Industry: Food and Beverage

Founder, Viking Vision Consulting
Global Strategy Director, AB InBev
Strategy Director, Mattel
Strategy Senior Manager, Mars, Inc.
Consultant, Bain & Company
MBA, Columbia Business School
BS, Mathematics, The University of Texas at Austin
BA, Economics, The University of Texas at Austin
Representative Projects
- Developed a multi-year regression-based forecast and conducted portfolio analysis to identify growth and margin improvement opportunities for a ~$350M consumer durables business
- Defined and developed the data and analytics service portfolio and supported the Tableau implementation for the largest public healthcare system in the United States
- Developed investor pitch deck for the cosmetics division carve-out of a $600M+ consumer products business
- Led development of the 5-year strategic plan for the Asia Pacific unit of a $4B+ global consumer products company
- At AB InBev, created 10-year total forecast and scenario development tool to support long-range strategic planning and CAPEX investment prioritization
- At Mattel, led diligence and post-acquisition integration efforts of a children’s tablet and software manufacturer
Expertise
Industries
- Consumer Products
- Media & Entertainment
- Packaged Food & Beverage
- Restaurants
- Retail
- Toys & Games
Project Types
- Growth Strategy
- Profit Improvement
- Marketing
- Analytics
Representative Clients
Companies
- $350M+ privately held emergency vehicle lighting company
- $600M+ consumer products company
- $48M+ global consumer products company
- NYC Health & Hospitals

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