Industry: Venture Capital
- Founder, Radii Group
- Head of Industry Expansion, Kinnek
- Case Team Leader, Bain & Company
- Senior Analyst, Analysis Group
- MBA, MIT Sloan
- MA, Economics, Boston University
- BA, Economics, and BS, Electrical Engineering, University of Michigan
Representative Projects
- Built M&A function of new corporate venture arm, then co-led deals in FinTech and B2B platforms, including ~$20M in closed deals
- For several venture funds, explored new investment categories and potential investment opportunities, standardized financial planning and owned portfolio tracking
- Provided company diligence, and post-merger support for several investments by corporate fund
- Created strategy and roadmap for Shared Services of top Corporate Incubator
- Project-managed stand up and execution of Global and U.S. pricing strategy for CPG multinational
- Supported three Media startups in fundraise, including cap tables, board materials and board presence
- Built complex 1- and 5-year financial models for several CPG/retail clients (including 3-statement)
- Worked with several clients to build business models and projections to commercialize disruptive tech
Expertise
Industries
- B2B Platforms
- Consumer Products
- Defense
- FinTech
- Private Equity
- Quick Service Retail
- Retail
- Technology
- Venture Capital
Project Types
- Growth Strategy
- Venture Capital
- M&A
- Financial Modeling
- Due Diligence
- Operating Model Design
- Pricing Strategy
Representative Clients
Companies
- McDonald’s
- AB-InBev
- IBM
- Macy’s
- SAIC
- Farmer’s Fridge
PE Firms
- AB-InBev Corporate Ventures (Z-Tech Ventures; ZX Ventures)
- Store No 8 (Wal-Mart Corporate Venture)
- Slow Ventures
- Route 66 Ventures
- Founder, Cortus Advisors
- Partner, Tapestry Networks
- Managing Director, Fidelity
- Engagement Manager, Bain
- Research Associate, NERA
- Ph.D. Business Economics, Harvard University & HBS
- MA Harvard University
- BA Economics, Northwestern University
Representative Projects
- Led development of long-term growth strategy for $5B professional services firm, including new product development, automation, customer segmentation.
- Led development of international expansion of $180B AUM institutional asset manager.
- Developed advisor product/practice development strategy for $12B FS firm.
- Developed client segmentation and targeting strategy for $4B technology-focused professional services firm.
- Developed new market positioning for employer-provided financial services business of broadly diversified $36B financial services firm.
- Developed new market entry strategy for top technology company in enterprise and small business computing markets.
- Developed strategy for ownership transition and leadership succession plan for $50B AUM active asset manager.
- Led multiple new business development strategies for $2.5T AUM financial services firm in areas of product development, customer segmentation and targeting, market positioning, cost efficiency.
- Created new business development thought leadership unit for $36B professional services firm.
- Conducted due diligence research for PE investor in employee benefits markets.
- Developed new market entry assessment for $37B FS firm in robo advice market.
Expertise
Industries
- Asset Management
- Emerging Technologies
- Financial Services
- FinTech
- Insurance
- Private Equity
- Professional Services
- Venture Capital
Project Types
- Growth Strategy
- M&A/Partnership Strategy
- Product Development/Management
- Profit Improvement
- Market Entry
- Due Diligence
- Efficiency
Representative Clients
Companies
- American Express
- Ameriprise Financial
- Causeway Capital
- China Southern Asset Management
- Dell Computer
- EY
- Fidelity Investments
- Gartner Group
- Goldman Sachs
- Grant Thornton
- Imation
PE Firms
- Investors Group
- State Farm
- Welsh Carlson