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, Radii Group
  • Head of Industry Expansion, Kinnek
  • Case Team Leader, Bain & Company
  • Senior Analyst, Analysis Group
  • MBA, MIT Sloan
  • MA, Economics, Boston University
  • BA, Economics, and BS, Electrical Engineering, University of Michigan

Representative Projects

  • Built M&A function of new corporate venture arm, then co-led deals in FinTech and B2B platforms, including ~$20M in closed deals
  • For several venture funds, explored new investment categories and potential investment opportunities, standardized financial planning and owned portfolio tracking
  • Provided company diligence, and post-merger support for several investments by corporate fund
  • Created strategy and roadmap for Shared Services of top Corporate Incubator
  • Project-managed stand up and execution of Global and U.S. pricing strategy for CPG multinational
  • Supported three Media startups in fundraise, including cap tables, board materials and board presence
  • Built complex 1- and 5-year financial models for several CPG/retail clients (including 3-statement)
  • Worked with several clients to build business models and projections to commercialize disruptive tech

Expertise

Industries

  • B2B Platforms
  • Consumer Products
  • Defense
  • FinTech
  • Private Equity
  • Quick Service Retail
  • Retail
  • Technology
  • Venture Capital

Project Types

  • Growth Strategy
  • Venture Capital
  • M&A
  • Financial Modeling
  • Due Diligence
  • Operating Model Design
  • Pricing Strategy

Representative Clients

Companies

  • McDonald’s
  • AB-InBev
  • IBM
  • Macy’s
  • SAIC
  • Farmer’s Fridge

PE Firms

  • AB-InBev Corporate Ventures (Z-Tech Ventures; ZX Ventures)
  • Store No 8 (Wal-Mart Corporate Venture)
  • Slow Ventures
  • Route 66 Ventures

  • 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