Head, BrokerTech Ventures LA

Managing Director, Rokk3r

Head of Sales & Strategy, RSA Insurance Group

Case Team Leader, Bain & Co.

Analyst, McKinsey & Co.

MBA (Distinction), Johnson School, Cornell University

MILR, Cornell University

BS, Universidad Iberoamericana Mexico City

Representative Projects

  • Led the commercial due diligence for the bancassurance operations of a leading international bank by RSA Insurance Group valued at ~$500M.
  • Managed the overall IT transformation for the largest multinational bank in the Pacific during its merger with the fourth largest national incumbent.
  • Developed an operating model and implementation strategy for a massive bond issuance of a national oil company targeting over half a million investors.
  • Led the development of  the global five-year strategic plan for an international TPA in the healthcare space.
  • Supported the commercial due diligence for the acquisition of an international consumer goods company valued at more than $18B by a consortium of international private equity firms.
  • Led the commercial due diligence for the acquisition of the concession rights of a major seaport by a major international private equity firm.
  • Supported the organizational and process redesign of one of the largest global oil companies.
  • Advised a consumer goods company in the acquisition of a $4.2B medical devices company through extensive market research, portfolio strategy and estimation of potential synergies.

Expertise

Industries

  • Insurance
  • Financial Services
  • Technology
  • E-commerce
  • Oil and Gas
  • Consumer Goods
  • Chemicals
  • Venture Capital
  • Healthcare Services

Project Types

  • Growth Strategy
  • M&A Strategy
  • Due Diligence
  • Portfolio Strategy
  • Organizational Design
  • Operational Improvement

Representative Clients

Companies

  • Philips
  • Westpac
  • The Hartford
  • British Petroleum
  • PEMEX (NOC)
  • American Airlines
  • RSA Insurance Group
  • Global Excel Management
  • Vitro
  • Associated British Foods

PE Firms

  • Warburg Pincus
  • Blackstone Capital
  • KKR
  • Advent International
  • Clayton Dubilier & Rice
  • Goldman Sacks CP

Founder, Corbett Consulting

COO, Array Marketing

Partner, McKinsey & Company

Leader, Wiremold Company

Toyota Motor Company

Manager, CIBC

MSc, Chaminade University

BComm, Carleton University

Representative Projects

  • Integration of 3 “bolt on” acquisitions in electrical conduit manufacturing
  • Led development of Strategy to consolidate and relocate manufacturing in Mexico reducing labor costs by 80% for an Auto supplier
  • Developed and implemented post-acquisition consolidation plan generating over $2MM COGS reduction and multiple real estate opportunities
  • Improved product flow in Hydraulic Systems that reduced labor by 15%, inventory by 30% and Leadtime by 50%
  • Improved call center operations resulting in 20% reduction in required staff and an improvement in the Net Promotor Score (NPS)
  • Created evaluation/audit process to drive continuous improvement across range of businesses that delivered 2 points of EBITDA 3 years in a row
  • Optimized retail store operations that reduced store labor reduction of 20%
  • Redesigned order sequencing and processing to increase “On Time In Full” by 12 points

Expertise

Industries

  • Manufacturing
  • Machining
  • Aerospace and Defense
  • Automotive
  • Call Centers
  • Hospital Operations
  • Retail Operations
  • Purchasing
  • Supply Chain Optimization
  • Mortgage Processing
  • Insurance

Project Types

  • Operations Optimization
  • Due Diligence
  • M&A Strategy
  • Post Merger Integration
  • Organizational Design
  • Profit Improvement

Representative Clients

Companies

  • Caterpillar
  • IBM
  • Livingston
  • International
  • CHS
  • Intercos
  • Thrivent Financial
  • Cobham
  • Argyle Investments
  • Minute Maid
  • Textron

PE Firms

  • TorQuest
  • Carlyle
  • TPG
  • Birchill
  • Sun Capital
  • L Catterton

Founder, Miami Strategica LLC

Partner, GoGlobal Advisors

Founder & President, The Engaged Minds Factory

SVP, Sales and Strategy, Jenzabar

Principal, Hamilton Boston LLP

Senior Manager, EY Corporate Finance

Manager, Bain & Company

Engineer, IBM

MBA, INSEAD

MS, Mechanical Engineering, Technical University Munich

Visiting Scientist, Massachusetts Institute of Technology

Representative Projects

  • Led the post-merger integration of two information services companies with 300 FTEs
  • Developed a turn-around strategy for a big box retailer in Chapter 11
  • Led the org design and process design for a green field company launched to provide closed-loop payment solution to the U.S. government
  • Led the ramp-up of a near-shored Shared Services Center consolidating 20 payment processing operations around the globe for a global energy company
  • Led the Agile transformation of a global software company
  • Led the post merger integration of the dispersed IT groups of an acquisitive global company into a coherent organization, provided strategic talent management support to lay foundation for a cloud migration
  • Built the valuation model for the acquisition of a container manufacturer for a strategic buyer
  • Led the development of an operational strategy for an LTL road hauler
  • Developed a go-to-market strategy with individual sales goals for the tax division of a Big 4 company with >1000 partners and principals
  • Led the post merger integration of a PE sponsored roll-up of 5 ERP software companies

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Manufacturing
  • Retail
  • Software
  • Technology

Project Types

  • Strategy Development & Implementation
  • Performance Improvement
  • Sales and Sales Management
  • Organizational Design
  • Strategic Talent Management
  • Post-merger Integration

Representative Clients

Companies

  • Coca Cola
  • Ford
  • DHL
  • Compaq / HP
  • Sabre
  • World Fuel Services
  • Banco Santander
  • ThyssenKrupp
  • Caldor

PE Firms

  • TPG
  • Investcorp
  • Welsh Carson

Independent Consultant, Estee Lauder Companies and Macy’s

Director, What If Innovation

Principal, Bain & Company

Consultant, Bridgespan Group

MBA, Stanford Graduate School of Business

BA, Public Policy, Brown University

Representative Projects

  • Led development of a full potential growth strategy for ~$700M PE owned consumer products company to drive increased profitability 
  • Created global supply chain strategy for multi-branded clothing retailer 
  • Developed growth and channel strategy for a growing media business
  • Generated consumer insights for consumer health business in the pain category
  • Developed an innovation roadmap for <$100M PE-owned consumer products company to drive category expansion
  • Designed new salesforce strategy for a major pharmaceuticals company 
  • Created full potential growth strategy for the US division of a global HR services business 
  • Led implementation of a digitally-oriented customer loyalty strategy for retailer
  • Drove transformation program focused on organization, process, and technology for multi-branded beauty company 
  • Built an omnichannel growth strategy for department store chain 
  • Managed a successful post-merger integration effort within the research and advisory industry

Expertise

Industries

  • Advertising & Media
  • Consumer Products
  • Pharmaceuticals
  • Retail
  • Technology

Project Types

  • Growth Strategy
  • Innovation
  • Transformation
  • Process Improvement
  • Organizational Design
  • Customer Loyalty

Representative Clients

Companies

  • Yankee Candle
  • ThinkThin 
  • Estee Lauder
  • Sanofi
  • HP
  • Warner Music Group
  • Macy’s
  • Liz Claiborne
  • Pfizer
  • Sirius Radio (pre XM merger)
  • Manhattan Mini Storage
  • Adecco Group

PE Firms

  • TSG Consumer
  • Madison Dearborn Partners
  • Worked in Bain’s Private Equity Group early in career

  • 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

  • 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

  • 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

  • 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

  • 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