Stephen Blunck

Senior Consultant, Maven Associates

VP, Serent Capital

Associate, Advent International

Senior Associate Consultant, Bain & Company

MBA, Stanford Graduate School of Business

BS, Brigham Young University

Representative Projects

  • Developed and implemented procurement and cost reduction initiatives for multi-billion-dollar public retailer
  • Designed organizational growth strategy and decision-making framework for charter school network expanding across regions
  • Led the merger of two human capital management enterprises to consolidate market share and drive growth synergies
  • Created strategy to accelerate company growth for data center company
  • Implemented value creation initiatives for at-risk healthcare entity, including leadership build-out, growth strategy, and new geography expansion
  • Supported ed-tech company with merger integration, financial operations, capital structure, and tracking against key performance indicators
  • Negotiated with lenders to obtain ~$600M in financing to facilitate company recapitalization
  • Led due diligence workstreams for multiple potential private equity transactions, with combined enterprise value of ~$6B

Expertise

Industries

  • Business Services
  • Healthcare
  • Financial Services
  • Retail
  • Education
  • Technology & Software
  • Human Capital Management
  • Pharmaceuticals

Project Types

  • Growth Strategy
  • M&A Strategy
  • Finance
  • Profit Improvement
  • Organizational Design
  • Due Diligence

Representative Clients

Companies

  • JCPenney
  • Uplift Education
  • TalentWave
  • Professional Health
  • Care Network
  • KEV School Solutions
  • Data Center Co.
  • ATI Physical Therapy
  • InVentiv

PE Firms

  • Serent Capital
  • Advent International

VP Strategy, Blucora

AVP Corporate Strategy & Development, AT&T

Case Team Leader, Bain & Company

Ops Officer, U.S. Intel Community

MBA, Duke University

BS, Electrical Engineering, Missouri S&T University

Representative Projects

  • Planned and executed multiple domestic and international high-stakes telecommunications auctions with $18B+ acquisitions
  • Developed growth strategy for recently-acquired specialty insurance company resulting in customer acquisition of $30B anchor client
  • Led development of wealth management M&A growth strategy with $20B in asset growth potential
  • Established and led annual strategic planning process for Fortune 10 firm
  • Formed and led program management of new global joint venture for five major telecommunications firms achieving technical prototypes in 6 weeks
  • Established program management organization and governance committee for $81B in wireless radio spectrum assets
  • Conducted due diligence of $1.4B U.S. Government subsidy auction, identifying significant flaws in auction and program design, and advocating for change with FCC
  • Led due diligence team of new 5G technology and resulting deployment cost model
  • Managed creation of wealth management profit improvement plan with new pricing to realize $45M in incremental gross profit

Expertise

Industries

  • Financial Services
  • Military & Intelligence
  • Speciality Retail
  • Technology
  • Telecommunications

Expertise

  • Growth Strategy
  • Auction Planning & Execution
  • Strategic Planning & Program Management
  • Due Diligence
  • Profit Improvement

Representative Clients

Companies

  • AT&T
  • Blucora, Inc.
  • $10B Speciality Insurer
  • Fortune 10 Financial Services Firm
  • $15B speciality retailer
  • Top 5 private equity firm
  • Top 20 private equity firm
  • U.S. Intelligence Community Agency

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

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

Founder, Galileo Preschool

Co-Founder & Director of Strategy, EarlySpark

COO, Identified

PE Associate, H.I.G. Capital

Consultant, BCG

MBA, Stanford University

MA, Education, Stanford University

MS, Comp Sci / Electrical Engineering, M.I.T.

BS, Comp Sci / Electrical Engineering, M.I.T.

Representative Projects

  • Created a 5-year roadmap for a global non-profit to solidify their change model and scale their organization
  • Implemented a global restructuring of a Fortune 500 company through several worldwide workshops, redesigning the organization layer-by-layer starting with the CEO down to the front-line workers
  • Designed and executed a successful sales strategy workshop for Sales VPs and Executive Leadership to boost global revenue
  • Conducted multiple PE due diligence projects in the craft, healthcare, manufacturing and transportation spaces
  • Developed and implemented the user growth blueprint and analytics platform for a B2C Internet platform
  • Designed a large-scale research study (RTC) and secured Stanford faculty to oversee the study and publish the findings 
  • Developed a profit improvement plan for autobody chain
  • Built a growth strategy for a national home décor company
  • Designed educational assessments for preschool and elementary school students, following global assessment standards
  • Developed a data pricing model for a biotech company

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Manufacturing
  • Technology

Project Types

  • Growth Strategy
  • FP&A
  • M&A
  • Profit Improvement
  • Organizational Design
  • Due Diligence

Representative Clients

Companies

  • Global Fortune 100 Bank
  • Fortune 500 Biotech Company
  • Fortune 500 Materials Manufacturing Company
  • EarlySpark, a global non-profit focused on transforming education in India
  • Top Systems, the leading banking systems provider in Latin America
  • DCWV, leading paper craft company and numerous acquisition targets

