Please see below for select examples of my past projects
Strategy engagement examples
· Led construction of 3-year growth plan for global tech co. to expand revenue 5x to $150M by analyzing customer acquisition and retention opportunities; created prioritized backlog of 50+ product and marketing initiatives
· Developed commercialization plan for new product launch at a pipeline services company, identifying $15M in incremental EBITDA based on in-depth analysis of geographies and customer types to prioritize
· Developed growth plan for charter school to double the number of students served to ~30K including a phased plan for where to grow based on demographic and supply analysis incorporating future trends
· Developed a growth roadmap for a PE-backed HealthCo, identifying and prioritizing 150 top zip codes for expansion (out of an initial 6,000) based on an analysis of demographics, competitive intensity, and payer mix
Operational and performance improvement engagement examples
· Identified ~$6M million (10%) of run-rate procurement savings at global industrials company by analyzing current spend, interviewing key stakeholders, and benchmarking best practices against peer set
· Collaborated with cross-functional business unit stakeholders to perform internal and external cost benchmarking analysis for $30B+ oil and gas client; identified $80 million in potential Opex savings
· Launched customer experience improvement strategy at major utilities company by designing data-driven feedback loops and coaching a team of ~6 client employees to rapidly identify, design and launch initiatives
· Led team of ~6 clients in a six-week pilot of a new payment program at major utilities company, enhancing customer Net Promoter Scores by 25 points while increasing on-time payment rates by 15%
Private Equity diligence engagement examples
· Spearheaded market (size, growth, cyclicality) and competitive position (key purchasing criteria, pricing / contracting, switching behavior) assessment across 6 end markets for $160M specialty electronics manufacturer
· Assessed market size, growth, and cyclicality risk across 4 end markets for $115M industrial services company
· Conducted in-depth market growth and customer share of wallet analysis for $2B gas pipeline services company
· Led competitive positioning assessment of a ~$200M emissions control system provider, including value chain overview, market shares, purchasing process, key purchasing criteria, and NPS
Post-acquisition / merger integration engagement examples
· Developed combined operating model for procurement function during the merger of two global industrials companies, identifying $3M+ in net synergies while clarifying decision rights and operational accountability
· Led synergy analysis and post-merger integration of Operations, Go-to-Market, and Product functions for two global tech companies (combined $2.5B in revenue)