exit. Cyber resilience.

LEARN MORE

LEADERSHIP TEAM

The NextLevel difference:
A broad bench—and depth.

With NextLevel you can engage one or more of our 100+ proven, vetted operational executives spanning all functional areas of leadership or, leverage our SWAT team approach to address broad needs rapidly. Put our decades of experience across industries to work to execute your strategy by addressing capital needs, enhancing systems, planning and reporting, scaling operations, and driving organizational change—all from one firm.

Lisa Clarke has 25 years of experience serving in operating roles for organizations in the manufacturing, technology and services industries, and has held executive roles across a wide range of operating disciplines in startup and mid-market companies. She has a track record of success building business infrastructure and leading large-scale growth and transformation initiatives. Her background has afforded her deep exposure to internal teams, Boards of Directors and investor stakeholders.

Lisa started her career as General Manager of the Custom Power Products division of Interpoint Corporation, a microelectronics and medical device manufacturer. After the company sold and spun off a division as a separate, public company, Lisa spent nearly 10 years in the big data storage industry at Advanced Digital Information Corporation (NASDAQ: ADIC). She held progressively responsible executive leadership positions in Channel Sales, Global Services, EMEA General Management (based in Paris) and as Co-EVP of Products, Sales and Service. During her tenure, the company conducted a secondary offering and completed many acquisitions, growing from less than $20M to over $460M in revenues. After a very successful exit, Lisa joined Rally Marketing Group, a VC-backed experiential marketing services platform company, where she was Chief Operating Officer, then Chief Executive Officer and Board Chair. Her next adventure was to facilitate the spin out of Amplero, where she became Chief Business officer of this Artificial Intelligence marketing software startup.

Lisa attended the University of Washington and completed her education at Kent State University, where she earned Bachelor’s and Master’s degrees in business administration with Summa Cum Laude distinction.

Ms. Clarke is also an active member of the Seattle area community. She served in various leadership roles on the Board of Directors of the United Way of Snohomish County from 2003 through 2010 and as Board President at FareStart from 2008 – 2017. She enjoys teaching the occasional business course, serving on curriculum advisory boards and has been a guest speaker on cross-cultural business topics at the University of Washington’s Foster School of Business.

Chuck Gottschalk founded NextLevel with the clear intent of building a premier firm comprised of exceptional executives collectively committed to creating value in our clients; doing so through excellence in service, knowledge sharing to bring the best of our firm-wide capabilities, and a collaborative spirit always focused on our clients’ best interests. He established a mission statement on day-one focused on building enterprise value in our clients – which now serves as our tag line to reinforce and communicate that as our primary objective.

The NextLevel innovative model was inspired by the wealth of insights gained through his many years both in executive leadership roles and from building and managing an executive services regional practice that served a large, diverse set of private and public companies in a variety of industries and stages. Those insights applied to today’s dynamic and fluid business environment, where management teams operate with limited bandwidth and where “lean” is the order of the day, resulted in an uncommonly versatile approach to client engagement structure and access to exceptional talent that sets NextLevel apart.

Prior to founding NextLevel, Chuck launched, led the growth of, and managed the Pacific Northwest practice of Tatum, a national financial executive services firm, where he served as Managing Partner for seven years. In that role he launched and built one of the firm’s most successful practices, growing it to 50 professionals with offices in both Seattle and Portland.

Chuck’s background includes over 20 years of deep and varied executive leadership, including a mix of senior strategic, operational, and financial experience at the CEO, CFO and Board member levels with emerging-growth companies. As a CEO and CFO in three venture-backed emerging technology companies he successfully led equity and debt financings, strategic partnering initiatives, the spin-out of a corporate division, and the sale of two of the businesses to publicly-traded companies.

He spent the first several years of his career as a CPA at Price Waterhouse (now PwC) where, as a Director, he spearheaded the Seattle office’s new-media emerging company practice. He also held the position of VP, Financial Advisor at Bernstein Global Wealth Management whereas a Series 7 and 66 securities license holder he worked closely with business owners and executives in evaluating liquidity strategies and related planning.

