Functional Skills
Post-Merger Integration
Carve-Outs
Organizational Strategy
Organizational Design
Leadership Development
Cost Reduction
Go-to-market Strategy
Sector Experience
Retail
Media & Entertainment
Financial Services
Technology
Consumer Goods
19
hours
Avg Response Time
18
years
Years of Experience
3/17
Member Since
Big 4 Accounting
Top Consulting Firms
Experience
KPMG
Management Consulting
Director - Deal Advisory & Strategy
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
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
Deloitte
Management Consulting
Experienced Manager - M&A
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
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
Akamai Technologies
Operations
Principal Analyst/Sr. Manager - Strategy & Operations
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
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
PricewaterhouseCoopers (PwC)
Management Consulting
Experienced Manager - Banking & Capital Mkts
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
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
Synteractive LLC
Management Consulting
Principal Consultant/Sr. Manager - Strategy
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
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
Accenture
Management Consulting
Senior Consultant - Strategy
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
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
Initiative for a Competitive Inner City
Management Consulting
Consultant (Intern)
Performed research and analysis for an Economic Development consultancy founded by HBS Strategy professor Michael Porter
4-Sight Consulting
Management Consulting
Consultant (Contractor)
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
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
Harvard Business School
Other
Faculty Research Assistant
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
• 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