Representative Projects

• Developed a three-year strategic plan for a financial services client (1.5 years+) with ~$45B in managed assets. Worked on product development, strategic planning, advisor productivity, Salesforce effectiveness, and organizational design engagements
• Completed five acquisitions for a PE-backed industrial goods company. Identified targets in adjacent markets, led prospecting, and prepared investment memorandums 
• Identified additional revenue opportunities for a leading ridesharing platform by assessing the market size of the music and sporting event industries
• Led strategy and implementation of key organizational turnaround initiatives at LA’s largest charter (~$200M) network of 25 schools 
• Analyzed and prioritized 50+ R&D investments for a ~$64B beverage company 
• Conducted due diligence for an automobile manufacturer acquiring a large RV competitor. Acquisition was the largest transaction in the company’s history
• Analyzed competitors and industry trends to create a competitive intelligence report for a leading cruise company