Expertise: Organizational Design
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
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, 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
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, 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
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
- 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