He served twelve years on the Board of the Northwest chapter of the National Association of Corporate Directors (NACD) and is a current NACD Fellow. His Board service has been in both for-profit and nonprofit organizations, including current service as a Board member, Advisory Board member and on committees of nonprofits.

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.

Eddie has over 30 years of experience serving in C-suite operating roles for varying sizes of public/private organizations (from start-up to Fortune 100). His experience has primarily been in the high-tech industry, but he also has cross-industry expertise through several in-depth professional services engagements. Eddie has a track record of success in all phases of direct and indirect revenue generation and propelling growth, from ramping to re-igniting to retention to next-generation revenues. He is adept at developing, implementing, and executing business strategies that produce profitable outcomes and ensuring leadership teams are aligned to perform at their peak. His background has afforded him deep exposure to international markets (particularly the Asia Pacific Region), all sizes of organizations and their management teams, partner ecosystems, Boards of Directors, and investor stakeholders.

Eddie began his high-tech career with IBM starting in sales and moved to roles with increasing responsibilities over his 16-year tenure. He moved 10 times accepting promotions in product management, marketing, sales management (1st & 2nd line) and executive sales management (3rd line regional responsibilities), taking international assignments in the Asia Pacific region in strategy (Tokyo, Japan and Singapore), operations (Hong Kong) and Country General Manager (Indonesia). Upon returning to the U.S., Eddie held executive roles and worked with publicly held high-tech companies in the Pacific Northwest from start-ups to turn-arounds, achieving successful outcomes/exits with each. In addition, Eddie has cross-industry consulting experience in construction, consumer retail, hospitality, insurance, banking, higher education, and non-profit organizations.

Eddie holds a Bachelor of Arts in Communications from the University of Washington. He has been inducted into the UW Communications Hall of Fame and recognized with the prestigious UW Distinguished Alumni Service Award in 2017. He is also an active member of the Seattle community who serves or has served on the Board of Directors of a dozen educational, humanitarian, and arts organizations, including Boys & Girls Clubs of King County, PAWS, Sound Health, and the University of Washington School of Arts & Sciences. As Seattle Office Associate Managing Partner at NextLevel, Eddie works directly with clients to structure and oversee engagement performance.

Partners & Principals

Allyn Hebner

Allyn Hebner

Seattle

Allyn Hebner has 25 + years of experience as a C-Level financial leader for private and public companies, ranging in size from pre-revenue startups to Fortune 500.
Barry Matthews

Barry Matthews

Seattle

Barry has 35 years of experience serving in financial leadership roles for organizations in the services and consumer products industry.
Ben Ertischek

Ben Ertischek

Portland

Benjamin Ertischek has 25 years of experience serving in operational and financial leadership roles for organizations in the manufacturing, services, and technology industries, including SaaS.
Bill Helenberg

Bill Helenberg

Seattle

Bill Helenberg is a financial executive with 30 years of experience in private equity-owned and publicly held companies, primarily in the manufacturing and distribution industries.
Bob Harmon

Bob Harmon

Portland

Bob has more than 30 years of successful experience in sales leadership, sales operations, contract negotiation, general management, and product development in the medical device and manufacturing industry.
Brian Schlosser

Brian Schlosser

Seattle

Brian Schlosser has 35 years of experience serving in technical, go-to-market, and leadership roles for organizations in the computer and software industry.
Cheryl Balkenhol

Cheryl Balkenhol

Portland

Cheryl is a CFO who partners with CEOs and Boards to drive sustainable long term growth throughout the organization, by providing a strategic focus and building collaborative relationships with both internal and external customers.
Clark Westmoreland

Clark Westmoreland

Seattle

Clark Westmoreland has more than 21 years of experience serving in COO, CFO and CIO roles for organizations in the digital transformation, e-commerce, supply chain, construction and higher education industries.
Corey Martens

Corey Martens

National

Corey has 25 years of experience serving in a variety of global finance, accounting, compliance, and audit executive roles with hands-on strategic leadership across public and privately held organizations.
Craig Spiegelberg

