Expertise: Profit Improvement
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
- 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
- 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
- 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
- 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
- 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
- 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
- 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