Functional Skills
Business Development
Private Equity Investing
Operations Management
Market Access Strategy
Leadership Development
Sales and Operations Planning (S&OP)
Business Planning
M&A Support
Market Research
Strategic Planning
Software Skills
Microsoft Excel
Microsoft Word
Microsoft OneDrive
Microsoft PowerPoint
Salesforce
Netsuite
Certifications
Series 63
Sector Experience
Agriculture
Business Services
Healthcare
Manufacturing
Technology
Case Study
Case Studies
Go-to-market assessment, customer research & growth strategy
Energy
Market Research
Growth Strategy
Strategic Planning
M&A due diligence and growth strategy
Technology
Private Equity Investing
M&A Support
Market Research
Growth Strategy, Customer Retention
Business Services
Primary Research
Strategy Development
Sales Strategy
Notable Clients
Diebold Nixdorf
Legrand
LEK Consulting
Levata
PricewaterhouseCoopers (PwC)
Fortune 500
Experience
THE H GROUP
Management Consulting
Founder Independent Consultant
1/2018 - Present
Started an independent consulting business. Identified new clients, closed sales, and delivered consulting projects for clients at family offices, VC firms, and growth-stage companies.
Project types included investment due diligence, M&A planning & support, growth strategy, go-to-market planning, strategic business planning, market research, and interim executive leadership roles.
Managed the entire lifecycle of all projects, from scoping project goals to writing the final report; conducted primary & secondary research; collaborated with clients on implementation.
Project example:
Software company: Conducted investment readiness planning and sales strategy optimization for a software startup in the event industry. Within 30 days, revised business plan, pitch deck, and sales strategy to capitalize on a fast close of an investment round allowing the company to fund several months of runway, achieving a faster sales cycle and increasing revenue traction.
Project types included investment due diligence, M&A planning & support, growth strategy, go-to-market planning, strategic business planning, market research, and interim executive leadership roles.
Managed the entire lifecycle of all projects, from scoping project goals to writing the final report; conducted primary & secondary research; collaborated with clients on implementation.
Project example:
Software company: Conducted investment readiness planning and sales strategy optimization for a software startup in the event industry. Within 30 days, revised business plan, pitch deck, and sales strategy to capitalize on a fast close of an investment round allowing the company to fund several months of runway, achieving a faster sales cycle and increasing revenue traction.
Acclaro Growth Partners
Management Consulting
Contractor
1/2018 - Present
Over 30+ consulting projects in strategy and investment due diligence for PE funds and corporations. Industries included technology, energy, healthcare, manufacturing, and business services.
Successfully completed all projects on time or early and within budget. Consistently ranked as one of the top consultants in terms of work quality and depth of research.
Expertise in primary & secondary research, and knowledge management software to draw together a clear picture of opportunities, risks, and critical success insights.
Successfully completed all projects on time or early and within budget. Consistently ranked as one of the top consultants in terms of work quality and depth of research.
Expertise in primary & secondary research, and knowledge management software to draw together a clear picture of opportunities, risks, and critical success insights.
Windrose Advisors
Finance
WINDROSE ADVISORS
1/2017 - 1/2018
Multi-family office, asset management firm
Co-founded and setup the Seattle office of a Boston-based multi-family office with $2.5BN in assets under management.
Championed channel partnerships with investment bankers, venture capitalists, private equity firms, hedge funds and single-family offices.
Co-founded and setup the Seattle office of a Boston-based multi-family office with $2.5BN in assets under management.
Championed channel partnerships with investment bankers, venture capitalists, private equity firms, hedge funds and single-family offices.
Acclaro Growth Partners
Management Consulting
SENIOR CONSULTANT
1/2012 - 1/2017
Strategy consultant serving the middle market M&A, PE funds, and corporate ecosystem
Conducted market and strategy due diligence for private equity funds acquiring technology, industrial, consumer, and business services companies.
Project example: Managed acquisition due diligence, growth assessment, and transaction valuation for a private equity firm resulting in the $25MM acquisition of a branded bath products company.
Conducted market and strategy due diligence for private equity funds acquiring technology, industrial, consumer, and business services companies.
Project example: Managed acquisition due diligence, growth assessment, and transaction valuation for a private equity firm resulting in the $25MM acquisition of a branded bath products company.
Remote Medical International
Start-Up
CHIEF OPERATING OFFICER
1/2010 - 1/2012
Global operations for medical services startup providing equipment, training, and onsite medical support
Built and lead a team of over 20 employees on seven continents; responsible for an $8MM operating budget. Achieved all operating goals while staying at or below budget.
Managed key customer accounts, including Swinerton, CBS Broadcasting, and the U.S. Department of Defense. Negotiated partnership with Canadian First Nations Corporation, allowing entry into the Canadian market.
Built and lead a team of over 20 employees on seven continents; responsible for an $8MM operating budget. Achieved all operating goals while staying at or below budget.
Managed key customer accounts, including Swinerton, CBS Broadcasting, and the U.S. Department of Defense. Negotiated partnership with Canadian First Nations Corporation, allowing entry into the Canadian market.
Mainsail Partners
Finance
VICE PRESIDENT
1/2008 - 1/2009
Growth equity firm that invests in rapidly growing, bootstrapped software companies
Responsible for business development; sourced and led prospecting efforts with more than 20 CEOs and bootstrapped entrepreneurs.
Provided guidance and expertise to portfolio companies in the areas of sales, marketing, strategy, and budgeting.
Responsible for business development; sourced and led prospecting efforts with more than 20 CEOs and bootstrapped entrepreneurs.
Provided guidance and expertise to portfolio companies in the areas of sales, marketing, strategy, and budgeting.
Amazon
Corporate Strategy & Development
SENIOR MANAGER
1/2007 - 1/2008
Global integrations of acquisitions across e-commerce, operations, audio, and cloud.
Managed global acquisition integration, the most notable being the $300MM acquisition of Audible.com.
Successfully transitioned partnerships between acquired companies and Amazon, maintaining revenue and partnership goals throughout the transitions.
Led 20-person cross-functional team on the 120-employee Audible.com integration, achieving all post-merger milestones.
Managed global acquisition integration, the most notable being the $300MM acquisition of Audible.com.
Successfully transitioned partnerships between acquired companies and Amazon, maintaining revenue and partnership goals throughout the transitions.
Led 20-person cross-functional team on the 120-employee Audible.com integration, achieving all post-merger milestones.