Industry: Financial Services
Founder, Miami Strategica LLC
Partner, GoGlobal Advisors
Founder & President, The Engaged Minds Factory
SVP, Sales and Strategy, Jenzabar
Principal, Hamilton Boston LLP
Senior Manager, EY Corporate Finance
Manager, Bain & Company
Engineer, IBM
MBA, INSEAD
MS, Mechanical Engineering, Technical University Munich
Visiting Scientist, Massachusetts Institute of Technology
Representative Projects
- Led the post-merger integration of two information services companies with 300 FTEs
- Developed a turn-around strategy for a big box retailer in Chapter 11
- Led the org design and process design for a green field company launched to provide closed-loop payment solution to the U.S. government
- Led the ramp-up of a near-shored Shared Services Center consolidating 20 payment processing operations around the globe for a global energy company
- Led the Agile transformation of a global software company
- Led the post merger integration of the dispersed IT groups of an acquisitive global company into a coherent organization, provided strategic talent management support to lay foundation for a cloud migration
- Built the valuation model for the acquisition of a container manufacturer for a strategic buyer
- Led the development of an operational strategy for an LTL road hauler
- Developed a go-to-market strategy with individual sales goals for the tax division of a Big 4 company with >1000 partners and principals
- Led the post merger integration of a PE sponsored roll-up of 5 ERP software companies
Expertise
Industries
- Consumer Products
- Financial Services
- Manufacturing
- Retail
- Software
- Technology
Project Types
- Strategy Development & Implementation
- Performance Improvement
- Sales and Sales Management
- Organizational Design
- Strategic Talent Management
- Post-merger Integration
Representative Clients
Companies
- Coca Cola
- Ford
- DHL
- Compaq / HP
- Sabre
- World Fuel Services
- Banco Santander
- ThyssenKrupp
- Caldor
PE Firms
- TPG
- Investcorp
- Welsh Carson
Founder, Galileo Preschool
Co-Founder & Director of Strategy, EarlySpark
COO, Identified
PE Associate, H.I.G. Capital
Consultant, BCG
MBA, Stanford University
MA, Education, Stanford University
MS, Comp Sci / Electrical Engineering, M.I.T.
BS, Comp Sci / Electrical Engineering, M.I.T.
Representative Projects
- Created a 5-year roadmap for a global non-profit to solidify their change model and scale their organization
- Implemented a global restructuring of a Fortune 500 company through several worldwide workshops, redesigning the organization layer-by-layer starting with the CEO down to the front-line workers
- Designed and executed a successful sales strategy workshop for Sales VPs and Executive Leadership to boost global revenue
- Conducted multiple PE due diligence projects in the craft, healthcare, manufacturing and transportation spaces
- Developed and implemented the user growth blueprint and analytics platform for a B2C Internet platform
- Designed a large-scale research study (RTC) and secured Stanford faculty to oversee the study and publish the findings
- Developed a profit improvement plan for autobody chain
- Built a growth strategy for a national home décor company
- Designed educational assessments for preschool and elementary school students, following global assessment standards
- Developed a data pricing model for a biotech company
Expertise
Industries
- Consumer Products
- Financial Services
- Manufacturing
- Technology
Project Types
- Growth Strategy
- FP&A
- M&A
- Profit Improvement
- Organizational Design
- Due Diligence
Representative Clients
Companies
- Global Fortune 100 Bank
- Fortune 500 Biotech Company
- Fortune 500 Materials Manufacturing Company
- EarlySpark, a global non-profit focused on transforming education in India
- Top Systems, the leading banking systems provider in Latin America
- DCWV, leading paper craft company and numerous acquisition targets
Managing Director, MHT Partners
Senior Consultant, Bain & Company
Communities Product Manager, AOL Netscape
MBA, Stanford
BA, Humanities and Managerial Studies, Rice University
Representative Projects
- Evaluated investment and divestiture opportunities to manage cashflow strategy for a public company in a rapidly consolidating news media industry
- Developed detailed post-merger integration plan to identify operational and financial synergies and to maximize revenue in a $120 million merger of business logistics services companies
- Managed buy side program with multiple add-on acquisitions for SaaS education platform resulting in successful $300 million portfolio exit
- Led due diligence for $100+ million acquisition of a high margin niche business, radically expanding the services portfolio of a tax services company
- Developed valuation model enabling one of largest deals in UK history, a $35 billion merger of global consumer goods conglomerates
- Performed detailed long-term scenario modeling for global beverages M&A during a period of intense industry consolidation, enabling development of growth and defensive strategies for a $5 billion alcoholic beverages producer
- Led profitability study to segment market, prioritize customer base, and evaluate channel economics for a US automotive manufacturer.
