Consulting Services, training and publishing company. Offers management consulting services covering M&A, Change Management, and Cultural Assessment.
Vice President, Consulting Services (05/2017 - current)
• Over five (5) years delivering M&A Process & Method Certification training classes
• Provide business transformation consulting services with a focus on M&A - both integration and separation transactions
• Transactions: covered EMEA and North America. Command Alkon (Construction), RedTeam (Construction), Petrocard (Oil and Gas), Q2eBanking (Banking), Infrastructure & Energy Alternatives (Civil Engineering and Construction)
• Customize and implement proven M&A methodologies for each client
• Conduct Cultural Assessments to limit disruption and enable efficient operational alignment

KPMG is a global network of professional firms providing Audit, Tax and Advisory services. Director, Advisory, M&A, 2015 – 2017
• Led business development initiatives, created client proposals, led delivery engagements, hired, trained and managed project delivery teams.
• Performed due diligence, risk assessment, synergy analysis, designed Target Operating Models, created Transaction Service Agreements (TSA), designed M&A governance models, built roadmaps and project plans, processes and toolkits, stakeholder communications, status reports, presentations.
• Transactions: Tesla / SolarCity (acquisition), Yahoo (divestiture diligence and pricing, M&A internal audit), Smith & Wesson (acquisition due diligence), EMC (divestiture due diligence and operational modeling), Harmonic (acquisition due diligence)

Embark Partners was a consultancy providing integration and separation transaction services. Managed over 50+ transactions exceeding $30B in value. Managing Partner (2001- 2015)
• Led large scale cross-functional transactions, projects and transformation programs. Completed projects within many industry verticals (high-technology, media, utilities and energy, insurance/healthcare, internet/cloud).
• Transactions: Autodesk (merger integration); Symantec (multiple merger integrations; interim GM roles; organizational change management); Cisco (multiple merger integrations and operational projects); PGE (Public Utility); Websense (SurfControl merger); ONCOR (SmartGrid and IT PMO Operations), CapGemini (Governance of Outsourced IT Vendor); Imperial Irrigation District (Public Utility), Yahoo (Alibaba merger), Knova (Serviceware merger); Blue Shield (PMO operations); Network General (divestiture); Sniffer Technologies (acquisition); Foundstone (acquisition); McAfee (Amsterdam Works Counci

Symantec is enterprise security software company purchased by Broadcom Inc. in August 2019. Symantec is a software company now known as NortonLifeLock. Enterprise Services, Director, M&A Integration, 2011– 2012
• Merger & Acquisition Integration / Separation (due diligence; value driver analysis, synergy analysis, go-to-market planning, systems integration, employee OnBoarding, Sales/Channel consolidation, Budget development and Spend Controls
• Performed in Interim Management roles (councils, committees, boards; supported operational restructuring)
• Transactions: Verisign, Trust Services, User Authentication, Odyssey, Nukona, Message Labs, Live Office, Enigma, Clearwell, File Storage

Cisco develops, manufactures, and sells networking hardware, telecommunications equipment, as well as other products and services. M&A Consultant, 2008 – 2011
• Supported Corporate Development and Integration Management Office (IMO) managing several merger integration projects.
• Supported end-to-end process-engineering projects covering many functions including QTC (quote to-cash) order management. Engaged cross-functionally and cross-organizationally to define the As Is environments, map out ideal end-states incorporating any new functionality or identified gaps, and then worked to affect the migration. Tools used were primarily Visio, Powerpoint, and Excel.
• Transactions: Scientific Atlanta, Fibercore, Linksys, Webex, Ironport