Advisory Project Execution
Delivering organizational results for partners in energy, technology, manufacturing, finance, aerospace & defense, human capital, and more.
Guidance on PE recapitalization for a leading woman's specialty retail brand, 2006
Provided transaction advisory between a Jacksonville, FL based lifestyle apparel and accessories brand and a San Francisco, CA based portfolio company. Drove cost efficiency and revenue synergy recommendations supported by portfolio company's existing value chain.
Incorporation and go-to-market strategy for a large spirit and wine business, 2009
Created brand and product strategy, as well as initial campaigns and marketing technology stack, for an adult beverage manufacturer in Upstate New York. Supported 45x revenue growth in under 10 years.
Portfolio analysis for a top Northeast full-service supplier of natural gas, 2011
Built scenario analysis, logistics and capital planning, and comprehensive 3-year strategic plan for a full-service supplier of liquified, compressed, and renewable natural gas based in Ulysses, Pennsylvania.
Corporate wind-up oversight for a medium size EdTech business, 2013
Oversaw corporate discontinuation and asset/IP sale for a Henrietta, NY technology company. Ensured partner liquidity, navigated vendor, customer, and government agreement termination, and consulted with firm legal representation on long-term liability reduction.
Early-stage capital investment support for a rapidly growing computer vision company, 2015
Advised a new fitness technology company on angel and seed/pre-series funding; provided board structuring and strategic partner support with a Santa Clara, CA based technology company, a Mountain View, CA based technology company, and a Redmond, WA based technology company.
Merger advisory for two independent financial management firms, 2016
Conducted due diligence, arbitration, and systems integration between two New York based wealth management businesses; integration activities included shared cost elimination, technology platform migrations, client and vendor communications, and compensation restructuring.
Divestiture support for a publicly traded business services provider, 2017
Designed and deployed automation, business intelligence, and cost efficiency systems in support of restructuring between a legacy Stamford, CT technology company and a new Florham Park, NJ business services provider.
Post-merger revenue synergy execution for a publicly traded defense company, 2019
Facilitated firewalled, pre-transaction exploratory sessions between a Melbourne, FL based defense contractor and a New York, NY based defense contractor, as well as post-transaction growth projects for the joined entity.
Go-to-market strategy and contract terms negotiation for a communications business segment, 2020
Led a Transfer-of-Technology program between a United States based Command, Control, Communications, Computers, Intelligence, Surveillance and Reconnaissance (C4ISR) provider and a Middle East government entity.