Industry: Software
Founder, Miami Strategica LLC
Partner, GoGlobal Advisors
Founder & President, The Engaged Minds Factory
SVP, Sales and Strategy, Jenzabar
Principal, Hamilton Boston LLP
Senior Manager, EY Corporate Finance
Manager, Bain & Company
Engineer, IBM
MBA, INSEAD
MS, Mechanical Engineering, Technical University Munich
Visiting Scientist, Massachusetts Institute of Technology
Representative Projects
- Led the post-merger integration of two information services companies with 300 FTEs
- Developed a turn-around strategy for a big box retailer in Chapter 11
- Led the org design and process design for a green field company launched to provide closed-loop payment solution to the U.S. government
- Led the ramp-up of a near-shored Shared Services Center consolidating 20 payment processing operations around the globe for a global energy company
- Led the Agile transformation of a global software company
- Led the post merger integration of the dispersed IT groups of an acquisitive global company into a coherent organization, provided strategic talent management support to lay foundation for a cloud migration
- Built the valuation model for the acquisition of a container manufacturer for a strategic buyer
- Led the development of an operational strategy for an LTL road hauler
- Developed a go-to-market strategy with individual sales goals for the tax division of a Big 4 company with >1000 partners and principals
- Led the post merger integration of a PE sponsored roll-up of 5 ERP software companies
Expertise
Industries
- Consumer Products
- Financial Services
- Manufacturing
- Retail
- Software
- Technology
Project Types
- Strategy Development & Implementation
- Performance Improvement
- Sales and Sales Management
- Organizational Design
- Strategic Talent Management
- Post-merger Integration
Representative Clients
Companies
- Coca Cola
- Ford
- DHL
- Compaq / HP
- Sabre
- World Fuel Services
- Banco Santander
- ThyssenKrupp
- Caldor
PE Firms
- TPG
- Investcorp
- Welsh Carson
- 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