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

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

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

Senior Partner, Bain & Company

Vice President/Partner, Kearney

Senior Associate/Consultant, Booz Allen & Hamilton

MBA, Fuqua, Duke University

BA, Haverford College

Representative Projects

  • Led capital planning and cost reduction efforts at a large US utility to reduce opex by >$600MM annually
  • Led a series of growth programs at a leading US auto parts retailer to deliver a 2x revenue increase and a 5+x improvement in valuation
  • Led the merger integration of two global airlines to create one of the most valuable global airlines
  • Led the turnaround and transformation of a grocery company which led to a 2x improvement in valuation
  • Led the supply chain strategy development and implementation at a regional grocery company which enabled cost reduction and a platform for expansion
  • Developed the go-forward strategy for a technology products distributor
  • Led the strategy development, cost reduction, and investor relations efforts at a tech manufacturer which led to a multi-year turnaround and industry-leading valuation
  • Led multiple projects at a global logistics company focused on customer loyalty, technology rationalization, cost reduction, and merger integration
  • Led multiple projects at an office services company focused on merger integration and a turnaround

Expertise

Industries

  • Automotive Aftermarkets
  • Logistics and Transportation
  • Supply Chain & Distribution
  • Utilities
  • Retail
  • Telecom

Project Types

  • Growth Strategy
  • Transformation
  • M&A
  • Profit Improvement
  • Supply Chain
  • Service Operations

Representative Clients

Companies

  • Top 5 Utility
  • Leading auto aftermarket supplier
  • Top 2 home improvement retailer
  • Top 3 PC manufacturer
  • Global logistics company
  • Global grocer
  • Regional (US) grocer
  • Global airlines company
  • Global tech distributor
  • Office products company

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

Partner, Startup Capital Ventures

CEO Grassroots Enterprise

CEO WorldPages

BCG – Co-founder of high tech. practice, now largest in firm

Sr. Engineer, Beckman-Coulter

MBA, Stanford University

BS, Electrical Engineering, UC Irvine

Representative Projects

  • Led project for Microsoft to develop MSN with Bill Gates
  • Co-led project for Disney to develop retail presence (Disney Stores)
  • Developed a restaurant model for optimization of size, pricing, hours, etc.
  • Led project for Chevron to evaluate larger convenience stores at gas stations
  • Led project for Snap-On Tools to evaluate entering aerospace rivet industry
  • Led hub & maintenance base strategy for Air Canada
  • Led project for ATT to develop it’s first commercial broadband project
  • Led project for National Semiconductor to evaluate building a new semi fab in Silicon Valley

Expertise

Industries

  • Airline
  • Energy
  • Manufacturing
  • Telecom

Project Types

  • Growth Strategy
  • M&A Strategy
  • High Tech
  • Startups
  • Process Re-engineering
  • Turnaround
  • Internet Privacy & Policy

Representative Clients

Companies

  • Microsoft MSN
  • Disney Retail 
  • Disney Movie Distribution
  • Chevron Chemicals
  • Chevron C-Stores
  • Snap-On Tools
  • National Semi
  • AT&T
  • Westinghouse
  • Forte Hotels (UK)
  • Hawaii Restaurant
  • EPRI
  • PG&E 
  • GM
  • Petronas (Malaysia)

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

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