Industry: Technology
- 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
- 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
- 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
- Founder, Diamond Head Capital
- Consultant, Bain & Company
- Consultant, Resolution Economics
- MBA, University of Chicago Booth School of Business
- BA, Economics, University of Southern California
Representative Projects
- Assessment of gaming company marketing spend, resulting in $10M+ annual run-rate savings related to beverage-based comping policies
- Transformation of leading life sciences company, resulting in improved processes and $500M+ in annual run-rate savings across multiple divisions / geographies
- Special consultant to F150 CEO’s Chief of staff, touching various C-Suite efforts and initiatives
- Strategy plan and reorganization for leading life sciences digital health business unit
- Interim CFO of leading media company subsidiary, leading to reorganization / restructuring of division and return to profitability
- Extensive strategy work for leading asset manager, including identification of key trends and potential sources of disruption / disintermediation
- Extensive commercial due diligence for leading private equity and corporate investors across a variety of industries (e.g., software, business services, industrials), providing: market assessment; customer satisfaction; investment thesis pressure testing / validation; investment thesis development
- Portfolio strategy and improvement for various private equity investors
Expertise
Industries
- Business Services
- Consumer Products
- Financial Services
- Healthcare Services
- Industrials
- Logistics & Transportation Services
- Technology
- Transportation Services
Project Types
- Growth Strategy
- M&A Strategy
- Profit/Process Improvement
- Investment Analysis
- Due Diligence
Representative Clients
Companies
- Leading Asset Manager
- Leading Life Sciences Company
- Leading Technology Company
- Leading Gaming Company
- Leading Financial Services Company
- Leading Media Company
PE Firms
- Mega-funds
- Middle Market Funds
- Lower/Middle Market Funds
- Founder, Forseti Partners
- VP Analysis/Planning, Amtrak
- Manager, McKinsey
- Engineer, GM/Ford
- Faculty, Univ. of Michigan
- MBA, Cornell
- PhD, Mechanical Engineering, Michigan
- BS, Aerospace Engineering, Iowa State
- Representative Projects
- Developed market assessment and growth analysis for advanced soft magnetic materials (ferrites, nanocrystallines, amorphous.)
- Developed comprehensive commercial assessment of the impact of wide bandgap semiconductors on power electronics markets.
- Developed North American market entry strategy for new high horsepower diesel engine joint venture.
- Created a strategic roadmap for a manufacturer of hydraulic off-road axles for trucks and agricultural equipment, including the analysis of alternative motive technologies.
- Developed go-to-market and share capture strategy in the large industrial gear market.
- Developed detailed growth strategies for the largest global Tier 1 heavy truck axle/brake manufacturer.
- Led comprehensive sourcing and supply chain optimization efforts for a $7B aerospace tier 1 supplier with >$1.5B in external spend. Developed category specific strategies for a complete range of manufactured components and services.
- Served as the CPO for a $10B entertainment and technology supplier, managing over $2B in annual external spend.