Managing Director, MHT Partners

Senior Consultant, Bain & Company

Communities Product Manager, AOL Netscape

MBA, Stanford

BA, Humanities and Managerial Studies, Rice University

Representative Projects

  • Evaluated investment and divestiture opportunities to manage cashflow strategy for a public company in a rapidly consolidating news media industry
  • Developed detailed post-merger integration plan to identify operational and financial synergies and to maximize revenue in a $120 million merger of business logistics services companies
  • Managed buy side program with multiple add-on acquisitions for SaaS education platform resulting in successful $300 million portfolio exit
  • Led due diligence for $100+ million acquisition of a high margin niche business, radically expanding the services portfolio of a tax services company
  • Developed valuation model enabling one of largest deals in UK history, a $35 billion merger of global consumer goods conglomerates
  • Performed detailed long-term scenario modeling for global beverages M&A during a period of intense industry consolidation, enabling development of growth and defensive strategies for a $5 billion alcoholic beverages producer
  • Led profitability study to segment market, prioritize customer base, and evaluate channel economics for a US automotive manufacturer.
  • Developed detailed analysis of top 50 acquisition targets for a geopolitical/ macroeconomic think tank influential in governments and institutional investors

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Food and Beverage

Project Types

  • Growth Strategy
  • M&A Strategy
  • Due Diligence
  • Market Analysis
  • Post-merger Integration
  • Market Segmentation

Representative Clients

Companies

  • Blackboard (Archipelago Learning)
  • Freeman Company
  • A. H. Belo
  • Ryan LLC (tax services)
  • Diageo (Guinness)
  • FEMSA (Heineken)
  • Ford
  • Navistar
  • Hewlett Packard
  • Del Monte Royal
  • Norton Rose (law M&A)

PE Firms

  • Providence Equity Partners
  • Carlyle Group
  • BV Investment
  • Castanea Partners
  • JH Whitney

  • 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

Mark Hess   

Founder

  • 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, 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

  • 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

  • Founder, TopFlight Ventures
  • SVP Strategy & Product, Oakley
  • Board Director, 2 public & 9 private
  • Director, Nike Subsidiaries
  • CEO, Jax Holdings
  • Manager, Bain & Company
  • MBA, Stanford
  • BS, Thermos Engineering, Harvey Mudd College

Representative Projects

  • Drove the innovation, R&D, supply chain, merchandising and consumer experience for $2.5B sports company
  • Led the omni-channel strategy and team for 450 retail door openings and $300M in digital sales transforming the consumer experience and segmentation
  • Built new customer segmentation for $1.1B marketplace focused on profitable growth: acquisition costs, lifetime value, referral economics
  • Built new brand positioning for a $300M on-line consumer goods brand.  Shifted to a premium, higher margin position with strong CLV and loyalty characteristics.
  • Rebuilt the strategy and shareholder economics for faltering $2.3B on-line retailer of household goods.  
  • Conducted due diligence, built shareholder value model, wrote IPO book for $100M Cannabis company
  • Built $20M real estate portfolio identifying properties, price, and operational priorities returning 22% annually.  
  • Complete overhaul of brand, consumer experience, and lifetime value for $200M cannabis portfolio.  Drove 30% CAGR over the next two years.
  • Due Diligence, negotiation, acquisition, and integration strategy for a $2.3B lifestyle footwear company and $250M Surf/lifestyle Brand

Expertise

Industries

  • Cannabis
  • Consumer Products
  • e-Commerce
  • Retail
  • Technology

Project Types

  • Consumer Experience
  • Growth Strategy
  • M&A Strategy
  • Product Innovation
  • Loyalty/Retention
  • Branding
  • Customer Segmentation
  • Due Diligence

Representative Clients

Companies

  • Nike
  • Oakley
  • Converse
  • Slang Worldwide
  • RedBubble
  • OverStock
  • Organa Brands
  • Skull Candy
  • Hurley
  • Bauer

PE Firms

  • Bain Capital
  • TPG Group
  • TopFlight Ventures

  • Owner, ORCA Consulting LLC
  • Case Team Leader, Bain & Company
  • Senior Associate, Pricewaterhouse Coopers LLC
  • Engineer, Northrop Grumman
  • MBA, Booth (U Chicago), concentration in entrepreneurship
  • BS, Mechanical Engineering, UCLA
  • Minor, Accounting, UCLA

Representative Projects

  • Built recommendation for market entry of new product in innovation department of $26B consumer goods company
  • Led development of international portfolio strategy for $3.5B global manufacturing company prioritization of growth, sustain, divesture of multiple recent acquisitions
  • Created new US pricing strategy for newly created pricing team at $24B consumer goods company and integrated new pricing vendor into process
  • Built recommendation for market entry into new health care space for national retail company based on assessment of current landscape and future health care trends
  • Conducted a 1-week due diligence of a PE acquisition target in the conference management space
  • Conducted a 1-week due diligence of a PE acquisition target in the software registration space
  • Conducted a 1-week due diligence of a PE acquisition target in the health care services space

