Industry: Retail
- Founder, Wander New Mexico
- Case Team Leader, Bain & Company
- Associate, Good Harbor Consulting
- Senior Consultant, Booz Allen Hamilton
- BS, Economics, Wharton School at the University of Pennsylvania
Representative Projects
- Developed 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
- Developed a growth strategy 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
- Led team of big data analysts in customer churn root cause analysis for Fortune 500 SaaS business. Analyzed massive amounts of data from nine corporate databases to identify $30M in customer retention improvement opportunities.
- Designed and implemented capital projects prioritization system for energy company, resulting in savings of $15 million
- Re-engineered procurement processes for leading energy company, resulting in improved supplier relationship management and expenditure planning
Expertise
Industries
- Aerospace/Defense
- Consumer Products
- Economic Development
- Energy
- Manufacturing
- Public Sector
- Retail
- Technology
- Tourism/Hospitality
Project Types
- Growth Strategy
- Profit Improvement
- Marketing
- Process Optimization
- Organizational Design
- NPS/Customer Insights
Representative Clients
Companies
- Arterra Wines
- PDC
- Best Egg
- Publishing Concepts
- Fortune 50 IT hardware company
- Fortune 100 software company
- Gulf region National Oil Company
PE Firms
- Ontario Teachers
- Anchor Partners
- 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
- FounFounder, Practiko, LLC
- Managing Director, WM Partners
- Co-founder, PadInMotion
- Principal, Bain & Company
- MBA, Harvard Business School
- MSc, Economics, LSE
- BA, Economics, ITESM
Representative Projects
- Co-led the creation of a ~$300M fund focused on nutritional supplements. Sold to Clorox for ~$700M. Rolled up five nutritional supplement players, doubling revenue and increasing EBITDA 10x within three years.
- Created a customer focused growth strategy for a major pharma company focused on customer driven growth doubling stock value within 12 months
- Co-founder of PadInMotion, providing tablet technology for patients at hospitals, achieving exponential growth in first five years
- Developed detailed growth strategy (brand-pack) to reactivate growth for a beverage company in a mature market to reach >8% CAG
- Redesigned organization of major retailer in Mexico to double LATAM business in 5 years with lower costs
- Redesigned new commercial model to boost efficient growth for a major pharma company
- Developed multiple R&D and growth strategies for a variety of mid and large pharma customers across different therapeutic areas such as oral contraceptives, cardiovascular, and ophthalmology
- Conducted due diligence and created an expansion strategy for a network of radiotherapy centers
Expertise
Industries
- Chemicals
- Consumer Products
- Education
- Financial Services
- Health & Wellness
- Healthcare Services
- Industrials
- Pharmaceuticals
- Retail
Project Types
- Growth Strategy
- M&A Strategy
- Post-merger Integration
- Organizational Design
- Marketing
- Profit Improvement
- Due Diligence
- Strategy Implementation
Representative Clients
Companies
- 3 of the top 5 pharma companies
- National chain of pharmacies
- Mid size pharma
- Network of radiotherapy centers
- Leading mass retailer
- Global beverage company
- Leading multinational food player
- Global beer company
- Leading international green house operator
PE Firms
- Top tier PE firms
- Mid size PE firm
- Founding member of WM Partners focused on health and wellness
- International producer of specialty chemicals
- 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
- 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
- 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
- Principal, Hanafi Strategy
- Senior Director, IT Strategy & Innovation, DIRECTV/AT&T
- COO, Folio3
- Consultant, Bain & Company
- Director/Strategy Lead, Viant
- Financial Analyst, Citigroup Smith Barney
- BA, Columbia University
Representative Projects
- Providing Agile PMO and strategy planning support for a federal government agency
- Planned and supported ~$225M multi-year digital transformation for a large consumer products company
- Acted as Portfolio Lead for data management and governance initiative for a large consumer products company
- Conducted IT cost benchmarking analysis for a large telecom provider, identifying ~$70-120M opportunity to right-size spend mix
- Developed digital platform strategy for sports and news networks division of a Fortune 100 cable company
