Functional Skills

Communications
Operational Due Diligence
Divestitures
Strategic Planning
Business Process Outsourcing
Project Management
Change Management / Org Design
Commercial Due Diligence
M&A Transaction Readiness
Program Management

Sector Experience

Business Services
Financial Services
Healthcare
Manufacturing
Retail
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

Pinnacle Advisors Management Consulting
Founder and Principal
9/2021 - Present
•Advise clients on their strategic agenda, portfolio composition, business, and operating models to drive value and growth through transactional or transformational events (M&A)
•Lead and deliver complex strategic engagements that help clients unlock value through inorganic growth and value creation
•Manage day to day interactions with executives and sponsors; develop and maintain contact with top decision makers
•Own and present project deliverables that reflect a high standard of analysis Selected Project Experience
•Supported Big 4 consultingfirm on the delivery of client servicesfor an international acquisition
● Led development of overall integration vision, strategy, value drivers, and guiding principles
● Shared leading practices on the definition of optimal target operating model design to facilitate alignment for Day 1 and Day 2
● Developed current state definition and assessment to identify gaps/changes through detailed requirements definition across workstreams
● Fac

Walmart Corporate Strategy & Development
Director, M&A Integration, Global Business Services
1/2019 - 1/2021
•Created the M&A integration and separation strategy for acquisitions and separations
•Developed proprietary PMO methodology, toolset, and M&A playbook
•Established a centralized web based platform to track and manage the portfolio of M&A activity
•Created executive level materials including synergy tracking, operational KPIs, and portfolio status updates
•Led deals for multiple lines of business: technology, eCommerce, retail, and health care

Deloitte Management Consulting
Strategy and Operations, Mergers &Acquisitions
1/2010 - 1/2019
•Advised and led on 25+ transactions for strategic and financial buyers totaling more than $35B of enterprise value
•Served as a trusted advisor to help clients develop the structure and discipline to more effectively identify, analyze, and execute their transactions Selected Transaction Experience
•US Acquisition
● Established the program management office, cadence, and governance for 16 functional workstreams
● Led interdependency workshop to identify the critical path milestones and align cross-functional dependencies to develop execution roadmap
● Oversaw the tracking of 250+ integration and synergy projects delivering an issue free Day 1
•International Acquisition
● Established governance structure for program management office including, roadmaps, risk/issue resolution process, and reporting cadence
● Developed go-forward operating model for post transaction company
● Created operational readiness playbook for all corporate and business workstreams for future deals
•PEf

Taylor Companies Finance
Director, Strategic Investment Bank, Office of the Chairman
7/2006 - 7/2008
•Developed and cultivated trusted relationships with influential individuals worldwide directly contributing to deal flow generation for the strategic and transactional investment banking groups
•Led team responsible for managing a 200-person advisory network accountable for collaborating directly with transaction teams to craft client presentations supporting negotiations for multiple acquisitions and divestitures
•Developed sales and market entry strategy resulting in fourteen meetings and two contracts totaling $550M

United States Senate Other
Legislative Staff, Office of the Secretary of the Senate
1/2001 - 1/2006
•Liaised between the White House and Senate for all matters regarding executive business including treaties and nominations
•Served as Senate floor staff that advised Senate leaders on matters pertaining to executive business and parliamentary procedure