Functional Skills
Business Development
Machine Learning
Operational Efficiency
Financial Modeling
Strategic Planning
Sales and Operations Planning (S&OP)
Operations Management
Leadership Development
Content Strategy
Private Equity Investing
Finance Transformation
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Access
WordPress
WooCommerce
Adobe Illustrator
Adobe Photoshop
Adobe Creative Cloud
Adobe Premier Pro
Sector Experience
Business Services
Consumer Goods
Financial Services
Real Estate
Technology
Big 3 Consulting (MBB)
Fortune 500
Top Consulting Firms
Experience
Intellous Partners
Corporate Strategy & Development
Managing Director
2/2023 - Present
I work with mid-market companies to craft, promote, and implement strategic initiatives aimed at achieving long-term goals and growth while being consistent with their culture.
● Recent Projects:
• Led a diligence engagement for a private equity firm performing market analysis, financial modeling, and risk assessment. Delivered actionable insights that informed the client's decision making process, resulting in a successful $50 million acquisition that yielded a 22% ROI within 18 months.
• Directed a market expansion strategy for a mid-market consumer goods company, identifying lucrative opportunities and devising a regional growth roadmap. Executed a market entry plan that increased the client's market share by 9% and generated an additional $25 million in annual revenue within the first year of implementation.
• Leader of a high-impact revenue enhancement strategy for a fast-growing technology company, conducting market analysis and customer segmentation to identify untapped reve
● Recent Projects:
• Led a diligence engagement for a private equity firm performing market analysis, financial modeling, and risk assessment. Delivered actionable insights that informed the client's decision making process, resulting in a successful $50 million acquisition that yielded a 22% ROI within 18 months.
• Directed a market expansion strategy for a mid-market consumer goods company, identifying lucrative opportunities and devising a regional growth roadmap. Executed a market entry plan that increased the client's market share by 9% and generated an additional $25 million in annual revenue within the first year of implementation.
• Leader of a high-impact revenue enhancement strategy for a fast-growing technology company, conducting market analysis and customer segmentation to identify untapped reve
INDEED
Corporate Strategy & Development
Global Corporate Strategy and M&A Leader
6/2022 - 1/2023
Defined and led a project with the CEO and Executive Leadership Team to establish and organize a global corporate strategy division, strategically aligning major business units with the CEO's vision.
• Established and led the Global Strategy function as well as designing and implementing corporate strategies to drive business growth and market expansion.
• Spearheaded M&A initiatives, identifying and executing strategic acquisitions to enhance market position and capabilities.
• Provided strategic vision and oversight, orchestrating the expansion into ten international markets while concurrently leveraging domestic U.S.-based opportunities.
• Established and led the Global Strategy function as well as designing and implementing corporate strategies to drive business growth and market expansion.
• Spearheaded M&A initiatives, identifying and executing strategic acquisitions to enhance market position and capabilities.
• Provided strategic vision and oversight, orchestrating the expansion into ten international markets while concurrently leveraging domestic U.S.-based opportunities.
realtor.com
Corporate Strategy & Development
Senior Director of Strategy and M&A
1/2021 - 6/2022
Crafted and executed Realtor.com's corporate strategy vision, setting corporate priorities, and identifying winning market opportunities. Took leadership of strategic M&A efforts and played a key role in shaping the rapidly evolving industry landscape.
• Led the ELT in the evaluation of the Realtor.com competitive position and developed strategies to win with an agent-centric go-to-market strategy.
• Directed the initiative to define and execute a national apartment rentals strategy for our global operations.
• Worked with the executive leadership team to define and execute, enterprise-wide projects that are the most important strategic decisions impacting hundreds of millions of dollars in revenue.
• Led the ELT in the evaluation of the Realtor.com competitive position and developed strategies to win with an agent-centric go-to-market strategy.
• Directed the initiative to define and execute a national apartment rentals strategy for our global operations.
• Worked with the executive leadership team to define and execute, enterprise-wide projects that are the most important strategic decisions impacting hundreds of millions of dollars in revenue.
NEXO SERVICES
Management Consulting
Managing Director
10/2015 - 1/2021
I scoped and led the execution of pivotal decisions, long-range planning, and transformative initiatives for private equity firms.
• Ran seamless post-merger integrations for multiple acquisitions, prioritizing value realization and cost efficiency.
• Instrumental in sourcing and finalizing a series of middle-market M&A transactions ranging from $2 million to $50 million in valuation.
• Ran seamless post-merger integrations for multiple acquisitions, prioritizing value realization and cost efficiency.
