Ø Partnered with two other co-founders; built a global network of experienced M&A practitioners. We incentivize, source, sell, and deliver M&A consulting engagements for network members.

Ø Jointly with an M&A Finance Professional; we partner with management teams and investors to identify, evaluate, source, execute, manage and exit lower middle market control private equity and debt investments of up to $100 million per deal, primarily in the cash flow-based Technology sector.

Ø Executive Turn-Around Consultant to a Deloitte project advising a PE client (STG Partners) on achieving cross functional TSA exits for a late $2bn+ TSA exit/divestiture of a leading global security company (RSA). Substantially expanded the project and my role to create a program of work with 10+ Deloitte consultants across two projects. This included an extension to the TSA project and testing oversight of a troubled program. Ø Executive consultant to Deloitte to develop a cloud IT integration plan for the $4.1bn R1 RCMCloudmed merger. ØIntegrated a U.S. and European engineering software business (GraitecApplied). Wrote the TSAs for a U.S. consumer apparel acquisition (SureWerx NEOS). Developed an operating model and TSA exit plan to stand up a new business from a divested asset for an IT data centre power equipment manufacturer in the U.S. (Avtron). Ø Interim Program Director, State of CT IT. Developed business, operating model, and strategy. Ø AWS Select Tier consulting partner – f

Ø Chief Transformation Officer for a platform KKRAmpersand biotech business. Reported directly to the CEO with ~80 reports. Responsible for the business and technology integration of 9 companies across the US and EU, SAP ERP, and SAP CRM implementations, IT function, global ISO9001 quality program, GxP certification, new global network, eCommerce sales order automation, strategic AI pilot, and cloud transformation program. Ø Utilized my own integration planning tools/reports in SmartSheet to deliver multiple simultaneous integrations while developing the integration plan. Developed an AWS coded infrastructure to fast-start M&A collaboration, system retirement, and cross-sales at transaction close.

Ø Created and operated a successful healthcare co-working business in Harley Street, London while being a full time carer. Business succumbed to repeated Covid lockdowns.

Ø Led sales efforts, direct project teams, and serve as subject matter expert for M&A and growth strategy engagements across industries and geographies supporting sales and leading assignment delivery.
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● Ø Sales History - 2014: $6.5m. IBM / Apple partnership CDD. GSK - $1.7m Integration, Divestiture and JV. SagicorRBC - $1M Integration. Element Financial $3.7M, Pfizer Integration Capability assessment; 2013: $16M. Magnesita $13m – IT integration. Avera $1M - growth strategy/execution. SIPCHEM $1.8M M&A capability.

Ø BM&F Bovespa - delivered business case for a $1bn business and technology cloud transformation program. Ø DoD TFBSO – setup a PE fund and technical assistance facility to make investments in the Afghanistan economy. Ø Delphi Automotive – client won Gold Edison Award for innovation. Connected vehicle growth strategy project. Ø Sales History - 2012 $10.5M: BM&F Bovespa $1.2M ($1Bn Business Case), Cargotec $650K (M&A Strategy), DoD $7M, and Abbott $1.7M (IT Separation); 2011 $12.4M: Sony $850K, Pfizer $7.6M, and DoD $9.9M. Ø Received IBM Service Excellence Award in 11/2012 and 11/2013.

Led teams of up to 12 Consultants within short and long-term corporate and private equity client engagements. Promoted and transferred to the New York office to setup a new Commercial Due Diligence practice. Developed new offering for group expanding work to corporate clients. Key clients included Barclays Capital, Prudential, Cinven, 3i, Kellogs, Xerox, G4S, Siemens, Sodexho Healthcare, Irving Oil, and MasterCard. Ø Proposed, initiated, and led 3 engagements totaling 9 months in Europe and the US. Assisted Xerox in defining growth and acquisition strategy for European Global Services business. Led design and implementation of M&A Department for Xerox in Europe. Visited prospective acquisition targets across Europe. Ø Delivered strategy that contributed to $6.4B acquisition of Affiliated Computer Services by Xerox. Sold and delivered three phases of work over 12 months. Created new consulting stream for corporate clients beyond private equity client base for the London office of Deloit

Recruited to work on the $15B National Health Service consulting program delivering a new IT system. Led change management, cluster benefits case, clinical pathway design, and staff development for healthcare workers.

Improved performance of Nalco/Suez (chemical manufacturing company) prior to $4.4bn Private Equity exit, during 3 year engagement. Other client projects: Pepsi, Bausch & Lomb, Red Lobster, Advent and Summit Partners CDD.