Expertise: Corporate Strategy
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, 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
- Founder, MG&A Strategy
- CFO / COO, Qida
- VP Strategy Manager, JPMorgan Chase
- Senior Associate Consultant, Bain & Company
- MBA, Columbia Business School, New York City
- BS & MA, Management, ESADE, Barcelona
Representative Projects
- Led a 5-year strategy formulation for an Asian subsidiary of a global leading life insurance company, partnering with the local leadership team and the central strategy function.
- Developed market assessments for pharmaceutical and transportation clients exploring growth opportunities in new verticals.
- Prepared strategic recommendations for the Board of Directors of a Real Estate Technology and Consulting company analyzing the alternatives for one of their business units.
- Improved Sales Innovation for a global research firm scaling up a pilot program 10x in two months to systematize personalized outbound marketing for C-level technology executives.
- Assisted an online presence management technology company rethink sales analytics to support nimble decision making in pursuit of growth target.
- Supported clients in Private Equity, household appliances, healthcare and telecoms industries on commercial due diligence, customer, service and profitability projects.
Expertise
Industries
- Business Services
- Financial Services
Project Types
- Corporate Strategy
- Strategy Development
- Market Assessment
- Digital Transformation
Representative Clients
Companies
- Top global publicly traded insurer
- ~$5B American road transportation company
- $300MM+ US-based pharmaceutical quality provider
- >$3.5MM media start-up
PE Firms
- $100B+ Global PE
- Middle-market focused European PE investor
- Multiple European family-promoted PE investment funds
- 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
- Principal, Hanafi Strategy
- Senior Director, IT Strategy & Innovation, DIRECTV/AT&T
- COO, Folio3
- Consultant, Bain & Company
- Director/Strategy Lead, Viant
- Financial Analyst, Citigroup Smith Barney
- BA, Columbia University
Representative Projects
- Providing Agile PMO and strategy planning support for a federal government agency
- Planned and supported ~$225M multi-year digital transformation for a large consumer products company
- Acted as Portfolio Lead for data management and governance initiative for a large consumer products company
- Conducted IT cost benchmarking analysis for a large telecom provider, identifying ~$70-120M opportunity to right-size spend mix
- Developed digital platform strategy for sports and news networks division of a Fortune 100 cable company
- Led financial management and spend analysis for savings portion of $1B IT synergy savings program for M&E company post-merger integration
- Developed strategies for new digital capabilities in areas such as cloud computing, Big Data, social business and API’s for a large M&E company
- Led enterprise-wide information management strategy covering all major business units and entire information value chain for a large M&E company
- Developed IT strategic plans and managed multi-year roadmaps for multiple, complex IT capabilities for a large M&E company
Expertise
Industries
- Business Services
- Consumer Products
- Entertainment
- Financial Services
- Retail
- Technology
- Telecom
Project Types
- IT/Digital Strategy
- Digital Transformation
- Strategic Planning
- Corporate Development/M&A Strategy
- Business Planning
- Agile PMO
- Product Management
Representative Clients
Companies
- CenturyLink
- Charter Communications
- Federal Government Agency
- Harman/Samsung
- Mattel
- PTC
- Seagate
- Sears
- VNU/Nielsen
PE Firms
- American Express
- Charles Schwab
- General Dynamics
- 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
- Independent Consultant, ESG/Impact Investing
- Head of Business Development, Cornerstone Capital Group
- Managing Director, UBS Investment Bank
- Consultant, Bain & Company
- MBA, Columbia Business School
- BA, UC Berkeley
- BA, Economics, Claremont McKenna College
Representative Projects
- Managed feasibility analysis and created a roadmap for a new strategic line of activity for a $20bn+ asset owner
- Conducted strategic gap analysis for a multi-million dollar environmental grant-making program that aimed to reach mainstream capital markets, and developed recommendations for new grant partners and projects
- Presented to and educated several Boards of Directors on investment strategy that would be aligned to their philanthropic mission
- Developed a decision-making strategy and led the due diligence and RFP process to identify an investment advisor for a family foundation
- Conducted benchmarking analysis, and developed strategic direction and tactical support for an asset manager, seeking to deepen integration of environmental, social, and governance factors into their investment decisions.
Expertise
Industries
- Endowments
- Nonprofits
- Private Foundations
Project Types
- Strategic Gap Analysis
- Feasibility Studies
- Philanthropic Analysis
- New Markets/Business Development
Representative Clients
- Gordon & Betty Moore Foundation
- The Finance Hub
- Wespath Benefits & Investments
- NorthLight Foundation
- Roy A. Hunt Foundation