Joe Griffith   

Senior Consultant

  • Founder, Wander New Mexico
  • Case Team Leader, Bain & Company
  • Associate, Good Harbor Consulting
  • Senior Consultant, Booz Allen Hamilton
  • BS, Economics, Wharton School at the University of Pennsylvania

Representative Projects

  • Developed a strategy to accelerate company growth and maximize exit valuation multiples for a ~$300M metal manufacturer
  • Developed a growth strategy for a ~$200M online consumer loan business
  • Created a roadmap for a ~$40M publisher to improve profitability and pursue new strategic growth opportunities
  • Developed a growth strategy for a hydraulic seal manufacturer
  • Developed a 5-year value creation plan for a ~$600M wine distributor in Canada post acquisition by a PE fund
  • Led team of big data analysts in customer churn root cause analysis for Fortune 500 SaaS business. Analyzed massive amounts of data from nine corporate databases to identify $30M in customer retention improvement opportunities.
  • Designed and implemented capital projects prioritization system for energy company, resulting in savings of $15 million
  • Re-engineered procurement processes for leading energy company, resulting in improved supplier relationship management and expenditure planning

Expertise

Industries

  • Aerospace/Defense
  • Consumer Products
  • Economic Development
  • Energy
  • Manufacturing
  • Public Sector
  • Retail
  • Technology
  • Tourism/Hospitality

Project Types

  • Growth Strategy
  • Profit Improvement
  • Marketing
  • Process Optimization
  • Organizational Design
  • NPS/Customer Insights

Representative Clients

Companies

  • Arterra Wines
  • PDC
  • Best Egg
  • Publishing Concepts
  • Fortune 50 IT hardware company
  • Fortune 100 software company
  • Gulf region National Oil Company

PE Firms

  • Ontario Teachers
  • Anchor Partners

Jason Metcalf   

Senior Consultant

  • COO, J&S Audio Visual
  • VP, Apple Leisure Group
  • Principal, Plutus Capital
  • Principal, SunTx Partners
  • Consultant, Bain & Company
  • J.D. University of Virginia Law School with emphasis on M&A
  • B.S., B.A. Southern Methodist University Dallas

Representative Projects

  • Developed cost reduction initiative for large public property management company based in Toronto/New York.  Led business process outsourcing plan for several back-office functions including HR, Payroll, F&A, Call Center.
  • Consolidated back-offices functions of three PE-backed travel companies and 10 different business departments including Operations, Call Center Customer Service, F&A, Rate Loading saving $6mm annually.  
  • Oversaw divestment of large $250M E-commerce business for a PE backed company which included winding down operations and data-centers.
  • COO of $100M+ PE-backed hotel services business encompassing 400+ employees.  Oversaw FP&A and all aspects of Operations. Created Key Performance Indicators, vision, and strategy for group.
  • Created continuous improvement office which identified bottlenecks in a $1B+ Canadian copper mining operation,  increasing production by 18%.
  • Developed outsourcing plan for large software application company identifying over $20M in annual savings.
  • Created Centralized Procurement office for major aero-space defense contractor which consolidated purchasing efforts with company’s largest suppliers saving 12%.

Expertise

Industries

  • Airline
  • Business Services
  • Defense
  • Mining
  • Private Equity
  • Real Estate
  • Retail
  • Technology
  • Tourism/Hospitality
  • Transportation Services

Project Types

  • SG&A Reduction
  • BPO
  • Operations Optimization
  • KPI Dashboards
  • Business Process Transformation
  • M&A Assessment/PMI
  • PMO

Representative Clients

Companies

  • Brookfield Properties
  • Apple Leisure Group
  • Woolworths (Australia)
  • Ned Bank (South Africa)
  • Teck Industries (Canada)
  • Sabre Group
  • Rio-Tinto (Australia)
  • Expedia/Travelocity
  • Freeman Industries
  • United Airlines
  • Lockheed-Martin

PE Firms

  • Plutus Capital
  • SunTx Capital

Roy Johanson   

Senior Advisor

  • Founder, Forseti Partners
  • VP Analysis/Planning, Amtrak
  • Manager, McKinsey
  • Engineer, GM/Ford
  • Faculty, Univ. of Michigan
  • MBA, Cornell
  • PhD, Mechanical Engineering, Michigan
  • BS, Aerospace Engineering, Iowa State
  • Representative Projects
  • Developed market assessment and growth analysis for advanced soft magnetic materials (ferrites, nanocrystallines, amorphous.)
  • Developed comprehensive commercial assessment of the impact of wide bandgap semiconductors on power electronics markets.
  • Developed North American market entry strategy for new high horsepower diesel engine joint venture.
  • Created a strategic roadmap for a manufacturer of hydraulic off-road axles for trucks and agricultural equipment, including the analysis of alternative motive technologies.
  • Developed go-to-market and share capture strategy in the large industrial gear market.
  • Developed detailed growth strategies for the largest global Tier 1 heavy truck axle/brake manufacturer.
  • Led comprehensive sourcing and supply chain optimization efforts for a $7B aerospace tier 1 supplier with >$1.5B in external spend.  Developed category specific strategies for a complete range of manufactured components and services.
  • Served as the CPO for a $10B entertainment and technology supplier, managing over $2B in annual external spend.