- Developed detailed analysis of top 50 acquisition targets for a geopolitical/ macroeconomic think tank influential in governments and institutional investors
Expertise
Industries
- Consumer Products
- Financial Services
- Food and Beverage
Project Types
- Growth Strategy
- M&A Strategy
- Due Diligence
- Market Analysis
- Post-merger Integration
- Market Segmentation
Representative Clients
Companies
- Blackboard (Archipelago Learning)
- Freeman Company
- A. H. Belo
- Ryan LLC (tax services)
- Diageo (Guinness)
- FEMSA (Heineken)
- Ford
- Navistar
- Hewlett Packard
- Del Monte Royal
- Norton Rose (law M&A)
PE Firms
- Providence Equity Partners
- Carlyle Group
- BV Investment
- Castanea Partners
- JH Whitney
- CDO, LA Promise Fund
- Manager, Mattel Corp. Strat.
- Consultant, Bain & Company
- Business Advisor, Peace Corps
- Analyst, JP Morgan
- MBA, Wharton, University of Pennsylvania
- BA, Business Economics, Brown University
Representative Projects
- Developed a three-year strategic plan for a financial services client (1.5 years+) with ~$45B in managed assets. Worked on product development, strategic planning, advisor productivity, Salesforce effectiveness, and organizational design engagements
- Completed five acquisitions for a PE-backed industrial goods company. Identified targets in adjacent markets, led prospecting, and prepared investment memorandums
- Identified additional revenue opportunities for a leading ridesharing platform by assessing the market size of the music and sporting event industries
- Led strategy and implementation of key organizational turnaround initiatives at LA’s largest charter (~$200M) network of 25 schools
- Analyzed and prioritized 50+ R&D investments for a ~$64B beverage company
- Conducted due diligence for an automobile manufacturer acquiring a large RV competitor. Acquisition was the largest transaction in the company’s history
- Analyzed competitors and industry trends to create a competitive intelligence report for a leading cruise company
Expertise
Industries
- Automotive
- Consumer Products
- Financial Services
- Food and Beverage
- Industrials
- Nonprofits
- Private Equity
- Retail
- Tourism/Hospitality
- Transportation Services
Project Types
- Growth Strategy
- M&A Strategy
- Market Intelligence
- GTM Strategy
- Organizational Design
- Due Diligence
Representative Clients
- Alliance College-Ready Public Schools
- AlphaSights
- Aramsco
- Ares
- Authen Activewear
- Avantax Wealth Management
- ChromoLogic
- Financial Recovery Technologies
- Pepsi
- Singer
- Uber
- Viking Cruises
- Winnebago
- 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
- Founder, Maven Associates
- Principal, Stagen
- VP Strategy & BD, GES
- Manager, Bain & Company
- Engineer, Black & Veatch
- MBA, Tuck-Dartmouth
- BS, Mechanical Engineering, Rice University
- BA, Economics, Claremont McKenna College
Representative Projects
- Led development of 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
- Conducted a 3-week due diligence of a PE acquisition target in the equipment moving space
- Led the development of a profit improvement plan 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
- Built a growth strategy for a ~$200M luxury recreational boat manufacturer
- Conducted a 3-week due diligence of a PE acquisition target in the land management space
- Developed detailed analysis of the Top 20 competitors of a national big box retailer
- Created a growth strategy for a ~$100M SaaS business
Expertise
Industries
- Business Services
- Consumer Products
- Financial Services
- Manufacturing
- Metal Fabrication
- Restaurants
- Retail
- Technology
- Transportation Services
Project Types
- Due Diligence
- Growth Strategy
- M&A/PMI
- Marketing/Branding
- Organizational Design
- Profit Improvement
Representative Clients
Companies
- Cobalt Boats
- At Home
- Safariland
- PointClickCare
- WorldStrides
- Alliance Equipment
- Arterra Wines
- Craftmark Bakery
- Raybern’s
- PDC
- Best Egg
PE Firms
- Carlyle Group
- JMI Equity
- Ontario Teachers
- Anchor Partners
- Satori Capital
- Founder, MG&A Strategy
- CFO / COO, Qida
- VP Strategy Manager, JPMorgan Chase
- Senior Associate Consultant, Bain & Company
- MBA, Columbia Business School, New York City
- BS & MA, Management, ESADE, Barcelona
Representative Projects
- Led a 5-year strategy formulation for an Asian subsidiary of a global leading life insurance company, partnering with the local leadership team and the central strategy function.
- Developed market assessments for pharmaceutical and transportation clients exploring growth opportunities in new verticals.
- Prepared strategic recommendations for the Board of Directors of a Real Estate Technology and Consulting company analyzing the alternatives for one of their business units.
- Improved Sales Innovation for a global research firm scaling up a pilot program 10x in two months to systematize personalized outbound marketing for C-level technology executives.
- Assisted an online presence management technology company rethink sales analytics to support nimble decision making in pursuit of growth target.
- Supported clients in Private Equity, household appliances, healthcare and telecoms industries on commercial due diligence, customer, service and profitability projects.
Expertise
Industries
- Business Services
- Financial Services
Project Types
- Corporate Strategy
- Strategy Development
- Market Assessment
- Digital Transformation
Representative Clients
Companies
- Top global publicly traded insurer
- ~$5B American road transportation company
- $300MM+ US-based pharmaceutical quality provider
- >$3.5MM media start-up
PE Firms
- $100B+ Global PE
- Middle-market focused European PE investor
- Multiple European family-promoted PE investment funds
- Manager, McKinsey & Co.