• Instrumental in sourcing and finalizing a series of middle-market M&A transactions ranging from $2 million to $50 million in valuation.
Dell Technologies
Corporate Strategy & Development
Senior Director, Corporate Strategy
2/2012 - 3/2015
My focus centered on orchestrating initiatives encompassing organic growth, mergers and acquisitions, transformation, and strategic planning, culminating in impactful presentations to C-suite stakeholders.
• Conducted a rigorous strategic assessment of a $3.5 billion third-party enterprise software division, leading to a restructuring of the sales organization. This strategic intervention contributed to an outstanding 18% increase in license renewals.
• Formulated and negotiated a high-impact strategic partnership with a $2.5 billion company, resulting in a remarkable revenue upsurge of $72 million and a 4% increase in gross margin.
• Directed or participated in strategic acquisitions and investments ranging from $2 million to $500 million across various business units.
• Conducted a rigorous strategic assessment of a $3.5 billion third-party enterprise software division, leading to a restructuring of the sales organization. This strategic intervention contributed to an outstanding 18% increase in license renewals.
• Formulated and negotiated a high-impact strategic partnership with a $2.5 billion company, resulting in a remarkable revenue upsurge of $72 million and a 4% increase in gross margin.
• Directed or participated in strategic acquisitions and investments ranging from $2 million to $500 million across various business units.
Ontellus
Corporate Strategy & Development
Director of Strategy
2/2008 - 1/2012
Ontellus is a fast-growing private equity-backed company focused on medical information technology and health/legal data analytics.
• Drove strategic M&A and growth initiatives that grew from seven states to a national leader by creating a 35-state sales force, centralized call center, and strategic acquisitions.
• Transformed the pricing and product delivery model to a higher-margin bundled service which resulted in a 13% increase in revenue and significant margin expansion per order.
• Redesigned the corporate structure to focus on process and procedure to reduce OPEX and increase CAPEX efficiency and management focus.
• Drove strategic M&A and growth initiatives that grew from seven states to a national leader by creating a 35-state sales force, centralized call center, and strategic acquisitions.
• Transformed the pricing and product delivery model to a higher-margin bundled service which resulted in a 13% increase in revenue and significant margin expansion per order.
• Redesigned the corporate structure to focus on process and procedure to reduce OPEX and increase CAPEX efficiency and management focus.
J.M. Huber Corporation
Corporate Strategy & Development
Manager of Strategy and Business Development
3/2003 - 11/2007
Created a highly visible corporate M&A group reporting to the CEO and COO that focused on creating a new, fast growth, low capital intensive division.
• Developed an acquisition pipeline and directed the deal teams that completed six acquisitions totaling over $30M in enterprise value and $37M in revenue.
• Guided acquisition company CEOs to execute post-merger integration plans and identify growth opportunities and OPEX savings.
• Developed an acquisition pipeline and directed the deal teams that completed six acquisitions totaling over $30M in enterprise value and $37M in revenue.
• Guided acquisition company CEOs to execute post-merger integration plans and identify growth opportunities and OPEX savings.
Boston Consulting Group
Management Consulting
Project Leader
9/2001 - 12/2003
A proven track record of leading high-impact projects and driving strategic initiatives for diverse clients across industries with actionable insights to drive business transformation.
● Notable Projects: Transformational Growth Strategy for a Global Consumer Goods Company
• Guided a cross-functional team in developing a comprehensive growth strategy for a leading global consumer goods company, identifying new opportunities and optimizing product portfolio.
• Implemented innovative market entry strategies resulting in a 25% increase in market share within 18 months, leading to a revenue uplift of $150 million.
● Operational Efficiency Improvement for a Fortune 500 Financial Services Firm
• Directed a project focused on streamlining operational processes and enhancing efficiency for a Fortune 500 financial services firm.
• Implemented process redesign initiatives resulting in a 30% reduction in operational costs, enhancing the client's competitive position in the market.
● Notable Projects: Transformational Growth Strategy for a Global Consumer Goods Company
• Guided a cross-functional team in developing a comprehensive growth strategy for a leading global consumer goods company, identifying new opportunities and optimizing product portfolio.
• Implemented innovative market entry strategies resulting in a 25% increase in market share within 18 months, leading to a revenue uplift of $150 million.
● Operational Efficiency Improvement for a Fortune 500 Financial Services Firm
• Directed a project focused on streamlining operational processes and enhancing efficiency for a Fortune 500 financial services firm.
• Implemented process redesign initiatives resulting in a 30% reduction in operational costs, enhancing the client's competitive position in the market.