Functional Skills
Change Management / Org Design
Communications
M&A Support
Process Design / Re-engineering
Carve-Outs
Cost Reduction
Divestitures
Future State Organizational Design
Integration Management (IMO)
M&A Transaction Readiness
Operational Due Diligence
Operational Transformation
Organizational Culture
Post-Merger Integration
Restructuring / Turnarounds
Software Skills
Adobe Lightroom
Dropbox
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Project
Microsoft Word
Quickbooks
SurveyMonkey
DocuSign
Monday
Outlook
Certifications
CCMPCertified Change Management Professional
Sector Experience
Business Services
Financial Services
Healthcare
Technology
Travel & Hospitality
Languages
English
Fortune 500
Top Consulting Firms
Experience
Amplify Global Consulting
Management Consulting
Founder / CEO / Principal
9/2021 - Present
• Built and led IMO for $300m PE-backed merger of healthcare portfolio companies, with expanded scope to include turnaround of parent; exceeded original $5.4m synergy target to deliver $20m in cost synergies, $7m in revenue synergies and additional $8m in turnaround cost savings; included all change / comms; trained Finance team on synergy tracking and built innovative synergy tracking tool now marketed as product offering of Amplify Global
• Chosen over Big 3 consulting firm to develop / lead first-ever change management workstream for $3.1b acquisition by a $1b fintech consumer credit firm; created new tools / templates for future use, exceeded HR KPIs, developed new CMO playbook, created microsite that became template for company-wide intranet
• Built Change Management Playbook for a Microsoft sales division
• Hired by middle-market professional services firm to conduct cultural and leadership assessments, review past acquisitions and M&A processes to develop recommended improvement
• Chosen over Big 3 consulting firm to develop / lead first-ever change management workstream for $3.1b acquisition by a $1b fintech consumer credit firm; created new tools / templates for future use, exceeded HR KPIs, developed new CMO playbook, created microsite that became template for company-wide intranet
• Built Change Management Playbook for a Microsoft sales division
• Hired by middle-market professional services firm to conduct cultural and leadership assessments, review past acquisitions and M&A processes to develop recommended improvement
Alvarez & Marsal
Management Consulting
Senior Director / Junior Partner
10/2019 - 9/2021
• Led projects in M&A, transformation, operating model & organizational design, GTM, change management
• Straddled roles in M&A and Human Capital & Org Design practices, developing IP and driving business development
• Led synergy identification / plan for global EU-based technology company ahead of a multi-billion-dollar merger
• Led organizational redesign of global IT function for industrials manufacturer, including data-driven analysis of functions, roles, processes, activities, productivity, layers, redundancies, performance, vendor functions; created recommendations for org restructuring, reductions; developed / led change management plan / execution
• Led change management and communications for billion-dollar transformation project at insurance co USAA
• Led branch closure / workforce reduction for multi-state electronics distributor, including all change and comms
• Co-led development of A&M’s Executive Transition Lab series; led revamp of A&M’s change management curriculum
• Straddled roles in M&A and Human Capital & Org Design practices, developing IP and driving business development
• Led synergy identification / plan for global EU-based technology company ahead of a multi-billion-dollar merger
• Led organizational redesign of global IT function for industrials manufacturer, including data-driven analysis of functions, roles, processes, activities, productivity, layers, redundancies, performance, vendor functions; created recommendations for org restructuring, reductions; developed / led change management plan / execution
• Led change management and communications for billion-dollar transformation project at insurance co USAA
• Led branch closure / workforce reduction for multi-state electronics distributor, including all change and comms
• Co-led development of A&M’s Executive Transition Lab series; led revamp of A&M’s change management curriculum
McAfee
Corporate Strategy & Development
Head of M&A Integration
2/2019 - 10/2019
• As key member of Corp Dev & Strategy team, functioned not only as end-to-end integration lead on all deals, but also served as deal execution lead for acquisitions and as a global corporate strategist / planner
• Successfully closed / integrated first deals post-Intel, managing E2E deal execution and integration on all projects
• Conducted sweeping assessment of past acquisitions to create a detailed improvement plan for integration process