Craig Spiegelberg

Portland

Craig has over 25 years of experience serving in executive, strategic planning, operations, and financial roles for Fortune 50 to startup organizations primarily in the Telecom and Technology industries.
Dana Camden

Dana Camden

Seattle

Dana has over 15 years of corporate management experience spanning multiple industries including hospitality, retail, tech, start-ups, and real estate.
Daniel Hein

Daniel Hein

Portland

Dan Hein has 20 years of experience serving in executive and strategic technology leadership roles for organizations in the healthcare, manufacturing, apparel, retail, financial services, and entertainment industries for fast-growing multi-division Fortune 500 companies with quick turnarounds.
David A. Camp

David A. Camp

Portland

David has nearly 30 years of progressive financial leadership experience, primarily serving consumer and packaged goods companies including the Kellogg Company, Technicolor Creative Services, The Wonderful Companies, California Dairies, and Filament Brands.
David Kimbro

David Kimbro

National

David Kimbro has more than twenty years of experience in retained executive search, providing senior leadership talent to companies ranging from startups to large corporations.
Dean Gardner

Dean Gardner

National

Dean has a 30-year career as a senior international financial and operational executive spans the high-tech manufacturing, software, agricultural, distribution and technical service sectors.
Deepak “DB” Bharadwaj

Deepak “DB” Bharadwaj

Seattle

Deepak Bharadwaj (DB) has more than 25 years of experience serving in technology leadership roles for organizations in the software products and services industry.
Diane Kelleher

Diane Kelleher

Seattle

Diane worked with market leads to develop and track performance metrics for combined functional teams across geographic markets to achieve greater production and quality of results.
Doug Creeley

Doug Creeley

Portland

Doug has 25 years experience serving in executive and strategic technology leadership roles for organizations in the financial services, Internet services, e-commerce, travel and education industries in Fortune 50 multi-division, turn-around and fast growth companies.
Ed Borey

Ed Borey

Seattle

Ed has had a 40 year career as CEO in general management and Board governance, serving small to middle market public companies in North America, Europe and Asia.
Eileen O’Neill Odum

Eileen O’Neill Odum

Portland

Eileen is an independent corporate director and audit committee chair with extensive leadership experience as a CEO, COO, and president.
F. Kim Cox

F. Kim Cox

Portland

F. Kim Cox has more than 30 years of executive management experience working with public and private companies in both an operational and financial capacity.
Forrest Didier

Forrest Didier

Seattle

Forrest has driven strategic, financial and shareholder success for Fortune 1000 multinationals and internet startups for more than 25 years.
Gary Goatcher

Gary Goatcher

Portland

Gary Goatcher has more than 35 years of experience in corporate finance, accounting and operations.
Gary Hibma

Gary Hibma

Seattle

Gary Hibma has 30 years of experience serving in financial and operational leadership roles in conceptual, start-up, and mid-sized organizations in diverse industries such as manufacturing, distribution, building products, metal fabrication, maritime, appliance manufacturing, food and beverage, transportation, and construction.
Gary Leake

Gary Leake

Seattle

Gary Leake has 30 years of experience serving in board, executive, operational, business development, sales and financial roles for organizations of all stages in wireless, high tech, consumer goods, consulting, agriculture and other industries.
Gotthard Szabo

Gotthard Szabo

National

Gotthard Szabo has more than 20 years of leadership experience with a proven track record of developing, implementing and operating innovative technology and business solutions in complex, international, demanding environments.
Herb Kummer

Herb Kummer

National

Herb Kummer has 25 years of experience serving in technology executive and strategy roles for organizations in the financial services (banking, mortgage, asset management and insurance) industry.
Jack Byrne

Jack Byrne

Seattle

Jack Byrne has more than 20 years of experience as a CEO and COO leading B2B manufacturing and services companies, in addition to 10 years in senior sales and operations roles.
James Stewart

James Stewart

Portland

James Stewart is a general management professional with more than 30 years of experience designing, launching and manufacturing high-tech products to service a global customer base.
James Whitney

