Mark Gomez   

Senior Consultant

  • 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

Tanya Khotin  

Senior Consultant

  • Independent Consultant, ESG/Impact Investing
  • Head of Business Development, Cornerstone Capital Group
  • Managing Director, UBS Investment Bank
  • Consultant, Bain & Company
  • MBA, Columbia Business School
  • BA, UC Berkeley
  • BA, Economics, Claremont McKenna College

Representative Projects

  • Managed feasibility analysis and created a roadmap for a new strategic line of activity for a $20bn+ asset owner
  • Conducted strategic gap analysis for a multi-million dollar environmental grant-making program that aimed to reach mainstream capital markets, and developed recommendations for new grant partners and projects
  • Presented to and educated several Boards of Directors on investment strategy that would be aligned to their philanthropic mission
  • Developed a decision-making strategy and led the due diligence and RFP process to identify an investment advisor for a family foundation
  • Conducted benchmarking analysis, and developed strategic direction and tactical support for an asset manager, seeking to deepen integration of environmental, social, and governance factors into their investment decisions.

Expertise

Industries

  • Endowments
  • Nonprofits
  • Private Foundations

Project Types

  • Strategic Gap Analysis
  • Feasibility Studies
  • Philanthropic Analysis
  • New Markets/Business Development

Representative Clients

  • Gordon & Betty Moore Foundation
  • The Finance Hub
  • Wespath Benefits & Investments
  • NorthLight Foundation
  • Roy A. Hunt Foundation