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M&A Support
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Case Study
Case Studies

$300 million Strategic Transformation for nation's largest health & wellness business
Healthcare
Strategic Planning
Go-to-market Strategy
M&A Transaction Readiness

Corporate Strategy for VC-backed startup (including fundraising & M&A)
Healthcare
Go-to-market Strategy
M&A Transaction Readiness

Growth Strategy & GTM Lead for a PE-backed company
Healthcare
Go-to-market Strategy
Growth Strategy
Strategy Development
Fortune 500
Top Consulting Firms
Experience
Genuine Health Group
Corporate Strategy & Development
VP Strategy
1/2023 - 12/2024
• Delivered 40% EBITDA uplift implementable in Year 1 through new market entry
• Generated $10+ million incremental shared savings by developing a forward-looking assessment of the Centers for Medicare & Medicaid Services (CMS) program landscape and Medicare strategy
• Increased Genuine’s exit valuation by 2-2.5x through the creation of a multi-year strategic plan
• Improved unit economics and speed-to-market by streamlining processes across the Sales, Operations, Data & Finance teams
• Generated $10+ million incremental shared savings by developing a forward-looking assessment of the Centers for Medicare & Medicaid Services (CMS) program landscape and Medicare strategy
• Increased Genuine’s exit valuation by 2-2.5x through the creation of a multi-year strategic plan
• Improved unit economics and speed-to-market by streamlining processes across the Sales, Operations, Data & Finance teams
Apricus Health
Corporate Strategy & Development
Chief of Strategy
3/2021 - 12/2022
• Led the company’s $80 million Series B fundraising initiative, interfacing with investment bankers and institutional investors to present the Apricus growth story
• Doubled platform growth in first year with expansion to Texas and Florida markets
• Directed end-to-end process of 8-figure transaction with UnitedHealthcare
• Achieved capital preservation for Series A investors by influencing the CEO, CFO and COO to pivot strategic direction
• Doubled platform growth in first year with expansion to Texas and Florida markets
• Directed end-to-end process of 8-figure transaction with UnitedHealthcare
• Achieved capital preservation for Series A investors by influencing the CEO, CFO and COO to pivot strategic direction
Massage Envy
Corporate Strategy & Development
Strategy & Marketing Analytics
1/2019 - 2/2021
• Delivered a $300 million strategic transformation plan collaborating with 100+ Massage Envy corporate staff, 1,500+ field team and a top three management consulting firm
• Evaluated joint venture opportunity with an adjacent company operating 900+ franchise locations
• Increased annual revenue by $50+ million through improved website conversion rate
• Pioneered an industry-leading execution playbook collaborating with Operations, Product, Marketing and Compliance to navigate unprecedented COVID-19 challenges
• Evaluated joint venture opportunity with an adjacent company operating 900+ franchise locations
• Increased annual revenue by $50+ million through improved website conversion rate
• Pioneered an industry-leading execution playbook collaborating with Operations, Product, Marketing and Compliance to navigate unprecedented COVID-19 challenges
Fitch Group/Fitch Learning
Corporate Strategy & Development
Client Relationship Manager
11/2010 - 12/2013
• Exceeded annual target by 40% by growing wallet share with existing Fortune 500 clients
• Proactively managed the planning and delivery of complex training programs to hundreds of analysts and associates annually
• Proactively managed the planning and delivery of complex training programs to hundreds of analysts and associates annually
BlackRock
Corporate Strategy & Development
Internal Consulting / Business Strategy Associate
12/2009 - 12/2010
• Generated $150+ million in cost savings through the integration of the iShares acquisition for BlackRock’s trillion-dollar fixed income investment platform
Oliver Wyman
Corporate Strategy & Development
Management Consultant
6/2007 - 9/2009
(Onsite with clients across the US, Canada, Mexico and Europe)
• Developed risk mitigation strategy collaborating with Trading, Risk and Technology teams for a structured credit trading desk during the 2008 financial crisis
• Delivered a 4% profitability uplift across 1,500 branches for a global financial institution’s retail banking division
• Developed risk mitigation strategy collaborating with Trading, Risk and Technology teams for a structured credit trading desk during the 2008 financial crisis
• Delivered a 4% profitability uplift across 1,500 branches for a global financial institution’s retail banking division