Industry: Energy

Partner, Startup Capital Ventures
CEO Grassroots Enterprise
CEO WorldPages
BCG – Co-founder of high tech. practice, now largest in firm
Sr. Engineer, Beckman-Coulter
MBA, Stanford University
BS, Electrical Engineering, UC Irvine
Representative Projects
- Led project for Microsoft to develop MSN with Bill Gates
- Co-led project for Disney to develop retail presence (Disney Stores)
- Developed a restaurant model for optimization of size, pricing, hours, etc.
- Led project for Chevron to evaluate larger convenience stores at gas stations
- Led project for Snap-On Tools to evaluate entering aerospace rivet industry
- Led hub & maintenance base strategy for Air Canada
- Led project for ATT to develop it’s first commercial broadband project
- Led project for National Semiconductor to evaluate building a new semi fab in Silicon Valley
Expertise
Industries
- Airline
- Energy
- Manufacturing
- Telecom
Project Types
- Growth Strategy
- M&A Strategy
- High Tech
- Startups
- Process Re-engineering
- Turnaround
- Internet Privacy & Policy
Representative Clients
Companies
- Microsoft MSN
- Disney Retail
- Disney Movie Distribution
- Chevron Chemicals
- Chevron C-Stores
- Snap-On Tools
- National Semi
- AT&T
- Westinghouse
- Forte Hotels (UK)
- Hawaii Restaurant
- EPRI
- PG&E
- GM
- Petronas (Malaysia)

- 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

- Founder, CiTTA Partnership
- Associate Principal, Civic Consulting Alliance
- Senior Associate, McKinsey & Co.
- Manager, GE Healthcare
- Senior Scientist, GE Healthcare
- Research Assistant Professor, NYU School of Medicine
- MBA, University of Chicago
- PhD, Medical Physics, University of London
- BA, Physics, University of Oxford
Representative Projects
- Created a growth strategy for a social enterprise contract manufacturing firm (a ~$25M division of a ~$850M company)
- Assessed market feasibility for a new B2C product idea for a traditionally B2B healthcare diagnostic company, followed by developing and executing a go-to-market strategy to bring product to market
- Developed and piloted four new social enterprise business models for 25 diverse network affiliates of a ~$250M national nonprofit, with eventual nationwide impact on affordable, sustainable homeownership
- Created a business model and business plan to scale a nationwide initiative in early childhood professional training for a ~$75M nonprofit
- Conducted comprehensive and in-depth customer surveys as inputs into a market expansion strategy for a healthcare software company
- Created 3-10 year strategic plans and implementation roadmaps for many nonprofits & higher education institutions, ranging in size from ~$1.5M to ~$1B
- Conducted feasibility assessment and developed financial projections for new social enterprise ideas for established nonprofits, including a museum
- Conducted market research & risk identification for a clean tech start-up
- Led program management of the Chicago Climate Action Plan
Expertise
Industries
- Education
- Energy
- Healthcare Services
Project Types
- Growth Strategy
- Strategic Planning
- Business Modeling
- Go-to-Market
- Market Research
- Social Enterprise
Representative Clients
Companies
- PointClickCare
- Coventry Diagnostics
- Alliance Equipment
- Cherokee Nation Industries
- PowerenTech
Nonprofits and Public Sector
- The Jane Goodall Institute
- United Way for Southeastern Michigan
- University of California Riverside
- Museum of Science and Industry Chicago
- NeighborWorks America
- City of Chicago

- Partner, Maven Associates
- Co-Founder, Evolution Strategy
- Co-Founder, CenterGate Capital
- SVP Strat & Corp Dev, Total Safety
- Principal, Eos Partners
- Principal, H.I.G. Capital
- Associate, GTCR Golder Rauner
- Sr Assoc Consultant, Bain & Co.
- MBA, Stanford GSB
- BA, Econ/Poly Sci, Northwestern University
Representative Projects
- Develop market-based valuation drivers to drive growth strategy for a ~$300M manufacturer. Support with key insights from competitors, lenders, bankers, and investors. Source new deals and new intermediary relationships as additional value during the engagement
- Developed a market strategy for a ~$400M industrial services organization, completing 12+ country-level analyses on economic, political, and industrial concerns to recommend which markets to invest in, monitor, or exit
- Build network of deal intermediaries (bankers, brokers, consultants, accountants, investors & lender) and marketing materials for various PE firms
- Conducted a 2-week strategic due diligence project for a PE acquisition target in the facility services market; support firm at management presentations
- Developed comprehensive market overview for ~$60M international BPO firm. Developed and prioritized 150+ acquisition opportunities
- Completed a 4-week market due diligence project for a PE acquisition target in the marketing and distribution industry; complete industry interviews to develop insightful industry and target SWOT analysis
- Manage proprietary sale processes for clients in IT services and healthcare
- Develop marketing & investor/lender materials for capital raising clientele
Expertise
Industries
- Energy
- Industrial & Facility Services
- Light Manufacturing
- Logistics & Transportation Services
Project Types
- M&A Pipeline Development
- M&A Strategy
- Due Diligence
- Cash Flow Management
- Growth Strategy
- Capital Advisory
Representative Clients
Companies
- Personiv
- Total Safety
- iTexico
- Anchor Partners
- Stella Environmental
- Diagnostic Pain Center
- AAMP
- AC Photonics
- Vision Media
PE Firms
- H.I.G. Capital
- Peak Rock Capital
- Altos Partners
- The Halifax Group
- Hidden Harbor
- Tillery Capital