Industry: Private Equity
- 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
- COO, J&S Audio Visual
- VP, Apple Leisure Group
- Principal, Plutus Capital
- Principal, SunTx Partners
- Consultant, Bain & Company
- J.D. University of Virginia Law School with emphasis on M&A
- B.S., B.A. Southern Methodist University Dallas
Representative Projects
- Developed cost reduction initiative for large public property management company based in Toronto/New York. Led business process outsourcing plan for several back-office functions including HR, Payroll, F&A, Call Center.
- Consolidated back-offices functions of three PE-backed travel companies and 10 different business departments including Operations, Call Center Customer Service, F&A, Rate Loading saving $6mm annually.
- Oversaw divestment of large $250M E-commerce business for a PE backed company which included winding down operations and data-centers.
- COO of $100M+ PE-backed hotel services business encompassing 400+ employees. Oversaw FP&A and all aspects of Operations. Created Key Performance Indicators, vision, and strategy for group.
- Created continuous improvement office which identified bottlenecks in a $1B+ Canadian copper mining operation, increasing production by 18%.
- Developed outsourcing plan for large software application company identifying over $20M in annual savings.
- Created Centralized Procurement office for major aero-space defense contractor which consolidated purchasing efforts with company’s largest suppliers saving 12%.
Expertise
Industries
- Airline
- Business Services
- Defense
- Mining
- Private Equity
- Real Estate
- Retail
- Technology
- Tourism/Hospitality
- Transportation Services
Project Types
- SG&A Reduction
- BPO
- Operations Optimization
- KPI Dashboards
- Business Process Transformation
- M&A Assessment/PMI
- PMO
Representative Clients
Companies
- Brookfield Properties
- Apple Leisure Group
- Woolworths (Australia)
- Ned Bank (South Africa)
- Teck Industries (Canada)
- Sabre Group
- Rio-Tinto (Australia)
- Expedia/Travelocity
- Freeman Industries
- United Airlines
- Lockheed-Martin
PE Firms
- Plutus Capital
- SunTx Capital
- Founding Partner, Novo Management Consultants
- Senior Consultant, Delta Partners
- Consultant, Bain & Company
- Active Angel investor (>15 start-ups across US, Asia)
- B.tech, Indian Institute of Technology, IIT Kharagpur
- National Math Olympiad winner, India
Representative Projects
- Led re-org for growth exercise for the 2nd largest Credit bureau in the world. Complete analysis and re-design of functions and roles & responsibilities
- Commercial turnaround (pricing, products & services, campaigns, sales) across more than 15 countries for the largest Telco group in Middle east & Africa
- Market entry strategy (India) for one of the largest Tire manufacturers in the world
- Commercial Due Diligence for an India based BPO for the largest financial services player in US
- Net Promoter score analysis for one of the largest retail chains in the US. Created a product matrix at an SKU level
- Complete Analytics and Business Intelligence Unit set up the 2nd largest Telco group in Middle East & Africa. Involved liasoning with all CXOs and two external tech vendors
Expertise
Industries
- Consumer Products
- Financial Services
- Manufacturing
- Private Equity
- Retail
- Telecom
Project Types
- Growth Strategy
- International Expansion
- Commercial Strategy
- Pricing
- Consumer Behavior Analytics
- Organizational Design
- Due Diligence
Representative Clients
Companies
- Vodafone Group
- TransUnion Canada
- MTN Group
- Walmart
- Zain Group
- Goldman Sachs
- Bharti Airtel
- Raymond Industries
- Click.ai
PE Firms
- Bain Capital
- Delta Partners
- Founder, Radii Group
- Head of Industry Expansion, Kinnek
- Case Team Leader, Bain & Company
- Senior Analyst, Analysis Group
- MBA, MIT Sloan
- MA, Economics, Boston University
- BA, Economics, and BS, Electrical Engineering, University of Michigan
Representative Projects
- Built M&A function of new corporate venture arm, then co-led deals in FinTech and B2B platforms, including ~$20M in closed deals
- For several venture funds, explored new investment categories and potential investment opportunities, standardized financial planning and owned portfolio tracking
- Provided company diligence, and post-merger support for several investments by corporate fund
- Created strategy and roadmap for Shared Services of top Corporate Incubator
- Project-managed stand up and execution of Global and U.S. pricing strategy for CPG multinational
- Supported three Media startups in fundraise, including cap tables, board materials and board presence
- Built complex 1- and 5-year financial models for several CPG/retail clients (including 3-statement)
- Worked with several clients to build business models and projections to commercialize disruptive tech
Expertise
Industries
- B2B Platforms
- Consumer Products
- Defense
- FinTech
- Private Equity
- Quick Service Retail
- Retail
- Technology
- Venture Capital
Project Types
- Growth Strategy
- Venture Capital
- M&A
- Financial Modeling
- Due Diligence
- Operating Model Design
- Pricing Strategy
Representative Clients
Companies
- McDonald’s
- AB-InBev
- IBM
- Macy’s
- SAIC
- Farmer’s Fridge
PE Firms
- AB-InBev Corporate Ventures (Z-Tech Ventures; ZX Ventures)
- Store No 8 (Wal-Mart Corporate Venture)
- Slow Ventures
- Route 66 Ventures
- 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