Selected Past Project Examples
Commercial due diligence (multiple)
Worked with multiple private equity funds (from megafund to middle market) on commercial due diligence exercises in industries such as: Pharma, Consumer, Software, Food service & facilities management, Technology, Industrials, Aerospace & defense, Aviation, Beauty & Cosmetics, and others. Key diligence activities included primary & secondary research, market sizing analysis (TAM), competitive benchmarking, pricing review, talent & leadership assessment, succession planning, and "right to win" / five forces analysis, cost assessment, org structure review
Value creation program execution with a PE Ops Team
Worked with Ops Partners from a private equity megafund as part of a transformation team managing value creation initiatives at one of their portfolio companies. Key activities included preparing reporting materials for the portfolio company’s board of directors, helping to drive decision-making through scenario analysis concerning the management of key production facilities, and performing research to identify potential partners for a key product line
Fractional portfolio operations executive with a MM PE fund
Worked with a portfolio company ops team at a middle market fund to manage the ongoing value creation plans at a portfolio of more than twenty-five companies. Key responsibilities included the preparation of reporting (both at the fund level and for portfolio company leadership), independent execution of key initiatives, and internal improvement initiatives for the operations group such as the creation of a playbook of value creation services offered by the fund
Opportunity scoping / sizing for innovation consultancy
Partnered with the project team of a leading innovation consultancy to build quantitative business cases and outline strategic implications of potential new product lines that were being considered at the executive level. Outputs of business cases were reported internally to the consulting team, company leadership, and the partners of a PE megafund that backed the company
Market sizing & analysis for a family investment office
Performed a comprehensive market study in the B2C space (Health & Beauty) for a family office considering a multi-acquisition “roll-up” strategy. Key analysis components included the identification and sizing of market segments, articulating implications of relevant industry trends, running expert interviews to evaluate investment theses, and identifying key factors required to play and win in the space considering incumbent players
Market sizing & competitive analysis for M&A team
Performed a market segmentation analysis (including identification of TAM) for the M&A team of a leading B2B parts producer. The analysis centered on the potential entry of an adjacent market via acquisition and dealt with topics that included buy vs. build, strength of incumbents, and pricing economics. Ultimately, the analysis led to a nuanced recommendation that articulated what would be required for a company to play and win in the space
Knowledge management and leadership transition
Rebuilt the knowledge management approach and file structure for a key team at a leading Fortune 100-sized B2C company undergoing a change in leadership. Not only was it important to codify the unique knowledge and processes that the team had generated in a cohesive structure, but also to work closely with the new leader as they transitioned into a new team