Industry: Technology
- 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, 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
- 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