Stone Canyon Industries Holdings is a global industrial holding company designed to "buy, build and hold" for the long term, with a strategy focused on acquiring and operating market leading companies. SCIH companies, which today include Morton Salt, Reddy Ice, Kissner Group, and SCI Rail, operate in essential industries that provide mission-critical products and services to customers around the world. As a the Head of Strategy, I:
- Developed & executed the current holding company portfolio strategy.
- Identified near and long-term profitable organic or in-organic growth opportunities for each company.
- Evaluated adjacent or new vertical investment opportunities & led extensive due diligence processes.

Ingersoll Rand was a global diversified industrial company with $16 billion in annual revenue and ~$30 billion in enterprise value. The Company’s Climate Solutions sector includes leading HVAC brands such as Trane Commercial Systems, Thermo King, and American Standard while its Industrial Technologies sector includes brands such as Ingersoll Rand Compressed Air Technology Solutions, ARO and Club Car. In February 2020, Ingersoll Rand completed a reverse morris trust transaction with Gardner Denver and is now represented by 2 separate public S&P 500 companies: Ingersoll Rand & Trane Technologies.
- Created and launched the Company’s approach for developing organic and in-organic business unit growth strategies across multiple geographies and time horizons for all 10 business units.
- Appointed interim Global Head of Corporate Development in 2017. Led the diligence, negotiation & closing processes for acquisitions during that time.

Wastequip is North America’s largest manufacturer of waste handling and recycling equipment with around 2,000 employees and over 30 manufacturing locations. Wastequip was purchased in 2012 by Centerbridge Partners, L.P, a Private Equity Company.
Senior team member of the executive leadership team that drove the turnaround / transformation of the company from facing a liquidity crisis in 2012 to becoming a stabilized and growing business (with significant EBITDA growth over the investment period).
- Led the strategy development and planning process for each business division.
- Led the company’s regional expansion plan for the West Coast.
- Created & led the acquisition group across each business division. Sourced & performed due diligence on various acquisition targets nationwide. Led the diligence & negotiation teams on over 20 acquisition targets.
- Led the strategic development and launch of a new business division and team focused on growing aftermarket parts revenue and profit.

Managed projects in the Asset Management, Insurance, Retail Banking, Technology, Industrial, and Healthcare industries on Risk Management, Corporate FInance, Corporate Strategy, Mergers and Acquisitions, Sales and Marketing, Distribution, and Operational Efficiency topics. Representative projects include:.
- Led the sale process for a large $1.5+ billion division of a Global Oil Company to various Private Equity investors and Natural Resource companies.
- Performed diligence of a $5+ billion global Chemical distributor for a Private Equity company.
- Created the long-term strategy for the mortgage, loan, & credit card division for a Global Retail Bank.
- Created the Marketing ROI-based brand strategy and improved the campaign planning, management, and business integration process for a large national Insurer’s key brand.
-Developed pricing strategy & performance monitoring process for national Payments Processor.
Advised on the optimal pricing for a melanoma drug for a large Biotech.

American Capital Strategies is a principal investment firm with $16 billion of assets under management in 2007. The Mezzanine and Second Lien Financing group invested in secured and unsecured junior capital debt for middle-sized companies. Performed extensive diligence and prepared an investment committee memo for each investment. Representative investments included:
- $22.5 million Second Lien investment in KIK Custom Products (~$500 million in revenue), manufacturer of branded and retailer-branded consumer products.
- $21.5 million Second Lien investment in Lincoln Industrials (~$400 million in revenue), the global leader in automated lubrication systems in the industrial manufacturing sector.

Performed extensive financial and strategic analyses and executed deals for leveraged buyouts, acquisition financings, financial restructurings, and recapitalizations in the asset management and other financial institutions, industrial, media, and healthcare industries. Developed an optimal capitalization structure, created the leveraged buyout financial model, led the diligence processes (financial, legal, business, accounting, and other), assisted in the negotiation of key financing and commitment terms with the client, and managed the relationship with potential investors throughout the syndication process for each deal.
$1.8 billion LBO financing of Atlas Tube Inc. by John Maneely Company & the Carlyle Group.
$794 million recap of Linsco Private Ledger (LPL) owned by Texas Pacific Group & Hellman & Friedman.
$490 million financing for the Carlyle Group’s leveraged buyout of John Maneely Company. Drove the development of the first ever bank loan structure with bond-like covena

WorldStrides is a private equity owned (at the time, Bank of America Capital Investors and Wachovia Capital Partners) global leader in education travel serving more than 500,000 students and 10,000 educational institutions every year.
- Reported to the CEO and attended each meeting with the board of directors.
- Developed growth initiatives that generated nearly $100 million in incremental revenue.
- Increased ‘02 net income by 10% through pricing optimization (from cost to value-based pricing).
- Appointed by the CEO to head the September 11th Committee which developed acquisition criteria and business strategies to diversify/protect income streams.
- The Company was sold successfully to CharlesBank Capital Partners in January 2006.