Functional Skills

Data Analysis
Business Development
Benchmarking
Scenario Planning
Revenue Growth
Operations Management
Sales and Operations Planning (S&OP)
Private Equity Investing
Commercial Due Diligence
Leadership Development
Product Data Management
Customer Service
Business Analysis
Financial Planning & Analysis (FP&A)

Software Skills

Microsoft Excel
Microsoft Excel Macros
Alteryx
Microsoft PowerPoint
VBA

Sector Experience

Business Services
Financial Services
Industrials
Manufacturing
Technology

Experience

Oliver Wyman | Private Capital Group Management Consulting
Senior Associate
9/2022 - 3/2024
Top Tier global strategy consulting firm providing value creation and due diligence to PE firms and portcos Senior Associate Providing revenue growth strategies, operational improvements, and implementation of strategic initiatives; Focusing on using data-driven insights to create near-term financial impact
• Redesigned GTM org and implementation strategy of a $100M-$150M SaaS company, generating $18M incremental ARR in the first year

Succession Investor Group Corporate Strategy & Development
Director of M&A & Operating Partner
8/2020 - 9/2022
Family private equity office acquiring companies in the $1-10M enterprise value range Director of M&A & Operating Partner
Sourced and assessed investment opportunities of lower middle market companies nationally
• Acquired and organically grew a technology-enabled hotel outsourcing company from $212k monthly recurring revenue (MRR) to $560k (+164%) in 8 months
• Developed the strategy and operational processes, including identifying a target segment, developing a sophisticated value proposition, refining messaging, and building the team
• Managed development of a proprietary workflow management tool enabling a 12% increase in employee productivity
• Conducted all phases of the acquisition: sourced deal, managed the relationship, negotiated price and terms, conducted commercial due diligence, etc.

Blue Ridge Partners Management Consulting
Manager
12/2017 - 8/2020
Global boutique management consulting firm focused on driving revenue growth for PE portfolio companies Associate Manager Provided revenue growth strategies and operational improvements, focusing on data-driven insights using highly analytical methodologies and driving near-term financial impact
• Developed launch strategy of an innovative water sanitation technology leading to partnership with the 3rd largest food producer in the country and $300k+ first-year revenue
• Identified use case, value proposition, and target market segments to launch the product and gain adoption
• Sourced and initiated discussions leading client to partner with Tyson Foods