Industry: Insurance
- 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