Award-winning leader with track record helping global companies convert M&A into shareholder value. Collaborates with executives to set vision, establish businesses and transform operations. Experienced in designing: governance, organizations, operating models, synergy plans, TSAs, and flawless customer/employee experiences.
EXECUTIVE M&A ADVISOR * BUSINESS STRATEGY TO TRANSFORMATION
Results-oriented, award-winning leader with proven track record of helping global companies convert mergers and acquisitions (M&A) into shareholder value. Collaborates with executives to set strategic vision, stand up new businesses and transform operations. Leads global, cross-functional teams to execute complex transitions. Possesses extensive experience designing governance, organizations, and operating models, exceeding synergy targets, developing transition service agreements, and planning and executing issue-free customer and employee experiences. Consistently lauded as a top producer and seasoned in establishing profitable, multi-million dollar client accounts.
M&A DAY 1 PLANNING AND POST-CLOSE EXECUTION
Leads teams from deal strategy through transformation planning. Transaction portfolio exceeds $300B, with focus on transformative integrations and relationship sales, including:
-Led post-merger integration for $13B water, hygiene and energy services company. Repositioned company to be a leading provider of clean technologies and services. Led teams across five continents and exceeded goals for growth, savings, and retention of key employees and customers. Resulted in over 30% shareholder value increase within one year.
-Immediately after the above merger, client closed two additional acquisitions. Retained as M&A partner due to prior success. Despite recurring regulatory approval delays and limited access to target companies, led on-time completion of organizational integration, $150M synergy plan, cross-sales and margin uplift evaluation, ERP strategy, and communications/change program.
-Led team of CIOs for $11B diversified industrials company to evaluate readiness to split into three independent businesses. Developed shared services and IT operating models, supporting organization structures and communications/change programs.
-One of the three above businesses was later acquired by an aerospace and defense company. Retained as M&A partner due to prior separations success. Led development of IT integration plans, ERP strategy, shared services strategy, organization structure, and synergy plans for successful year one.
-$70B technology company separated to create standalone online marketplace and digital/mobile payment platforms companies. Despite delayed start, successfully accelerated development of transition service agreements and technology products groups plans in time for split.
-For the $41B acquisition of a pharmaceuticals company, led the IT applications and infrastructure team to complete integration planning, project portfolio, budget, $100M synergy plan, governance model, service portfolio, communications/change plan, and organization structure.
Advises clients on alternative service delivery models. Project portfolio savings exceed $500M, including:
-Leading media company sought access to knowledge workers at reduced costs. Developed offshore model and transition plan for IT, legal, and finance services from site, vendor, and contract evaluations.
-Top three automotive company targeted $200M savings via outsourcing. Collaborated with teams across four continents to evaluate and contract with new partners. Oversaw sales and marketing transition.
-Leading package delivery company aimed to save $60+M through transition of human resources into a shared services model. Led service evaluation and performance management framework development.
CLIENT ACCOUNT BUILDING
Collaborates with account teams to build enduring businesses, including:
-Turnarounds: Biotech client aimed to accelerate integration. Displaced delivery lead and rebuilt client relationships. $100K engagement led to multi-million dollar follow-on sales within a quarter.
-Expansion: Repositioned role at aerospace and defense client from IT implementer to strategic partner. Expanded account footprint to shared services, ERP strategy, due diligence and finance within a year.
-Greenfield: Led first win at Fortune 500 client and account grew to be top five in revenue within a year.
Stanford University: Bachelor of Science, Industrial Engineering and Bachelor of Arts, Economics
-Orange County Stanford Alumni Board
-Alpha Kappa Psi Chapter Founder and Alumni Mentor
Georgetown McDonough School of Business: Executive Certificate Program, Intl Business
Conversational Mandarin Chinese and working knowledge of French.