Functional Skills

Project Management
Post-Merger Integration
M&A Support
Financial Due Diligence
Finance Transformation
Cost Reduction
Program Management
Integration Management (IMO)
Divestitures

Software Skills

Smartsheet
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Microsoft Word

Sector Experience

Business Services
Energy
Financial Services
Life Sciences & Pharma
Technology
Big 3 Consulting (MBB)
Top Consulting Firms

Experience

Kestrel Partners / Global PMI Partners Management Consulting
Executive Consultant, M&A Integration
1/2009 - Present
Program-manage large and small M&A integrations and divestitures for Fortune 500 and other clients (see examples below by client) utilizing a highly collaborative leadership style. Strong focus on capturing synergies and effective integration of operational processes and ERP systems (e.g. Oracle, SAP, SFDC, Zuora, Sage]. Teach value capture segment in international M&A integration workshops at Pritchett LLC, leading M&A integration consulting boutique.
▪[Cisco] Integration PM of $2.8B acquisition managing 10+ work streams and completing acquisition on schedule and under budget. Trusted advisor to Integration Lead. Key participant in communications and change management. Captured lessons learned across all work streams and fed back to improve company-wide integration methodology.
▪[Cisco] Integrated new sales organization into support infrastructure of existing sales organization, addressed customer satisfaction issues by forming task force and hotline to solve problems.
▪[VMWare] As

Blade Network Technologies, Inc. Corporate Strategy & Development
Vice President, Corporate Development
1/2005 - 1/2009
At this spin out from Nortel Networks, Inc., managed finance and administrative functions including accounting policy, corporate and business development, strategy, and all legal functions.
▪Drafted, negotiated, and executed divestiture TSAs.
▪Planned and executed finance and operational separation activities to ensure orderly transition to become a fully functional stand-alone entity.
▪Built new finance/administrational function from scratch and completed transition of finance function from Nortel to Blade far ahead of schedule.
▪Analyzed new market segments, determined entry strategy, researched M&A targets, and led negotiations and due diligence.

Bowman Capital/ Top Sight Capital Finance
Analyst
1/2003 - 1/2005
Sourced and analyzed investments for this hedge fund covering various high tech sectors with a special focus on semiconductor industry. Performed in-depth analysis on publicly-traded companies to understand key metrics, industry dynamics, products, competition, and timing of stock valuation changes.

Hewlett Packard / Agilent Technologies, Inc. Corporate Strategy & Development
Manager, Corporate Development
1/1999 - 1/2003
Assembled and led cross-functional teams relating to all aspects of more than three dozen M&A, divestiture and equity investment projects. This included due diligence, negotiations, deal closing, and integration or separation activities.
▪Proposed and negotiated divestitures of non-core businesses in Canada and US.
▪Program-managed post-merger integration for $150m acquisition spanning hardware, software, and services business segments.
▪As chairman of Agilent's due diligence practice, developed and continuously improved due diligence process for M&A activities.

AP Technologies, Inc. Start-Up
President
1/1997 - 1/1999
Founded AP Technologies as a company to commercialize innovative technologies in the U.S. and Europe. Led management consulting projects with focus on operations, business process reengineering, and information systems.

ARCO Inc. Finance
Manager, Treasury Department
1/1995 - 1/1997
Primary corporate finance liaison for U.S. and international ARCO divisions (Middle East and Asia). Led cross-functional teams and worked on multiple projects simultaneously to resolve finance and treasury issues in on-going operations, for new projects, and M&A.

ARCO Alaska, Inc. Corporate Strategy & Development
Project Manager, Planning and Evaluation
1/1993 - 1/1995
Evaluated numerous capital projects ranging from $1 million to $10+ billion in capital investment, using DCF, option pricing, and Monte Carlo simulation.

Mattel Finance
Sr. Financial Analyst, Corporate Financial Planning and Operations Finance
1/1990 - 1/1993
Consolidated and analyzed quarterly financial and operating performance of divisions, and acquired companies. Prepared detailed quarterly financial reports for Board of Directors' meetings.

McKinsey & Company Management Consulting
Summer Associate
5/1989 - 9/1989
In post-merger integration project, performed market and competitor analyses relating to product lines of a multinational electric switchgear manufacturer.