The sales function of private equity backed portfolio companies can be messy. Platform companies that grow through acquisition often have disparate sales teams that struggle for cohesion and unity. Companies new to private equity ownership have management and sales structures that struggle to meet the expectations of their new ownership.

I advise the C-suite of these companies and their private equity sponsors on how to best transform their sales organizations. I have experience providing sales transformation services to the portfolio companies of well known private equity groups, such as Pritzker Private Capital.

SERVICES
Sales structure recommendations
Cross-functional sales process maps
Sales compensation plan development
Best practice reports
Discovery analysis and recommendations

New ventures with innovative business models cannot rely on standard financial models. These companies require proprietary financial models that are made from scratch and tailored to their unique business model. These models should be simple enough to navigate while being robust enough to properly forecast different scenarios.

I develop financial models and accompanying pitch decks / formal business plans for founders of innovative, high growth business models. For six years I have served as a Financial Planning & Analysis lead for an innovative technology company operating in the logistics and transportation sectors. I have developed financial models for innovative companies in the Events, Consumer Products, Pet Services, and Hospitality industries.

SERVICES
Proprietary financial model creation and maintenance
Financial model review and recommendations
Pitch deck creation
Formal business plans for bank loans

Product launch teams with innovative new goods or services but with little understanding of their market face an uphill struggle. Understanding your competition helps you better position your new product or service. Understanding the market size gives you focus.

I perform market sizing assessments and competitor analysis to help launch teams with their go-to-market strategy. I have performed market size assessments and created competitor intelligence reports for companies in the technology, transportation, healthcare, consumer product, beauty, and pet service industries.

SERVICES
Market size analysis
Competitive landscape analysis

During my time as an Analyst through Senior Consultant with Deloitte Consulting, I worked with various Federal and Commercial clients to help solve numerous types of strategy and operations problems. While working on these projects I have gained experience performing financial statement analysis, implementing business process reengineering techniques, and creating hypothesis and scenario plans to help clients make informed decisions that positively impact their organization.