Expertise

Industries

  • Automotive
  • Manufacturing
  • Medical Devices
  • Technology
  • Transportation Services

Project Types

  • Growth Strategy
  • M&A Strategy
  • Operations
  • Procurement/SCM
  • Organizational Design
  • Due Diligence

Representative Clients

Companies

  • Meritor
  • BNSF Logistics
  • Alcoa
  • Cummins
  • General Electric
  • Ticketmaster
  • Northwest Hardwoods
  • Mark43
  • MTD
  • Xerox
  • Spirit Aerosystems

PE Firms

  • Onyx
  • HCI
  • Ontario Teachers
  • Watermill

Lance Miller   

Senior Consultant

  • Manager, McKinsey & Co.
  • Director, Ford Motor Company
  • Manager, General Electric
  • Captain, US Marine Corps
  • MBA, Wharton – UPenn
  • BA, Economics, Harvard

Representative Projects

  • Drove a construction productivity effort for a $1 billion methanol plant under construction in Trinidad
  • Identified and implemented actions to decrease mining production cycle time for a $200 million mine of multi-national gold mining company
  • Led implementation of private-equity driven strategy with 17 initiatives for a $500 million PE-owned automotive business process outsourcing company
  • Spearheaded idea generation, valuation and implementation planning for cost reduction and revenue generation for a $23 billion regional bank
  • Developed overview of automotive seating aftermarkets in USA, Europe and China for $100 million division of multi-billion automotive tier one supplier
  • Drove idea generation and implementation planning to deliver profitable growth for an $11 billion integrated energy company
  • Managed process to develop projects to capture savings for a $6 billion trucking and transportation company
  • Led effort that identified opportunities to increase productivity for a $150 million PE-owned manufacturer of steel structures

Expertise

Industries

  • Aerospace/Defense
  • Automotive
  • Financial Services
  • Industrials
  • Manufacturing
  • Public Utilities
  • Transportation Services

Project Types

  • Strategic Growth
  • Process Improvement Cost Reduction
  • Productivity
  • Accountability
  • Business Development
  • Implementation
  • Mergers & Acquisition

Representative Clients

Companies

  • Teck Resources
  • Mitsubishi Heavy Industries
  • Goldcorp
  • Adient
  • MSX International
  • Valley National Bank
  • Entergy
  • J.B. Hunt
  • Fleetgistics

PE Firms

  • Bain Capital
  • Harbor Group

Gautham Iyer   

Senior Consultant

  • Founder, Radii Group
  • Head of Industry Expansion, Kinnek
  • Case Team Leader, Bain & Company
  • Senior Analyst, Analysis Group
  • MBA, MIT Sloan
  • MA, Economics, Boston University
  • BA, Economics, and BS, Electrical Engineering, University of Michigan

Representative Projects

  • Built M&A function of new corporate venture arm, then co-led deals in FinTech and B2B platforms, including ~$20M in closed deals
  • For several venture funds, explored new investment categories and potential investment opportunities, standardized financial planning and owned portfolio tracking
  • Provided company diligence, and post-merger support for several investments by corporate fund
  • Created strategy and roadmap for Shared Services of top Corporate Incubator
  • Project-managed stand up and execution of Global and U.S. pricing strategy for CPG multinational
  • Supported three Media startups in fundraise, including cap tables, board materials and board presence
  • Built complex 1- and 5-year financial models for several CPG/retail clients (including 3-statement)
  • Worked with several clients to build business models and projections to commercialize disruptive tech

Expertise

Industries

  • B2B Platforms
  • Consumer Products
  • Defense
  • FinTech
  • Private Equity
  • Quick Service Retail
  • Retail
  • Technology
  • Venture Capital

Project Types

  • Growth Strategy
  • Venture Capital
  • M&A
  • Financial Modeling
  • Due Diligence
  • Operating Model Design
  • Pricing Strategy

Representative Clients

Companies

  • McDonald’s
  • AB-InBev
  • IBM
  • Macy’s
  • SAIC
  • Farmer’s Fridge

PE Firms

  • AB-InBev Corporate Ventures (Z-Tech Ventures; ZX Ventures)
  • Store No 8 (Wal-Mart Corporate Venture)
  • Slow Ventures
  • Route 66 Ventures