Joe Griffith   

Senior Consultant

  • 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

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

Jason Metcalf   

Senior Consultant

  • 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

Ricardo Berner   

Senior Consultant

  • 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

Mark Hess   

Founder

  • 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

Brian Kelley   

Senior Consultant

  • 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

Jai Jain   

Senior Consultant

  • 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

Ali Hanafi   

Senior Advisor

  • 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

Chris Donnelly   

Senior Advisor

  • 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

Megan Petitti   

Senior Consultant

  • 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