Expertise: Marketing/Branding
Founder, Viking Vision Consulting
Global Strategy Director, AB InBev
Strategy Director, Mattel
Strategy Senior Manager, Mars, Inc.
Consultant, Bain & Company
MBA, Columbia Business School
BS, Mathematics, The University of Texas at Austin
BA, Economics, The University of Texas at Austin
Representative Projects
- Developed a multi-year regression-based forecast and conducted portfolio analysis to identify growth and margin improvement opportunities for a ~$350M consumer durables business
- Defined and developed the data and analytics service portfolio and supported the Tableau implementation for the largest public healthcare system in the United States
- Developed investor pitch deck for the cosmetics division carve-out of a $600M+ consumer products business
- Led development of the 5-year strategic plan for the Asia Pacific unit of a $4B+ global consumer products company
- At AB InBev, created 10-year total forecast and scenario development tool to support long-range strategic planning and CAPEX investment prioritization
- At Mattel, led diligence and post-acquisition integration efforts of a children’s tablet and software manufacturer
Expertise
Industries
- Consumer Products
- Media & Entertainment
- Packaged Food & Beverage
- Restaurants
- Retail
- Toys & Games
Project Types
- Growth Strategy
- Profit Improvement
- Marketing
- Analytics
Representative Clients
Companies
- $350M+ privately held emergency vehicle lighting company
- $600M+ consumer products company
- $48M+ global consumer products company
- NYC Health & Hospitals
Advisor, Redstone Road LLC
Executive, Palantir Technologies
Founder, Pure Growth Partners
Principal, Bain & Company
MBA, Wharton School of Business
BA, Economics, Princeton University
Representative Projects
- Transformed of one of America’s leading luxury brands, resulting in 25% profit uplift, 4x EBITDA increase, and 70% reduction in outstanding debt
- Drove digital transformation of portfolio of media brands, driving >$20MM savings by integrating edit teams, developing new digital products, transforming customer acquisition, and eliminating under-performing publications
- Conducted 30 diligences across multiple industries, ranging from 2 weeks <$100MM to multi-month, multi-billion dollar highly complex acquisitions
- Led diligence process for the Singapore Ministry of Finance to select a best-qualified developer to build the world’s largest casino resort
- Led successful bid for large regional payments processing system, including developing proprietary forecasts for evolution of credit and debit markets, and extensive diligence of legacy internal IT systems
- Developed 100-day plan for successful post-merger integration of two, multi-site heavy industrial manufacturers
- Created new opportunity screen for one of the nation’s leading CPG manufacturers
- Created, launched, and marketed celebrity-backed beverage, from initial concept through formulation, testing, and successful distribution in 40k doors
Expertise
Industries
- Media
- Technology
- Luxury
- Consumer Products
- Retail
- Data & Analytics
- Payments
- Financial Services Technology (Fintech)
Project Types
- Growth Strategy
- M&A Strategy
- Marketing
- Business Development
- Organizational Design
- Due Diligence
Representative Clients
Companies
- Meredith Company
- Mack Weldon
- David Webb
- Conde Nast
- Anomaly Corporation
- American Kennel Club
- Dresser-Rand
- Vocativ
- MTV Viacom
- NASDAQ
- SourceMedia
Companies
- Blackstone Group
- Bain Capital
- Advent International
- Warburg Pincus
- Silver Lake
Venture Partner, Praxis
CEO, Kammok
Lecturer, University of Texas
Consultant, IDEO
Consultant, Bain & Company
MBA, Stanford
MA Education, Stanford
BBA, Business Finance, University of Texas at Austin
WFR, National Outdoor Leadership School
Representative Projects
- Coached and advised executive team on organizational design and product development methodology
- Led design for global network virtual convening; facilitated working sessions with stakeholders across several organizations and wrote proposal
- Executed omni-channel retail strategy to grow revenues over 350%; grew direct-to-consumer sales while expanding retail footprint to several hundred doors across the U.S. and Canada
- Designed and served as lead facilitator for a new career methodology and inaugural series of workshops delivered to over 400 participants
- Conducted six weeks of user research and workshops to inform service platform redesign for large US independent broker dealer
- Led eight-person client team to design and launch change management plan for $12B aeronautics company transformation
- Built strategic plan for youth services organization, enabling organization to increase placement capacity by over 40%
Expertise
Industries
- Consumer Products
- e-Commerce
- Nonprofits
- Retail
Project Types
- Coaching and Facilitation
- Design Thinking
- Go-to-Market Strategy
- Consumer Packaged Goods
- e-Commerce
- Organizational Design
- Experience Design
Representative Clients
Companies
- Ceresa
- Capita
- Praxis
- Kammok Gear
- Stanford University
- American Enterprise Institute
- University of Texas
- Openfields
- 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
- CDO, LA Promise Fund
- Manager, Mattel Corp. Strat.
