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