Joe Griffith   

Senior Consultant

  • 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

Ricardo Berner   

Senior Consultant

  • 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

Adam A. Duggan   

Senior Consultant

  • Founder, Diamond Head Capital
  • Consultant, Bain & Company
  • Consultant, Resolution Economics
  • MBA, University of Chicago Booth School of Business
  • BA, Economics, University of Southern California

Representative Projects

  • Assessment of gaming company marketing spend, resulting in $10M+ annual run-rate savings related to beverage-based comping policies
  • Transformation of leading life sciences company, resulting in improved processes and $500M+ in annual run-rate savings across multiple divisions / geographies
  • Special consultant to F150 CEO’s Chief of staff, touching various C-Suite efforts and initiatives
  • Strategy plan and reorganization for leading life sciences digital health business unit
  • Interim CFO of leading media company subsidiary, leading to reorganization / restructuring of division and return to profitability
  • Extensive strategy work for leading asset manager, including identification of key trends and potential sources of disruption / disintermediation
  • Extensive commercial due diligence for leading private equity and corporate investors across a variety of industries (e.g., software, business services, industrials), providing: market assessment; customer satisfaction; investment thesis pressure testing / validation; investment thesis development
  • Portfolio strategy and improvement for various private equity investors

Expertise

Industries

  • Business Services
  • Consumer Products
  • Financial Services
  • Healthcare Services
  • Industrials
  • Logistics & Transportation Services
  • Technology
  • Transportation Services

Project Types

  • Growth Strategy
  • M&A Strategy
  • Profit/Process Improvement
  • Investment Analysis
  • Due Diligence

Representative Clients

Companies

  • Leading Asset Manager
  • Leading Life Sciences Company
  • Leading Technology Company
  • Leading Gaming Company
  • Leading Financial Services Company
  • Leading Media Company

PE Firms

  • Mega-funds
  • Middle Market Funds
  • Lower/Middle Market Funds

Lance Miller   

Senior Consultant

  • Manager, McKinsey & Co.
  • Director, Ford Motor Company
  • Manager, General Electric
  • Captain, US Marine Corps
  • MBA, Wharton – UPenn
  • BA, Economics, Harvard

Representative Projects

  • Drove a construction productivity effort for a $1 billion methanol plant under construction in Trinidad
  • Identified and implemented actions to decrease mining production cycle time for a $200 million mine of multi-national gold mining company
  • Led implementation of private-equity driven strategy with 17 initiatives for a $500 million PE-owned automotive business process outsourcing company
  • Spearheaded idea generation, valuation and implementation planning for cost reduction and revenue generation for a $23 billion regional bank
  • Developed overview of automotive seating aftermarkets in USA, Europe and China for $100 million division of multi-billion automotive tier one supplier
  • Drove idea generation and implementation planning to deliver profitable growth for an $11 billion integrated energy company
  • Managed process to develop projects to capture savings for a $6 billion trucking and transportation company
  • Led effort that identified opportunities to increase productivity for a $150 million PE-owned manufacturer of steel structures

Expertise

Industries

  • Aerospace/Defense
  • Automotive
  • Financial Services
  • Industrials
  • Manufacturing
  • Public Utilities
  • Transportation Services

Project Types

  • Strategic Growth
  • Process Improvement Cost Reduction
  • Productivity
  • Accountability
  • Business Development
  • Implementation
  • Mergers & Acquisition

Representative Clients

Companies

  • Teck Resources
  • Mitsubishi Heavy Industries
  • Goldcorp
  • Adient
  • MSX International
  • Valley National Bank
  • Entergy
  • J.B. Hunt
  • Fleetgistics

PE Firms

  • Bain Capital
  • Harbor Group

Brian Kelley   

Senior Consultant

  • 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

Chris Fox   

Senior Consultant

  • 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

Peter Fisher   

Senior Consultant

  • 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

Sai Patil   

Senior Consultant

  • 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