James Whitney

Seattle

Jim Whitney has over 25 years of experience in accounting and financial leadership roles for organizations in the technology, services, manufacturing, banking and other industries.
Jan Eric Claesson

Jan Eric Claesson

Seattle

Jan has more than 30 years of experience as a transformational leader specializing in technology and healthcare.
Jennifer Savage

Jennifer Savage

Seattle

Jennifer has 20 years of experience serving in Human Resource roles for organizations in the professional services, management consulting, technology, manufacturing, distribution, healthcare, hospitality, financial services, travel, retail, entertainment, and construction industries.
Jerry Heinz

Jerry Heinz

Seattle

Jerry is a multi-disciplined senior executive with over 35 years of experience serving both publicly traded and privately held companies ranging from start-ups to over $21 billion in revenue.
Jodi Colligan

Jodi Colligan

Seattle

Jodi Colligan has over 25 years of experience serving in finance leadership roles within publicly traded, start-ups, and global organizations.
John Hankerson

John Hankerson

Seattle

John Hankerson has over 6 years of experience serving in Human Resources leadership roles in the food, manufacturing, and legal industries, and over 24 years in consulting roles for organizations across a wide swath of sectors including: financial services, bio-pharma, technology, healthcare, and hospitality industries.
Julie Hui

Julie Hui

Portland

Julie is a dynamic and seasoned financial executive with strong operational skills in manufacturing, consumer products, and service industries.
Kathy Thompson

Kathy Thompson

Portland

Kathy Thompson has over 30 years of experience and broad knowledge in manufacturing, distribution, leasing, marine construction and real estate development industries.
Kelly Deis

Kelly Deis

Seattle

Kelly Deis has over 25 years of experience serving in operating and financial leadership roles for organizations in healthcare, real estate and financial services.
Kendall Hoyd

Kendall Hoyd

Seattle

Kendall Hoyd has over 30 years of experience serving in finance, operations, and strategy leadership roles for organizations in manufacturing, building materials, construction, and homebuilding.
Kirsten Simonitsch

Kirsten Simonitsch

Seattle

Kirsten Simonitsch brings over 25 years as a technology leader in the healthcare, automotive, insurance and telecom industries.
Malek Germanos

Malek Germanos

Seattle

Malek Germanos has 25 years of experience serving in financial leadership roles for organizations in the technology industry.
Michael Vlietstra

Michael Vlietstra

National

Michael has over 17 years of experience corporate finance leadership roles in both public and privately held companies.
Michel Danon

Michel Danon

Seattle

Michel Danon has 20 years of experience serving as Chief Information Officer for manufacturing as well as service industries.
Mike Vernon

Mike Vernon

Seattle

Mike has more than 30 years of international and domestic executive experience across such industries as e-commerce, online advertising and marketing, hospitality, energy and transportation/logistics.
Noelle Beams

Noelle Beams

Seattle

Noelle is an executive with over 20 years of experience in corporate finance and strategy roles, primarily in the telecommunications industry.
Paul Budak

Paul Budak

Seattle

Paul is a multi-faceted executive who has held C-level positions in nine companies and has over 30 years of demonstrated success driving breakthrough financial performance and operational efficiency for a diverse range of organizations.
Paul Campbell

Paul Campbell

Seattle

Paul Campbell has over 30 years of experience serving in CFO and other management and financial leadership roles for organizations in the technology, retail, restaurant, medical device and healthcare industries.
Paul W. Vindigni

Paul W. Vindigni

Portland

Paul has 35 years of experience serving in CFO, COO and CEO roles for organizations in various industries.
Philip Skiba

Philip Skiba

Portland

Phil has more than 25 years of experience serving in executive financial management, operations management, and leadership roles for organizations in the healthcare and information technology industries.
Richard (Rick) Adams

Richard (Rick) Adams

National

Richard “Rick” Adams has 25 years of experience serving in financial leadership roles for organizations in the healthcare and manufacturing industries, as well as in public accounting.
Richard Nixon

