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