Functional Skills
Change Management / Org Design
Financial Modeling
Operational Due Diligence
Post-Merger Integration
Strategic Planning
Strategy Development
Carve-Outs
Commercial Due Diligence
Financial Due Diligence
Go-to-market Strategy
Integration Management (IMO)
M&A Support
M&A Transaction Readiness
Operating Model Design
Operational Efficiency
Software Skills
Netsuite
Microsoft Excel
Microsoft PowerPoint
Sector Experience
Business Services
Healthcare
Industrials
Life Sciences & Pharma
Technology
Experience
Walk On Ventures
Finance
Managing Director, Office of the CFO Advisory
7/2025 - Present
Start-up advisory and investment firm
● Growth Acceleration: Launched Office of the CFO advisory practice, securing 3 initial growth-stage client accounts.
● Profitability & Control: Isolated and eliminated an average 3% revenue leakage across client accounts, driving an immediate 15–30% uplift in EBITDA.
● FP&A and Strategy: Installed forecasting & liquidity tools and management systems to support expansion and investment decisions.
● M&A Fund Support: Led due diligence and valuation modeling for fund investments, validating growth plans and operational ability, informing final investment theses.
● Post-Close Advisory: Installed post-close advisory services for portfolio companies, ensuring seamless integration and scale.
● Growth Acceleration: Launched Office of the CFO advisory practice, securing 3 initial growth-stage client accounts.
● Profitability & Control: Isolated and eliminated an average 3% revenue leakage across client accounts, driving an immediate 15–30% uplift in EBITDA.
● FP&A and Strategy: Installed forecasting & liquidity tools and management systems to support expansion and investment decisions.
● M&A Fund Support: Led due diligence and valuation modeling for fund investments, validating growth plans and operational ability, informing final investment theses.
● Post-Close Advisory: Installed post-close advisory services for portfolio companies, ensuring seamless integration and scale.
Digital Media Solutions (DMS)
Corporate Strategy & Development
SVP, Strategic Initiatives
4/2023 - 4/2025
Technology enabled digital performance advertising solutions
● Global Expansion & Growth: Executive Sponsor for DMS' first international acquisition ($80M revenue), launching a new e-commerce vertical that added $36M in run-rate revenue.
● Value Creation: Delivered $57M in top-line revenue growth through working capital redirection while concurrently implementing a $30M cost reduction program.
● Transformation Oversight: Directed the Transformation Management Office during the public-to-private transition and simultaneously led the Integration Management Office.
● Establishing Global Infrastructure: Led NetSuite ERP migration and legal setup (UK, Netherlands, Ukraine) for the international acquisition, establishing global operating infrastructure.
● Global Expansion & Growth: Executive Sponsor for DMS' first international acquisition ($80M revenue), launching a new e-commerce vertical that added $36M in run-rate revenue.
● Value Creation: Delivered $57M in top-line revenue growth through working capital redirection while concurrently implementing a $30M cost reduction program.
● Transformation Oversight: Directed the Transformation Management Office during the public-to-private transition and simultaneously led the Integration Management Office.
● Establishing Global Infrastructure: Led NetSuite ERP migration and legal setup (UK, Netherlands, Ukraine) for the international acquisition, establishing global operating infrastructure.
Synergetics Management Consulting
Management Consulting
Director, Business Services
10/2014 - 4/2023
Strategy execution, operational transformation, and market growth consulting
● Strategic Impact: Delivered $1.3B in EBITDA improvements and secured $200M in working capital enhancements for 14 client companies.
● Financial Analysis & Operating Model: Directed financial analysis and operating model redesigns to unlock margin and efficiency. Priced all consulting engagements and developed implementation plans that ensured project success and high ROI.
● M&A Due Diligence & Valuation: Built valuation models and directed due diligence for deals including for a $500M SPAC transaction.
● Integration & Value Capture: Drove $500M in cost takeout for a $26B merger by restructuring shared services functions tied to service delivery.
o Installed M&A playbook & integration frameworks to standardize execution across engagements.
● Key Wins:
o Scaled a pharmaceutical client's net revenue from $30M to $200M in 2 years by establishing their Corporate Development function and redesigning operating model for scale.
o Rationalized direct material spend via material resource planning, securing $200M in working capital enhancements.
o Optimized sales and order entry processes for a manufacturer, reducing lead times by 30% and boosting on-time delivery from 70% to 85%.
● Strategic Impact: Delivered $1.3B in EBITDA improvements and secured $200M in working capital enhancements for 14 client companies.
● Financial Analysis & Operating Model: Directed financial analysis and operating model redesigns to unlock margin and efficiency. Priced all consulting engagements and developed implementation plans that ensured project success and high ROI.
● M&A Due Diligence & Valuation: Built valuation models and directed due diligence for deals including for a $500M SPAC transaction.
● Integration & Value Capture: Drove $500M in cost takeout for a $26B merger by restructuring shared services functions tied to service delivery.
o Installed M&A playbook & integration frameworks to standardize execution across engagements.
● Key Wins:
o Scaled a pharmaceutical client's net revenue from $30M to $200M in 2 years by establishing their Corporate Development function and redesigning operating model for scale.
o Rationalized direct material spend via material resource planning, securing $200M in working capital enhancements.
o Optimized sales and order entry processes for a manufacturer, reducing lead times by 30% and boosting on-time delivery from 70% to 85%.
IHS (now S&P Global)
Corporate Strategy & Development
Manager, Acquisition Integration
9/2007 - 9/2014
Global leader in information, analytics and solutions
● M&A and Value Capture: Managed integration efforts for 10+ acquisitions ($2.5B total), ensuring deals were accretive to IHS’ overall +30% EBITDA margin while driving 20% CAGR.
● Financial Modeling & Operational Due Diligence: Built financial models to validate business assumptions and quantify value capture, informing investment decisions and valuation
● M&A Playbook Development: Co-developed IHS’s M&A playbook, defining standardized processes for pre-LOI, due diligence, Day One planning, and post-acquisition execution.
● FP&A Integration: Partnered with FP&A and business units on budgeting process; conducted whitespace and market analysis to identify growth opportunities.
● Began my tenure at IHS as an economist and researcher, which later helped in my effectiveness on the commercial and product delivery aspects of the integration.
● M&A and Value Capture: Managed integration efforts for 10+ acquisitions ($2.5B total), ensuring deals were accretive to IHS’ overall +30% EBITDA margin while driving 20% CAGR.
● Financial Modeling & Operational Due Diligence: Built financial models to validate business assumptions and quantify value capture, informing investment decisions and valuation
● M&A Playbook Development: Co-developed IHS’s M&A playbook, defining standardized processes for pre-LOI, due diligence, Day One planning, and post-acquisition execution.
● FP&A Integration: Partnered with FP&A and business units on budgeting process; conducted whitespace and market analysis to identify growth opportunities.
● Began my tenure at IHS as an economist and researcher, which later helped in my effectiveness on the commercial and product delivery aspects of the integration.