Industry: Agriculture
- Owner, ORCA Consulting LLC
- Case Team Leader, Bain & Company
- Senior Associate, Pricewaterhouse Coopers LLC
- Engineer, Northrop Grumman
- MBA, Booth (U Chicago), concentration in entrepreneurship
- BS, Mechanical Engineering, UCLA
- Minor, Accounting, UCLA
Representative Projects
- Built recommendation for market entry of new product in innovation department of $26B consumer goods company
- Led development of international portfolio strategy for $3.5B global manufacturing company prioritization of growth, sustain, divesture of multiple recent acquisitions
- Created new US pricing strategy for newly created pricing team at $24B consumer goods company and integrated new pricing vendor into process
- Built recommendation for market entry into new health care space for national retail company based on assessment of current landscape and future health care trends
- Conducted a 1-week due diligence of a PE acquisition target in the conference management space
- Conducted a 1-week due diligence of a PE acquisition target in the software registration space
- Conducted a 1-week due diligence of a PE acquisition target in the health care services space
Expertise
Industries
- Agriculture
- Business Services
- Consumer Products
- Financial Services
- Manufacturing
- Retail
- Technology
Project Types
- Growth Strategy
- Due Diligence
- M&A
- Pricing Strategy
Representative Clients
Companies
- McDonalds
- Kraft Heinz
- CVS
- Walmart
- Regal Beloit
- Nutrien
PE Firms
- Carlyle Group
- Pamlico Capital
- Gemspring Capital
- GTCR
- Sterling Partners
- 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