Industry: Industrials
- 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
- 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
- VP Strategy, MeadWestvaco
- Principal, Marakon Associates
- Director Strategy, Xerox
- Associate Principal, McKinsey
- MBA, The Wharton School, University of Pennsylvania
- BA, Economics, Harvard
Representative Projects
- Developed a new adjacent market growth strategy for a $3B branded consumer products company
- Led strategic diligence for a branded consumer products company acquiring a $60MM Canada-based supplier
- Evaluated multiple potential new platform acquisition opportunities for a $20B global industrial conglomerate
- Led team developing a new product market entry strategy for the Food SBU of a $6B global packaging company
- Drove annual strategic planning process and re-defined the business model of a $3B global vision care provider
- Co-led the commercial due diligence for a successful $2.4B hospital supplies company acquisition
- Built a PMO capability and led high-value strategic projects to transform a $1.3B PE-backed consumer products client
- Developed a break-out strategy for a life sciences client to shape a new market and grow revenue 6x over 5 years
- Co-led the development of a new international sales and distribution approach for a life sciences client
Expertise
Industries
- Aerospace/Defense
- Consumer Products
- Entertainment
- Industrials
- Materials
- Packaging
- Pharmaceuticals
- Technology
Project Types
- Strategy
- Corporate Development
- New Market Entry
- Profit Improvement
- Program Management
- Team Building
Representative Clients
Companies
- Mead Johnson
- US Pharmacopeia
- Pfizer
- Live Nation
- Scotts
- Timken
- Textron
- Dow Chemical
- Allergan
- Alcon
- Danaher
PE Firms
- Charlesbank
- TPG
- Clayton Dubilier