Industry: Restaurants
Founder, Viking Vision Consulting
Global Strategy Director, AB InBev
Strategy Director, Mattel
Strategy Senior Manager, Mars, Inc.
Consultant, Bain & Company
MBA, Columbia Business School
BS, Mathematics, The University of Texas at Austin
BA, Economics, The University of Texas at Austin
Representative Projects
- Developed a multi-year regression-based forecast and conducted portfolio analysis to identify growth and margin improvement opportunities for a ~$350M consumer durables business
- Defined and developed the data and analytics service portfolio and supported the Tableau implementation for the largest public healthcare system in the United States
- Developed investor pitch deck for the cosmetics division carve-out of a $600M+ consumer products business
- Led development of the 5-year strategic plan for the Asia Pacific unit of a $4B+ global consumer products company
- At AB InBev, created 10-year total forecast and scenario development tool to support long-range strategic planning and CAPEX investment prioritization
- At Mattel, led diligence and post-acquisition integration efforts of a children’s tablet and software manufacturer
Expertise
Industries
- Consumer Products
- Media & Entertainment
- Packaged Food & Beverage
- Restaurants
- Retail
- Toys & Games
Project Types
- Growth Strategy
- Profit Improvement
- Marketing
- Analytics
Representative Clients
Companies
- $350M+ privately held emergency vehicle lighting company
- $600M+ consumer products company
- $48M+ global consumer products company
- NYC Health & Hospitals
- Founder, Maven Associates
- Principal, Stagen
- VP Strategy & BD, GES
- Manager, Bain & Company
- Engineer, Black & Veatch
- MBA, Tuck-Dartmouth
- BS, Mechanical Engineering, Rice University
- BA, Economics, Claremont McKenna College
Representative Projects
- Led development of a strategy to accelerate company growth and maximize exit valuation multiples for a ~$300M metal manufacturer
- Developed a growth strategy for a ~$200M online consumer loan business
- Created a roadmap for a ~$40M publisher to improve profitability and pursue new strategic growth opportunities
- Conducted a 3-week due diligence of a PE acquisition target in the equipment moving space
- Led the development of a profit improvement plan for a hydraulic seal manufacturer
- Developed a 5-year Value Creation Plan for a ~$600M wine distributor in Canada post acquisition by a PE fund
- Built a growth strategy for a ~$200M luxury recreational boat manufacturer
- Conducted a 3-week due diligence of a PE acquisition target in the land management space
- Developed detailed analysis of the Top 20 competitors of a national big box retailer
- Created a growth strategy for a ~$100M SaaS business
Expertise
Industries
- Business Services
- Consumer Products
- Financial Services
- Manufacturing
- Metal Fabrication
- Restaurants
- Retail
- Technology
- Transportation Services
Project Types
- Due Diligence
- Growth Strategy
- M&A/PMI
- Marketing/Branding
- Organizational Design
- Profit Improvement
Representative Clients
Companies
- Cobalt Boats
- At Home
- Safariland
- PointClickCare
- WorldStrides
- Alliance Equipment
- Arterra Wines
- Craftmark Bakery
- Raybern’s
- PDC
- Best Egg
PE Firms
- Carlyle Group
- JMI Equity
- Ontario Teachers
- Anchor Partners
- Satori Capital
- Senior Principal, Founding Member, BCG Digital Ventures
- Engagement Manager, McKinsey & Company
- Americas Practice Manager, McKinsey Retail Practice
- Founding Team, GlobalGiving.com
- Advisor, Jaanuu.com
- Engineer, Procter & Gamble
- MBA, Harvard Business School
- BS, Mechanical Engineering
Representative Projects
- Developed a portfolio of investable new ventures for a major mattress company undergoing disruption. Newco outperformed top competitor by 80% in initial testing alone
- For iconic denim brand, led team of 15 to re-engineer subscale e-commerce business. Drove 20% lift over plan within 5 months. Simultaneously re-imagined future state experience and defined new marketplace venture
- For iconic retailer, designed personalized experiences in and around store to drive lifetime value. Solution leveraged new personalization platform.
- Defined promotions strategy for $30 billion retailer, resulting in nearly $200 million in gross profit opportunity.
- Redesigned and piloted new store format for a $30 billion multi-format retailer. Transformed layout, assortment and merchandising across key departments.
- Developed $3 billion growth strategy for $4 billion multi-format specialty retailer. Analyzed customer segmentation, market trends and client capabilities to grow across existing formats and through new concepts
- Led post-merger integration of sales and marketing functions following $1billion acquisition of CPG company
Expertise
Industries
- Consumer Products
- Financial Services
- Healthcare Services
- Restaurants
- Retail
Project Types
- Growth Strategy
- Digital Innovation
- eCommerce
- Transformation
- Design Thinking
Representative Clients
- Large Mattress Brand
- Iconic Restaurant Retailer
- Iconic Denim Brand
- Luxury Fashion Brand
- Major High Tech Player
- Top Pet Retailer
- Major Telecom Retailer
- Major Canadian Big Box Retailer
- Multi-Format Specialty Retailer
- Major Life Insurance Company
- Top Australian Bank
- Newegg.com
- Chromadex