Head, BrokerTech Ventures LA

Managing Director, Rokk3r

Head of Sales & Strategy, RSA Insurance Group

Case Team Leader, Bain & Co.

Analyst, McKinsey & Co.

MBA (Distinction), Johnson School, Cornell University

MILR, Cornell University

BS, Universidad Iberoamericana Mexico City

Representative Projects

  • Led the commercial due diligence for the bancassurance operations of a leading international bank by RSA Insurance Group valued at ~$500M.
  • Managed the overall IT transformation for the largest multinational bank in the Pacific during its merger with the fourth largest national incumbent.
  • Developed an operating model and implementation strategy for a massive bond issuance of a national oil company targeting over half a million investors.
  • Led the development of  the global five-year strategic plan for an international TPA in the healthcare space.
  • Supported the commercial due diligence for the acquisition of an international consumer goods company valued at more than $18B by a consortium of international private equity firms.
  • Led the commercial due diligence for the acquisition of the concession rights of a major seaport by a major international private equity firm.
  • Supported the organizational and process redesign of one of the largest global oil companies.
  • Advised a consumer goods company in the acquisition of a $4.2B medical devices company through extensive market research, portfolio strategy and estimation of potential synergies.

Expertise

Industries

  • Insurance
  • Financial Services
  • Technology
  • E-commerce
  • Oil and Gas
  • Consumer Goods
  • Chemicals
  • Venture Capital
  • Healthcare Services

Project Types

  • Growth Strategy
  • M&A Strategy
  • Due Diligence
  • Portfolio Strategy
  • Organizational Design
  • Operational Improvement

Representative Clients

Companies

  • Philips
  • Westpac
  • The Hartford
  • British Petroleum
  • PEMEX (NOC)
  • American Airlines
  • RSA Insurance Group
  • Global Excel Management
  • Vitro
  • Associated British Foods

PE Firms

  • Warburg Pincus
  • Blackstone Capital
  • KKR
  • Advent International
  • Clayton Dubilier & Rice
  • Goldman Sacks CP

Founder, Corbett Consulting

COO, Array Marketing

Partner, McKinsey & Company

Leader, Wiremold Company

Toyota Motor Company

Manager, CIBC

MSc, Chaminade University

BComm, Carleton University

Representative Projects

  • Integration of 3 “bolt on” acquisitions in electrical conduit manufacturing
  • Led development of Strategy to consolidate and relocate manufacturing in Mexico reducing labor costs by 80% for an Auto supplier
  • Developed and implemented post-acquisition consolidation plan generating over $2MM COGS reduction and multiple real estate opportunities
  • Improved product flow in Hydraulic Systems that reduced labor by 15%, inventory by 30% and Leadtime by 50%
  • Improved call center operations resulting in 20% reduction in required staff and an improvement in the Net Promotor Score (NPS)
  • Created evaluation/audit process to drive continuous improvement across range of businesses that delivered 2 points of EBITDA 3 years in a row
  • Optimized retail store operations that reduced store labor reduction of 20%
  • Redesigned order sequencing and processing to increase “On Time In Full” by 12 points

Expertise

Industries

  • Manufacturing
  • Machining
  • Aerospace and Defense
  • Automotive
  • Call Centers
  • Hospital Operations
  • Retail Operations
  • Purchasing
  • Supply Chain Optimization
  • Mortgage Processing
  • Insurance

Project Types

  • Operations Optimization
  • Due Diligence
  • M&A Strategy
  • Post Merger Integration
  • Organizational Design
  • Profit Improvement

Representative Clients

Companies

  • Caterpillar
  • IBM
  • Livingston
  • International
  • CHS
  • Intercos
  • Thrivent Financial
  • Cobham
  • Argyle Investments
  • Minute Maid
  • Textron

PE Firms

  • TorQuest
  • Carlyle
  • TPG
  • Birchill
  • Sun Capital
  • L Catterton

  • Managing Director, Quincy Analytics
  • Partner, The Lucas Group
  • Vice President & Chief of Staff, Liberty Mutual Insurance
  • Manager International Growth, Staples, the Office Superstore
  • Consultant, Bain & Company
  • MBA, University of Chicago Booth School of Business
  • BS, Quantitative Economics, Tufts University

Representative Projects

  • Performed due diligence and led integration of claims and wholesale units for 2 $10bn P&C insurance carriers; delivered $120mm+ in synergy savings
  • Used “profit pool” approach to identify high potential new market and product extensions for the $60bn 2nd largest US life insurer; opportunities identified led to road map to achieve $740mm operating profit increase over 7-years
  • Led complete strategy development for a $15bn P&C insurer; delivered projects with EVA of $400mm
  • Led due diligence of leading SaaS provider of e-application and quoting software for the life insurance and variable annuity market
  • Designed go-to-market strategy to leverage digital assets of a PE backed InsurTech IoT/Telematics provider
  • For a mid-sized PE firm, led due diligence for successful acquisition of a $50mm SaaS employee benefits administration solution
  • Developed global growth strategy for the world’s largest retailer using grounds up profit pool approach across 4 continents and 12 countries
  • Created 5-year blueprint to improve EBITDA from $40mm to $475mm for the largest US wholesale grocer
  • Built business cases for initial international expansion of largest office superstore

Expertise

Industries

  • Business Services
  • Insurance
  • Retail
  • Software

Project Types

  • Due Diligence
  • Financial Modeling & Analysis
  • Growth Strategy
  • M&A/PMI
  • Profit Improvement

Representative Clients

Companies

  • Liberty Mutual
  • Chubb
  • Prudential
  • OneBeacon
  • Roost Telematics
  • Walmart
  • C&S Wholesale Grocers
  • Staples
  • Sysco Foodservice

PE Firms

  • Bessemer IP
  • EQT
  • Welsh Carson
  • Riverside
  • Great Point Partners
  • Brookside 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