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 2^nd 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