Richard Nixon

Portland

Rich Nixon has 27 years of experience serving in financial leadership roles for organizations in various industries including manufacturing, consumer, high tech, PR/advertising, energy and more.
Riki Tokuno

Riki Tokuno

Seattle

Riki has more than 35 years of successful history in sales, marketing, merchandising, multi-unit management, operations, executive leadership, start-ups, transformations, turnarounds and Board service with a variety of consumer-facing enterprises.
Rob Green

Rob Green

Seattle

Rob has over 30 years of experience serving in business development, corporate development, and CEO roles for B2B software companies ranging from startups, to turnarounds, to Fortune 50 organizations.
Robert DeKoning

Robert DeKoning

Portland

Robert DeKoning is a highly accomplished CEO, Board Member, strategic growth consultant and C-suite executive coach who is a transformational leader with over 30 years of senior-level success driving turnarounds and scaling companies within technology related sectors.
Ryan D. Dutcher

Ryan D. Dutcher

National

Ryan Dutcher has over 20 years of general management and finance experience at both public and private companies in technology, healthcare, financial services, manufacturing and construction.
Sebastian Pastore

Sebastian Pastore

Portland

Sebastian has 30 years of experience in the food and beverage industry, including responsibility for human resources, supply chain, and all aspects of operations and logistics.
Shancy Holland

Shancy Holland

Portland

Shancy Holland has 25 years of experience serving in executive and strategic technology leadership roles for organizations in government, hospitality, retail, gaming, and publishing with a focus on 24/7 organizations with rapid growth.
Sharon Hoyd

Sharon Hoyd

Seattle

Sharon Hoyd is an accomplished finance and technology leader with 20+ years of high growth and transformational experience as a senior financial leader, consultant, and owner in companies ranging from small and privately owned to large and publicly traded.
Stacey Griffeth

Stacey Griffeth

Seattle

Stacey Griffeth has 20 years of experience serving in project management, analyst, IT/process management and business process/support roles for organizations in the oil, construction, and utilities industries.
Stefan M. Hendriks

Stefan M. Hendriks

Seattle

Stefan Hendriks has 40 years of experience serving in financial and management leadership and Board of Director roles for organizations in the financing; investment banking; consumer retail; food production, wholesale, and retail; and medical technology industries.
Stephen King

Stephen King

Portland

As a chief executive officer, outside director and operating partner, Stephen builds enterprise value and accelerates revenue by finding untapped market opportunities: new channels, new markets, new products, and expanding a company’s global footprint.
Steve Weeks

Steve Weeks

Portland

Steve has more than 30 years of experience as CFO and in other senior financial positions in private and public companies, ranging in size from $10 million to $1 billion in sales.
Todd Barth

Todd Barth

Portland

Todd has 30 years of experience serving in various leadership roles for organizations in the consumer products and industrial segments.
Valerie L Woerner

Valerie L Woerner

Seattle

Valerie is an accomplished CEO and independent board member with more than 30 years of authentic and collaborative leadership experience that has included high-growth business building roles, start up and turnaround successes.
Victor Ross

Victor Ross

Seattle

Victor Ross has more than 30 years of experience serving as controller and CFO for organizations in a wide range of industries, including manufacturing, healthcare, transportation and logistics, e-commerce, professional services and banking.
Vivian Page

Vivian Page

Seattle

Vivian Page has more than 30 years of experience serving in human resources, business performance, and leadership development roles for organizations in the consumer product industry in the public, private, and diplomatic sectors.
Walter Sive

Walter Sive

Seattle

Walter Sive has 20 years of experience leading financial and analytical teams in the healthcare industry.
William (Bill) Zang

William (Bill) Zang

Seattle

Bill Zang has over 30 years of leadership experience serving in senior financial and operating roles for public and private companies in electronics manufacturing, consumer products, government services, construction, retail, e-commerce, and other industries.
Winston Asai

Winston Asai

Portland

Winston Asai has over 40 years of experience in the manufacturing sector, with multiple CFO and COO positions for several OEMs.

Ready to create value?

As a strategic partner to corporate leadership and management teams, we optimize processes, catalyze performance, and build enterprise value.