Industry: Financial Services
- 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
- Founder, Diamond Head Capital
- Consultant, Bain & Company
- Consultant, Resolution Economics
- MBA, University of Chicago Booth School of Business
- BA, Economics, University of Southern California
Representative Projects
- Assessment of gaming company marketing spend, resulting in $10M+ annual run-rate savings related to beverage-based comping policies
- Transformation of leading life sciences company, resulting in improved processes and $500M+ in annual run-rate savings across multiple divisions / geographies
- Special consultant to F150 CEO’s Chief of staff, touching various C-Suite efforts and initiatives
- Strategy plan and reorganization for leading life sciences digital health business unit
- Interim CFO of leading media company subsidiary, leading to reorganization / restructuring of division and return to profitability
- Extensive strategy work for leading asset manager, including identification of key trends and potential sources of disruption / disintermediation
- Extensive commercial due diligence for leading private equity and corporate investors across a variety of industries (e.g., software, business services, industrials), providing: market assessment; customer satisfaction; investment thesis pressure testing / validation; investment thesis development
- Portfolio strategy and improvement for various private equity investors
Expertise
Industries
- Business Services
- Consumer Products
- Financial Services
- Healthcare Services
- Industrials
- Logistics & Transportation Services
- Technology
- Transportation Services
Project Types
- Growth Strategy
- M&A Strategy
- Profit/Process Improvement
- Investment Analysis
- Due Diligence
Representative Clients
Companies
- Leading Asset Manager
- Leading Life Sciences Company
- Leading Technology Company
- Leading Gaming Company
- Leading Financial Services Company
- Leading Media Company
PE Firms
- Mega-funds
- Middle Market Funds
- Lower/Middle Market Funds
- SVP, Product Development, Kids II
- VP Strategy & Innovation, Equifax
- VP Consumer Membership, Zumba
- VP Strategy, Weight Watchers
- Consultant, Bain & Company
- MBA, The Wharton School
- Master of Science, Management and Production Engineering, Politecnico of Milan
Representative Projects
- Developed a financial model to assess value creation of product solution used by internal clients for a F100 Tech company
- Designed and implemented a new company-wide operational planning, goal setting and performance measurement process for F1000 financial software company
- Re-designed stage gate process for product development team of plastic goods manufacturer
- Developed company-wide long-range strategic planning process for multiple clients including plastic good manufacturer and toy manufacturer
- Developed growth strategy for multiple clients including public speaking and professional coaching business and weight-loss company
- Led 3-yr strategic planning process for fintech start-up, also developed operational and financial model to support negotiations during fund raising and sale of the business to major insurance group for $250M
- Advised PE fund on a potential acquisition in the weight-loss space
Expertise
Industries
- Consumer Products
- Financial Services
- Technology
Project Types
- Growth Strategy
- Strategic and Financial Planning
- Business Development/M&A
- Product Development & Innovation
- General Management
Representative Clients
- F100 Technology Company
- F1000 Financial Software Company
- Plastic Goods Manufacturer
- Toy Manufacturer
- Public Speaking and Coaching Business
- Weight loss Company
- FinTech Start-up
- 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
- 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