- Director, Ford Motor Company
- Manager, General Electric
- Captain, US Marine Corps
- MBA, Wharton – UPenn
- BA, Economics, Harvard
Representative Projects
- Drove a construction productivity effort for a $1 billion methanol plant under construction in Trinidad
- Identified and implemented actions to decrease mining production cycle time for a $200 million mine of multi-national gold mining company
- Led implementation of private-equity driven strategy with 17 initiatives for a $500 million PE-owned automotive business process outsourcing company
- Spearheaded idea generation, valuation and implementation planning for cost reduction and revenue generation for a $23 billion regional bank
- Developed overview of automotive seating aftermarkets in USA, Europe and China for $100 million division of multi-billion automotive tier one supplier
- Drove idea generation and implementation planning to deliver profitable growth for an $11 billion integrated energy company
- Managed process to develop projects to capture savings for a $6 billion trucking and transportation company
- Led effort that identified opportunities to increase productivity for a $150 million PE-owned manufacturer of steel structures
Expertise
Industries
- Aerospace/Defense
- Automotive
- Financial Services
- Industrials
- Manufacturing
- Public Utilities
- Transportation Services
Project Types
- Strategic Growth
- Process Improvement Cost Reduction
- Productivity
- Accountability
- Business Development
- Implementation
- Mergers & Acquisition
Representative Clients
Companies
- Teck Resources
- Mitsubishi Heavy Industries
- Goldcorp
- Adient
- MSX International
- Valley National Bank
- Entergy
- J.B. Hunt
- Fleetgistics
PE Firms
- Bain Capital
- Harbor Group
- Founding Partner, Novo Management Consultants
- Senior Consultant, Delta Partners
- Consultant, Bain & Company
- Active Angel investor (>15 start-ups across US, Asia)
- B.tech, Indian Institute of Technology, IIT Kharagpur
- National Math Olympiad winner, India
Representative Projects
- Led re-org for growth exercise for the 2nd largest Credit bureau in the world. Complete analysis and re-design of functions and roles & responsibilities
- Commercial turnaround (pricing, products & services, campaigns, sales) across more than 15 countries for the largest Telco group in Middle east & Africa
- Market entry strategy (India) for one of the largest Tire manufacturers in the world
- Commercial Due Diligence for an India based BPO for the largest financial services player in US
- Net Promoter score analysis for one of the largest retail chains in the US. Created a product matrix at an SKU level
- Complete Analytics and Business Intelligence Unit set up the 2nd largest Telco group in Middle East & Africa. Involved liasoning with all CXOs and two external tech vendors
Expertise
Industries
- Consumer Products
- Financial Services
- Manufacturing
- Private Equity
- Retail
- Telecom
Project Types
- Growth Strategy
- International Expansion
- Commercial Strategy
- Pricing
- Consumer Behavior Analytics
- Organizational Design
- Due Diligence
Representative Clients
Companies
- Vodafone Group
- TransUnion Canada
- MTN Group
- Walmart
- Zain Group
- Goldman Sachs
- Bharti Airtel
- Raymond Industries
- Click.ai
PE Firms
- Bain Capital
- Delta Partners
- Principal, Hanafi Strategy
- Senior Director, IT Strategy & Innovation, DIRECTV/AT&T
- COO, Folio3
- Consultant, Bain & Company
- Director/Strategy Lead, Viant
- Financial Analyst, Citigroup Smith Barney
- BA, Columbia University
Representative Projects
- Providing Agile PMO and strategy planning support for a federal government agency
- Planned and supported ~$225M multi-year digital transformation for a large consumer products company
- Acted as Portfolio Lead for data management and governance initiative for a large consumer products company
- Conducted IT cost benchmarking analysis for a large telecom provider, identifying ~$70-120M opportunity to right-size spend mix
- Developed digital platform strategy for sports and news networks division of a Fortune 100 cable company
- Led financial management and spend analysis for savings portion of $1B IT synergy savings program for M&E company post-merger integration
- Developed strategies for new digital capabilities in areas such as cloud computing, Big Data, social business and API’s for a large M&E company
- Led enterprise-wide information management strategy covering all major business units and entire information value chain for a large M&E company
- Developed IT strategic plans and managed multi-year roadmaps for multiple, complex IT capabilities for a large M&E company
Expertise
Industries
- Business Services
- Consumer Products
- Entertainment
- Financial Services
- Retail
- Technology
- Telecom
Project Types
- IT/Digital Strategy
- Digital Transformation
- Strategic Planning
- Corporate Development/M&A Strategy
- Business Planning
- Agile PMO
- Product Management
Representative Clients
Companies
- CenturyLink
- Charter Communications
- Federal Government Agency
- Harman/Samsung
- Mattel
- PTC
- Seagate
- Sears
- VNU/Nielsen
PE Firms
- American Express
- Charles Schwab
- General Dynamics