Expertise: Financial Modeling & Analysis
- Managing Director, Quincy Analytics
- Partner, The Lucas Group
- Vice President & Chief of Staff, Liberty Mutual Insurance
- Manager International Growth, Staples, the Office Superstore
- Consultant, Bain & Company
- MBA, University of Chicago Booth School of Business
- BS, Quantitative Economics, Tufts University
Representative Projects
- Performed due diligence and led integration of claims and wholesale units for 2 $10bn P&C insurance carriers; delivered $120mm+ in synergy savings
- Used “profit pool” approach to identify high potential new market and product extensions for the $60bn 2nd largest US life insurer; opportunities identified led to road map to achieve $740mm operating profit increase over 7-years
- Led complete strategy development for a $15bn P&C insurer; delivered projects with EVA of $400mm
- Led due diligence of leading SaaS provider of e-application and quoting software for the life insurance and variable annuity market
- Designed go-to-market strategy to leverage digital assets of a PE backed InsurTech IoT/Telematics provider
- For a mid-sized PE firm, led due diligence for successful acquisition of a $50mm SaaS employee benefits administration solution
- Developed global growth strategy for the world’s largest retailer using grounds up profit pool approach across 4 continents and 12 countries
- Created 5-year blueprint to improve EBITDA from $40mm to $475mm for the largest US wholesale grocer
- Built business cases for initial international expansion of largest office superstore
Expertise
Industries
- Business Services
- Insurance
- Retail
- Software
Project Types
- Due Diligence
- Financial Modeling & Analysis
- Growth Strategy
- M&A/PMI
- Profit Improvement
Representative Clients
Companies
- Liberty Mutual
- Chubb
- Prudential
- OneBeacon
- Roost Telematics
- Walmart
- C&S Wholesale Grocers
- Staples
- Sysco Foodservice
PE Firms
- Bessemer IP
- EQT
- Welsh Carson
- Riverside
- Great Point Partners
- Brookside Partners
- Partner, Maven Associates
- Co-Founder, Evolution Strategy
- Co-Founder, CenterGate Capital
- SVP Strat & Corp Dev, Total Safety
- Principal, Eos Partners
- Principal, H.I.G. Capital
- Associate, GTCR Golder Rauner
- Sr Assoc Consultant, Bain & Co.
- MBA, Stanford GSB
- BA, Econ/Poly Sci, Northwestern University
Representative Projects
- Develop market-based valuation drivers to drive growth strategy for a ~$300M manufacturer. Support with key insights from competitors, lenders, bankers, and investors. Source new deals and new intermediary relationships as additional value during the engagement
- Developed a market strategy for a ~$400M industrial services organization, completing 12+ country-level analyses on economic, political, and industrial concerns to recommend which markets to invest in, monitor, or exit
- Build network of deal intermediaries (bankers, brokers, consultants, accountants, investors & lender) and marketing materials for various PE firms
- Conducted a 2-week strategic due diligence project for a PE acquisition target in the facility services market; support firm at management presentations
- Developed comprehensive market overview for ~$60M international BPO firm. Developed and prioritized 150+ acquisition opportunities
- Completed a 4-week market due diligence project for a PE acquisition target in the marketing and distribution industry; complete industry interviews to develop insightful industry and target SWOT analysis
- Manage proprietary sale processes for clients in IT services and healthcare
- Develop marketing & investor/lender materials for capital raising clientele
Expertise
Industries
- Energy
- Industrial & Facility Services
- Light Manufacturing
- Logistics & Transportation Services
Project Types
- M&A Pipeline Development
- M&A Strategy
- Due Diligence
- Cash Flow Management
- Growth Strategy
- Capital Advisory
Representative Clients
Companies
- Personiv
- Total Safety
- iTexico
- Anchor Partners
- Stella Environmental
- Diagnostic Pain Center
- AAMP
- AC Photonics
- Vision Media
PE Firms
- H.I.G. Capital
- Peak Rock Capital
- Altos Partners
- The Halifax Group
- Hidden Harbor
- Tillery Capital
- 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