• 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