• Manager, McKinsey & Co.
  • Director, Ford Motor Company
  • Manager, General Electric
  • Captain, US Marine Corps
  • MBA, Wharton – UPenn
  • BA, Economics, Harvard

Representative Projects

  • Drove a construction productivity effort for a $1 billion methanol plant under construction in Trinidad
  • Identified and implemented actions to decrease mining production cycle time for a $200 million mine of multi-national gold mining company
  • Led implementation of private-equity driven strategy with 17 initiatives for a $500 million PE-owned automotive business process outsourcing company
  • Spearheaded idea generation, valuation and implementation planning for cost reduction and revenue generation for a $23 billion regional bank
  • Developed overview of automotive seating aftermarkets in USA, Europe and China for $100 million division of multi-billion automotive tier one supplier
  • Drove idea generation and implementation planning to deliver profitable growth for an $11 billion integrated energy company
  • Managed process to develop projects to capture savings for a $6 billion trucking and transportation company
  • Led effort that identified opportunities to increase productivity for a $150 million PE-owned manufacturer of steel structures

Expertise

Industries

  • Aerospace/Defense
  • Automotive
  • Financial Services
  • Industrials
  • Manufacturing
  • Public Utilities
  • Transportation Services

Project Types

  • Strategic Growth
  • Process Improvement Cost Reduction
  • Productivity
  • Accountability
  • Business Development
  • Implementation
  • Mergers & Acquisition

Representative Clients

Companies

  • Teck Resources
  • Mitsubishi Heavy Industries
  • Goldcorp
  • Adient
  • MSX International
  • Valley National Bank
  • Entergy
  • J.B. Hunt
  • Fleetgistics

PE Firms

  • Bain Capital
  • Harbor Group
  • 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
  • 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
  • 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
  • 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
  • Partner, Maven Associates
  • Co-Founder, Evolution Strategy
  • Co-Founder, CenterGate Capital
  • SVP Strat & Corp Dev, Total Safety
  • Principal, Eos Partners
  • Principal, H.I.G. Capital
  • Associate, GTCR Golder Rauner
  • Sr Assoc Consultant, Bain & Co.
  • MBA, Stanford GSB
  • BA, Econ/Poly Sci, Northwestern University

Representative Projects

  • Develop market-based valuation drivers to drive growth strategy for a ~$300M manufacturer. Support with key insights from competitors, lenders, bankers, and investors. Source new deals and new intermediary relationships as additional value during the engagement
  • Developed a market strategy for a ~$400M industrial services organization, completing 12+ country-level analyses on economic, political, and industrial concerns to recommend which markets to invest in, monitor, or exit
  • Build network of deal intermediaries (bankers, brokers, consultants, accountants, investors & lender) and marketing materials for various PE firms
  • Conducted a 2-week strategic due diligence project for a PE acquisition target in the facility services market; support firm at management presentations
  • Developed comprehensive market overview for ~$60M international BPO firm. Developed and prioritized 150+ acquisition opportunities
  • Completed a 4-week market due diligence project for a PE acquisition target in the marketing and distribution industry; complete industry interviews to develop insightful industry and target SWOT analysis
  • Manage proprietary sale processes for clients in IT services and healthcare
  • Develop marketing & investor/lender materials for capital raising clientele

Expertise

Industries

  • Energy
  • Industrial & Facility Services
  • Light Manufacturing
  • Logistics & Transportation Services

Project Types

  • M&A Pipeline Development
  • M&A Strategy
  • Due Diligence
  • Cash Flow Management
  • Growth Strategy
  • Capital Advisory

Representative Clients

Companies

  • Personiv
  • Total Safety
  • iTexico
  • Anchor Partners
  • Stella Environmental
  • Diagnostic Pain Center
  • AAMP
  • AC Photonics
  • Vision Media

PE Firms

  • H.I.G. Capital
  • Peak Rock Capital
  • Altos Partners
  • The Halifax Group
  • Hidden Harbor
  • Tillery 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
  • Director, Mattel (Sales & marketing for Target account)
  • Case Team Leader / Consultant / Senior Associate Consultant / Associate Consultant, Bain & Company
  • MBA, Kellogg School of Management @ Northwestern University
  • BEng, Management Science & Engineering, Stanford University

Representative Projects

  • At Mattel, built a comprehensive view of Mattel’s retail performance annually at Target. Advised Sr Execs at Target on best promotional retail strategy in-store and online to promote products from ~15 Mattel brands.
  • For a Fortune 50 drugstore retailer, acted as Engagement Manager for a market landscape/competitive deep-dive project specifically focused on improving profitability overall through increased loyalty in pharmacy
  • For a US-based Fortune 100 retailer built a competitive landscape of the Beauty space and evaluated ~40 companies for inorganic acquisition.
  • For ~$10B Beauty company, developed a comprehensive view of the Luxury & Prestige cosmetics market landscape including consumer-driven market segmentation, and opportunity identification in 8 market segments based on primary and secondary research
  • Medical Devices: For a Fortune 500 leader in Medical Devices, created pricing strategy for Marketing department of $1B division through primary and secondary research
  • Arts & Crafts: Revised procurement strategy for SVP of Procurement overseeing $300M budget and 50+ vendors, resulting in $14M savings
  • Private equity: Performed diligence on 9 different acquisition targets (mostly consumer-facing organizations) through 1,000+ customer and expert cold-calls.

Expertise

Industries

  • Agriculture
  • Arts & Crafts
  • Beauty
  • Beverages
  • Fashion
  • Gardening
  • Medical Devices
  • Pharmaceuticals
  • Retail
  • Telecom
  • Toys
  • Vision Services

Project Types

  • Growth Strategy
  • Consumer Strategy
  • Marketing
  • Profit Improvement
  • Pricing Strategy
  • Due Diligence

Representative Clients

Companies

  • Target (customer)
  • Nestle
  • Mars
  • Kohl’s
  • Walgreens
  • Motorola
  • Medtronic
  • Express Scripts
  • Shiseido
  • Vera Bradley
  • Wilton
  • Burpee

PE Firms

  • Anchor Partners
  • Ares Management