Stephen Blunck

Senior Consultant, Maven Associates

VP, Serent Capital

Associate, Advent International

Senior Associate Consultant, Bain & Company

MBA, Stanford Graduate School of Business

BS, Brigham Young University

Representative Projects

  • Developed and implemented procurement and cost reduction initiatives for multi-billion-dollar public retailer
  • Designed organizational growth strategy and decision-making framework for charter school network expanding across regions
  • Led the merger of two human capital management enterprises to consolidate market share and drive growth synergies
  • Created strategy to accelerate company growth for data center company
  • Implemented value creation initiatives for at-risk healthcare entity, including leadership build-out, growth strategy, and new geography expansion
  • Supported ed-tech company with merger integration, financial operations, capital structure, and tracking against key performance indicators
  • Negotiated with lenders to obtain ~$600M in financing to facilitate company recapitalization
  • Led due diligence workstreams for multiple potential private equity transactions, with combined enterprise value of ~$6B

Expertise

Industries

  • Business Services
  • Healthcare
  • Financial Services
  • Retail
  • Education
  • Technology & Software
  • Human Capital Management
  • Pharmaceuticals

Project Types

  • Growth Strategy
  • M&A Strategy
  • Finance
  • Profit Improvement
  • Organizational Design
  • Due Diligence

Representative Clients

Companies

  • JCPenney
  • Uplift Education
  • TalentWave
  • Professional Health
  • Care Network
  • KEV School Solutions
  • Data Center Co.
  • ATI Physical Therapy
  • InVentiv

PE Firms

  • Serent Capital
  • Advent International

VP Strategy, Blucora

AVP Corporate Strategy & Development, AT&T

Case Team Leader, Bain & Company

Ops Officer, U.S. Intel Community

MBA, Duke University

BS, Electrical Engineering, Missouri S&T University

Representative Projects

  • Planned and executed multiple domestic and international high-stakes telecommunications auctions with $18B+ acquisitions
  • Developed growth strategy for recently-acquired specialty insurance company resulting in customer acquisition of $30B anchor client
  • Led development of wealth management M&A growth strategy with $20B in asset growth potential
  • Established and led annual strategic planning process for Fortune 10 firm
  • Formed and led program management of new global joint venture for five major telecommunications firms achieving technical prototypes in 6 weeks
  • Established program management organization and governance committee for $81B in wireless radio spectrum assets
  • Conducted due diligence of $1.4B U.S. Government subsidy auction, identifying significant flaws in auction and program design, and advocating for change with FCC
  • Led due diligence team of new 5G technology and resulting deployment cost model
  • Managed creation of wealth management profit improvement plan with new pricing to realize $45M in incremental gross profit

Expertise

Industries

  • Financial Services
  • Military & Intelligence
  • Speciality Retail
  • Technology
  • Telecommunications

Expertise

  • Growth Strategy
  • Auction Planning & Execution
  • Strategic Planning & Program Management
  • Due Diligence
  • Profit Improvement

Representative Clients

Companies

  • AT&T
  • Blucora, Inc.
  • $10B Speciality Insurer
  • Fortune 10 Financial Services Firm
  • $15B speciality retailer
  • Top 5 private equity firm
  • Top 20 private equity firm
  • U.S. Intelligence Community Agency

Advisor, Redstone Road LLC

Executive, Palantir Technologies

Founder, Pure Growth Partners

Principal, Bain & Company

MBA, Wharton School of Business

BA, Economics, Princeton University

Representative Projects

  • Transformed of one of America’s leading luxury brands, resulting in 25% profit uplift, 4x EBITDA increase, and 70% reduction in outstanding debt
  • Drove digital transformation of portfolio of media brands, driving >$20MM savings by integrating edit teams, developing new digital products, transforming customer acquisition, and eliminating under-performing publications
  • Conducted 30 diligences across multiple industries, ranging from 2 weeks <$100MM to multi-month, multi-billion dollar highly complex acquisitions
  • Led diligence process for the Singapore Ministry of Finance to select a best-qualified developer to build the world’s largest casino resort
  • Led successful bid for large regional payments processing system, including developing proprietary forecasts for evolution of credit and debit markets, and extensive diligence of legacy internal IT systems
  • Developed 100-day plan for successful post-merger integration of two, multi-site heavy industrial manufacturers
  • Created new opportunity screen for one of the nation’s leading CPG manufacturers
  • Created, launched, and marketed celebrity-backed beverage, from initial concept through formulation, testing, and successful distribution in 40k doors

Expertise

Industries

  • Media
  • Technology
  • Luxury
  • Consumer Products
  • Retail
  • Data & Analytics
  • Payments
  • Financial Services Technology (Fintech)