- Consultant, Bain & Company
- Business Advisor, Peace Corps
- Analyst, JP Morgan
- MBA, Wharton, University of Pennsylvania
- BA, Business Economics, Brown University
Representative Projects
- Developed a three-year strategic plan for a financial services client (1.5 years+) with ~$45B in managed assets. Worked on product development, strategic planning, advisor productivity, Salesforce effectiveness, and organizational design engagements
- Completed five acquisitions for a PE-backed industrial goods company. Identified targets in adjacent markets, led prospecting, and prepared investment memorandums
- Identified additional revenue opportunities for a leading ridesharing platform by assessing the market size of the music and sporting event industries
- Led strategy and implementation of key organizational turnaround initiatives at LA’s largest charter (~$200M) network of 25 schools
- Analyzed and prioritized 50+ R&D investments for a ~$64B beverage company
- Conducted due diligence for an automobile manufacturer acquiring a large RV competitor. Acquisition was the largest transaction in the company’s history
- Analyzed competitors and industry trends to create a competitive intelligence report for a leading cruise company
Expertise
Industries
- Automotive
- Consumer Products
- Financial Services
- Food and Beverage
- Industrials
- Nonprofits
- Private Equity
- Retail
- Tourism/Hospitality
- Transportation Services
Project Types
- Growth Strategy
- M&A Strategy
- Market Intelligence
- GTM Strategy
- Organizational Design
- Due Diligence
Representative Clients
- Alliance College-Ready Public Schools
- AlphaSights
- Aramsco
- Ares
- Authen Activewear
- Avantax Wealth Management
- ChromoLogic
- Financial Recovery Technologies
- Pepsi
- Singer
- Uber
- Viking Cruises
- Winnebago
- FounFounder, Practiko, LLC
- Managing Director, WM Partners
- Co-founder, PadInMotion
- Principal, Bain & Company
- MBA, Harvard Business School
- MSc, Economics, LSE
- BA, Economics, ITESM
Representative Projects
- Co-led the creation of a ~$300M fund focused on nutritional supplements. Sold to Clorox for ~$700M. Rolled up five nutritional supplement players, doubling revenue and increasing EBITDA 10x within three years.
- Created a customer focused growth strategy for a major pharma company focused on customer driven growth doubling stock value within 12 months
- Co-founder of PadInMotion, providing tablet technology for patients at hospitals, achieving exponential growth in first five years
- Developed detailed growth strategy (brand-pack) to reactivate growth for a beverage company in a mature market to reach >8% CAG
- Redesigned organization of major retailer in Mexico to double LATAM business in 5 years with lower costs
- Redesigned new commercial model to boost efficient growth for a major pharma company
- Developed multiple R&D and growth strategies for a variety of mid and large pharma customers across different therapeutic areas such as oral contraceptives, cardiovascular, and ophthalmology
- Conducted due diligence and created an expansion strategy for a network of radiotherapy centers
Expertise
Industries
- Chemicals
- Consumer Products
- Education
- Financial Services
- Health & Wellness
- Healthcare Services
- Industrials
- Pharmaceuticals
- Retail
Project Types
- Growth Strategy
- M&A Strategy
- Post-merger Integration
- Organizational Design
- Marketing
- Profit Improvement
- Due Diligence
- Strategy Implementation
Representative Clients
Companies
- 3 of the top 5 pharma companies
- National chain of pharmacies
- Mid size pharma
- Network of radiotherapy centers
- Leading mass retailer
- Global beverage company
- Leading multinational food player
- Global beer company
- Leading international green house operator
PE Firms
- Top tier PE firms
- Mid size PE firm
- Founding member of WM Partners focused on health and wellness
- International producer of specialty chemicals
- Founder, Maven Associates
- Principal, Stagen
- VP Strategy & BD, GES
- Manager, Bain & Company
- Engineer, Black & Veatch
- MBA, Tuck-Dartmouth
- BS, Mechanical Engineering, Rice University
- BA, Economics, Claremont McKenna College
Representative Projects
- Led development of 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
- Conducted a 3-week due diligence of a PE acquisition target in the equipment moving space
- Led the development of a profit improvement plan 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
- Built a growth strategy for a ~$200M luxury recreational boat manufacturer
- Conducted a 3-week due diligence of a PE acquisition target in the land management space
- Developed detailed analysis of the Top 20 competitors of a national big box retailer
- Created a growth strategy for a ~$100M SaaS business
Expertise
Industries
- Business Services
- Consumer Products
- Financial Services
- Manufacturing
- Metal Fabrication
- Restaurants
- Retail
- Technology
- Transportation Services
Project Types
- Due Diligence
- Growth Strategy
- M&A/PMI
- Marketing/Branding
- Organizational Design
- Profit Improvement
Representative Clients
Companies
- Cobalt Boats
- At Home
- Safariland
- PointClickCare
- WorldStrides
- Alliance Equipment
- Arterra Wines
- Craftmark Bakery
- Raybern’s
- PDC
- Best Egg
PE Firms
- Carlyle Group
- JMI Equity
- Ontario Teachers
- Anchor Partners
- Satori Capital
- Founder, CiTTA Partnership
- Associate Principal, Civic Consulting Alliance
- Senior Associate, McKinsey & Co.
