Head, BrokerTech Ventures LA

Managing Director, Rokk3r

Head of Sales & Strategy, RSA Insurance Group

Case Team Leader, Bain & Co.

Analyst, McKinsey & Co.

MBA (Distinction), Johnson School, Cornell University

MILR, Cornell University

BS, Universidad Iberoamericana Mexico City

Representative Projects

  • Led the commercial due diligence for the bancassurance operations of a leading international bank by RSA Insurance Group valued at ~$500M.
  • Managed the overall IT transformation for the largest multinational bank in the Pacific during its merger with the fourth largest national incumbent.
  • Developed an operating model and implementation strategy for a massive bond issuance of a national oil company targeting over half a million investors.
  • Led the development of  the global five-year strategic plan for an international TPA in the healthcare space.
  • Supported the commercial due diligence for the acquisition of an international consumer goods company valued at more than $18B by a consortium of international private equity firms.
  • Led the commercial due diligence for the acquisition of the concession rights of a major seaport by a major international private equity firm.
  • Supported the organizational and process redesign of one of the largest global oil companies.
  • Advised a consumer goods company in the acquisition of a $4.2B medical devices company through extensive market research, portfolio strategy and estimation of potential synergies.

Expertise

Industries

  • Insurance
  • Financial Services
  • Technology
  • E-commerce
  • Oil and Gas
  • Consumer Goods
  • Chemicals
  • Venture Capital
  • Healthcare Services

Project Types

  • Growth Strategy
  • M&A Strategy
  • Due Diligence
  • Portfolio Strategy
  • Organizational Design
  • Operational Improvement

Representative Clients

Companies

  • Philips
  • Westpac
  • The Hartford
  • British Petroleum
  • PEMEX (NOC)
  • American Airlines
  • RSA Insurance Group
  • Global Excel Management
  • Vitro
  • Associated British Foods

PE Firms

  • Warburg Pincus
  • Blackstone Capital
  • KKR
  • Advent International
  • Clayton Dubilier & Rice
  • Goldman Sacks CP

  • 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