Expertise
Industries
- Automotive
- Manufacturing
- Medical Devices
- Technology
- Transportation Services
Project Types
- Growth Strategy
- M&A Strategy
- Operations
- Procurement/SCM
- Organizational Design
- Due Diligence
Representative Clients
Companies
- Meritor
- BNSF Logistics
- Alcoa
- Cummins
- General Electric
- Ticketmaster
- Northwest Hardwoods
- Mark43
- MTD
- Xerox
- Spirit Aerosystems
PE Firms
- Onyx
- HCI
- Ontario Teachers
- Watermill
- SVP, Product Development, Kids II
- VP Strategy & Innovation, Equifax
- VP Consumer Membership, Zumba
- VP Strategy, Weight Watchers
- Consultant, Bain & Company
- MBA, The Wharton School
- Master of Science, Management and Production Engineering, Politecnico of Milan
Representative Projects
- Developed a financial model to assess value creation of product solution used by internal clients for a F100 Tech company
- Designed and implemented a new company-wide operational planning, goal setting and performance measurement process for F1000 financial software company
- Re-designed stage gate process for product development team of plastic goods manufacturer
- Developed company-wide long-range strategic planning process for multiple clients including plastic good manufacturer and toy manufacturer
- Developed growth strategy for multiple clients including public speaking and professional coaching business and weight-loss company
- Led 3-yr strategic planning process for fintech start-up, also developed operational and financial model to support negotiations during fund raising and sale of the business to major insurance group for $250M
- Advised PE fund on a potential acquisition in the weight-loss space
Expertise
Industries
- Consumer Products
- Financial Services
- Technology
Project Types
- Growth Strategy
- Strategic and Financial Planning
- Business Development/M&A
- Product Development & Innovation
- General Management
Representative Clients
- F100 Technology Company
- F1000 Financial Software Company
- Plastic Goods Manufacturer
- Toy Manufacturer
- Public Speaking and Coaching Business
- Weight loss Company
- FinTech Start-up
- 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
- VP Strategy, MeadWestvaco
- Principal, Marakon Associates
- Director Strategy, Xerox
- Associate Principal, McKinsey
- MBA, The Wharton School, University of Pennsylvania
- BA, Economics, Harvard
Representative Projects
- Developed a new adjacent market growth strategy for a $3B branded consumer products company
- Led strategic diligence for a branded consumer products company acquiring a $60MM Canada-based supplier
- Evaluated multiple potential new platform acquisition opportunities for a $20B global industrial conglomerate
- Led team developing a new product market entry strategy for the Food SBU of a $6B global packaging company
- Drove annual strategic planning process and re-defined the business model of a $3B global vision care provider
- Co-led the commercial due diligence for a successful $2.4B hospital supplies company acquisition
- Built a PMO capability and led high-value strategic projects to transform a $1.3B PE-backed consumer products client
- Developed a break-out strategy for a life sciences client to shape a new market and grow revenue 6x over 5 years
- Co-led the development of a new international sales and distribution approach for a life sciences client
Expertise
Industries
- Aerospace/Defense
- Consumer Products
- Entertainment
- Industrials
- Materials
- Packaging
- Pharmaceuticals
- Technology
Project Types
- Strategy
- Corporate Development
- New Market Entry
- Profit Improvement
- Program Management
- Team Building
Representative Clients
Companies
- Mead Johnson
- US Pharmacopeia
- Pfizer
- Live Nation
- Scotts
- Timken
- Textron
- Dow Chemical
- Allergan
- Alcon
- Danaher
PE Firms
- Charlesbank
- TPG
- Clayton Dubilier
- Founder, Nagree Consulting
- VP Customer Success
- Senior Strategy Consultant, Dell
- Senior Analyst, Bain & Co
- Attorney
- MBA, Wharton School
- JD, Bond University (Australia)
- B Ecomms (Bond University)
Representative Projects
- Created a Customer Retention strategy to execute bookings worth $70M
- Built go-to market strategy for business unit within Dell, resulting in 15% revenue improvement in <12 months
- Spearheaded cost-reduction strategy for food manufacturing, resulting in 7% reduction in waste and 10% efficiency improvement
- Revamped go-to-market strategy for B2B2C technology company, resulting in 2x increase in sales velocity
- Developed new organizational design for B2B company resulting in 40% reduction in headcount (and cost) without impacting revenue
Expertise
Industries
- Advertising & Media
- Pharmaceuticals
- Software
- Technology
Project Types
- Growth Strategy
- Product Marketing
- Go-to-Market
- Customer Retention
- Organizational Design
- Sales Enablement
Representative Clients
- AXA Financial
- Goodman Fielder
- NAB
- Ansell
- Dell
- Digital Pharmacist
- TrendKite
- ScaleFactor
- Wodify
- Luxe Sweets
- 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