Senior managing consultant advising clients on complex integration & separation projects, recruited to help grow the firm's Integration & Separation footprint. Sample projects;

Client: Founder-led Healthcare Concern
• Developed a Strategy & Operations Roadmap highlighting multiple operational & managerial improvements for the founder and controller of a healthcare concern seeking to secure a $25M private equity investment

Client: UK-Based Healthcare Expert Network & Communications Firm
• Advised the Global Controller on integration of the Finance function across multiple US & UK legacy entities for a Private Equity-owned platform company. Supervised the mapping of key existing and future-state finance processes across 8 legacy entities, addressed aging receivables in the acquired entity & developed a mitigation for $300M in potential US Federal regulatory risk associated with the Sunshine Act

Senior Managing consultant recruited to advise Corporate and Private Equity clients on deal execution for large, complex Post-Merger integration and Carve-out transactions. Select projects include;

Client: Leading US-based Cyber-Security Firm
• Launched and led a Separation Management Office for the $1.2B carve out of the products division of a leading cyber-security solutions provider to a private equity buyer

Client: Leading Private Equity Firm
• Managed a stand-alone cost assessment to inform the acquisition bid to carve-out a US-based advisory firm in the Health & Life Sciences space for a private equity buyer

Managing consultant recruited to advise top-tier clients on post-merger integration and carve-outs.

Sample Projects:

• IMO functional lead driving blueprinting, operating model, organization design and synergy capture across Product Development & SG&A for a $650M internet application services firm acquisition

• Drove Day 1 readiness, employee cutover and launch communications to spin-out the cyber-security unit of a tech services firm

Provided strategic analysis and PMO leadership on a $375M post-acquisition, integration effort for the largest internet CDN

Sample Projects:

• Co-led a cross-functional team driving integration of a $375M acquisition, product rationalization, implementation of new Salesforce & Marketo platforms & revamped sales operations

• Developed a tool to forecast downstream customer retention & financial risk

• Generated customer & competitor insights to inform the new Go-to-Market Strategy

Managing consultant, responsible for scope, schedule, budget and delivery on multiple engagements for top tier clients.

Sample Projects:

• Established PMO to manage a $90M work-stream & align w/ the IMO on a $750M merger integration for a top insurer

• Restructured the Internal Audit group to drive carve-out readiness for an Investment Mgt firm

• Generated consumer insights for the wealth management arm of a $275B bank seeking to gain share in the mass-affluent segment

Managing Consultant on Strategy, Operations and Organizational Management issues for key Federal Government clients at a DC-based start-up consultancy.

Sample Projects:

• Led strategic analysis & operational support to the head of an inter-agency directorate driving strategic change efforts in the US Intelligence Community

• Led analysis of consumer awareness of a signature White House economic policy. Defined segments & developed strategy to increase awareness & adoption

Consultant to corporate clients on Strategy, Operations & Organizational Management issues.

Sample Projects:

• Developed a shared-service Operating Model to consolidate 14 operating units and drive ~$15M in synergies during the PE buyout of a global media firm

• Led Ops & HR integration work-streams for the merger of two global travel management firms. Developed integration plans, retention & severance programs and an operational synergy heat map

Performed research and analysis for an Economic Development consultancy founded by HBS Strategy professor Michael Porter

Contract strategic research analyst/consultant for private sector and non-profit clients.

Sample Projects:

• Advised leadership of a mental health agency on development of a new service delivery model during a state-mandated, operational transformation

• Co-developed a new M&A due diligence methodology to account for cultural misalignment for a Big 4 advisory firm

Assisted members of the Organization Behavior faculty w/ multiple research projects including;

• Data analysis for a study of the impact of net-positive managerial decisions w/ negative initial outcomes

• Primary research for a joint study for the Dean’s Office & the HBS Leadership Initiative on ethical decision-making among MBA students