Functional Skills
Business Analysis
Commercial Due Diligence
Private Equity Investing
Business Unit Strategy
Competitive Landscaping
Customer / Vendor Calls
Customer Segmentation
Voice of the Customer
Growth Strategy
M&A Deal Sourcing
Market Mapping
M&A Support
Market Intelligence
Strategic Planning
Market Research
Software Skills
Data visualization
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Capital IQ
Sector Experience
Business Services
Energy
Industrials
Manufacturing
Technology
Languages
English
Notable Clients
Capital One Financial
Hallmark Cards
Legrand
Neogen
PricewaterhouseCoopers (PwC)
Experience
HOAGconsulting
Corporate Strategy & Development
Founder / Director
10/2023 - Present
Independent business advisory, growth strategy and M&A consultancy – supporting PE and corporate clients with customized, issue-driven strategic research and analysis required for the identification, development, validation and prioritization of organic and inorganic growth initiatives.
Turnkey consulting engagement leadership, management and delivery for M&A/strategy consulting firms and their corporate, private equity and investment banking clients.
Customer-driven needs assessments, value-driver analysis and growth opportunity evaluations.
Turnkey consulting engagement leadership, management and delivery for M&A/strategy consulting firms and their corporate, private equity and investment banking clients.
Customer-driven needs assessments, value-driver analysis and growth opportunity evaluations.
Acclaro Growth Partners
Corporate Strategy & Development
Partner
11/2012 - 9/2023
Growth strategy consulting firm for the middle market M&A ecosystem.
Highly-skilled, experienced senior team leadership and execution of custom research-driven growth strategy, investment opportunity, deal flow and market due diligence, commercial due diligence and customer assessment engagements.
Pioneered firm's acquisition road-mapping and thesis development service offering (industry sector prioritization and deal sourcing, evaluation, prioritization and analysis)
Client relationship management and new business development – responsible for high-value trusted relationships in middle market private equity and corporate strategy groups.
Client engagement sales engagement execution -- complete project leadership, management and delivery.
Highly-skilled, experienced senior team leadership and execution of custom research-driven growth strategy, investment opportunity, deal flow and market due diligence, commercial due diligence and customer assessment engagements.
Pioneered firm's acquisition road-mapping and thesis development service offering (industry sector prioritization and deal sourcing, evaluation, prioritization and analysis)
Client relationship management and new business development – responsible for high-value trusted relationships in middle market private equity and corporate strategy groups.
Client engagement sales engagement execution -- complete project leadership, management and delivery.
Taylor Advisory LLC.
Corporate Strategy & Development
Synergy Consultant / Competitive Intelligence Specialist
10/2011 - 11/2012
Boutique investment bank and M&A advisory services
Managed the buyer search process to identify, profile, rank and prioritize acquisition and divestiture candidates for clients' businesses in industries ranging from professional lighting systems to mobile construction equipment
Consistently achieved above expectations in acquisition target search, divestiture research and the development of compelling presentations for potential buyers and sellers.
Managed the buyer search process to identify, profile, rank and prioritize acquisition and divestiture candidates for clients' businesses in industries ranging from professional lighting systems to mobile construction equipment
Consistently achieved above expectations in acquisition target search, divestiture research and the development of compelling presentations for potential buyers and sellers.
Hoag & Company, LLC
Management Consulting
Founder and Managing Director
10/1999 - 9/2011
Custom strategic research and analysis services
Identify, map and prioritize client's external growth opportunities, ranging from acquisitions to strategic partnerships, through custom research, SWOT analyses and data visualization methods.
Grew sole proprietor consulting practice from scratch utilizing business partnerships and contract research consultants to achieve consistent growth in net profit and top-line revenue; clients included private equity firms, Fortune 500 companies (and their divisional business units), middle market enterprises, and niche market leaders.
Turnkey strategic research and analysis engagement execution and management.
Identify, map and prioritize client's external growth opportunities, ranging from acquisitions to strategic partnerships, through custom research, SWOT analyses and data visualization methods.
Grew sole proprietor consulting practice from scratch utilizing business partnerships and contract research consultants to achieve consistent growth in net profit and top-line revenue; clients included private equity firms, Fortune 500 companies (and their divisional business units), middle market enterprises, and niche market leaders.
Turnkey strategic research and analysis engagement execution and management.
Markowitz & McNaughton, Inc. (now "nxtMove")
Management Consulting
Senior Project Manager | Project Manager
7/1994 - 8/1999
Competitive intelligence and analysis services.
As Project Manager, contributed to company growth from $4 million to over $10 million in revenue by developing and growing relationships with four new key accounts totaling over $2 million
As Analyst, consistently achieved monthly “Top-5” rated status in performance (by billable hours) as company grew from 30 to 80+ employees in three years
As Project Manager, contributed to company growth from $4 million to over $10 million in revenue by developing and growing relationships with four new key accounts totaling over $2 million
As Analyst, consistently achieved monthly “Top-5” rated status in performance (by billable hours) as company grew from 30 to 80+ employees in three years