• Successfully closed / integrated first deals post-Intel, managing E2E deal execution and integration on all projects
• Conducted sweeping assessment of past acquisitions to create a detailed improvement plan for integration process
Samsung NEXT
Corporate Strategy & Development
Sr M&A Integration Manager
6/2017 - 1/2019
• E2E integration lead on 16 deals in various stages (most undisclosed, not all closed), from pre-LOI and diligence through execution, leading teams in strategy, operational planning, and integration planning and execution
• After in-depth review of all past acquisitions, created new PMI process, playbooks, tools, markedly improving outcomes
• Led operational streamlining process for all Samsung NEXT global offices (six offices in five countries)
• Led Diversity & Inclusion Task Force
• After in-depth review of all past acquisitions, created new PMI process, playbooks, tools, markedly improving outcomes
• Led operational streamlining process for all Samsung NEXT global offices (six offices in five countries)
• Led Diversity & Inclusion Task Force
Hewlett Packard Enterprise
Corporate Strategy & Development
Sr M&A Integration Manager
8/2014 - 6/2017
• Led or supported ~ 20 acquisitions and divestitures ranging in value from $9m to $8.6b, driving projects from strategy and diligence, budget and synergy development through close and post-merger execution
• Led C-suite and functional teams on strategy/planning, cross-border legal merge, workforce planning, process engineering, Employee Day 1, complex tech integrations, TSA/MSA development, op and org redesign
• Led and drove change management strategies on several deals
• Led C-suite and functional teams on strategy/planning, cross-border legal merge, workforce planning, process engineering, Employee Day 1, complex tech integrations, TSA/MSA development, op and org redesign
• Led and drove change management strategies on several deals
Microsoft
Management Consulting
Transformation & Change Management Consultant
3/2013 - 3/2014
• ISCI: Drove stakeholder engagement & change mgmt for $90m C-suite initiative to optimize MSFT’s global supply chain
• ECO: Designed PMO, managed leadership engagement for an engineering transformation project focused on moving from waterfall to Agile methodology, including process and role mapping, and org redesign
• SALES vNEXT: Led change management for org redesign and strategic refocus
• ECO: Designed PMO, managed leadership engagement for an engineering transformation project focused on moving from waterfall to Agile methodology, including process and role mapping, and org redesign
• SALES vNEXT: Led change management for org redesign and strategic refocus
Amplify Consulting
Management Consulting
Founder / Principal
9/2004 - 3/2013
• Led global consulting firm specializing in business strategy & transformation, market entry & marketing
• Representative projects including serving as Marketing Director for a loyalty tech co and a high-end restaurant group, a marketing consultant in Ghana for a biofuel co, a market-entry consultant in Ghana and Nigeria for an alcoholic beverage co, a senior business planning strategist for an int'l nonprofit focused on ending poverty, a business planning strategist for an int'l printing co
• Representative projects including serving as Marketing Director for a loyalty tech co and a high-end restaurant group, a marketing consultant in Ghana for a biofuel co, a market-entry consultant in Ghana and Nigeria for an alcoholic beverage co, a senior business planning strategist for an int'l nonprofit focused on ending poverty, a business planning strategist for an int'l printing co
GS Biodiesel
Start-Up
Co-Founder / EVP Operations
9/2004 - 6/2008
• Co-founded and managed company with $2m in angel investment, 150 employees, >2m hectares in land deals with tribes, govn’t deal with bus company and 80k hectares of jatropha planted, resulting in buyout offer in
Various
Marketing
Relevant Previous Roles
2/1995 - 8/2003
• WOMEN’S FUNDING ALLIANCE: Marketing & Comms Director for philanthropic organization
• ONYX SOFTWARE: Global PR Director for public company w/10 global offices and 6 PR agencies
• SPRINT PCS: PR Consultant, doubling revenue through integrated regional brand introduction and launch
• BOSTON MARKET: PR Consultant leading regional expansion, resulting in nation’s highest sales growth
• PR AGENCY ROLES: The KMC Group, Firmani & Associates, EvansGroup
• NIC: Project Mgr for e-govn't projects
• ONYX SOFTWARE: Global PR Director for public company w/10 global offices and 6 PR agencies
• SPRINT PCS: PR Consultant, doubling revenue through integrated regional brand introduction and launch
• BOSTON MARKET: PR Consultant leading regional expansion, resulting in nation’s highest sales growth
• PR AGENCY ROLES: The KMC Group, Firmani & Associates, EvansGroup
• NIC: Project Mgr for e-govn't projects