• Lead a portfolio of strategic initiatives and corporate processes that pertain to long-term positioning
• Structure and solve complex business problems, coordinating stakeholders to drive recommendations
• Monitor client market trends, competitors, and competencies to identify new opportunities
• Selected Engagements:
– Conducted strategic review of late-stage growth firm, evaluating product mix and positioning

• Co-founded corporate development function, creating a process to assess acquisition opportunities
• Firmwide Strategic Plan 2015
– Constructed operating model to inform resource allocation among strategic alternatives
– Authored industry conditions report covering trends in product demand and strategic activity
• Brokerage Market Entry
– Provided market assessment, sizing, and competitive analysis to confirm business opportunity

• Start-up firm publishes blog on industry analysis including valuation drivers and financial modeling
• Formulated business plans and advised leadership on growth strategies to expand into key markets
• Tracked financial and operational performance to identify potential business improvements
– Analyzed customer demographics and provided strategic support for new product launches

• Valuation: merger consequences, leveraged buyout, and sum-of-the-parts analysis
• $2.4 bn buy-side advisory: L-3 Communications Holdings, Inc. (Target: Esterline Technologies Corp.)
– Presented detailed merger consequences analysis and sensitivities analysis
• $1.4 bn buy-side advisory: BC Partners (Target: Aeronautical Radio, Inc.)
– Created detailed operating model defended by independent research and sector data

• Valuation: discounted cash flow, trading multiples, and precedent transactions
• $3.5 bn merger: The Stanley Works (Target: Black & Decker Corp.)
– Organized quantitative and qualitative data sources to generate analysis and market commentary