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

Founder, Galileo Preschool

Co-Founder & Director of Strategy, EarlySpark

COO, Identified

PE Associate, H.I.G. Capital

Consultant, BCG

MBA, Stanford University

MA, Education, Stanford University

MS, Comp Sci / Electrical Engineering, M.I.T.

BS, Comp Sci / Electrical Engineering, M.I.T.

Representative Projects

  • Created a 5-year roadmap for a global non-profit to solidify their change model and scale their organization
  • Implemented a global restructuring of a Fortune 500 company through several worldwide workshops, redesigning the organization layer-by-layer starting with the CEO down to the front-line workers
  • Designed and executed a successful sales strategy workshop for Sales VPs and Executive Leadership to boost global revenue
  • Conducted multiple PE due diligence projects in the craft, healthcare, manufacturing and transportation spaces
  • Developed and implemented the user growth blueprint and analytics platform for a B2C Internet platform
  • Designed a large-scale research study (RTC) and secured Stanford faculty to oversee the study and publish the findings 
  • Developed a profit improvement plan for autobody chain
  • Built a growth strategy for a national home décor company
  • Designed educational assessments for preschool and elementary school students, following global assessment standards
  • Developed a data pricing model for a biotech company

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Manufacturing
  • Technology

Project Types

  • Growth Strategy
  • FP&A
  • M&A
  • Profit Improvement
  • Organizational Design
  • Due Diligence

Representative Clients

Companies

  • Global Fortune 100 Bank
  • Fortune 500 Biotech Company
  • Fortune 500 Materials Manufacturing Company
  • EarlySpark, a global non-profit focused on transforming education in India
  • Top Systems, the leading banking systems provider in Latin America
  • DCWV, leading paper craft company and numerous acquisition targets

Independent Consultant, Estee Lauder Companies and Macy’s

Director, What If Innovation

Principal, Bain & Company

Consultant, Bridgespan Group

MBA, Stanford Graduate School of Business

BA, Public Policy, Brown University

Representative Projects

  • Led development of a full potential growth strategy for ~$700M PE owned consumer products company to drive increased profitability 
  • Created global supply chain strategy for multi-branded clothing retailer 
  • Developed growth and channel strategy for a growing media business
  • Generated consumer insights for consumer health business in the pain category
  • Developed an innovation roadmap for <$100M PE-owned consumer products company to drive category expansion
  • Designed new salesforce strategy for a major pharmaceuticals company 
  • Created full potential growth strategy for the US division of a global HR services business 
  • Led implementation of a digitally-oriented customer loyalty strategy for retailer
  • Drove transformation program focused on organization, process, and technology for multi-branded beauty company 
  • Built an omnichannel growth strategy for department store chain 
  • Managed a successful post-merger integration effort within the research and advisory industry

Expertise

Industries

  • Advertising & Media
  • Consumer Products
  • Pharmaceuticals
  • Retail
  • Technology

Project Types

  • Growth Strategy
  • Innovation
  • Transformation
  • Process Improvement
  • Organizational Design
  • Customer Loyalty

Representative Clients

Companies

  • Yankee Candle
  • ThinkThin 
  • Estee Lauder
  • Sanofi
  • HP
  • Warner Music Group
  • Macy’s
  • Liz Claiborne
  • Pfizer
  • Sirius Radio (pre XM merger)
  • Manhattan Mini Storage
  • Adecco Group

PE Firms

  • TSG Consumer
  • Madison Dearborn Partners
  • Worked in Bain’s Private Equity Group early in career

  • 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

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

  • 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

  • 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