- Led financial management and spend analysis for savings portion of $1B IT synergy savings program for M&E company post-merger integration
- Developed strategies for new digital capabilities in areas such as cloud computing, Big Data, social business and API’s for a large M&E company
- Led enterprise-wide information management strategy covering all major business units and entire information value chain for a large M&E company
- Developed IT strategic plans and managed multi-year roadmaps for multiple, complex IT capabilities for a large M&E company
Expertise
Industries
- Business Services
- Consumer Products
- Entertainment
- Financial Services
- Retail
- Technology
- Telecom
Project Types
- IT/Digital Strategy
- Digital Transformation
- Strategic Planning
- Corporate Development/M&A Strategy
- Business Planning
- Agile PMO
- Product Management
Representative Clients
Companies
- CenturyLink
- Charter Communications
- Federal Government Agency
- Harman/Samsung
- Mattel
- PTC
- Seagate
- Sears
- VNU/Nielsen
PE Firms
- American Express
- Charles Schwab
- General Dynamics
- Founder, TopFlight Ventures
- SVP Strategy & Product, Oakley
- Board Director, 2 public & 9 private
- Director, Nike Subsidiaries
- CEO, Jax Holdings
- Manager, Bain & Company
- MBA, Stanford
- BS, Thermos Engineering, Harvey Mudd College
Representative Projects
- Drove the innovation, R&D, supply chain, merchandising and consumer experience for $2.5B sports company
- Led the omni-channel strategy and team for 450 retail door openings and $300M in digital sales transforming the consumer experience and segmentation
- Built new customer segmentation for $1.1B marketplace focused on profitable growth: acquisition costs, lifetime value, referral economics
- Built new brand positioning for a $300M on-line consumer goods brand. Shifted to a premium, higher margin position with strong CLV and loyalty characteristics.
- Rebuilt the strategy and shareholder economics for faltering $2.3B on-line retailer of household goods.
- Conducted due diligence, built shareholder value model, wrote IPO book for $100M Cannabis company
- Built $20M real estate portfolio identifying properties, price, and operational priorities returning 22% annually.
- Complete overhaul of brand, consumer experience, and lifetime value for $200M cannabis portfolio. Drove 30% CAGR over the next two years.
- Due Diligence, negotiation, acquisition, and integration strategy for a $2.3B lifestyle footwear company and $250M Surf/lifestyle Brand
Expertise
Industries
- Cannabis
- Consumer Products
- e-Commerce
- Retail
- Technology
Project Types
- Consumer Experience
- Growth Strategy
- M&A Strategy
- Product Innovation
- Loyalty/Retention
- Branding
- Customer Segmentation
- Due Diligence
Representative Clients
Companies
- Nike
- Oakley
- Converse
- Slang Worldwide
- RedBubble
- OverStock
- Organa Brands
- Skull Candy
- Hurley
- Bauer
PE Firms
- Bain Capital
- TPG Group
- TopFlight Ventures
- Owner, ORCA Consulting LLC
- Case Team Leader, Bain & Company
- Senior Associate, Pricewaterhouse Coopers LLC
- Engineer, Northrop Grumman
- MBA, Booth (U Chicago), concentration in entrepreneurship
- BS, Mechanical Engineering, UCLA
- Minor, Accounting, UCLA
Representative Projects
- Built recommendation for market entry of new product in innovation department of $26B consumer goods company
- Led development of international portfolio strategy for $3.5B global manufacturing company prioritization of growth, sustain, divesture of multiple recent acquisitions
- Created new US pricing strategy for newly created pricing team at $24B consumer goods company and integrated new pricing vendor into process
- Built recommendation for market entry into new health care space for national retail company based on assessment of current landscape and future health care trends
- Conducted a 1-week due diligence of a PE acquisition target in the conference management space
- Conducted a 1-week due diligence of a PE acquisition target in the software registration space
- Conducted a 1-week due diligence of a PE acquisition target in the health care services space
Expertise
Industries
- Agriculture
- Business Services
- Consumer Products
- Financial Services
- Manufacturing
- Retail
- Technology
Project Types
- Growth Strategy
- Due Diligence
- M&A
- Pricing Strategy
Representative Clients
Companies
- McDonalds
- Kraft Heinz
- CVS
- Walmart
- Regal Beloit
- Nutrien
PE Firms
- Carlyle Group
- Pamlico Capital
- Gemspring Capital
- GTCR
- Sterling Partners