Functional Skills
Commercial Due Diligence
Growth Strategy
Voice of the Customer
Market Mapping
Market Research
Market Intelligence
Value Chain Analysis
Competitive Landscaping
Commercial Strategy
Private Equity Investing
Sector Experience
Business Services
Consumer Goods
Healthcare
Industrials
Technology
Case Study
Case Studies
Growth Strategy for Plastic Lumber Mfg. Selling Through Multiple Channels
Consumer Goods
Growth Strategy
Commercial Strategy
Market Research
Due Diligence & Growth Strategy for Top Brand of ZTR Lawnmowers
Consumer Goods
Commercial Due Diligence
Commercial Strategy
Growth Strategy
Market based Product Strategy for Logistics Management Software Platform
Technology
Product Strategy
Market Research
Voice of the Customer
Transformative Growth Plan for Global Trailer Axle Manufacturer
Manufacturing
Growth Strategy
Market Mapping
Market Research
M&A Expansion Strategy for Construction Supplies Distributor
Industrials
M&A Support
Growth Strategy
Geographic Market Entry
Transformative Strategy for Fleet Vehicle Safety Solutions Provider
Transportation & Logistics
Growth Strategy
Go-to-market Strategy
Market Mapping
Notable Clients
Capstreet Group LLC
Dexko Global
Safe Fleet
Tangent Technologies
The Sterling Group L.P.
Experience
The Capstreet Group LLC
Finance
Principal - Strategy & Research
2/2021 - 4/2024
Crafted CapStreet’s thesis driven investment strategy and implemented a scalable, research driven theme development process
• Sourcing:
o Developed CapStreet’s theme investing strategy to enable CapStreet to preempt 4 processes and source 2 proprietary deals
o Created >50 investment themes with transformative growth strategies and lists of >3,000 M&A prospects
o Collaborated with BD and marketing on outreach, and led dozens of meetings with business owners and CEOs of targets
• Evaluation & Execution:
o Led commercial diligence and growth thesis development on >20 platform transaction opportunities
o Developed best practices to diligence different business models (software, tech-enabled services, and industrial services)
o Thought partner for deal leads developing the investment diligence approach and execution strategy
• Value Creation & Exit Preparation:
o Created organic and inorganic growth strategies for six portfolio companies using rigorous market analysis
• Sourcing:
o Developed CapStreet’s theme investing strategy to enable CapStreet to preempt 4 processes and source 2 proprietary deals
o Created >50 investment themes with transformative growth strategies and lists of >3,000 M&A prospects
o Collaborated with BD and marketing on outreach, and led dozens of meetings with business owners and CEOs of targets
• Evaluation & Execution:
o Led commercial diligence and growth thesis development on >20 platform transaction opportunities
o Developed best practices to diligence different business models (software, tech-enabled services, and industrial services)
o Thought partner for deal leads developing the investment diligence approach and execution strategy
• Value Creation & Exit Preparation:
o Created organic and inorganic growth strategies for six portfolio companies using rigorous market analysis
The Sterling Group LP
Finance
Principal - Strategy & Commercial Due Diligence
7/2014 - 12/2020
Created an internal group reporting to partners with the mandate to become best-in-class commercial diligence and strategy
• Sourcing:
o Led theme process and sourced two theme based deals
• Evaluation & Execution:
o Led commercial diligence and growth strategy devleopment on 70+ potential transactions and 10+ closed deals
o Instituted a new diligence approach to assess growth strategy and commercial opportunities for platforms
o Led 700+ diligence calls with industry executives and pioneered a new approach to modeling company growth
• Value Creation & Exit Preparation:
o Led post-close strategy development for 10+ portfolio companies driving on avg. 70% organic growth in EBITDA
o Institutionalized a new approach to exit preparation resulting in 3 portfolio exits resulting in 4.7x MoM and 41% IRR
• Sourcing:
o Led theme process and sourced two theme based deals
• Evaluation & Execution:
o Led commercial diligence and growth strategy devleopment on 70+ potential transactions and 10+ closed deals
o Instituted a new diligence approach to assess growth strategy and commercial opportunities for platforms
o Led 700+ diligence calls with industry executives and pioneered a new approach to modeling company growth
• Value Creation & Exit Preparation:
o Led post-close strategy development for 10+ portfolio companies driving on avg. 70% organic growth in EBITDA
o Institutionalized a new approach to exit preparation resulting in 3 portfolio exits resulting in 4.7x MoM and 41% IRR
Investor Group Services
Management Consulting
Consultant (post-MBA role)
9/2006 - 8/2012
IGS is a strategy consulting firm that provides M&A diligence and strategic market insight for private equity and corporate clients. IGS was a spin-off from Parthenon, which itself was a spin-off from Bain. IGS does not specialize in any industries, but has deep expertise evaluating markets, including quantitative analysis such as market size and industry growth forecasts, competitive dynamics, and growth opportunity prioritization, as well as voice of the customer feedback and analysis.