- Manager, GE Healthcare
- Senior Scientist, GE Healthcare
- Research Assistant Professor, NYU School of Medicine
- MBA, University of Chicago
- PhD, Medical Physics, University of London
- BA, Physics, University of Oxford
Representative Projects
- Created a growth strategy for a social enterprise contract manufacturing firm (a ~$25M division of a ~$850M company)
- Assessed market feasibility for a new B2C product idea for a traditionally B2B healthcare diagnostic company, followed by developing and executing a go-to-market strategy to bring product to market
- Developed and piloted four new social enterprise business models for 25 diverse network affiliates of a ~$250M national nonprofit, with eventual nationwide impact on affordable, sustainable homeownership
- Created a business model and business plan to scale a nationwide initiative in early childhood professional training for a ~$75M nonprofit
- Conducted comprehensive and in-depth customer surveys as inputs into a market expansion strategy for a healthcare software company
- Created 3-10 year strategic plans and implementation roadmaps for many nonprofits & higher education institutions, ranging in size from ~$1.5M to ~$1B
- Conducted feasibility assessment and developed financial projections for new social enterprise ideas for established nonprofits, including a museum
- Conducted market research & risk identification for a clean tech start-up
- Led program management of the Chicago Climate Action Plan
Expertise
Industries
- Education
- Energy
- Healthcare Services
Project Types
- Growth Strategy
- Strategic Planning
- Business Modeling
- Go-to-Market
- Market Research
- Social Enterprise
Representative Clients
Companies
- PointClickCare
- Coventry Diagnostics
- Alliance Equipment
- Cherokee Nation Industries
- PowerenTech
Nonprofits and Public Sector
- The Jane Goodall Institute
- United Way for Southeastern Michigan
- University of California Riverside
- Museum of Science and Industry Chicago
- NeighborWorks America
- City of Chicago
- Founding Partner, Novo Management Consultants
- Senior Consultant, Delta Partners
- Consultant, Bain & Company
- Active Angel investor (>15 start-ups across US, Asia)
- B.tech, Indian Institute of Technology, IIT Kharagpur
- National Math Olympiad winner, India
Representative Projects
- Led re-org for growth exercise for the 2nd largest Credit bureau in the world. Complete analysis and re-design of functions and roles & responsibilities
- Commercial turnaround (pricing, products & services, campaigns, sales) across more than 15 countries for the largest Telco group in Middle east & Africa
- Market entry strategy (India) for one of the largest Tire manufacturers in the world
- Commercial Due Diligence for an India based BPO for the largest financial services player in US
- Net Promoter score analysis for one of the largest retail chains in the US. Created a product matrix at an SKU level
- Complete Analytics and Business Intelligence Unit set up the 2nd largest Telco group in Middle East & Africa. Involved liasoning with all CXOs and two external tech vendors
Expertise
Industries
- Consumer Products
- Financial Services
- Manufacturing
- Private Equity
- Retail
- Telecom
Project Types
- Growth Strategy
- International Expansion
- Commercial Strategy
- Pricing
- Consumer Behavior Analytics
- Organizational Design
- Due Diligence
Representative Clients
Companies
- Vodafone Group
- TransUnion Canada
- MTN Group
- Walmart
- Zain Group
- Goldman Sachs
- Bharti Airtel
- Raymond Industries
- Click.ai
PE Firms
- Bain Capital
- Delta Partners
- VP Strategy, MeadWestvaco
- Principal, Marakon Associates
- Director Strategy, Xerox
- Associate Principal, McKinsey
- MBA, The Wharton School, University of Pennsylvania
- BA, Economics, Harvard
Representative Projects
- Developed a new adjacent market growth strategy for a $3B branded consumer products company
- Led strategic diligence for a branded consumer products company acquiring a $60MM Canada-based supplier
- Evaluated multiple potential new platform acquisition opportunities for a $20B global industrial conglomerate
- Led team developing a new product market entry strategy for the Food SBU of a $6B global packaging company
- Drove annual strategic planning process and re-defined the business model of a $3B global vision care provider
- Co-led the commercial due diligence for a successful $2.4B hospital supplies company acquisition
- Built a PMO capability and led high-value strategic projects to transform a $1.3B PE-backed consumer products client
- Developed a break-out strategy for a life sciences client to shape a new market and grow revenue 6x over 5 years
- Co-led the development of a new international sales and distribution approach for a life sciences client
Expertise
Industries
- Aerospace/Defense
- Consumer Products
- Entertainment
- Industrials
- Materials
- Packaging
- Pharmaceuticals
- Technology
Project Types
- Strategy
- Corporate Development
- New Market Entry
- Profit Improvement
- Program Management
- Team Building
Representative Clients
Companies
- Mead Johnson
- US Pharmacopeia
- Pfizer
- Live Nation
- Scotts
- Timken
- Textron
- Dow Chemical
- Allergan
- Alcon
- Danaher
PE Firms
- Charlesbank
- TPG
- Clayton Dubilier