• 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
  • 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
  • Senior Principal, Founding Member, BCG Digital Ventures
  • Engagement Manager, McKinsey & Company
  • Americas Practice Manager, McKinsey Retail Practice
  • Founding Team, GlobalGiving.com
  • Advisor, Jaanuu.com
  • Engineer, Procter & Gamble
  • MBA, Harvard Business School
  • BS, Mechanical Engineering

Representative Projects

  • Developed a portfolio of investable new ventures for a major mattress company undergoing disruption. Newco outperformed top competitor by 80% in initial testing alone
  • For iconic denim brand, led team of 15 to re-engineer subscale e-commerce business. Drove 20% lift over plan within 5 months. Simultaneously re-imagined future state experience and defined new marketplace venture
  • For iconic retailer, designed personalized experiences in and around store to drive lifetime value. Solution leveraged new personalization platform.
  • Defined promotions strategy for $30 billion retailer, resulting in nearly $200 million in gross profit opportunity.
  • Redesigned and piloted new store format for a $30 billion multi-format retailer. Transformed layout, assortment and merchandising across key departments.
  • Developed $3 billion growth strategy for $4 billion multi-format specialty retailer. Analyzed customer segmentation, market trends and client capabilities to grow across existing formats and through new concepts
  • Led post-merger integration of sales and marketing functions following $1billion acquisition of CPG company

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Healthcare Services
  • Restaurants
  • Retail

Project Types

  • Growth Strategy
  • Digital Innovation
  • eCommerce
  • Transformation
  • Design Thinking

Representative Clients

  • Large Mattress Brand
  • Iconic Restaurant Retailer
  • Iconic Denim Brand
  • Luxury Fashion Brand
  • Major High Tech Player
  • Top Pet Retailer
  • Major Telecom Retailer
  • Major Canadian Big Box Retailer
  • Multi-Format Specialty Retailer
  • Major Life Insurance Company
  • Top Australian Bank
  • Newegg.com
  • Chromadex