Project Types

  • Growth Strategy
  • M&A Strategy
  • Marketing
  • Business Development
  • Organizational Design
  • Due Diligence

Representative Clients

Companies

  • Meredith Company
  • Mack Weldon
  • David Webb
  • Conde Nast
  • Anomaly Corporation
  • American Kennel Club
  • Dresser-Rand
  • Vocativ
  • MTV Viacom
  • NASDAQ
  • SourceMedia

Companies

  • Blackstone Group
  • Bain Capital
  • Advent International
  • Warburg Pincus
  • Silver Lake

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

Mark Hess   

Founder

  • 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

  • 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

  • Founder, Cortus Advisors
  • Partner, Tapestry Networks
  • Managing Director, Fidelity
  • Engagement Manager, Bain
  • Research Associate, NERA
  • Ph.D. Business Economics, Harvard University & HBS
  • MA Harvard University
  • BA Economics, Northwestern University

Representative Projects

  • Led development of long-term growth strategy for $5B professional services firm, including new product development, automation, customer segmentation.
  • Led development of international expansion of $180B AUM institutional asset manager.
  • Developed advisor product/practice development strategy for $12B FS firm.
  • Developed client segmentation and targeting strategy for $4B technology-focused professional services firm.
  • Developed new market positioning for employer-provided financial services business of broadly diversified $36B financial services firm.
  • Developed new market entry strategy for top technology company in enterprise and small business computing markets.
  • Developed strategy for ownership transition and leadership succession plan for $50B AUM active asset manager.
  • Led multiple new business development strategies for $2.5T AUM financial services firm in areas of product development, customer segmentation and targeting, market positioning, cost efficiency.
  • Created new business development thought leadership unit for $36B professional services firm.
  • Conducted due diligence research for PE investor in employee benefits markets.
  • Developed new market entry assessment for $37B FS firm in robo advice market.

Expertise

Industries

  • Asset Management
  • Emerging Technologies
  • Financial Services
  • FinTech
  • Insurance
  • Private Equity
  • Professional Services
  • Venture Capital

Project Types

  • Growth Strategy
  • M&A/Partnership Strategy
  • Product Development/Management
  • Profit Improvement
  • Market Entry
  • Due Diligence
  • Efficiency

Representative Clients

Companies

  • American Express
  • Ameriprise Financial
  • Causeway Capital
  • China Southern Asset Management
  • Dell Computer
  • EY
  • Fidelity Investments
  • Gartner Group
  • Goldman Sachs
  • Grant Thornton
  • Imation

PE Firms

  • Investors Group
  • State Farm
  • Welsh Carlson

  • Senior Principal, Founding Member, BCG Digital Ventures
  • Engagement Manager, McKinsey & Company
  • Americas Practice Manager, McKinsey Retail Practice
  • Founding Team, GlobalGiving.com
  • Advisor, Jaanuu.com
  • Engineer, Procter & Gamble
  • MBA, Harvard Business School
  • BS, Mechanical Engineering

Representative Projects

  • Developed a portfolio of investable new ventures for a major mattress company undergoing disruption. Newco outperformed top competitor by 80% in initial testing alone
  • For iconic denim brand, led team of 15 to re-engineer subscale e-commerce business. Drove 20% lift over plan within 5 months. Simultaneously re-imagined future state experience and defined new marketplace venture
  • For iconic retailer, designed personalized experiences in and around store to drive lifetime value. Solution leveraged new personalization platform.
  • Defined promotions strategy for $30 billion retailer, resulting in nearly $200 million in gross profit opportunity.
  • Redesigned and piloted new store format for a $30 billion multi-format retailer. Transformed layout, assortment and merchandising across key departments.
  • Developed $3 billion growth strategy for $4 billion multi-format specialty retailer. Analyzed customer segmentation, market trends and client capabilities to grow across existing formats and through new concepts
  • Led post-merger integration of sales and marketing functions following $1billion acquisition of CPG company

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Healthcare Services
  • Restaurants
  • Retail

Project Types

  • Growth Strategy
  • Digital Innovation
  • eCommerce
  • Transformation
  • Design Thinking

Representative Clients

  • Large Mattress Brand
  • Iconic Restaurant Retailer
  • Iconic Denim Brand
  • Luxury Fashion Brand
  • Major High Tech Player
  • Top Pet Retailer
  • Major Telecom Retailer
  • Major Canadian Big Box Retailer
  • Multi-Format Specialty Retailer
  • Major Life Insurance Company
  • Top Australian Bank
  • Newegg.com
  • Chromadex