Expertise

Industries

  • Agriculture
  • Business Services
  • Consumer Products
  • Financial Services
  • Manufacturing
  • Retail
  • Technology

Project Types

  • Growth Strategy
  • Due Diligence
  • M&A
  • Pricing Strategy

Representative Clients

Companies

  • McDonalds
  • Kraft Heinz
  • CVS
  • Walmart
  • Regal Beloit
  • Nutrien

PE Firms

  • Carlyle Group
  • Pamlico Capital
  • Gemspring Capital
  • GTCR
  • Sterling 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

  • Founder, Cortus Advisors
  • Partner, Tapestry Networks
  • Managing Director, Fidelity
  • Engagement Manager, Bain
  • Research Associate, NERA
  • Ph.D. Business Economics, Harvard University & HBS
  • MA Harvard University
  • BA Economics, Northwestern University

Representative Projects

  • Led development of long-term growth strategy for $5B professional services firm, including new product development, automation, customer segmentation.
  • Led development of international expansion of $180B AUM institutional asset manager.
  • Developed advisor product/practice development strategy for $12B FS firm.
  • Developed client segmentation and targeting strategy for $4B technology-focused professional services firm.
  • Developed new market positioning for employer-provided financial services business of broadly diversified $36B financial services firm.
  • Developed new market entry strategy for top technology company in enterprise and small business computing markets.
  • Developed strategy for ownership transition and leadership succession plan for $50B AUM active asset manager.
  • Led multiple new business development strategies for $2.5T AUM financial services firm in areas of product development, customer segmentation and targeting, market positioning, cost efficiency.
  • Created new business development thought leadership unit for $36B professional services firm.
  • Conducted due diligence research for PE investor in employee benefits markets.
  • Developed new market entry assessment for $37B FS firm in robo advice market.

Expertise

Industries

  • Asset Management
  • Emerging Technologies
  • Financial Services
  • FinTech
  • Insurance
  • Private Equity
  • Professional Services
  • Venture Capital

Project Types

  • Growth Strategy
  • M&A/Partnership Strategy
  • Product Development/Management
  • Profit Improvement
  • Market Entry
  • Due Diligence
  • Efficiency

Representative Clients

Companies

  • American Express
  • Ameriprise Financial
  • Causeway Capital
  • China Southern Asset Management
  • Dell Computer
  • EY
  • Fidelity Investments
  • Gartner Group
  • Goldman Sachs
  • Grant Thornton
  • Imation

PE Firms

  • Investors Group
  • State Farm
  • Welsh Carlson

  • Director, Mattel (Sales & marketing for Target account)
  • Case Team Leader / Consultant / Senior Associate Consultant / Associate Consultant, Bain & Company
  • MBA, Kellogg School of Management @ Northwestern University
  • BEng, Management Science & Engineering, Stanford University

Representative Projects

  • At Mattel, built a comprehensive view of Mattel’s retail performance annually at Target. Advised Sr Execs at Target on best promotional retail strategy in-store and online to promote products from ~15 Mattel brands.
  • For a Fortune 50 drugstore retailer, acted as Engagement Manager for a market landscape/competitive deep-dive project specifically focused on improving profitability overall through increased loyalty in pharmacy
  • For a US-based Fortune 100 retailer built a competitive landscape of the Beauty space and evaluated ~40 companies for inorganic acquisition.
  • For ~$10B Beauty company, developed a comprehensive view of the Luxury & Prestige cosmetics market landscape including consumer-driven market segmentation, and opportunity identification in 8 market segments based on primary and secondary research
  • Medical Devices: For a Fortune 500 leader in Medical Devices, created pricing strategy for Marketing department of $1B division through primary and secondary research
  • Arts & Crafts: Revised procurement strategy for SVP of Procurement overseeing $300M budget and 50+ vendors, resulting in $14M savings
  • Private equity: Performed diligence on 9 different acquisition targets (mostly consumer-facing organizations) through 1,000+ customer and expert cold-calls.

Expertise

Industries

  • Agriculture
  • Arts & Crafts
  • Beauty
  • Beverages
  • Fashion
  • Gardening
  • Medical Devices
  • Pharmaceuticals
  • Retail
  • Telecom
  • Toys
  • Vision Services

Project Types

  • Growth Strategy
  • Consumer Strategy
  • Marketing
  • Profit Improvement
  • Pricing Strategy
  • Due Diligence

Representative Clients

Companies

  • Target (customer)
  • Nestle
  • Mars
  • Kohl’s
  • Walgreens
  • Motorola
  • Medtronic
  • Express Scripts
  • Shiseido
  • Vera Bradley
  • Wilton
  • Burpee

PE Firms

  • Anchor Partners
  • Ares Management